People in the News—Dec. 2, 2021—Lamb McErlane, Volpe Koenig
Lamb McErlane attorney Stephanie P. Kalogredis was a co-presenter at a recent Bryn Mawr Trust wealth management webinar on proposed tax law changes and estate planning.
December 02, 2021 at 11:00 AM
3 minute read
On the Move
Stephanie P. Kalogredis of Lamb McErlane. Courtesy photo
Speakers
Lamb McErlane attorney Stephanie P. Kalogredis was a co-presenter at a recent Bryn Mawr Trust wealth management webinar on proposed tax law changes and estate planning. Kalogredis co-presented with Donald D. Lyons, a Bryn Mawr Trust wealth strategist.
During the informative webinar they explored the nuances of the proposed tax law changes and their impact on estate planning, including federal estate tax, grantor trust, gift and generation-skipping tax exemption amounts and valuation discounts and income taxation of estates and trusts.
At Lamb McErlane, Kalogredis focuses her practice in estate planning and estate administration. She provides personalized solutions to meet clients' estate planning and philanthropic goals, through the use of wills, trusts, powers of attorney, health care directives, gifting, pre- and postnuptial agreements and other legal documents and planning mechanisms.
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