Estate Planning Involving Businesses Using Family Limited Partnership Agreements
Patti S. Spencer, Esquire
12:45 pm - 1:45 pm
Qualifying for 1 hour Continuing Legal Education - Substantive Law and 1 hour Continuing Profession Education - Accounting
Patti S. Spencer, Esquire, is a trust, estate and tax attorney who is a nationally recognized author and educator. Ms. Spencer has been recognized by the legal profession for her educational commitment and her work with families, individuals, businesses, attorneys and accountants she serves as a peer-nominated fellow of the American College of Trust and Estate Counsel.
Ms. Spencer serves as a private trustee and/or executor and an expert witness in estate tax, estate planning, and fiduciary matters. She specializes in estate planning, gift and generation skipping planning, corporate tax and business succession planning, estate and trust administration, fiduciary income tax, deferred tax planning and qualified plans.
Buying and Selling Businesses with Succession Planning Aspects
Jeffrey S. Pozzuolo, Esquire
1:45 pm - 2:45 pm
Qualifying for 1 hour Continuing Legal Education - Substantive Law and 1 hour Continuing Profession Education - Accounting
Jeffrey S. Pozzuolo, Esquire, is an associate at Pozzuolo, Rodden, P.C. Mr. Pozzuolo is a JD/MBA and LLM in Taxation graduate from Temple University’s Beasley School of Law and Fox School of Business.
Mr. Pozzuolo has published articles in national business and estate planning publications and has taught at the state and national level on specialties in the fields of estate, business and retirement planning. He has also furthered his international business experience studying abroad in Rome, Italy and Tokyo where he interned for a Japanese insurance company.
Consumer Bankruptcy Law - How Does it Work and What to Expect
James D. Moran, Esquire
2:45 pm - 3:45 pm
Qualifying for 1 hour Continuing Legal Education - Substantive Law and 1 hour Continuing Profession Education - Accounting
James D. Moran, Esquire, has been a solo practitioner in debtor-creditor relations for over 30 years up until his recent retirement. Mr. Moran will give an overview of bankruptcy starting with the initial interview and explaining how the liabilities will be addressed and discharged in the context of whatever assets are available.
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