“Estate Planning for the 99% of us"

Date: Wednesday, November 15, 2023
Time: 4:00pm - 5:30pm
Location: Webinar from your location

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This session will cover the need for modest estate owners (under $13 million) to have an estate plan.  We will address various post-mortem elections, including portability and compare it to conventional planning with a credit shelter trust.   We will also cover various administrative and fiduciary elections available during the administration of the estate including the filing of the decedent's final 1040 and the estate's fiduciary return.  Finally, we will address elections and planning when the decedent was a partner in a partnership or shareholder of an S corporation.  

1 hour of Continuing Education credit is offered for this course for PA Attorneys, Accountants, CFPs and Insurance Professionals.

Our Speaker

With over 43 years of accounting experience, Jordon N. Rosen, CPA, MST, AEP® (Distinguished) is a former Director and shareholder at the Wilmington, Delaware CPA firm of Belfint, Lyons & Shuman, where he headed the firm’s estate and trust practice and provided estate, trust and income tax consulting and compliance services to the firm’s higher net worth clients and business owners.  He also served as Director of Tax Practice Quality Control for the firm, providing oversight of the firm’s adherence to its risk management policies.

Mr. Rosen is a past President of the National Association of Estate Planners and Councils (NAEPC), which in 2020 inducted him into the Estate Planning Hall of Fame.   He has also 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 Tax Reform Resource Task Force, as well as a member of the editorial board of Thomson Reuters Focus publication and has served 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 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 income, estate and trust 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 Masters degree in Taxation from Widener University.

Thank you to our generous sponsor The Montgomery County Foundation; please visit their website here: https://www.mcfoundationinc.org/ 

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