"I've Got Plans in Low Places" Cocktails and Continuing Ed.
"Planning In A Low Rate Environment: I've Got Plans In Low Places”
Credit Applications have been submitted for 1 Continuing Education Credit each for CLE, PA Insurance, CFP and CPA.
FYI: Our group has moved to the largest space available at the country club, the ballroom which can hold 400 people. We anticipate about 35 in attendance. We will have the doors open to the veranda. We will follow the guidelines of the country club regarding capacity and masks. We will have tables available with extra space for those who would prefer to sit with less people. We look forward to seeing everyone!
1) Intro to Low Interest Rates;
2) Planning Techniques (Lending Techniques, GRATS, Defective Trust Sales, Beneficiary Deemed Owner Trusts, Beneficiary Defective Inheritor Trusts.
3) Will Any Of This Survive?
With special Guest Speaker:
Jonathan Lander leads the deep and dynamic discovery process to achieve a mutual
understanding of your family, business (if applicable) and financial goals. He works
with you and your advisors to help develop a strategic financial plan utilizing an ongoing
process that enables you and your team to understand what’s truly important to you in
achieving peace of mind. Jonathan identifies and prioritizes your objectives and with your
team develops tailored solutions to help achieve them. Jonathan has the knowledge,
experience and desire to help bring about successful outcomes as your trusted advisor.
Jonathan first joined PNC in June 2004. After returning to the practice of law in 2013,
Jonathan returned to PNC in November 2018. Although Jonathan primarily serves PNC
Wealth Management’s Philadelphia / Southern New Jersey Market, he has worked on
large or complicated wealth planning matters in PNC’s other markets. Jonathan has
also served as a consultant to members of PNC Wealth Management’s executive staff.
Jonathan has practiced law in large law firms in both New York and Philadelphia. Most
recently, prior to rejoining PNC Wealth Management, Jonathan was a partner in the law
firm of Blank Rome, LLP, working in the firm’s Philadelphia and New York offices.
Jonathan earned a Bachelor of Arts degree, magna cum laude, from Drew University. He
received a Juris Doctor degree, cum laude, from Albany Law School of Union University
and a Master of Laws (LL.M.) degree in Taxation from New York University School of Law.
Although no longer engaged in the active practice of law, Jonathan is a member of the
Bars of the States of Pennsylvania, New Jersey, New York and Connecticut and the Bar
of the United States Tax Court.
Property, Probate and Trust Law (now known as the Real Property, Trust and Estate Law)
Section’s Fiduciary Income Tax Committee from mid-2003 to mid-2006. Jonathan is also
a member of the Philadelphia, Bucks County, and New York State Bar Associations.
Jonathan is a member of Phi Beta Kappa.