Secure Act 1.0 and 2.0: What Estate Planners Need to Know
Date: Thursday, October 12, 2023
Time: 5:15pm - 7:30pm
Location: West Chester Golf and Country Club
Speaker: Peter Moshang- Brown Brothers Harriman & Thomas Hiscott, Esq- Heckscher, Teillon, Terrill & Sager, PC
Join us Thursday, October 12th at West Chester Golf & Country Club for
Secure Act 1.0 & 2.0: What Estate Planners Need to Know
Speakers: Peter Moshang, Brown Brothers Harriman & Thomas Hiscott, Esq., Hecscher, Teillon, Terrill & Sager, PC.
As a Wealth Planner in the Philadelphia office, Peter Moshang provides guidance to families and individuals on all aspects of their estate planning, including generational transfer of family wealth, business succession, philanthropy, next generation education, and tax minimization.
Prior to joining the firm in 2022, Peter was a Partner in private legal practice at Heckscher, Teillon, Terrill & Sager, P.C., where he focused his practice on estate and gift planning, estate and trust administration, and closely held business succession planning.
Tom Hiscott’s practice focuses primarily on estate planning and trust and estate administration, with a particular emphasis on the tax aspects of these areas.
Tom is a frequent speaker on tax issues related to trusts and estates for corporate fiduciaries and state and local bar organizations. He is often sought out for his expertise in the integration of retirement accounts into estate plans and the tax-efficient administration of estates and trusts that own large retirement accounts, and more recently for the effects of the SECURE Act on retirement assets. Tom has also successfully represented fiduciaries in disputes regarding inheritance and estate taxes.
111 W. Ashbridge Street,
West Chester, PA 19380
Thank You to Our Sponsor:
Add to My Outlook Calendar
Add to My Google Calendar
See Upcoming Event Calendar