Estate Planning in Pennsylvania: From A to Z, Hosted by the National Business Institute
This no-nonsense introduction to estate planning breaks it down to its key working documents and fundamental steps. Learn how to map out asset transfers during life and distributions in probate, prepare clients for incapacity and nursing home care, and more.
Andrew Gespass will instruct "Essential Tax Tactics" at 12:30 P.M., discussing:
- Current State and Federal Tax Rates and Exclusions;
- Tax Tactics for Small vs. Large Estates;
- Valuation of Assets; and
- Taxation and Tax Consequences of Trusts.