Insights & News

John Hook and Stephanie Sanderson-Braem Present at Philadelphia Estate Planning Council’s Roundtable

February 05, 2021
Firm News
PHILADELPHIA – Stradley Ronon Partners John Hook and Stephanie Sanderson-Braem served as panelists at Philadelphia Estate Planning Council’s roundtable program, “Avoiding the Many Pitfalls in Preparing Gift Tax Returns,” on Feb. 4. The program provided a comprehensive discussion of the issues, risks and problems in preparing gift tax returns in this upcoming filing season.

Hook, chair of Stradley Ronon’s trust, estates and personal planning practice, provides estate and tax planning advice to ultra-high-net-worth individuals, executives, entrepreneurs and owners of closely held businesses. His planning focuses on creating very significant estate tax savings for clients through the use and design of sophisticated estate planning and trust structures, including the use of dynasty trusts, rolling Grantor Retained Annuity Trusts (GRATs), sales to intentional grantor trusts, and family limited partnerships. In addition, Hook’s planning for clients includes both asset protection planning (through the use of trusts and other assets protection vehicles) and planned charitable giving, which includes the use of charitable lead trusts, charitable remainder trusts, private foundations, and gift annuities.

Sanderson-Braem represents individuals, families with young children, families preparing for retirement, families having a child with special needs, closely held business owners, doctors, CEOs, and fiduciaries managing all aspects of trust and estate administration. She advises her clients on premarital agreements, business succession planning, lifetime giving and charitable giving in addition to the preparation and implementation of wills, trusts, powers of attorney, and advance directives. In addition to her practice, Sanderson-Braem serves on the board of directors and is an officer of the board of the Philadelphia Estate Planning Council, and serves on the board of directors and is an officer of the board of the Knights Education Foundation, Inc. Sanderson-Braem obtained her LL.M. in Taxation from Villanova University School of Law.

About Stradley Ronon
Counseling clients since 1926, Stradley Ronon has helped private and public companies – from small businesses to Fortune 500 corporations – achieve their goals by providing pragmatic, value-driven legal counsel. With offices in seven strategic locations, our responsive team of more than 200 attorneys seamlessly addresses the full spectrum of our clients’ needs, ranging from sophisticated corporate transactions to complex commercial litigation.

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