On-Demand Video
CC

PA Inheritance Tax Questions 2022


  • City:
  • Start Date:2022-04-25 20:00:00
  • End Date:2025-04-25 20:00:00
  • Length:
  • Level:Various
  • Topics:Estates

$249.00 ["ProPass"]

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Overview

This program will answer those commonly asked questions about the PA Inheritance Tax, including:

  • GRATS
  • Interest
  • Penalties
  • JTWROS
  • Joint Trusts
  • Joint Executors

Recorded in April 2022.

Faculty

Mario Santilli Esq.

Mr. Santilli is a shareholder with Dentons law firm in the Pittsburgh office where he is the Chair of the Trusts, Estates, and Wealth Preservation group. He is experienced in estate planning and administration and Orphans’ Court litigation. He is a member of the Pennsylvania and Allegheny County Bar Associations and a frequent lecturer for the Pennsylvania Bar Institute. He received both his B.A. and J.D. from the University of Pittsburgh. He was formerly a trust officer in the Estate Tax and Estate Administration sections of BNY Mellon, N.A. Mr. Santilli has authored a number of publications on estate planning and administration topics. He is a Fellow in the American College of Trust and Estate Counsel and is currently serving as State Chair-Elect of Pennsylvania. He is listed in the Best Lawyers in America and Who’s Who in American Law and has been selected for inclusion in Pennsylvania Super Lawyers®. He was most recently selected as The Best Lawyers in America© Pittsburgh “Lawyer of the Year” for Trusts and Estates Litigation in the 2022 edition.

Vicky Trimmer

Ms. Trimmer is a partner in the Harrisburg area law firm of Daley, Zucker, LLC, where she concentrates in estate planning and administration, business organization and planning, Pennsylvania state and local taxation and agricultural law. She received her B.S. from the University of Pittsburgh and was awarded her J.D. from the Dickinson School of Law. She also received an associate’s degree in Business Administration from Harrisburg Area Community College. Ms. Trimmer served as Senior Assistant Counsel with the Pennsylvania Department of Revenue of the Office of Chief Counsel. She is also a Certified Public Accountant. She was elected as a Fellow of the American College of Trust and Estate Counsel in October 2019. Ms. Trimmer has made numerous presentations before professional organizations, including the PICPA conferences and Pennsylvania Bar Institute events. She is a member of the Pennsylvania, Dauphin County and Cumberland County Bar Associations and the Pennsylvania Institute of Certified Public Accountants. Ms. Trimmer is a past adjunct associate professor of law at the Dickinson School of Law of the Pennsylvania State University. She is a past president of the Estate Planning Council of Central Pennsylvania, Inc. Ms. Trimmer is a member of the Upper Allen Women’s Club and the General Federation of Women’s Clubs Pennsylvania, which is a women’s organization dedicated to community improvement by enhancing the lives of others through volunteer service. Ms. Trimmer served as state president of GFWC PA for the 2013-2016 term. She is currently serving as a member of the GFWC international Board of Directors as a member of the Resolutions Committee.

Jill Fowler Esq.

Ms. Fowler is a partner is the law firm of Heckscher, Teillon, Terrill & Sager P.C. in West Conshohocken, where she focuses her practice on estate planning and all phases of the administration of estates and trusts. Ms. Fowler is a Fellow in the American College of Trust and Estates Counsel. She was previously an adjunct professor in the Graduate Tax Program at Villanova University School of Law and continues to be a guest lecturer. She is past chair of the Real Property, Probate and Trust Law Section of the Pennsylvania Bar Association, past chair of the Probate Division, as well as past chair of the Tax Cornn1ittee of the Probate Section of the Philadelphia Bar Association. In addition, she is a member of the Florida Bar and the Out of State Practitioners Division of the Florida Bar Association. Prior to joining Heckscher, Teillon, Terrill & Sager, Ms. Fowler was associated with Drinker Biddle & Reath LLP, in Philadelphia and Berwyn, and prior to that, with the Pittsburgh office of Buchanan Ingersoll P.C. She is a regular speaker on estate planning, taxation and administration. Ms. Fowler received her undergraduate and law degrees from the University of Cincinnati, where she served on the Law Review Editorial Board.


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