Presentations

Harold W. T. Purnell, II

  • Estate Planning Basics (NBI 2011)
  • Drafting Effective Wills and Trusts (NBI 2011)
  • 2011 Delaware Trust Conference – Panelist – Planning for same-sex couples
  • Howard Layton Series – Southern Delaware Estate Planning Council – Hot Topics (Spring 2011) – Planning Under the 2010 Tax Act
  • Estate Planning Issues and Techniques Affecting Civil Union Couples – Southern Delaware Estate Planning Council (November 2011)
  • 2012 Delaware Tax Institute – Estate Planning in 2012
  • 2012 Delaware Trust Conference – Planning for Special Assets
  • Tax Planning and Consequences of Probate (NBI 2012)
  • Closing the Estate and Other Issues (NBI 2012)
  • 2013 Delaware Tax Institute – Portability Election
  • Using Living Trusts and Powers of Attorneys – Estate Planning (NBI 2013)
  • Basic Tax Considerations in Estate Planning (NBI 2013)
  • Business Succession Planning – Intra-family transfers of Businesses – Southern Delaware Estate Planning Council (September 2014)
  • Legal and Tax Consequences when Selling a Company (NBI 2014)