Biography
Memberships
Honors / Awards
Speaking Engagements and Publications
Biography
Peter Moshang focuses his practice on estate planning, trust and estate administration, and estate and gift taxation.
Peter received his B.A. in Political Science (with departmental honors) and Economics, summa cum laude, Phi Beta Kappa, from the University of Richmond in 2010. He then received his J.D., cum laude, from Boston University School of Law in 2013, where he was the Editor-in-Chief of the American Journal of Law & Medicine. During law school, Peter served as a summer law clerk to President Judge Susan Peikes Gantman in the Pennsylvania Superior Court.
Peter currently serves as Co-Chair of the IRA Plans & Distributions Committee for the American Bar Association Real Property Trusts& Estate Section. Peter previously served on the Executive Committee
of the Philadelphia Bar’s Probate and Trust Law Section and as Vice Chair ofthe IRA Plans & Distributions Committee for the American Bar Association Real Property Trusts & Estate Section.
Peter is a Fellow of the American College of Trust and Estate Counsel (ACTEC). Peter was named a Rising Star Super Lawyer by Thomson Reuters in trust and estate law from 2019 to 2022. In addition, Peter was named a “Best Lawyers: Ones to Watch in America (2023)”. Peter was nominated for and graduated from the fourth session of the Mid-Atlantic Fellows Institute (MAFI) sponsored by the American College of Trust and Estate Counsel in 2025. MAFI is a six session education program designed to develop future leaders of trust and estate practice
Memberships
- Philadelphia Bar Association
- Probate and Trust Law Section – Executive Committee Member (2023 – 2025)
- American Bar Association
- Real Property, Trust and Estate Law Division
- Co-Chair of the IRAs
and Plan Distributions Committee (2025 – Present) - Vice-Chair of the IRAs
and Plan Distributions Committee (2024 – 2025)
- Co-Chair of the IRAs
- Young Lawyers Division
- Real Property, Trust and Estate Law Division
- Philadelphia Estate Planning Council
- Pennsylvania Bar Association
- Real Property, Probate & Trust Law Section
- Montgomery County Estate Planning Council
- Montgomery County Bar Association
- New Jersey Bar Association
- Florida Bar Association
- Out of State Division
- Real Property, Probate & Trust Section
Honors / Awards
- Fellow, American College of Trust and Estate Counsel, Elected 2025
- Pennsylvania Super Lawyer Rising Star (2020 – 2022)
- The Best Lawyers in America: Ones to Watch (2023)
Speaking Engagements and Publications
SPEAKING ENGAGEMENTS
- 2026 Co-Speaker, Challenges Associated with Self-Directed Individual Retirement Accounts and Investments in “Unique” or Alternative Assets, American Bar Association, Real Property Trust and Estate Law Section, Employee Plans and Executive Compensation Group (Feb. 2026).
- 2025 Speaker/Author, Retirement Assets: Planning & Exit Strategy 2025, Pennsylvania Bar Institute (Dec. 2025).
- 2025 Co-Speaker/Co-Author, Pointing Trusts in the Right Direction: Comparing Pennsylvania’s Directed Trust Statute to the Directed Trust Statutes of Delaware and Other “Destination” Jurisdictions, Pennsylvania Bar Institute, 32nd Annual Estate Law Institute (Nov. 2025).
- 2025 Speaker/Author, State of SECURE Retirement Asset Estate Planning: Five Years of SECURE, Pennsylvania Bar Institute, 32nd Annual Estate Law Institute (Nov. 2025).
- 2025 Co-Speaker/Author, Planning for Qualified Retirement Assets in a Post-SECURE World, American Bar Association, Real Property Trust and Estate Law Section, National CLE Conference ( April 2025).
- 2025 Co-Speaker/Co-Author, Are you SECURE in Your Charitable Planning with Qualified Retirement Benefits, American Bar Association, Real Property Trust and Estate Law Section, Employee Plans and Executive Compensation Group (March 2025).
- 2025 Co-Speaker/Co-Author, Gifting Strategies for Closely-Held Businesses, Montgomery County Estate Planning Council (March 2025).
- 2025 Speaker/Author, Are Your Trusts Still SECURE? Understanding the Impact of the SECURE Act and Final Regulations, Pennsylvania Bar Institute Estate and Elder Law Symposium (Feb. 2025).
- 2024 Co-Speaker/Author, Finally Final: What You Need to Know About the Final Regulations for the SECURE Act (and the Proposed Regulations for SECURE 2.0), Pennsylvania Bar Institute (Dec. 2024).
- 2024 Co-Speaker/Co-Author, Now Trending: SLATs, Pennsylvania Bar Institute, 31st Annual Estate Law Institute (Dec. 2024).
- 2024 Speaker/Author, Are Trusts SECURE? Estate Planning With Retirement Assets and Trusts Following The SECURE Acts, Pennsylvania Bar Institute, 31st Annual Estate Law Institute (Dec. 2024).
- 2024 Co-Speaker/Co-Author, Tales from the (Family) Board Room: Strategic Tax, Financial and Estate Planning in Proactive Exit Planning for Closely-Held Business Owners, The Estate and Financial Planning Council of Southern New Jersey (Sept. 2024).
- 2024 Speaker/Author, Is Your Planning SECURE? Estate Planning With Retirement Assets Following The SECURE Act 1.0 and 2.0, Pennsylvania Bar Institute Estate and Elder Law Symposium (Feb. 2024).
- 2023 Speaker/Author, Is Your Planning SECURE? Estate Planning With Retirement Assets Following The SECURE Act 1.0 and 2.0, Pennsylvania Bar Institute, 30th Annual Estate Law Institute (Nov. 2023).
- 2023 Co-Speaker/Author, SECURE Act 1.0 and 2.0: What Estate Planners Need to Know, Chester County Estate Planning Council (Oct. 2023).
- 2023 Speaker, Estate Planning With Retirement Assets After SECURE Act 2.0, Pennsylvania Bar Association – Elder Law Section (May 2023)
- 2023 Speaker/Author, Is Your Planning SECURE? What You Need to Know About Estate Planning With Retirement Assets Following The SECURE Act 1.0 and 2.0, Montgomery County Estate Planning Council (Mar. 2023).
- 2023 Co-Speaker/Co-Author, SECURE Act Updates: Are Our Retirement Plans Finally Secure? And Where Do We Go From Here?, March 2023 Probate & Trust Law Section Quarterly Meeting of the Philadelphia Bar Association (Mar. 2023).
- 2022 Speaker, Hot Topics in Estate Planning, FPA of the Philadelphia Tri-State Area March 2022 Meeting (Mar. 2022).
- 2020 Speaker/Author, Income Tax Basis Planning: Modifying Existing Trusts, Pennsylvania Bar Institute, 27th Estate Law Institute (Nov. 2020).
- 2020 Co-Speaker/Co-Author, The SECURE Act – What You Need to Know, Pennsylvania Bar Institute (Feb. 2020).
- 2020 Co-Speaker/Co-Author, Estate Planning for Retirement Assets Following the SECURE Act, Pennsylvania Bar Institute Estate and Elder Law Symposium (Feb. 2020).
- 2020 Speaker/Co-Author, Estate Planning for Retirement Assets Following the SECURE Act, Philadelphia Bar Probate Section Tax Committee (Feb. 2020).
- 2019 Co-Speaker/Co-Author, Administering An Estate With Retirement Assets, Pennsylvania Bar Institute, 26th Estate Law Institute (Nov. 2019).
- 2018 Co-Speaker, Federal Estate, Gift and GST Taxes, Pennsylvania Bar Institute, 25th Estate Law Institute (Nov. 2018).
PUBLICATIONS
- 2024 Author, IRS Issues Final Regulations for SECURE Act 1.0 (and Proposed Regulations for SECURE Act 2.0), Philadelphia Bar Association – Probate and Trust Law Section Newsletter (Dec. 2024)
- 2024 Author, Step It Up! Achieving Basis Adjustments for Certain Trust Assets Using Formula General Powers of Appointment, Estate Planning Journal (Dec. 2024)
- 2024 Co-Author, How – and How Not – To Use Life Insurance in Your Family Business, Family Business Magazine (June 2024)
- 2024 Author, IRS Changes Its Mind on Modifications of Grantor Trusts to Add Tax Reimbursement Clause, Philadelphia Bar Association – Probate and Trust Law Section Newsletter (Mar. 2024)
- 2023 Author, SECURE Act 2.0 Includes Additional Changes for Estate Planning Clients, Philadelphia Bar Association – Probate and Trust Law Section Newsletter (May 2023)
- 2022 Co-Author, The SECURE Act Proposed Regulations Provide Clarifications and Unexpected Developments for Estate Planning Clients, Philadelphia Bar Association – Probate and Trust Law Section Newsletter (Aug. 2022)
- 2021 Co-Author, Florida’s New Community Property Act Creates Planning Opportunities and Risks for Married Couples, Philadelphia Bar Association – Probate and Trust Law Section Newsletter (Nov. 2021)
- 2016 Co-Author, Administering an Estate with Retirement Assets, Pennsylvania Bar Institute, 23rd Estate Law Institute (Nov. 2016)
- 2014 Author, What is “Reasonable”? Analyzing Fiduciary Compensation in Pennsylvania, Delaware and New Jersey, Philadelphia Bar Association, Probate and Trust Law Section Newsletter (May 2014