PHILADELPHIA, PA, November 1, 2011 – Stevens & Lee Shareholders Ann Reichelderfer and Rebecca Rosenberger Smolen presented at the 2011 Planned Giving Day Conference sponsored by The Partnership for Philanthropic Planning of Greater Philadelphia on October 26, 2011 in Philadelphia, PA.
Ms. Reichelderfer and Ms. Smolen discussed tax leveraged charitable gifting strategies, such as using charitable lead and remainder trusts and making gifts of remainder interests, appreciated assets and tax deferred retirement funds.
Ms. Reichelderfer has over 30 years experience in trusts and estates law and counsels clients on tax and estate planning, estate and trust administration and charitable giving and represents both individuals and institutions in fiduciary litigation. She is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the partnership for Philanthropic Planning and the National Committee on Planned Giving. She was a founder of the Gift Planning Council of New Jersey and Board Chair of the Princeton Area Community Foundation. She holds a J.D. from the New York University School of Law and a B.A. from Swarthmore College.
Ms. Smolen concentrates her practice in the areas of tax and estate planning, closely held business succession planning, charitable giving, estate and trust administration and tax-exempt organizations. She currently serves as an officer on the Board of the Philadelphia Estate Planning Council and co-chairs its Women’s Initiative. She is a member of the Philadelphia Bar Association’s Probate and Trust Section, incoming Chair of its Tax Committee and was founding co-chair of the WOMEN’S WAY Planned Giving Committee. She holds an LL.M. in Taxation from New York University School of Law, a J.D. from the University of Pittsburgh School of Law and a B.A. from Boston University.
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