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.
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 $40 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!
Join the Philadelphia Estate Planning Council on Monday, July 22nd for our 27th Annual Golf, Tennis & Yoga Outing. The outing is one of the council's most popular events and often sells out completely.
GOLF, YOGA and DINNER LOCATION St. David's Golf Club 845 Radnor Street Road Wayne, PA 19087
TENNIS LOCATIONOverbrook Golf Club 799 Godfrey Road Villanova, PA 19085
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: 1:00 p.m. - 3:30 p.m. Yoga Class: 3:00 p.m. - 4:15 p.m. Cocktail Reception & Dinner Buffet : 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: $275 Includes golf, gift, lunch buffet, cocktail reception and dinner buffet Foursome: $1,100 One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet Hole Sponsor with Corporate Foursome: $1,400One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet.
Single Golfer: $275 Includes golf, gift, lunch buffet, cocktail reception and dinner buffet
Foursome: $1,100 One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet
Hole Sponsor with Corporate Foursome: $1,400One 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 Overbrook Golf Club. Registration includes a tennis clinic and round robin tournament. Lunch is not included in the tennis registration fee. Participants are expected to wear acceptable tennis clothing on the courts. The club allows color on tennis clothing. Regulation tennis shoes are the only footwear permitted on the courts. All male players must wear collared or dri-fit shirts.
Tennis Registration Fee: $85 Includes tennis, snacks and drinks on courts, gift plus cocktail reception and dinner buffet at St. David's Golf 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 St. David's Golf Club. Does not include lunch.
DINNER ONLY INFORMATION: The dinner only registration includes the cocktail reception and dinner buffet at St. David's Golf Club. Participants can expect to enjoy ample food and an open bar!
Reception Only Fee: $60 Includes cocktail reception and dinner buffet.
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 (limited to 4) - $1,000
Hole Sponsor with Foursome - $1,400
Hole Sponsor - $350
Drink Station Sponsor - $350
Tennis Sponsor - $350
Yoga Sponsor - $350
Outing Agenda
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org