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Financial Planners, Attorneys, Accountants – Don’t Miss the Marcellus Breakfast Brief

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The Marcellus Breakfast Brief

Wednesday, October 10, 2012

8:00 AM – 10:00 AM

The Holiday Inn Downtown, 100 Pine Street, Williamsport, PA

REGISTER NOW

Join Marshall, Parker & Associates for this free, educational breakfast meeting to learn about the latest legal and financial developments affecting our landowner clients.

  • Network with other colleagues  
  • Receive an update on latest case law changes
Then, settle in to hear our featured speaker, J. Paul Dibert, retired Chief of the Inheritance Tax Division of the Pennsylvania Department of Revenue.

The two-hour event is intended for attorneys, accountants and financial planners who work with Marcellus landowners and want to know about the latest developments.

Agenda:

 8:00 AM – 8:15 AM:
Registration & Breakfast

8:15 AM – 8:45 AM:
Marcellus Case Law Update
8:45 AM – 9:00 AM: Break
9:00 AM – 10:00 AM:
Navigating Marcellus Shale Inheritance Tax Issues in Pennsylvania

Registration is FREE. Please register by calling 1-800-401-4552 or complete our online registration form.

 

About the Topic:

Navigating Marcellus Shale Inheritance Tax Issues in Pennsylvania
Mr. Dibert will cover the following topics during his presentation:
  • The new mineral rights policy issued by the PA Department of Revenue;  
  • The policy on termination of Sole Use Trusts;
  •  Recent Commonwealth Court decisions in LeithamBernecker;    
  • Review of the current time frame for returns to be processed by the Inheritance Tax Division;
  • Review of the  policy by the Board of Appeals to accept compromise offers on cases that go before the Board; and 
  • Share ways to expedite the filing of an inheritance tax return.

About J. Paul Dibert:

Mr. Dibert graduated from Michigan Technological University in 1968. After 2 years in the Army and 9 years in private industry he joined the Pennsylvania Department of Revenue as a supervisor in the Altoona Office. In 1984 he transferred to Harrisburg and joined the inheritance tax division. He remained in that division for 28 years until his retirement in June of 2011. He was a trust valuation specialist, a Business and Trust Valuation Manager and for the final three years, Chief of the combined inheritance tax and reality transfer tax division.

Upon retirement and instant boredom he started a consulting business for legal practitioners, financial institutions and other professionals who have questions concerning Pennsylvania inheritance tax and related areas. The company is J. Paul Dibert Consulting. He also is a course planner and speaker for the Pennsylvania Bar Institute and has spoken at several regional probate bar associations.