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Philadelphia Estate Planning Council

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Venue: University of Pennsylvania Museum of Archaeology and Anthropology

Address: Philadelphia, PA United States

2014 Annual Meeting and Seminar – Foundation Source is a sponsor of this event.

“Contemporary Issues in the Federal Income Taxation of Trusts”

The federal income tax treatment of trusts can be brutal. This session will cover several of the current income tax issues affecting trusts, complete with planning strategies to minimize the tax bite and maximize a trust’s purpose. Specific topics will include the net investment income surcharge, grantor trust tricks, and the special problems facing trusts holding S corporation stock.

Following the meeting, there will be a full cocktail reception, and the ability for our members and their guests to stroll through the galleries of the Penn Museum.

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