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Philadelphia Estate Planning Council

Events

    • Tuesday, March 12, 2024
    • 12:00 PM - 1:00 PM
    • Zoom Webinar
    Register

    "Disability Bootcamp:
    Preserving Assets and Protecting Benefits for Disabled Beneficiaries"

    Our program will focus on those topics critical to planning for individuals with disabilities. The goal of the discussion will be to give attendees a better of understanding of the range of benefits available to disabled individuals, how clients can preserve assets for disabled individuals without jeopardizing benefits, and how the protected assets can be managed.

    Emily Schurr, Esq., from the Begley Law Group, PC, will present an overview on the benefits and eligibility requirements. Michele Leahy, MS, of Leahy Life Plan, will discuss how advocacy on behalf of disabled children provides better outcomes. Abby Grasso of PLAN of PA will focus on how assets can be protected for disabled individuals, as well as alternatives to the traditional Special Needs Trust.  Adam Cohen, Esq., from the Begley Law Group, PC, will moderate the discussion.

    COST: No charge! Must be a PEPC Member to attend. 

    No continuing education credits will be offered for this program.


    • Wednesday, March 13, 2024
    • 4:00 PM - 6:00 PM
    • Glenmede, 1650 Market Street, 12th Floor, Philadelphia, PA 19103
    Register


    Please join PEPC’s DEI Committee for a fun and inspirational event about goal setting and creating your 2024 vision. Wine, beer and small bites will be provided by Glenmede Trust Company. Registration is complimentary and we will raffle off a few giveaways. Professional clothing donations will also be accepted and given to a local charity. We look forward to a great night of networking with you!  

    There is no cost to attend, but pre-registration is required. 

    Space is limited to 35 people.


    • Tuesday, March 19, 2024
    • 3:30 PM - 7:00 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "Postmortem Tax Planning - Elections for Income, Trust, Gift and Estate Tax Returns"

    AGENDA
    3:30 – 4:00 p.m. Registration
    4:00 – 5:00 p.m. Program (In-Person Only)
    5:00 – 7:00 p.m. Cocktail Reception

    PROGRAM OVERVIEW

    This presentation will discuss protecting the fiduciary, estate’s fiscal year election, administration expense election, alternate valuation election, Section 643(e) election, portability, QTIP election, qualified domestic trusts, disclaimers, death of a partner, S corporation stock, Section 645 election, Section 6166 deferral of estate tax and generation skipping tax elections.

    Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on how to hold, manage, and transfer their wealth in a tax efficient manner.

    One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

    This Event is Being Sponsored by


    Click here to download a printable registration form.


    • Tuesday, April 23, 2024
    • 8:00 AM - 10:30 AM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "ESG Investing and the Ethics of Nuance:
    The Ethical Pitfalls of Implementing ESG Strategies"

    VIRTUAL MEETING OPTION: Attendees who are unable to join us in person for the meeting at the Union League, may choose virtual registration instead.   Attendees will be able to watch the live stream broadcast of the program and receive continuing education credits.  

    What does a trustee do when a beneficiary request that the trust invests in “ESG”? As demand for environmental, social and governance (“ESG”) investment themes increases exponentially, the traditional tension between grantor intent, beneficiary rights and fiduciary obligations become ever more stressed. What exactly is ESG? What ethical obligations may it create? How do traditional trustee metrics and rules apply? What new issues should we consider? Join us as we explore the ethics of ethical investing when some of the beneficiary group want to invest in ESG.

    Speakers:

    • Renzo Cerabino, PNC Bank
    • Jennifer Goode, Bernstein Private Wealth
    • Mark Hays, Glenmede Trust


    Two Education Credits for CLE Ethics (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

    Click here to download a printable registration form.

    • Thursday, May 23, 2024
    • 3:15 PM - 8:00 PM
    • The Barnes Foundation, 2025 Benjamin Franklin Parkway, Philadelphia, PA 19130
    Register

    "Federal Tax Update"

    Agenda
    3:15 p.m. – 3:45 p.m. Registration
    3:45 p.m. – 4:00 p.m. Council Remarks/Annual Meeting/Election
    4:00 p.m. – 6:00 p.m. Presentation
    6:00 p.m. – 8:00 p.m. Cocktail Reception

    PROGRAM OVERVIEW

    Stay up to date with this informative and entertaining recap of important cases, rulings, regulations, and legislation from the past 12 months in the federal income, estate, and gift tax laws. Specific topics to be addressed will depend on the latest developments but will likely include the estate taxation of corporate-owned life insurance, gift tax consequences of modifying grantor trusts, and the latest in foreign bank account disclosure requirements.

    Samuel A. Donaldson [J.D. University of Arizona; LL.M. (Taxation) University of Florida] is a Professor of Law at Georgia State University in Atlanta, where he teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law, and professional responsibility. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law in Seattle for 13 years, where he served as the Director of the law school’s Graduate Program in Taxation as well as Associate Dean for Academic Administration. In addition to Georgia State and the University of Washington, Professor Donaldson has taught law school classes at Northwestern University, the University of Florida, and Emory University. He has won seven “professor of the year” awards from three different law schools.

    He is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon, and Arizona. He currently serves as the Tax Editor for the Probate Practice Reporter, a monthly publication from the University of South Carolina School of Law. Among his scholarly works, Professor Donaldson is a co-author of the popular law school textbook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning reference volume published by Wolters Kluwer.

    2.0 Education Credits for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

    Click here for a printable registration form.

Past events

Tuesday, February 20, 2024 February 2024 Luncheon Program
Tuesday, February 06, 2024 The Accredited Estate Planner® Designation Explained
Tuesday, January 23, 2024 January 2024 Luncheon Program
Thursday, December 14, 2023 Holiday Celebration
Tuesday, November 28, 2023 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, November 07, 2023 November 2023 VIRTUAL Program
Wednesday, November 01, 2023 Cross Professions Networking Night
Thursday, October 26, 2023 PEPC & FPA Philly Joint Drop-In Networking Event
Tuesday, October 17, 2023 October 2023 Luncheon Program
Tuesday, September 19, 2023 September 2023 Educational Program & Welcome Back Party
Wednesday, August 16, 2023 Pickleball Outing & Drop-In Happy Hour
Tuesday, July 25, 2023 PEPC MEMBERS ONLY: Roundtable Program
Monday, July 24, 2023 26th Annual Golf, Tennis & Yoga Outing
Monday, July 24, 2023 SPONSORSHIPS: 26th Annual Golf, Tennis & Yoga Outing
Tuesday, June 13, 2023 Ethics Forum: Negotiating the Ethical Landmines of Trust Administration’s Wild West
Thursday, May 18, 2023 Drop-In Networking Event with the MCEPC
Tuesday, May 02, 2023 2023 Annual Meeting, Seminar & Reception
Saturday, April 22, 2023 Outreach Committee: Earth Day of Service
Tuesday, March 21, 2023 March 2023 In-Person Educational Program
Wednesday, March 01, 2023 Professional Women’s Network: Vision Board Workshop
Tuesday, February 21, 2023 February 2023 HYBRID Luncheon Program
Tuesday, February 07, 2023 The Accredited Estate Planner® Designation Explained
Thursday, February 02, 2023 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, February 01, 2023 Drop-In Networking Event
Tuesday, January 17, 2023 January 2023 HYBRID Luncheon Program
Thursday, January 12, 2023 Eastern Cross-Professions Networking Night
Tuesday, December 06, 2022 Holiday Celebration
Tuesday, November 08, 2022 November 2022 HYBRID Luncheon Program
Tuesday, November 01, 2022 Drop-In Networking Event - RESCHEDULED
Tuesday, October 18, 2022 October 2022 HYBRID Luncheon Program
Tuesday, September 20, 2022 September 2022 HYBRID Luncheon Program
Tuesday, September 13, 2022 Welcome Back Party
Monday, August 08, 2022 25th Annual Golf, Tennis & Yoga Outing
Monday, August 08, 2022 SPONSORSHIPS: 25th Annual Golf, Tennis & Yoga Outing
Wednesday, May 18, 2022 Drop-In Networking Event with the MCEPC
Tuesday, May 10, 2022 2022 Annual Meeting, Seminar & Reception
Tuesday, April 26, 2022 VIRTUAL ETHICS FORUM: Ethical Considerations When Your Client Might Have Diminishing Capacity
Saturday, April 23, 2022 Outreach Committee: Earth Day of Service
Tuesday, March 15, 2022 March 2022 HYBRID Luncheon Program
Wednesday, February 23, 2022 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, February 15, 2022 February 2022 VIRTUAL Program
Tuesday, January 18, 2022 January 2022 HYBRID Luncheon Program
Tuesday, January 11, 2022 The Accredited Estate Planner® Designation Explained
Thursday, December 09, 2021 Professional Women's Network Workshop - Relax, Relate, Release
Thursday, December 02, 2021 Holiday Celebration
Tuesday, November 16, 2021 November 2021 Virtual Program
Wednesday, October 20, 2021 Welcome Back Party - CANCELLED
Tuesday, October 19, 2021 October 2021 Virtual Program
Tuesday, October 05, 2021 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, September 29, 2021 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, September 21, 2021 September 2021 Virtual Program
Monday, August 16, 2021 24th Annual Golf, Tennis & Yoga Outing
Monday, August 16, 2021 SPONSORSHIPS: 24th Annual Golf, Tennis & Yoga Outing
Tuesday, June 15, 2021 VIRTUAL ETHICS FORUM: Ethics of Working from Home
Wednesday, June 02, 2021 The Accredited Estate Planner® Designation Explained
Tuesday, May 11, 2021 2021 Virtual Annual Meeting & Seminar
Wednesday, March 24, 2021 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, March 16, 2021 March 2021 Virtual Program
Tuesday, February 16, 2021 February 2021 Virtual Program
Thursday, February 04, 2021 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, February 02, 2021 The Accredited Estate Planner® Designation Explained
Tuesday, January 19, 2021 January 2021 Virtual Program
Thursday, December 10, 2020 Winter Fashion Event with Kin Boutique & Nuance Jewelry
Tuesday, November 17, 2020 November 2020 Virtual Luncheon Program
Wednesday, October 28, 2020 Virtual Trivia Game Halloween Happy Hour
Tuesday, October 20, 2020 October 2020 Virtual Luncheon Program
Tuesday, October 06, 2020 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, September 22, 2020 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, September 16, 2020 Virtual Welcome Back Happy Hour
Tuesday, September 15, 2020 September 2020 Virtual Luncheon Program
Wednesday, June 24, 2020 PEPC MEMBERS ONLY: Roundtable Program
Monday, June 22, 2020 24th Annual Golf & Tennis Outing
Wednesday, June 17, 2020 Ethics Forum WEBINAR: "Ethics of Trust Modification Revisited, a case study"
Tuesday, March 17, 2020 March 2020 Luncheon Program - CANCELLED
Thursday, March 05, 2020 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, February 19, 2020 Drop-In Networking Event
Tuesday, February 11, 2020 February 2020 Luncheon Program
Thursday, February 06, 2020 Power Speed Networking Event
Monday, January 27, 2020 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, January 07, 2020 January 2020 Luncheon Program
Wednesday, December 04, 2019 Holiday Celebration
Tuesday, November 19, 2019 November 2019 Luncheon Program
Tuesday, October 22, 2019 October 2019 Luncheon Program
Tuesday, October 15, 2019 PEPC MEMBERS ONLY: Roundtable Program
Thursday, October 10, 2019 Past Presidents Luncheon
Tuesday, September 17, 2019 September 2019 Luncheon Program
Thursday, September 12, 2019 Welcome Back Party
Monday, June 24, 2019 23rd Annual Golf & Tennis Outing
Monday, June 24, 2019 SPONSORSHIPS: 23rd Annual Golf & Tennis Outing
Thursday, May 16, 2019 2019 Annual Meeting, Seminar & Reception
Tuesday, April 30, 2019 Ethics Forum: "Ethics of Trust Modification"
Saturday, April 27, 2019 Outreach Committee Meeting with Habitat for Humanity
Thursday, April 25, 2019 Women's Initiative Committee - Special Event
Monday, April 22, 2019 Outreach Committee Meeting
Monday, April 15, 2019 Outreach Committee Meeting
Wednesday, April 10, 2019 Outreach Committee Meeting
Friday, April 05, 2019 Outreach Committee Meeting
Tuesday, March 19, 2019 March 2019 Luncheon Program
Wednesday, March 13, 2019 Ethics Committee Meeting
Tuesday, February 19, 2019 February 2019 Luncheon Program
Thursday, February 14, 2019 Social Media Committee Meeting
Wednesday, February 13, 2019 Ethics Committee Meeting
Wednesday, February 06, 2019 PEPC MEMBERS ONLY: Roundtable Program
Friday, January 25, 2019 Outreach Committee Meeting
Wednesday, January 16, 2019 Women's Initiative Committee Meeting
Wednesday, January 09, 2019 Ethics Committee Meeting
Tuesday, January 08, 2019 January 2019 Luncheon Program
Monday, January 07, 2019 Social Media Committee Call
Thursday, December 20, 2018 Programs Committee Meeting
Thursday, December 13, 2018 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, December 12, 2018 Ethics Committee Meeting
Tuesday, December 04, 2018 Holiday Celebration
Wednesday, November 28, 2018 Women's Initiative Committee Meeting
Wednesday, November 14, 2018 Ethics Committee Meeting
Tuesday, November 13, 2018 November 2018 Luncheon Program
Tuesday, November 13, 2018 Newsletter Committee Meeting
Thursday, November 08, 2018 Membership Committee Meeting
Tuesday, November 06, 2018 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, October 30, 2018 Power Speed Networking Event
Wednesday, October 24, 2018 Drop-In Networking Event
Wednesday, October 24, 2018 Women's Initiative Committee Meeting
Tuesday, October 16, 2018 October 2018 Luncheon Program
Wednesday, October 10, 2018 Ethics Committee Meeting
Wednesday, September 26, 2018 Women's Initiative Committee Meeting
Tuesday, September 25, 2018 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, September 18, 2018 September 2018 Luncheon Program
Wednesday, September 12, 2018 Welcome Back Party

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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