October 4, 2022

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BHPEC Virtual Meeting

November 2, 2020 @ 6:30 pm - 8:00 pm

Special Guest Speaker:  Richard Nenno, Managing Director and Trust Council, Wilmington Trust

Topic: Minimizing or Eliminating California and Other State Income Taxes on Non-grantor Trusts

Richard W. Nenno, Esquire, is a Managing Director and Trust Counsel in Wealth Advisory Services at
Wilmington Trust Company, Wilmington, Delaware. Dick has over three decades of estate planning experience
and is admitted to the practice of law in Delaware and Pennsylvania. He is a Fellow of the American Bar
Foundation, a former Commissioner of the American Bar Association Commission on Mental and Physical
Disability Law, a Distinguished Accredited Estate Planner, and a Registered Trust and Estate Practitioner. Prior
to joining Wilmington Trust in 1982, he was an associate in the Estates Department of the Philadelphia law firm
of Ballard, Spahr, Andrews & Ingersoll.

Dick is a cum laude graduate of Princeton University with an A.B. degree from the Woodrow Wilson School of
Public and International Affairs, and he earned his J.D. degree from Harvard Law School.
Dick is recognized as a national speaker and published authority on estate planning issues. He has spoken at the
University of Miami Institute on Estate Planning, the ALI-ABA Planning Techniques for Large Estates
Conference, the IBA/ABA International Wealth Transfer Practice Conference, the Notre Dame Tax and Estate
Planning Institute, the AICPA Advanced Estate Planning Conference, the NYU Institute on Federal Taxation,
the Southern California Tax and Estate Planning Forum, and the Practicing Law Institute Estate Planning
Institute.

He is a member of the American Bar Association, Section of Real Property, Trust & Estate Law
(Member of Council) and Section of Taxation; Delaware State Bar Association (Past Chair: Estates and Trusts
Section); Estate Planning Council of Delaware, Inc. (Past President); Philadelphia Bar Association.

Attendees may receive one (1) MCLE credit for attending this meeting. Make sure to provide your Name and # for our records.

Details

Date:
November 2, 2020
Time:
6:30 pm - 8:00 pm

Venue

Online – Refer to Link in Invitation