Selected Conferences



  • Estate and Gift Tax Update, Penn State Tax Conference, May 2009
  • Current Developments in Estate Planning, Delaware County Estate Planning Council, March 2009
  • Advanced Charitable Giving: Late 2008 and the State of the Rates, PBI Estate Law Institute, December 2008
  • Tax Policy and the Treatment of Employee Benefits at Death, (guest lecture), Temple Graduate Tax Program, Summers 2006 to 2008
  • A Good Kind of Perfect Storm: Charitable Lead Trusts, the AFR and the Future of the Transfer Taxes, PBI Estate Law Institute, December 2007
  • Charitable Remainder Trusts: Nuts and Bolts, PBI Estate Law Institute, December 2001 to 2006
  • Estate and Gift Tax Update, Penn State Tax Conference, May 2001 to 2006
  • Donor Intent, Control and Enforceability of Gift Restrictions, Temple University, April 2006
  • Are Storm Clouds on the Charitable Horizon?, Philadelphia Bar Association (course planner and speaker), March 2006
  • Current Developments in Charitable Giving: From A to Z, Delaware County Estate Planning Council, January 2006
  • Charitable Giving Issues From A to V, York County Estate Planning Council, November 2005
  • Attorney Client Privilege and Work Product Protection for Tax Practitioners, Delaware County Bar Association, March 2005
  • Charitable Giving Update, Philadelphia Bar Association, October 2004
  • Charitable Giving Update, Chester County Bar Association, May 2004
  • A Primer on “The Rest of Section 170", Chester County Estate Planning Council, March 2004
  • Charitable Remainder Trusts, PBI Elder Law Institute, February 2004
  • Marital Deduction Planning, PBI (course planner and speaker), January 2004
  • Charitable Giving: The Donee’s Perspective, PBI Philanthropy Institute, June 2003
  • Financial Planning with Charitable Gift Annuities, Einstein Hospital, November 2002
  • School’s in Session: Charitable Giving and Alphabet Soup, Montgomery County Bar Association, September 2002
  • Charitable Gifts, PBI Elder Law Institute, February 2002



Kathy Mandelbaum

Kathy Mandelbaum

Klein Hall, Room 518
tel: 215.204.5382
fax: 215.204.1185

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