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28 East Orange Street, Lancaster, PA 17602
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3.0 SUBSTANTIVE CREDIT
SPEAKERS:
Ed Barone, Wealth Manager, CBEC, CM&AA, Evergreen Wealth Solutions
(Ret.) Judge John C. Uhler, CGA Law Firm
Vicky A. Trimmer, Esq. Daley Zucker
Justin H. Brown, Esq., Partner, Ballard Spahr
Ross Bruch, Esq., Senior Wealth Planner, Lancaster County Sherriff's Office
DESCRIPTION:
Elevate your legal knowledge at our Estate and Probate Summit featuring four essential topics. First, learn the art of creating a transferable business, and gain insights into the strategic steps necessary for seamless business succession. Then, attorneys and paralegals can choose between two breakout sessions where they can delve into the latest fiduciary litigation updates or master the intricacies of handling difficult inheritance tax returns! Finally, explore the evolving landscape of planning for digital assets (lifetime and post-mortem) ensuring you are well-prepared to navigate the complexities of the digital age in legal practice. Raise your legal knowledge and earn valuable credits with this comprehensive summit.
LOCATION:
Lancaster Bar Association
28 East Orange St. Lancaster, PA 17602
PRICING:
LBA Member - $100.00
LBA Non-Member - $150.00
Paralegal/Legal Assistant - $150.00
8:00 am – 8:30 am Registration & Light Breakfast
8:30 am – 9:30 am CREATING A TRANSFERABLE BUSINESS
1.0 SUBSTANTIVE CREDIT
Ed Barone, Wealth Manager, CBEC, CM&AA, Evergreen Wealth Solutions
In this presentation you will learn all about how a business exit strategy isn't just about selling or leaving your business; it's about making informed decisions that align with your personal and financial objectives. Whether you choose to sell, merge, pass it on to family, or take it public, this presentation will discuss how to have a defined exit strategy that can significantly impact the value you derive from your business journey.
9:30 am – 9:45 am Break
9:45 am – 10:45 am ATTORNEY BREAKOUT: LITIGATION BOUND & FIDUCIARY MATTERS
1.0 SUBSTANTIVE CREDIT
(Ret.) Judge John Uhler, CGA Law
Recent legal developments and best practices of fiduciary litigation.
PARALEGAL BREAKOUT: PENNSYLVANIA INHERITANCE TAX
Vicky A. Trimmer, Esq. Daley Zucker
1.0 SUBSTANTIVE CREDIT
The preparation and filing of the Pennsylvania Inheritance Tax return will be covered. Each schedule will be discussed with suggestions for preparation to expedite review and avoid questions that delay the issuance of the Assessment Notice
10:45 am – 11:00 am Sponsorship Break
11:00 am – 12:00 pm PLANNING FOR DIGITAL ASSETS (LIFETIME & POST-MORTEM)
1.0 SUBSTANTIVE CREDIT
Justin H. Brown, Esq., Ballard Spahr
Ross Bruch, Esq., Brown Brothers Harriman
This program will explore digital asset basics, and planning implications with digital assets (including PA RUFADAA implications), along with fiduciary risks and considerations for you and your clients.
