Pennsylvania Bar Institute

Benjamin Franklin once remarked that "... in this world nothing is certain but death and taxes."

 

In Pennsylvania, this couldn’t be more true! Every estate in the Commonwealth may be subject to Pennsylvania inheritance tax. It is essential, then, for an estate practitioner to have a basic understanding of what property is included - and exempted or deducted - from the gross estate when filing an inheritance tax return.

 

In this program, our instructors walk you through the preparation of a Pennsylvania inheritance tax return, and compare and contrast it with a federal estate tax return. They review income tax returns for decedents and estates and offer practical tips for maximizing tax planning and deferring taxation. Learn to spot opportunities during an estate administration, including post-mortem tax planning possibilities that can save your client money.

 

This is a great program for beginning estate practitioners or for those attorneys that could use a "refresher" course.

 

Topics include: • An Overview of Taxes Involved in Decedent’s Estates • Decedent’s Final Income Tax Return • Fiduciary Income Tax • The Taxable Estate – Assets • The Taxable Estate – Deductions • Valuation of Assets, Including Family Businesses • Calculating Estate and Inheritance Taxes • Payment of Estate and Inheritance Taxes • Generation Skipping Tax • Ethical Considerations

Kelly Phillips Erb, Esq., The Erb Law Firm, PC, Philadelphia

Martyn S. Babitz, J.D., PNC Bank Corporation, Philadelphia

Elizabeth J. Goldstein, Esq., Dilworth Paxson LLP, Harrisburg

H. Amos Goodall, Jr., Esq., CELA, Goodall & Yurchak, P.C., State College

Maureen P. Groden-Gluntz, Esq., Abernethy, Auld & Young, PC, Allison Park

Henry R. Johnston, III, Esq., Cohen & Grigsby, PC, Pittsburgh

Paula M. Jones, Esq., Drinker Biddle LLP, Philadelphia

Todd T. Jordan, Esq., Tener, Van Kirk, Wolf & Moore, PC, Pittsburgh

Kathy C. Mandelbaum, Esq., Temple University Beasley School of Law, Philadelphia

Sara A. Mercer, Esq., Rothman Gordon & Groudine, P.C.

Amy Steerman, Amy F. Steerman

Michael W. Mills, Esq., Antheil, Maslow & MacMinn, LLP, Doylestown

Laura E. Stegossi, Esq., Weber Gallagher Simpson Stapleton Fires & Newby LLP, Philadelphia

Olivia H. Stoner, Esq , Stoner Law Offices, Philadelphia

Eric R. Strauss, Esq., Worth, Magee & Fisher, P.C., Allentown

Vicki Ann Trimmer, Esq., CPA, Persun & Heim, PC, Mechanicsburg