PITTSBURGH CHAPTER

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Society of FSP Pittsburgh Chapter

Mission Statement: We shall require the highest standard of ethics and integrity for the credentialed financial service professional, by providing quality educational experiences, while increasing the public's awareness of our members' qualifications and abilities.


 

www.PittsburghBusinessEthicsAwards.com

 

February, 2015 

Omni William Penn Hotel

Luncheon

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The Pittsburgh Chapter of the Society of Financial Service Professionals will present an educational seminar, “Estate Planning for the Modern Family: Case Studies in Life Experiences” on Wednesday, May 21 Noon - 3 PM at Angiulli & Associates conference room. 225 W. Station Square Drive, Suite 640, Pittsburgh, PA 15219

Program Overview

With the demise of DOMA the modern family is being redefined. Through short "based-on-fact" vignettes this program will focus on three varieties of the traditional marriage: the blended family (both spouses are divorced and each has children from their first marriages as well as having children of their own); the non-US citizen spouse; and the same-sex union couple. The program will highlight the complicated issues these unions create and offer estate planning solutions for today's varied unions between individuals.

Attendees will learn:

  • The use of the Credit Shelter Trust for the benefit of the current spouse in the blended family
  • How the Qualified Terminal Interest Trust minimizes taxes for the US citizen spouse in the non-US citizen spouse union
  • The relevant estate planning issues in states that do and do not recognize same sex marriages (Portability vs. Credit Shelter Trusts; Qualified Resident Domestic Order; life insurance in an ILIT, etc.)

Who should attend?

Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors.

Moderator

Lynne F. Stebbins, JD, AEP, CLU, ChFC is Principal, Senior Legal Consultant with Mercer Executive Benefits and Private Client Life Solutions.  Lynne analyzes and offers solutions for clients' estate and business planning by working collaboratively with clients' advisors. Her expertise is in the peculiarities and tax rules specific to life insurance contracts and associated transfer and financing techniques. Over the past 33 years, Lynne also served as Advanced Planning Attorney for Marsh Private Client Life Insurance Services, Vice President of Advanced Planning and Professional Services at Guardian, and she held a variety of positions at New York Life.

Panelists:

Daniel S. Rubin, JD, LL.M, is a Partner in the Trusts and Estates and Asset Protection practices of the New York City law firm of Moses & Singer LLP.  He has a B.A. in International Relations from the Elliot School of the George Washington University, a J.D. from Brooklyn Law School and an LL.M. in Taxation from the New York University School of Law. Mr. Rubin has been named by Worth magazine as one of the "Top 100 Attorneys" in the nation for private clients, by Law & Politics as a "New York Super Lawyer"® and as one of The Best Lawyers in America® for Trusts and Estates by U.S. News-Best Lawyers. He is a fellow of the American College of Trust and Estate Counsel, a faculty member and lecturer at the Heckerling Institute on Estate Planning, and an adjunct professor at the University of Miami School of Law.
Mary Ann Mancini, JD, LL.M, focuses her practice on advising high net worth families and individuals who reside in the United States and internationally. Her clients include leaders of Fortune 100 companies and their families, as well as families whose wealth is more privately held and, in many cases, based on real estate ownership. Ms. Mancini counsels her clients on issues such as the structuring and formation of entities, the creation of irrevocable "dynasty" trusts, tax planning for families and the entities they own, and the protection and preservation of their assets. She is a nationally recognized expert in techniques that utilize life insurance in estate and business plans, and she represents fiduciaries and beneficiaries in trust and estate matters before the Internal Revenue Service and in administration and litigation matters.
Brian E. Raftery, JD, LL.M, CPA, brings his experience as a Partner in Herrick's Trusts & Estates group and his background as a Certified Public Accountant to his law practice,
which focuses on domestic and international estate planning, creditor protection through the use of foreign and domestic asset protection trusts, wealth preservation, life insurance planning, protective trusts for children and grandchildren (against creditors, estate taxes, and division in the event of a divorce), business succession planning and trust and estate
administration.

Society of FSP

This Video conference will be FREE for FSP members and $25 for guests and non members.
Noon - 12:55 - Light lunch, registration and networking
1 - 3 PM Video Tele Conference

2 CFP credits awarded
2 PA Insurance credits approved
2 CLE approved

 


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For more information about the Pittsburgh Chapter of the Society of FSP and the latest updates on our events, please contact Ann W. McKenna, Chapter Executive, at (412) 655-4447 or e-mail AnnMcKenna@PittsburghSFSP.org.