Planning for the Millennial Millionaire

Date: Tuesday, September 12, 2023
Time: 5:00pm - 7:30pm
Location: The Towne House, Media, PA
Speaker: Beth Knight , Esq. and Matt D'Emilio, Esq.
Thank you to our  Meeting Sponsor - BNY Mellon Trust of Delaware 
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Counseling the Millennial Millionaire – A discussion focusing on the many challenging estate planning and trust administration issues unique to young, wealthy clients.
Beth Gansen Knight, Director, Richards Layton & Finger
Beth’s practice encompasses estate planning, estate administration, tax planning, and wealth preservation.  She represents high net worth individuals in implementing sophisticated estate plans, as well as fiduciaries and beneficiaries in the administration of estates and trusts.  She also represents banks, trust companies, and individuals regarding fiduciary duties and the administration, construction, and interpretation of trust instruments.  She advises institutions and individuals on creating Delaware trusts and reforming and relocating existing trusts to Delaware, ensuring that her clients benefit from the unique advantages of Delaware trust law.  In addition, Beth advises clients on formation and operational issues relating to family planning vehicles and closely held businesses in the form of Delaware partnerships and limited liability companies in all types of transactions, including financing, restructuring, and dissolution.  Ms. Knight is admitted to practice in the states of Delaware and Minnesota.  She received her B.A. from the University of Northern Iowa and her J.D. from the University of Iowa College of Law.  She also received an LL.M. from Villanova University.  
Matthew P. D’Emilio, Managing Member McCollum D’Emilio Smith Ubler LLC
Matt practices in the areas of estate planning and wealth transfer, estate and trust litigation, estate and trust administration, business transactions and tax law.  He counsels both individual and corporate trustees in all matters related to estates and trusts, including providing representation in the Delaware Court of Chancery and the Pennsylvania Orphans’ Court. He also represents many individual clients across the country in estate planning and asset protection planning, and frequently advises on highly sophisticated wealth transfer strategies.
Mr. D’Emilio is admitted to practice in the states of Delaware, Pennsylvania, and Massachusetts, and in the U.S. District Court for the District of Delaware and the United States tax Court. He received his B.S from Villanova University and his J.D. from Widener University School of Law.  He also received a Certificate in Estate Planning and an LL.M. in Taxation from Villanova University Charles Widger School of Law.
For Attorney CLE credit, we have submitted an application to PACLE for approval of the program.  You will receive an attendance certificate for self submission to PACLE.

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