Generation Skipping Opportunities for 2010 sponsored by HAWTHORN, PNC Family Wealth
Date: Tuesday, September 14, 2010
Time: 12:00 PM - 1:30 PM
Location: The City Club, 850 Euclid Avenue
Speaker: Martyn S. Babitz, JD
Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave, entrances on Euclid & Prospect) to those that enter after 11:01 am and exit before 2:29 pm. Guests must present ticket to The City Club for validation.
About the program…
Like the Federal Estate Tax, the Federal Generation Skipping Transfer Tax (GST) is repealed for 2010. Also like the Estate Tax, with no action by Congress, the GST will return in 2011 at a top rate of 55%. Unlike the Estate Tax, however, the temporary GST repeal provides planning opportunities for those planning to live through the balance of this year.
About the speaker…
Martyn S. Babitz, Esquire is Senior Wealth Strategist and Senior Vice President for the Philadelphia Market of Hawthorn, A PNC Financial Services Group Company, where he focuses on delivering estate planning advice to ultra-high net worth individuals and families. Mr. Babitz has 23 years experience in law, wealth planning and financial services, both in private law practice, Brown Brothers Harriman, PNC Wealth Management and Hawthorn, which he joined in 2006. Mr. Babitz has been widely published in national and regional legal periodicals such as Estate Planning Magazine and the Journal of Practical Estate Planning, and speaks frequently on estate planning and related topics. Mr. Babitz received his B.S. in Economics, summa cum laude, from the Wharton School of the University of Pennsylvania and his Law Degree from the University of Pennsylvania Law School.
Jennifer A. Savage, Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $20 for members when paid in advance before noon 09/13/10. Meeting cost is $30 for members at the door and $30 for guests. If you reserve and are unable to attend, please call the office to cancel by noon 09/13/10 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders. In addition, a certificate of completion will be available for those CTFAs and CPAs that feel the program satisfies their continuing education requirements.
To Reserve click "RSVP Now!" below.
This event is sponsored by