Planning for Legacy Must Touch Both Head & Heart-Can This Be Saved After Tax Reform?

Date: Tuesday, January 14, 2020
Time: 5:00pm - 7:30pm
Location: Springfield CC, 400 W. Sproul Rd, Springfield, PA
Speaker: Speaker: Philip Cubeta, Wallace Chair in Philanthropy, American College of FInancial Services

DELAWARE COUNTY ESTATE PLANNING COUNCIL

JANUARY 14,  2020 DINNER RESERVATION FORM

WITH THANKS TO OUR GENEROUS SPONSOR:

PLACE:                        SPRINGFIELD COUNTRY CLUB 400 W. Sproul Rd. Springfield, PA

TIME:                            5:00 to 5:45 p.m.  Registration and Cash Bar

                                      5:45 to 6:15 p.m.  Dinner

                                      6:15 to 7:15 p.m.  CLE Seminar/Program

 

TOPIC:  PLANNING FOR LEGACY MUST TOUCH BOTH HEAD & HEART-CAN THIS CASE BE SAVED AFTER TAX  REFORM

SPEAKER:    PHILIP CUBETA, CLU,ChFC,AEP,MSFS,CA - WALLACE CHAIR IN PHILANTHROPY-THE AMERICAN  COLLEGE

Can this Case be Saved after Tax Reform?  Your clients who at age 70 are considering exiting their $18 million business (an S-Corp) and are transitioning to family philanthropy. Tens of thousands of dollars have been spent, over the last couple years, on planning fees. The attorney, CPA, and financial planner crafted the perfect plan. But did they sign? And now, will Tax Reform kill it dead?  In this interactive session, we will work across our disciplines to advance this case to a successful conclusion.

Objectives: Appreciate why, particularly after tax reform, planning for legacy must touch both head and heart.;Be able to open a conversation with clients that will uncover the motivation required to drive the case forward; Be able to collaborate better across our disciplines, to unleash the latent generosity of business-owning families.

Philip Cubeta, as the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, is responsible for the Chartered Advisor in Philanthropy® (CAP®) curriculum.   Prior to joining The American College, Phil served as Chief of Staff for The Nautilus Group, a service of New York Life Insurance Company, providing estate, business, and philanthropic strategies to affluent clients through 200 of the company's top agents.  He serves on the Planned Giving Advisory Board for The Carter Center (established by Jimmy and Rosalind Carter). He is a past President of the North Texas Council of Partnership for Philanthropic Planning. In 2012 he was, along with Charles Collier of Harvard, honored with the Fithian Leadership award by Advisors in Philanthropy. In that year he was also the “Power of the Purse” awardee (Advisor category) from Dallas Women’s Foundation.  He currently serves on the Board of National Association of Estate Planners and Councils.

WORTH:  1.0 Substantive Law CLE Credit for Bar members

                                           RETURN THIS SECTION BY SUNDAY,  JANUARY 12, 2020

PLEASE RETURN TO:     D.C.E.P.C., P.O. BOX 2083, MEDIA, PA 19063

Please reserve ______dinner(s) on 1/14/20 for me and my guest(s) whose name(s) is(are)_____________________________.   

 (If bringing a guest, please include business info for name tag.)

BUFFET DINNER WILL BE SERVED.            

[     ]   $40.00 for Estate Planning Council Members (dinner)

[     ]   $45.00 for Estate Planning Council Members registering after 1/12/20(dinner)

[     ]   $50.00 for Non-Members of the Estate Planning Council (dinner)

[    ]   $55.00 for Non-memberss of the Estate Planning Council registering after 1/12/20 (dinner)

[     ]   $65.00 for Estate Planning Council Members (dinner(40.) and CLE(25.)

[     ]   $75.00 for Non-Members of the Estate Planning Council (dinner(50.) and CLE(25.)

[     ]  $70.00 for Members of the Estate Planning Council registering  after 1/12/20 (dinner and CLE credit

[     ]   $80.00 for Non- Members of the Estate Planning Council registering after 1/12/20 (dinner and CLE Credit)

[     ]    For prepaid dinners with membership dues, please check if you are attending.. (For CLE 25.to be paid)               

Print Member's Name _________________________________  Phone Number _________________

Contact Donna Willis -Phone 610-565-3800x5, fax-610-892-6888, Email donnawillis@kaolawassociates.com

Cancellations for a credit to a future meeting must be made by noon the day of the event.

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