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This definitive guide to trusts will give you key knowledge of unique trusts structures, sample provisions language, and reasoning for which planning tools better suit specific client situations. Understand the key structures and uses of today's top trusts and anticipate administration challenges and tax consequences. Order today!
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KATHRYN CRARY is of counsel with Gadsden Schneider & Woodward LLP. Ms. Crary’s practice focuses on sophisticated estate planning for high net-worth individuals, charitable planning, estate and trust administration, and Orphans’ Court litigation, including guardianships. She has significant experience in the creation and management of nonprofit organizations. She is a member of the Philadelphia (Probate and Trust Law Section), Pennsylvania and American bar associations. Ms. Crary is a regular presenter for the on the topics of estate planning and the taxation of estates and trusts. She received her A.B. degree, with distinction, from Cornell University; and earned her J.D. degree, magna cum laude, and LL.M. degree in taxation from Temple University Beasley School of Law.
KIM V. HEYMAN is a partner with Gadsden Schneider & Woodward LLP. Ms. Heyman focuses her practice on sophisticated estate and related tax planning guided by each client’s legacy objectives. She has substantial experience advising individuals and family offices on tax issues and family concerns involved in wealth transfers, as well as philanthropy and special needs planning. Ms. Heyman also has extensive experience representing individuals and entities in creating and managing tax-exempt organizations. In addition, she counsels clients on all aspects of estate and trust administration. Ms. Heyman serves as a vice-chair of the Charitable Planning Committee of the Charitable Planning and Organizations Group of the Section on Real Property, Probate and Trust Law of the American Bar Association. She is active in the Philadelphia Estate Planning Council and the Tax Committee of the Probate and Trust Law Section of the Philadelphia Bar Association. Ms. Heyman received her undergraduate degree from the University of Pennsylvania and her J.D. degree, cum laude, and LL.M. degree in taxation from New York University School of Law.
WILLIAM C. HUSSEY II is a partner with White and Williams LLP, in Philadelphia, where he focuses his practice on matters of federal, state, local and international taxation. As part of a multidisciplinary team, he counsels clients in structuring their business and investment affairs in tax-efficient manner, from the selection, formation and operation of business entities to the disposition of those entities. Mr. Hussey provides guidance on the ongoing tax obligations and opportunities available to clients in all manners of their domestic and international operations. Another focus of Mr. Hussey's practice is counseling individual clients on all phases of estate and wealth transfer planning. He concentrates his estate planning practice on business succession, wealth transfer and asset protection planning for high net-worth individuals, including business owners, executive employees, medical professionals and their families. Mr. Hussey has lectured frequently on estate planning topics and publishes articles regularly in the tax and estate planning areas. He is a member of the American Bar Association (Taxation, Real Property, and Probate and Trust Law sections), the Philadelphia Bar Association (Tax and Probate sections), and Philadelphia Estate Planning Council. Mr. Hussey earned his B.S. degree from the University of Pennsylvania Wharton School of Business; his MBA degree, cum laude, and his L.L.M. degree from Temple University; and his J.D. degree from Temple University Beasley School of Law.
WHITNEY PATIENCE O'REILLY is an attorney with Cohen Seglias Pallas Greenhall & Furman PC, where she is a member of the trust, estate and wealth preservation section of the firm. Ms. O'Reilly's practice is focused in the areas of trusts and estates, asset protection, wealth preservation, and elder law. She has a background in estate planning and estate and trust administration, and has written extensively for the firm on these topics. She is admitted to practice in Pennsylvania and before the Supreme Court of Pennsylvania and the Supreme Court of New Jersey. Ms. O'Reilly is a member of the Chester County Bar Association and the Pennsylvania Bar Association. She earned her B.A. degree, magna cum laude, from Cabrini College; her J.D. degree, cum laude, from Widener University School of Law; and her LL.M. degree in taxation from Temple Law School.
THOMAS E. SHEA is an attorney in the law firm of Stern & Eisenberg, PC, and is the firm’s director of estate planning, where he focuses his practice in the areas of estate planning and administration, business formation and succession planning, charitable planning, and asset protection planning. He also advises clients on business entity formation, employment matters, real estate transactions and marital agreements. Mr. Shea is a frequent lecturer on various estate planning issues to local organizations, and has written or co-written articles for legal publications and business magazines. He has years of experience with tax exempt organizations, both professionally and personally as a current or former board member of the Wissahickon Boys Lacrosse Club, Wissahickon Lacrosse Boosters Association, Whitpain Recreation Association, and the Eddie Shea Scholarship Fund. Mr. Shea is also a former board member and past president of the Norristown Zoological Society. He earned his B.A. degree from Villanova University and his J.D. degree, with honors, from Widener University.
WARREN VOGEL is a member of the law firm of Eckert Seamans Cherin & Mellott, LLC, in Philadelphia, where he focuses his practice on estate planning, business law, succession planning, and financial services. He has counseled businesses on such matters as succession planning, gifting, the use of stock bonuses and phantom stock to effect business transitions, as well as business combinations, acquisitions and divestitures. Mr. Vogel also has represented local and regional businesses as outside general counsel, handling corporate, and commercial and real estate transactions, as well as banks, and other commercial lenders in various types of loan and financing transactions. He is a member of the Philadelphia Estate Planning Council and has spoken at numerous seminars, particularly with respect to estate and business succession planning. Mr. Vogel earned his B.A. degree, cum laude, from Temple University; and his J.D. degree, cum laude, from Temple University School of Law.