The family vacation home can be a treasured legacy or a source of conflict without proper planning. This seminar covers the pitfalls as well as key estate planning strategies to help families protect the property, minimize taxes, and create a clear plan for ownership and succession. Attendees will gain practical insights to keep the home in the family and reduce future disputes.
PRESENTED BY
Jon Ellis, Shareholder, Trusts & Estates Practice Group
DATE & TIME
April 22, 2026
8:30 – 10:00 a.m.
LOCATION
Philadelphia Marriott West
111 Crawford Avenue
West Conshohocken, PA 19428
SCHEDULE
Registration and Breakfast: 8:30 a.m.
CLE/CPE Program: 9:00 – 10:00 a.m.
CREDITS
1.0 PA CLE credit
1.0 PA and NJ CPE credit
