"Cracking the Code: Affordable College Solutions"
In this roundtable you will receive information to help your clients understand options for college funding including:
Presented by Jodi Bloom, a Certified College Funding Specialist from Cornerstone College & Wealth Solutions. With her vast expertise, Jodi has empowered countless families and guided CPAs and estate planning attorneys to successfully navigate the often confusing world of college funding. She and her team plan for the cost of college in ways to ensure that it is incorporated into the broader scope of retirement and legacy planning.
COST: No charge! Must be a PEPC Member to attend.
No continuing education credits will be offered for this program.
Agenda 4:15 p.m. – 4:45 p.m. Registration 4:45 p.m. – 5:00 p.m. Council Remarks/Annual Meeting/Election 5:00 p.m. – 6:00 p.m. Presentation 6:00 p.m. – 8:00 p.m. Cocktail Reception
PROGRAM OVERVIEW
The past several years have ushered in a period of extraordinary change for practitioners and trustees who administer trusts holding, or expected to receive, large IRA and qualified plan balances. The SECURE Act (2020), SECURE Act 2.0, (2022), new Treasury Regulations on separate account rules and designated beneficiary determinations (2024), and the One Big Beautiful Bill Act (OBBBA, 2025) have collectively transformed the rules governing how retirement assets flow into and through trust structures.
In this session, Griffin Bridgers will guide practitioners through the most significant of these changes, with particular focus on the issues that are most acute when a trust holds or is the beneficiary of a disproportionately large retirement account. The session covers five integrated themes: (1) the new landscape for trusts as IRA beneficiaries under the updated Treasury Regulations, including updated separate account rules; (2) the impact of OBBBA on grantor and non-grantor trusts receiving IRA distributions, including implications for charitable planning structures; (3) state fiduciary law considerations and the effect of trust situs on income classification and distribution rights; (4) estate tax apportionment issues that arise with large IRAs; and (5) practical remedies available to trustees, including trust decanting and modification.
Attendees will leave with a deeper understanding of both the governing legal framework and the practical tools available to protect trust beneficiaries and minimize the overall income and estate tax burden on large retirement asset holdings.
Griffin Bridgers, J.D., LL.M. is a Member at Illumine Legal LLC in Denver, Colorado and also serves as an outsourced subject matter expert in estate and wealth transfer for RIA firms, CPAs, and family offices. In addition to his professional services, Griffin is a go-to educational resource in tax and estate planning for thousands of attorneys, trust officers, advisors, CPAs, and other wealth transfer professionals through his Substack newsletter, State of Estates, and his YouTube channel. Griffin also runs the Inheritcy newsletter and website, which is dedicated to innovation in consumer service and education in estate planning.
1.0 Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
Thank You to Our Annual Meeting Sponsors
Sponsorship opportunities still available! Please email staff@philaepc.org to confirm a sponsorship.
Click here to download a printable registration form.
Estate planning professionals in the Greater Philadelphia area are invited to join us for a happy hour for several of the regional estate planning councils in the area:
This is a great opportunity to meet your counterparts from other areas of the region and broaden your network.
The $45 registration fee includes appetizers and networking. Cash bar available for drinks.
Sponsorships are available for $750 per company and include four tickets to the event, plus recognition on signage at the event and on event promotion.
Space is limited for this event, so please be sure to register early!
The Philadelphia Estate Planning Council is a highly recognized interdisciplinary organization for professionals involved in estate planning, providing its members with opportunities to enhance their skills and expand their network through programs and interaction. PEPC annual golf, tennis and yoga outing attracts over 120 estate planning professionals in the Philadelphia region.
Available Sponsorships & Benefits
Event Sponsor - $1,250
Event Sponsor with Foursome - $2,500
Hole Sponsor with Foursome - $1,700
Hole Sponsor - $350
Drink Station Sponsor - $350
Tennis Sponsor - $350
Yoga Sponsor - $350
Outing Agenda
Join the Philadelphia Estate Planning Council on Monday, July 13th for our 29th Annual Golf, Tennis & Yoga Outing. The outing is one of the council's most popular events and often sells out completely.
This year, the golf, tennis and yoga outings will all take place at the same location - Manufacturer's Golf & Country Club in Fort Washington, PA.
A variety of sponsorships are available for this event. Please CLICK HERE for more information and to confirm a sponsorship.
OUTING AGENDAGolf Registration: 10:30 a.m. - 12:00 p.m. Lunch Buffet: 11:15 a.m. - 12:30 p.m. Golf Tee Time: 12:00 p.m. Tennis Round Robin: 1:30 p.m. - 4:00 p.m. Yoga Class: 3:00 p.m. - 4:15 p.m. Cocktail Reception with Food Stations : 5:00 p.m. - 7:30 p.m.
GOLF INFORMATION: Single Registrations for golf are welcome! Foursomes will be created. For foursomes, at least one golfer must be a PEPC Member. The outing will be a shamble format.
Single Golfer: $350 Includes golf, gift, lunch buffet, cocktail reception and dinner buffet Foursome: $1,400 One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet Hole Sponsor with Corporate Foursome: $1,700One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet.
Single Golfer: $350 Includes golf, gift, lunch buffet, cocktail reception and dinner buffet
Foursome: $1,400 One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet
Hole Sponsor with Corporate Foursome: $1,700One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet.
TENNIS INFORMATION: This year's outing will be held at Manufacturers' Golf & Country Club Registration includes a tennis clinic and round robin tournament. Lunch is not included in the tennis registration fee. Appropriate racquets apparel and footwear are acceptable in the racquets area and facilities.
Tennis Registration Fee: $100 Includes tennis, snacks and drinks on courts, gift plus cocktail reception and dinner buffet at Manufacturers' Golf & Country Club. Does not include lunch.
YOGA INFORMATION: Join us for a 75 minute outdoor yoga class. This class is designed to accommodate all levels and abilities. You will experience a variety of postures, expand on alignment principles and learn modifications as needed, no experience with yoga necessary. Please bring your own yoga mat. Following the class, participants will have time to use the locker rooms at the golf club prior to the cocktail reception.
Yoga Registration Fee: $75 Includes yoga, gift plus cocktail reception and dinner buffet at Manufacturers' Golf & Country Club. Does not include lunch.
RECEPTION ONLY INFORMATION: The reception only registration includes the cocktail reception with heavy hors d'oeuvres and food stations at Manufacturers' Golf & Country Club. Participants can expect to enjoy ample food and an open bar! This is not a sit-down dinner.
Reception Only Fee: $75 Includes cocktail reception only.
Join us for the Philadelphia Estate Planning Council’s Coffee Break Networking Event on October 1st from 2:00 to 3:30PM at Glenmede’s in-house coffee bar! Take a break, enjoy a cup of coffee, and connect with professionals in the estate planning community. This informal yet engaging event provides the perfect opportunity for a mid-afternoon re-energization before heading back to the office to finish your day!
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
