Planning For Estates Under $10 Million

Date: Monday, September 23, 2019
Time: 5:30pm - 8:00pm
Location: The William Penn Inn
Speaker: Jordon Rosen, CPA, AEP; BELFINT ∙ LYONS ∙ SHUMAN

5:30pm Cash Bar, 6:15pm Dinner, 7:00-8:00pm Council Business and Program

With the estate tax exclusion set at over $11 million, this session will cover the non-tax reasons why our clients still need to do an estate plan.  We will cover the basics of the estate/gift tax exclusion, lifetime gifting strategies, beneficiary designations, electing portability along with a comparison to conventional credit shelter trust planning.  We will also discuss the use of QDOTs, the importance of beneficiary designations and other tax, fiduciary and administrative elections available to the estate/trust, including those when the estate/trust has an ownership interest in a partnership or S corporation.  Finally, the session will cover various elections that the executor can make on the decedent's final income tax return.


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 a 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 is also the past Chair of the Tax Committee of the Delaware State Chamber of Commerce, is a past member of the AICPA Trust, Estate and Gift Technical Resource Panel and currently serves on the AICPA Tax Reform Resource Task Force.  He is also a member of the editorial board of Thomson Reuters Focus publication and serves as chairperson of the Nemours Planned Giving Committee.


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 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 (January 1979) and his Master’s degree in Taxation from Widener University (1981).

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