March Luncheon Program
"All Along the Drafting Watchtower: Heuristics as to the Best Standard Provisions in Your Planning Documents"
Date/Time:
Tuesday, March 16, 2010
11:45 - 12:15 pm Registration
12:15 - 12:45 pm Lunch
12:45 - 2:00 pm Program
Location:
The Union League (Lincoln Hall - 2nd Floor)
140 South Broad Street
Philadelphia, PA
www.unionleague.org
Description:
Sophisticated tax, dispositive and creditor protection provisions, and their ilk, are not easy to create and are often regarded as Boilerplate by clients. Clients often do not want a choice as to which of two or three Boilerplate tax or other provisions to use, and rely on practitioners for the best choice and best provision. Though typically disregarded by your clients as unimportant, these provisions are a key to having excellent documents. Focus is on the most important standard provisions, those that will elevate your documents to the A+ category. In addition, if Congress has not “repealed the repeal” by the time of this presentation, we will discuss one approach to standardizing certain marital, generation skipping, and credit formulas in the light of this uncertainty we are in for one year (2010), but recognizing that this is a one year problem, not a continuing one, and will apply to only a small number of clients (less than 1 %) for practitioners.
Speakers:
Louis S. Harrison, Esq.
Harrison & Held LLP
Chicago, IL
Louis S. Harrison is a member of the Chicago firm of Harrison & Held. He specializes in estate planning and corporate planning for the closely held business, as well as estate litigation, and post-mortem tax planning. Mr. Harrison graduated from Duke University School of Law with high honors, University of Chicago School of Business with honors in finance, and Colgate University, magna cum laude, in math. He is a lecturer on tax, estate, business and charitable planning issues at numerous seminars and other programs, both before tax practitioners and non-tax professionals. He has been an adjunct professor of law at Northwestern University, DePaul University College of Law, and University of Chicago-Kent School of Law, a fellow of the American College of Trust and Estate Counsel (former Illinois State Chair), and a member of the Chicago Estate Planning Council and the Chicago, Illinois and American Bar Associations. He has written numerous tax-related articles for academic journals and other professional publications, including Syracuse Law Review, Pepperdine Law Review, DePaul Law Review, Boston University Journal of Tax Law, Estate Planning, The Tax Lawyer, Taxation for Accountants, Estate, Gifts and Trusts Law Journal and Journal of Taxation. He is a co-author of the Illinois form book entitled, 'Illinois Estate Planning Forms and Commentary,' published by the Illinois Institute for Continuing Legal Education.
Registration Information:
Deadline: Friday, March 12, 2010
No shows will be billed. No refunds after March 12, 2010.
Contact Information:
Name: staff@philaepc.org
Email: Denise.Downing@comcast.net
Phone: 856-234-0330
Fax: 856-727-9504
Other Information:
This meeting is sponsored by The Goldman Sachs Trust Company
Registration Fees:
PEPC Members: $45 Registration Fee
PEPC Members: $15 each for CLE, CFP or PA Insurance Credits
Non-Members: $55 Registration Fee
Non-Members: $20 each for CLE, CFP or PA Insurance Credits
No charge for PACE, CTFA or CPA credits.