Estate Planning for the Rest of Us (For Estates Under $10 Million with a focus on Navigating the Portability Rules)
With the estate tax exclusion set at more than $5 million, many Americans are (wrongly) re-thinking the need for any estate planning. A married couple in 2001 with a combined $7 million estate would be knocking down our door to meet with us to find ways to save estate taxes, but not necessarily today, and that is a big mistake. This session will look at various non-tax considerations and why our clients still need to be focused on their estate planning, including considerations for blended families and other family dynamics, family members with special needs, ownership of a closely-held business, overall asset protection, education and charitable planning, beneficiary designations and hard to value assets. The session will also focus on navigating the final portability (DSUE) rules and comparing the benefits of making the portability election vs. funding a credit shelter trust.
Registration and cocktails
5:15pm – 5:45pm
Dinner
5:45pm – 6:30pm
Program
6:30pm – 7:30pm
RESERVATIONS
RSVP via email to admin@saepc.org or here by Friday, Oct. 14th.
You will be sent a return email confirmation.
The handout for this program can be found below.
About Jordon Rosen
Jordon N. Rosen, CPA, MST, AEP® is a Director and shareholder in the Wilmington, Delaware CPA firm of Belfint, Lyons & Shuman, where he heads the firm’s estate and trust practice. Jordon also provides tax consulting and compliance services to the firm’s higher net worth clients and business owners. He is the Immediate Past President of the National Association of Estate Planners and Councils (NAEPC) and has served as president of the Delaware Estate Planning Council and the Chester County, PA Estate Planning Council. Mr. Rosen also serves as Chair of the Tax Committee of the Delaware State Chamber of Commerce, is a member of the AICPA Trust, Estate and Gift Technical Resource Panel and is a member of the editorial board of Thomson Reuters Focus publication.
Jordon is a licensed CPA in Delaware and Pennsylvania and is a member of the Pennsylvania Institute of CPAs, Delaware Society of CPAs and the AICPA Tax Section. He also holds the designation of Accredited Estate Planner and has been recognized the past 4 years as a 5-Star Wealth Manager by Philadelphia Magazine and Delaware Today.
Mr. Rosen is a frequently sought out speaker both locally and nationally on tax planning and related issues and has published more than 100 articles. He has been a frequent television and radio guest and a past host of Money Talk on 1450-WILM. He received his undergraduate degree in Accounting from Temple University and his Master’s degree in Taxation from Widener University.
