November Meeting: Personal Wealth & Estate Planning

The November Chapter Meeting will be held on Wednesday, November 16, 2011 at the The Corinthian Yacht Club of Philadelphia, 300 W 2nd St, Essington, Pa 19029 (610-521-4705).  Please note the special venue! The Board of Directors will meet at 5:00 pm; all ASA members are welcome. The general meeting starts at 6:30. The guest speaker will be Robert H. Louis, Esq., a Partner in and Co-Chair of the Personal Wealth, Estates and Trusts Practice Group of Saul Ewing LLP.  Mr. Louis will talk about “Estate, Tax and Retirement Planning.”

Designated a "Pennsylvania Super Lawyer" by Philadelphia magazine and Law & Politics magazine, Mr. Louis is is a frequent lecturer and writer on topics relating to employee benefits, estate planning, asset protection planning, and business succession planning. He did his undergraduate work at The Wharton School, took his J.D. at Harvard Law, and earned an LL.M. in taxation at Temple University. Mr. Louis says his practice is devoted to helping “individuals, families and family businesses find ways to transfer wealth efficiently” and harmoniously. The Editor of Personal Wealth Law News, a law blog hosted by his Firm, he podcasts on Roth IRA Conversions and the Basics in Estate Litigation, topics he also covers in his Twitter posts. Mr. Louis is also active in bar association and civic activities and in the arts, serving on numerous Boards and Committees.

Please register early for this educational and productive evening which qualifies for one hour of ASA Continuing Education Credit.

Dinner is $35 per person for members and guests. To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page, otherwise please make checks payable to ASA Philadelphia Chapter 35. Please RSVP by Monday, November 14, to Executive Secretary Joanne Paciello by mail to 8 Terrace Rd, Plymouth Meeting, PA 19462, email, phone (610-277-1366) or fax (610-277-1366).