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Philadelphia Estate Planning Council

Events

    • Tuesday, October 17, 2023
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "Elder Law and Special Needs Planning"

    COFFEE MEET AND GREET: The PEPC organized a meet and greet coffee station prior to our  luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join!

    AGENDA
    11:30 a.m. - 12:00 p.m. Coffee Meet & Greet
    11:45 - 12:00 p.m. Registration
    12:00 - 1:45 p.m. Luncheon & Program

    PROGRAM OVERVIEW

    Planning for seniors and individuals with disabilities and their families is growing in importance as more Americans are living longer and living with disabilities. This presentation will focus on the nuts and bolts of elder law and special needs planning, including representing clients with diminished capacity, and the use of trusts in elder law and special needs planning. In addition, the SECURE Act made major changes to how estate planners address retirement accounts during the estate planning process. Proposed regulations attempted to clarify certain issues, including how to obtain the stretch for beneficiaries who are disabled or chronically ill and how a trust can qualify for life expectancy payouts. Mr. Krooks will address the interplay between special needs planning and retirement accounts.

    Bernard A. Krooks, J.D., CPA, LLM (taxation), CELA®, AEP® (Distinguished) is the founding partner of the New York law firm Littman Krooks LLP and chair of its elder law and special needs department. He is the past president of the Arc of Westchester, the largest agency in Westchester County, NY serving people with intellectual and developmental disabilities and their families.

    A frequent presenter at the Heckerling Institute on Estate Planning and other national estate planning conferences, Mr. Krooks is past chair of the Elder Law Committee of the American College of Trust and Estate Counsel (ACTEC) and past chair of the Elder Law and Special Needs Planning Group of the Real Property, Trust & Estate Law (RPTE) Section of the American Bar Association. He is past president and fellow of the National Academy of Elder Law Attorneys (NAELA), past president and founding member of the New York Chapter of NAELA, past Chair of the Elder Law Section of the New York State Bar Association, and past president of the Special Needs Alliance, a national invitation-only non-profit organization dedicated to assisting individuals with special needs and their families.

    Mr. Krooks, author of numerous articles on elder law and related topics, is chair of the Elder Law Committee of Trusts & Estates Magazine, and serves on the Wolters Kluwer Financial and Estate Planning Advisory Board and the Advisory Committee of the Heckerling Institute on Estate Planning.

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

    This meeting is being sponsored by


    Click here to download a printable registration form.


    • Thursday, October 26, 2023
    • 5:30 PM - 7:30 PM
    • City Tap, 2 Logan Square, Philadelphia, PA
    Register

    The Philadelphia Estate Planning Council and the Financial Planning Association of the Philadelphia Tri-State Area are hosting a joint drop-in networking event for members and guests of both organizations on Thursday, October 26th at City Tap in Logan Square. 

    This event presents a unique opportunity to expand your professional network, engage with like-minded individuals, and build lasting relationships in a relaxed atmosphere with good food, craft cocktails and great conversation with other industry professionals.

    Registration fee:  $20 per person
    Includes light appetizers. 
    Cash bar available for drinks.

    No refunds for cancellations received after October 24, 2023.


    • Wednesday, November 01, 2023
    • 5:00 PM - 7:00 PM
    • The Alloy, 301 W. Dekalb Pike, King of Prussia, PA
    Register

    Join us for Cross-Professions Networking Nights, hosted by the PICPA. We're putting CPAs and other accounting professionals in the same room with attorneys, financial professionals, and other business leaders -- it's niche networking with a purpose. With over 20 participating partner organizations, make lasting connections, create synergies, and foster innovative discussions.

    Registration Fee:  $55 (Refreshments include appetizers and an open bar.)

    • Tuesday, November 07, 2023
    • 12:30 PM - 1:45 PM
    • Zoom Webinar (Link to Provided Day Before Program)
    Register

    "Death and Taxes: The Inherited Retirement Plan"

    The November program will be offered as a virtual meeting only. 
    We will not be offering an in-person option.

    When a retirement account owner dies, advisors must guide the survivors. Learn how to advise beneficiaries, executors, and trustees regarding titling the account, minimum required distributions, estate tax valuation, transferring the account to heirs, post-death Roth conversions, disclaimers, the IRD deduction, advising a surviving spouse, and cleanup strategies to improve tax results, as we cope with the new regime of SECURE, SECURE 2.0, and the IRS’s proposed RMD regulations.

    Natalie Choate, JD, is a lawyer, writer, and speaker whose mission in life is to translate the tax rules dealing with retirement benefits into practical English for the benefit of estate planners and other tax professionals, so they can serve their clients. Her book Life and Death Planning for Retirement Benefits is a leading resource for lawyers, accountants, financial planners, professors, students, and everyone else who needs to understand planning and compliance for retirement accounts.

    Natalie is a former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she has received the “Distinguished Accredited Estate Planner” designation and “Lifetime Service Award” from the National Association of Estate Planners and Councils. 

    Natalie is a frequent contributor to Leimberg Information Services Employee Benefits and Estate Planning newsletters and to Ed Slott’s IRA Advisor. Her articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management. She has lectured in all 50 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, and Southern Federal Tax Institutes, among others. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, Newsweek, Forbes, Financial Planning and Financial World.

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

    • Thursday, December 14, 2023
    • 5:30 PM - 7:30 PM
    • Union Trust, 717 Chestnut Street, Philadelphia, PA 19106
    Register

    Celebrate the most wonderful time of year with the Philadelphia Estate Planning Council at our annual Holiday Celebration.  This year's event will be held at Union Trust on Chestnut Street.  

    Heavy appetizers and light dinner buffet will be served and each attendee will receive two drink tickets (cash bar available for additional drinks).  





Past events

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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