Description

Does your spouse only receive ½ of your assets? You may be surprised... 

Take control of your family's future and enjoy peace of mind

Wondering how inheritance actually works for married couples? You might be surprised by what you discover! Join Kaplin Stewart's Estate and Trust Group for an informative lunch session designed to empower you with the knowledge every family needs to make smart planning decisions. We'll explore estate planning fundamentals, trusts, tax strategies, and advanced techniques to help you confidently protect your assets and ensure your wishes are carried out. Take control of your family's future – while you enjoy your lunch, you will gain the insights that will help you plan with confidence and peace of mind.

Presented by:

Kaplin Stewart's Estate and Trust Group

Joanne Cicala, Paralegal

Losing a loved one is a personal and stressful time for all families. Joanne's primary focus is working closely with families, providing personal guidance through the probate process, and in the administration of estates, trusts, and guardianships, the funding of revocable and irrevocable trusts and the preparation of federal and state death tax returns, fiduciary income tax returns and fiduciary accountings. She has extensive client contact and works collaboratively and cooperatively with others in a team-oriented environment. With over 30 years experience in estate and trust administration, Joanne is a trusted and reliable guide for estate and trust administration clients.

Jack X. Jiang, Esquire

Jack X. Jiang is an associate at Kaplin Stewart, where he advises clients on estate planning, estate administration, tax law, and general business matters in Pennsylvania. His practice includes developing tailored estate plans to help clients achieve their financial and legacy goals, navigating the complexities of estate administration, and addressing tax planning concerns. Jack works closely with individuals, families, and businesses, guiding them through wealth transfer strategies, probate proceedings, and tax-efficient structuring.

Kenneth R. Pugh, Esquire

Kenneth R. Pugh is an associate at Kaplin Stewart with a practice focusing on estate planning, estate administration, tax law and general business matters in Pennsylvania and New Jersey. Kenneth's estate planning work includes preparation of wills, trusts, and powers of attorney. He is well versed in estate and trust administration and has previously served as outside counsel advising corporate fiduciaries. He has helped traditional, blended, and nontraditional families plan for the future. Before attending law school, Kenneth worked as a research biochemist in the medical field. His scientific endeavors have allowed him to develop the rigorous attention to detail that he now uses to help clients achieve their planning goals.

Professional Women in Construction, Philadelphia Chapter wishes to thank all of our generous giving partners for making rich programming like this possible: