Chemical Consultants Network
December 7, 2011 Meeting
Date & Time: Wednesday, December 7, at the Cynwyd Club, Bala Cynwyd, PA
Networking, 5:30 PM; Dinner, 6:30 PM; Talk and Business Session, 7:30 PM
Estate Planning for Consultants
Warren Vogel, Esq.
Regardless of whether the current Federal estate tax structure remains as is, with a $5,000,000 per person exemption, or changes either to increase or decrease that exemption, everyone, and particularly anyone with a family, needs to have in place basic estate documents to assure that one’s accumulated wealth transfers in accordance with one’s intentions. Typically, those estate-planning documents include a will, a trust, a power of attorney and a living will. We will be reviewing those basic documents to understand how they coordinate and will discuss some of the issues to be considered in putting into place a well-planned estate plan.
Warren Vogel, a partner with Eckert Seamans Cherin & Mellott, has been representing closely-held businesses and their owners for most of his 38 years of practicing law. Of primary concern is assuring that the family wealth that has been accumulated is distributed to, and/or for the benefit of, designated beneficiaries in a manner consistent with the family’s intentions. This involves tax planning as well as the preparation of documents that completely and accurately reflect the estate plan. Warren has lectured on various topics in estate and business planning and has been selected for inclusion in, among other things, Pennsylvania Super Lawyers; Marquis Who’s Who in America; Marquis Who’s Who in American Law; Five Star: Best in Client Satisfaction Wealth Manager; and Philadelpha SmartCEO’s Legal Elite.
The Cynwyd Club, 332 Trevor Lane, Bala Cynwyd, PA 19004. From I-76, drive S on City Line Ave. (US Rte. 1). Turn right on Conshohocken State Rd. (Rte. 23); stay in right lane. After the second light watch for white left-turn arrows painted on street (about 0.14 mile). Do not follow Rte. 23 left at turn but instead go straight ahead onto Llandrillo Rd. (passing to the right of Valley Press printing). After one block bear left onto Trevor Lane at stop sign. Clubhouse and parking are on the left. Please park in lot if space is available; otherwise park on Trevor Lane. If lost, call the club at 610-667-4524, ext. 2