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Elaine Yandrisevits,an associate in Antheil Maslow & MacMinn’s Estates and Trusts practice group, will participate as faculty on December 3rd at a National Business Institute continuing education program focusing on the requirements, procedures and pitfalls of fiscal planning with supplemental needs trusts. This legal briefing will provide an overview of the specialized skills required to provide special needs beneficiaries with financial structure and stability and enable accountants, attorneys and financial planners to offer clients guidance on this important estate planning tool and find creative cost-effective ways of funding supplemental needs trusts. To Register, visit Special Needs Trusts and the ABLE Act,
• Get tips for accurate assessment of the client's present and future disability and needs.
• Determine whether a client qualifies as a beneficiary of a special needs trust.
• Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.
• Understand and communicate the limitations of SNTs and ensure reasonable client expectations.
Who Should Attend
This legal briefing offers a simple guide to supplemental needs trusts that will benefit attorneys. Others who may benefit from this course include trust officers, estate planners, accountants, and paralegals.
Course Content
• What SNTs Can and Cannot do for Your Client
• Assessing the Degree of the Beneficiary's Current and Future Disability and Needs
• Types of SNTs and Their Uses
• Basic Drafting Considerations
• SNT Funding, Administration and Termination
Antheil Maslow & MacMinn, LLP, a Bucks County-based full-service law firm, is pleased to announce the addition of Mariam W. Ibrahim to the Firm’s Family Law practice group. Ms. Ibrahim
practices exclusively in the area of family law, handling a variety of issues, including divorce, child support, alimony/spousal support, equitable distribution and child custody matters. Prior to joining the firm, Ms. Ibrahim served as a judicial law clerk to the Honorable Judge Jeffrey G. Trauger in the Bucks County Court of Common Pleas.
Learn more about Mariam Ibrahim.
Michael W. Mills, JD, CFP, CPA, a Partner of Antheil Maslow & MacMinn, LLP in Doylestown, PA, presented – “Qualified Business Income Deduction Under IRC Sec. 199A” at the Financial Planning Association of the Philadelphia Tri-State Area’s September 27th Bucks County Continuing Education Study Group Breakfast meeting at the Doylestown Country Club.
This informative program outlined the mechanics of the QBI Deduction to highlight issues that will allow Financial Planners to identify opportunities and challenges with the deduction and review planning strategies.
Mills has 26 years of experience as an attorney and CPA representing closely-held businesses and their owners with a particular focus on tax planning/compliance by reason of his CPA license and advanced tax degree.
AMM founder Sue Maslow joined three other panelists at the American Bar Association Business Law Section's Annual meeting in Austin, Texas on September 15th. Maslow addressed questions surrounding identifying the client when representing corporate entities and the tension between state Rules of Professional Responsibility, SEC Rules and personal moral codes of conduct when evaluating permissive disclosures. The panel also provided guidance in navigating the limits of the attorney-client privilege, conflicts of interest and attorney withdrawal with illustrations from recent headline events and movies like Roman J. Israel, Esq.
Elaine Yandrisevits, an Associate in Antheil Maslow & MacMinn’s Estates and Trusts practice group, will participate as faculty at three upcoming continuing legal education programs this month for the National Business Institute on topics such as estate planning, the probate process and special needs trusts.
The first seminar is on August 13th “Estate Planning: Top 7 Tools to Know” is a comprehensive overview of top estate planning tools, and will outline how to strategically use wills, trusts, advanced directives and more. It is sure to provide valuable techniques that lawyers, financial advisors, trust officers and paralegals can use to provide maximum benefit to clients. Visit www.nbi-sems.com for details and registration.
On August 28th, Yandrisevits will present at The Probate Process from Start to Finish , and on August 29th, Special Needs Trusts in a Nutshell. Details and registration are for these programs are also available on the NBI website.
Antheil Maslow & MacMinn is pleased to announce that Elaine T. Yandrisevits has joined the firm’s Estate Planning & Administration and Tax practice groups. Elaine is committed to guiding individuals and families through the process of planning for their future needs. Elaine takes the time to develop an understanding of her clients’ goals and priorities and helps them to develop comprehensive estate plans which provide for their families and preserve their wealth in the years to come.
Elaine Yandrisevits practices exclusively in the Estates and Trusts department. She focuses her practice on estate planning, trusts and estate administration and assists with fiduciary litigation matters. Elaine has a great deal of practical experience with special needs trust planning and guardianships. Elaine is a frequent speaker on estate planning, estate administration, and special needs planning for continuing legal education and community organizations.
Patricia Collins, Employment Partner at Antheil Maslow & MacMinn, LLP, will be a presenter at the Well Employees = Well Business: Best Practices and Legal Considerations Event of CBCC’s Health and Wellness Committee on June 14th – 8:30 – 10:00 a.m. at CB Chamber Headquarters. Also speaking will be Megan Duelks, CoE Employee Health Innovation of Johnson & Johnson Global Health Services. Pamela J. Ginsberg, Ph.D., staff psychologist at Doylestown Health will facilitate the presentation. The program, for employers, is focused on creating a culture of caring to improve productivity, wellness and joy in the workplace. It is free to attend and open to the community and Chamber members alike. Registration for this informative event is at centralbuckschamber.com.
AMM congratulates our 2018 Super Lawyer and Rising Star attorneys named in the 2018 Super Lawyer listing by Thomson Reuters.
Jessica Pritchard, chair of the firm’s Family Law practice group, was named one of the “Top 50 Women” again this year, and one of Philadelphia’s Top 100 attorneys by the publisher of Pennsylvania Super Lawyers magazine. Ms. Pritchard has been included in the Super Lawyer listing for the past four years.
Elizabeth Fineman, an associate in our Family Law department, was named a 2017 Rising Star by the same publication for the sixth year.
Both Pritchard and Fineman concentrate their practices exclusively in Family Law. Super Lawyers is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high-degree of peer recognition and professional achievement. This selection process includes independent research, peer nominations and peer evaluations. To learn more, please visit www.superlawyers.com.
AMM congratulates our 2018 Super Lawyer and Rising Star attorneys named in the 2018 Super Lawyer listing by Thomson Reuters.
Jessica Pritchard, chair of the firm’s Family Law practice group, was named one of the “Top 50 Women” again this year, and one of Philadelphia’s Top 100 attorneys by the publisher of Pennsylvania Super Lawyers magazine. Ms. Pritchard has been included in the Super Lawyer listing for the past four years.
Elizabeth Fineman, an associate in our Family Law department, was named a 2017 Rising Star by the same publication for the sixth year.
Both Pritchard and Fineman concentrate their practices exclusively in Family Law. Super Lawyers is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high-degree of peer recognition and professional achievement. This selection process includes independent research, peer nominations and peer evaluations. To learn more, please visit www.superlawyers.com.
AMM congratulates our 2018 Super Lawyer and Rising Star attorneys named in the 2018 Super Lawyer listing by Thomson Reuters.
Jessica Pritchard, chair of the firm’s Family Law practice group, was named one of the “Top 50 Women” again this year, and one of Philadelphia’s Top 100 attorneys by the publisher of Pennsylvania Super Lawyers magazine. Ms. Pritchard has been included in the Super Lawyer listing for the past four years.
Elizabeth Fineman, an associate in our Family Law department, was named a 2017 Rising Star by the same publication for the sixth year.
Both Pritchard and Fineman concentrate their practices exclusively in Family Law. Super Lawyers is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high-degree of peer recognition and professional achievement. This selection process includes independent research, peer nominations and peer evaluations. To learn more, please visit www.superlawyers.com.