Daniel B. Evans 

The Evans Law Firm

"Estate and Gift Tax Changes in the New Tax Act"

University & Whist Club

11:45 am Meet & Greet

12:15 pm Presentation  

Mr. Evans received his J.D., cum laude, from the University of Pennsylvania Law School and practices law in Glenside, Pennsylvania, mainly in the areas of estate planning, estate and trust administration, and related tax planning for closely held businesses.  He is also the publisher of Evans Estate Law Resources (resources.evans-legal.com), a subscription website with articles, forms, case summaries, and other materials for a Pennsylvania estates practice, and a principal of HDS iServices LLC, which publishes a website with online tax and financial calculators (www.webcalculators.com).  Mr. Evans is a Fellow of the American College of Trust and Estate Counsel, is active in the Pennsylvania and Philadelphia Bar Associations, and has written and spoken extensively on estate planning, estate and trust administration, and legal technology. Among other things, he is a past chair of the Real Property, Probate and Trust Law Section of the Pennsylvania Bar Association. Mr. Evans is the author of two books; Wills, Trusts, and Technology: An Estate Lawyers Guide to Automation and How to Build and Manage an Estates Practice, both published jointly by the Real Property, Probate and Trust Law and Law Practice Management Sections of the ABA, and both in their second editions. His complete resume and many of his writings can be found at http://resources.evans-legal.com.

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President's Statement

Welcome to the Wilmington Tax Group, a multi-disciplinary society of professionals who gather monthly to hear prominent speakers on topics of tax law, policy and administration, and to develop, share and deepen friendships. This society is a reflection of our community; high standards, ethical conduct and collegiality. We join because we want to learn more – about our profession and our fellow professionals. Each year sees eight luncheon speakers and two early-evening social events. Each event benefits from our mix of personalities and backgrounds – lawyers, accountants, financial advisors, trust officers and bankers. Our tradition spans decades and our membership is strong, but we warmly welcome new members.

                               - William Dugdale, President , Wilmington Tax Group