Join firm partner Edward L. Perkins on February 23rd as he presents ‘Wills of the Rich & Famous’ at the Bala Cynwyd offices of:

Raymond James & Associates
401 E. City Ave., Suite 700
Bala Cynwyd, PA 19004

Become educated and informed as Mr. Perkins provides an estate planning attorney’s review of the Wills of the Rich, the Famous, and the just plain weird.

Also presented:  ‘Markets and the Economy:  2011 in Review’ by Rebecca Perkins, Senior Vice President, Investments (Raymond James & Associates)…  During this portion of the program, Mrs. Perkins will discuss the economic and financial market developments of the past year, and what developments 2012 may bring.

Breakfast will be served at 8AM – seating is complementary, but limited.  To make reservations for this seminar, click here or contact Sue at 610.771.0181.

One hour of Continuing Legal Education will be available for Pennsylvania attorneys and one hour of Continuing Professional Education will be available for accountants — details about accreditation and requirements are available from YourOnlineProfessor, LLC.

Click Here to View
(Right click the above link and select ‘save as’ to download for future reference.)

These materials are free to download for all attendees, and also those simply interested in reviewing some of the material covered during our program.

Click Here to View

(Right click the above link and select ‘save as’ to download for future reference.)

Click Here to View
(Right click the above link and select ‘save as’ to download for future reference.)

These materials are free to download for all attendees, and also those simply interested in reviewing some of the material covered during our program.

Click Here to View

(Right click the above link and select ‘save as’ to download for future reference.)

Some of the topics covered during this estate planning update include:

• How the Tax Relief Act may affect the estate planning objectives of the client.
• The gift-giving implications of the reinstated estate tax for 2011 and 2012.
• The unification of the gift tax exemption with the estate tax exemption.
• The often encountered scenario of a client wishing to transfer assets to his or her family members at the lowest tax cost.

…and more!

Please click here or on the above image for more information and details on how to register for the program.

Please click here or on the above image for more information and details on how to register for the Tax News Update program.

On behalf of the Pennsylvania Bar Institute, Mr. Perkins will present his four-hour continuing legal education program entitled “Wills of the Rich and Famous.” This program provides commentary upon the Wills of several prominent individuals from both past and present, demonstrating the pros and cons of their famous estate plans.

Additionally, the program will be broadcast live to several other Pennsylvania Bar Institute locations conveniently located in Delaware, Chester, Montgomery, Allegheny, and Berks counties.

Please click here for more details and information on how to register.

This program is produced and presented by Edward L. Perkins, and will provide a concise review of the Preparation of Form 8939: Allocation of Increase in Basis for Property Acquired from a Decedent.

Even if you could not join us today, please feel free to review the material on your own time.

Course Booklet – Click Here to View as PDF
(right click, save as for future reference)

IRS Form 8939
(right click, save as for future reference)

IRS Notice 2011-66
(right click, save as for future reference)

IRS Rev. Proc. 2011-41
(right click, save as for future reference)

• Selection 1022 Election
• Filing Rules
• Limited Amendment Circumstances
• Penalties

Please click here or on the above image for more information and details on how to register.