PBI 23rd Annual Estate Law Institue

Topic:  Tax Reduction Strategies for the PA Inheritance Tax

This session will review the Pennsylvania Inheritance Tax and planning opportunities to reduce the burden of this tax. Carefully choosing which beneficiaries receive which assets can have a significant impact on the overall tax payable. Topics will include strategic use of beneficiary designations, gifting programs, charitable beneficiaries, the qualified family owned business exemption and domicile planning, all aimed at minimizing the tax and maximizing distributions to beneficiaries.