Tax Reduction Strategies for the PA Inheritance Tax

February 15, 2017 at 11:20am12:20pm
Pennsylvania Bar Institute
The CLE Conference Center

Wanamaker Building

Suite. 1010 

Juniper Street Entrance 

Philadelphia PA 19107

18th Annual Estate & Elder Law Symposium

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.