Lamb McErlane PC Attorney Stephanie P. Kalogredis was a
co-presenter at a recent Bryn Mawr Trust Wealth Management webinar on Proposed Tax Law Changes and Estate Planning.

Stephanie was a co-presenter with Donald D. Lyons, a Bryn Mawr Trust Wealth Management, Wealth Strategist.  During the informative webinar they explored the nuances of the proposed tax law changes and their impact on estate planning, including Federal Estate Tax, Grantor Trust, Gift and Generation Skipping Tax Exemption Amounts and Valuation Discounts and Income Taxation of Estates & Trusts.

At Lamb McErlane Stephanie focuses her practice in Estate Planning and Estate Administration. She provides personalized solutions to meet client’s estate planning and philanthropic goals, through the use of wills, trusts, powers of attorney, health care directives, gifting, pre and post nuptial agreements and other legal documents and planning mechanisms. Stephanie also counsels and assists trustees and executors to help them carry out their fiduciary duties and represents beneficiaries to ensure their rights to inheritance.