Allentown, PA (February 28, 2013) – Judith A. Harris, a Member of Norris McLaughlin & Marcus, P.A., will participate in a seminar entitled For Your Future: Estate Planning in a Changing Fiscal Landscape, hosted by Penn State Lehigh Valley on March 1, at the Penn State Lehigh Valley Campus in Center Valley. Harris will discuss strategies for estate, tax, and charitable planning in uncertain economic times. Other speakers include Todd S. Harvey of Stifel Nicolaus and Company; Anthony S. Rachuba of Fitzpatrick, Lentz and Bubba; and David B. Stork of Wells Fargo. Howard Kulp of Howard Kulp Architects, who is Vice Chair of the Penn State Lehigh Valley Advisory Board, will be the moderator.
“I am delighted to join such a talented panel of professional advisors to offer planning strategies for your estate, your retirement, and fulfilling your charitable objectives. Prudent planning with the help of your professional advisors can achieve your personal objectives and preserve the assets you have worked hard to accumulate. With the fiscal cliff and other scary financial terms flying about, this timely seminar will address everyone’s concerns – from the young professional with a few hundred dollars in their 401K, to the benefits of charitable giving in your retirement,” said Harris.
Harris has over 26 years of experience in the areas of wills and trusts, estate planning, estate administration, and taxation. In addition to creating estate plans from the most basic to the most sophisticated wills, revocable trusts, powers of attorney, and living wills, Harris’s specialties include business matters involving corporations, partnerships, and limited liability companies and planning for business succession. Harris’s practice also includes charitable trusts and foundations; and representation of estates, trusts, and beneficiaries in disputes before the Orphans’ Court. She routinely handles the resolution of tax controversies for business and individual taxpayers before all divisions (civil and criminal) of the Internal Revenue Service and the Pennsylvania Department of Revenue. These cases often involve the resolution of estate, business, and individual audits; or collection efforts such as liens, levies, and garnishments by the IRS and state taxing authorities. In her work as an estate planning attorney, Harris frequently structures the optimal transfer of a client’s wealth and business interests to younger generations with minimal tax consequences. Harris earned her LL.M. in Taxation from Villanova University School of Law in 1991, her J.D. from American University in 1986, and her A.B., cum laude, from Bryn Mawr College in 1983.