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Joseph Pozzuolo and Jeff Pozzuolo, Estate Planning Attys. Will Conduct a Penn State CLE/CPE: The Basics Of Estate Tax Planning After The 2012 American Taxpayer Relief Act
Date:6/16/2013

(PRWEB) June 16, 2013

The Law Firm of Pozzuolo Rodden, P.C., Philadelphia Estate Planning Attorneys, announces the upcoming Penn State seminar titled: "The Basics of Estate Tax Planning After The American Taxpayer Relief Act of 2012“ on Thursday, June 20, 2013. If you would like to read more of what the seminar will cover, please read the full description on the Pozzuolo Rodden, PC web site under Seminars: http://www.pozzuolo.com

The Basics of Estate Tax Planning After The American Taxpayer Relief Act of 2012

By: Joseph R. Pozzuolo, Esquire and Jeffrey S. Pozzuolo, Esquire
Pozzuolo Rodden, P.C.

Where: Penn State University Cooperative Extension
Neshaminy Manor Center
1282 Almshouse Rd
Doylestown, PA 18901-2896

When:     
Thursday, June 20th -12:30p - 1:00p Registration, check-in
1:00p - 5:00p         

Course Description and Learner Objectives:

To provide attorneys, CPA’s and life underwriters, general and new practitioners, with the basic, fundamental tools and strategies to serve their clients in trust and estate planning strategies to effectively plan their clients’ estates after The American Tax Payer Relief Act of 2012. This practical program is designed to teach you how to use and draft fundamental estate planning documents, provide a general overview of federal and estate death taxes and discuss the ethical issues surrounding estate planning.

Estate Planning:

The Reasons For Estate Planning: (1) Welfare And Security Of One’s Family After Death; (2)Estate And Gift Taxes; (3) Various Documents Such As Wills, Trust Agreements, Buy-Sell Agreements And The Like; (4) Areas Of Knowledge Of Estate Planning; (5) Initial Advice To Client; (6) Checklist For Gathering Client Information; (7) Buil
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