Planned Giving Round Table (PGRT): Creating a Legacy With Retirement Assets

Jordon N. Rosen, CPA (retired), MST, AEP (Distinguished)

With over 43 years of accounting experience, Jordon N. Rosen is a former Director and shareholder at the Wilmington, Delaware CPA firm of Belfint, Lyons & Shuman, where he headed the firm’s estate and trust practice and provided estate, trust and income tax consulting and compliance services to the firm’s higher net worth clients and business owners. He also served as Director of Tax Practice Quality Control for the firm, providing oversight of the firm’s adherence to its risk management policies.

Jordon currently serves as the first vice-chair of the Board of directors of Jewish Federation of Delaware and serves as a board member of the Jewish Fund for the Future and the Kutz Foundation. He has previously served on various boards including those of the Wilmington JCC, Albert Einstein Academy, Kristol Center for Jewish Life at the University of Delaware and Jewish Family Services of Delaware.

Mr. Rosen is a past President of the National Association of Estate Planners and Councils (NAEPC), which in 2020 inducted him into the Estate Planning Hall of Fame. He has also served as president of the Delaware Estate Planning Council and the Chester County, PA Estate Planning Council. Mr. Rosen is the past Chair of the Tax Committee of the Delaware State Chamber of Commerce, is a past member of the AICPA Trust, Estate and Gift Technical Resource Panel and Tax Reform Resource Task Force, as well as a member of the editorial board of Thomson Reuters Focus publication and has served as chairperson of the Nemours Planned Giving Committee. He is the 2025 recipient of the AICPA Sidney Kess Award for significant and outstanding contributions in tax and financial planning.