Philadelphia Estate Planning Council News

2021 Distinguished Estate Planner Nominations

Sun, 26 Sep 2021 14:18:28 GMT

The Council is now accepting nominations for the 2021 Distinguished Estate Planner. The award will be presented at an upcoming program.

The purpose of the Distinguished Estate Planner Award is to honor an individual for outstanding contributions in the field of estate planning in the Delaware Valley area. The recipient must be an attorney, an accountant, an insurance professional, trust officer or related professional engaged in, or retired from, the practice or teaching of estate planning. The recipient must have been involved in the field of estate planning for a minimum of 15 years.

Criteria for the award include creativity (new services or products and solutions to estate planning problems), service (teaching and encouragement of others, promotion of the estate planning team, authorship of books/articles or public speaking) or leadership in estate planning related activities.

Click here to download the nomination form.

2020 Distinguished Estate Planner Nominations

Thu, 11 Mar 2021 13:48:51 GMT

The Council is now accepting nominations for the 2020 Distinguished Estate Planner. The award will be presented at an upcoming program.

Click here to download the nomination form.

February 2020 Current Events Report

Mon, 10 Feb 2020 15:50:07 GMT

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January 2020 Current Events Report

Mon, 06 Jan 2020 17:39:10 GMT

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November 2019 Current Events Report

Mon, 18 Nov 2019 17:37:35 GMT

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Tom Forrest to Receive the 2019 Distinguished Estate Planner Award

Sun, 03 Nov 2019 19:16:11 GMT

The Philadelphia Estate Planning Council will present its 2019 Distinguished Estate Planner Award to Thomas M. Forrest at the November 19, 2019 luncheon meeting at The Union League of Philadelphia. The purpose of this annual award is to honor an individual for outstanding contributions in the field of estate planning.

Thomas M. Forrest, is President & CEO of U.S. Trust Company of Delaware. Tom is past President and founder of the Personal Trust Division for Charles Schwab Bank in Wilmington, Delaware. He opened and staffed the Schwab personal trust office in 2007. Before joining Charles Schwab, Tom was co-founder, President and CEO of U.S. Trust Company of Delaware. Tom joined U.S. Trust Company in 1999 and opened the U.S. Trust office in Delaware in 2000, where he managed the office through 2007. Tom returned to U.S. Trust Company of Delaware in 2012.

Tom was Vice President and Manager of the Trust Tax and Financial Planning Division for Wilmington Trust for 18 years. Mr. Forrest is a past President of the National Association of Estate Planners and Councils, past President of the Delaware Estate Planning Council, past Treasurer of the Delaware Society of CPA’s and past Chairman of the Tax Committee. Tom is a past board member of the Society of Financial Service Professionals, Delaware Chapter and has served as a board member of the Philadelphia Estate Planning Council. He is also a past President of the Bank and Trust Tax Association of Mid-Atlantic States, a member of the American Institute of CPAs, The Delaware Society of CPAs, and The Wilmington Tax Group. Tom is past board member of Autism Delaware and past Chairman of The Mary Campbell Center Foundation. Tom is a member of the board and executive committee of The Delaware Bankers Association.

Mr. Forrest assisted the IRS with the development of fiduciary income tax returns on magnetic media and became the first bank in the country to file fiduciary income tax returns on magnetic media. Mr. Forrest has lectured to professional groups on a variety of tax and estate planning topics at numerous meetings and seminars around the country including the National Graduate Trust School, ABA Tax Compliance Seminar, Financial Planning Association, American Bar Association Tax Section Meetings, Pennsylvania Bar Institute, Bank Administration Institute, and The National Association of Estate Planners and Councils.

Tom graduated from the University of Delaware in 1982 with a B.S. in Accounting, and received his M.S. in Taxation from Widener University in 1985. He received his Certified Public Accountant Certificate in 1986 and Accredited Estate Planner in 1995. Tom received the National Association of Estate Planners & Councils 2005 Distinguished Accredited Estate Planner award.

Previous PEPC Distinguished Estate Planner award winners include: (2018) Mark Blaskey; (2017) Cliff Schlesigner; (2016) Nina Stryker; (2015) John A. Terrill, II; (2014) Daniel B. Evans, Evans Law Office; (2013) Charles K. Plotnick, Plotnick & Ellis, P.C.; (2012) Robert J. Weinberg, Pepper Hamilton LLP; (2011) Martin A. Heckscher; (2010) Beverly R. Budin, Esq. - Ballard Spahr LLP ; (2009) Francis J. Mirabello - Morgan Lewis; (2008) Edward M. Watters, III - Pepper Hamilton LLP; (2007) Joseph E. ("Jeb") Bell, Jr., MBA, LLM (Tax), (2006) Eugene H. Gillin, Esq., Harkins and Harkins; (2005) Albert E. Gibbons, CLU, ChFC, AEP - AEG Financial Services; (2004) Samuel N. Rabinowitz, Esq. - Blank Rome LLP; (2003) Matthew H. Kamens, Esq. - Wolf Block; (2002) John J. Lombard, Jr. - McCarter & English LLP; (2001) Selwyn A. Horvitz, Esq. - Horvitz PC; (2000) Martin J. Satinsky, CPA/PFS - Smart and Associates, LLP; (1999) Robert L. Freedman, Esq. - Dechert LLP; (1998) Pam H. Schneider, Esq. - Gadsden Schneider & Woodward LLP; (1997) Morey S. Rosenbloom, Esq. - Blank Rome LLP; (1996) Paul C. Heintz, Esq. - Obermayer Rebmann Maxwell & Hippel; (1995) Stephan R. Leimberg, Esq. - Leimberg Information Services, Inc.; (1994) J. Thomas Dunlevy - The Glenmede Trust Company; (1993) William T. Walsh - Equitable Life Assurance Society; (1992) Edward N. Polisher, Esq. - Cozen & O'Connor; (1991) M. Paul Smith, Esq. - Smith Aker Grossman & Hollinger; and (1990) Davis W. Gregg - Boettner Institute.

October 2019 Current Events Report

Mon, 21 Oct 2019 13:33:07 GMT

Click here to download the October 2019 Current Events Report.

2019 Distinguished Estate Planner Award Nominations

Thu, 19 Sep 2019 13:10:40 GMT

The Council is now accepting nominations for the 2018 Distinguished Estate Planner. The award will be presented at a future luncheon meeting at the Union League.

Click here to download the nomination form.

September 2019 Current Events Report

Tue, 17 Sep 2019 20:40:58 GMT

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March 2019 Current Events Report

Mon, 18 Mar 2019 17:15:26 GMT

Click here to download the March 2019 Current Events Report.

Mark Blaskey to Receive the 2018 Distinguished Estate Planner Award

Thu, 07 Mar 2019 14:07:30 GMT

The Philadelphia Estate Planning Council will present its 2018 Distinguished Estate Planner Award to Mark S. Blaskey at the March 19, 2019 luncheon meeting at The Union League of Philadelphia. The purpose of this annual award is to honor an individual for outstanding contributions in the field of estate planning.

Mark S. Blaskey is a partner at Pepper Hamilton LLP in the Tax and Estates Practice Group, and chair of the Trusts and Estates practice, resident in the Philadelphia office. He concentrates his practice on estate planning and business and succession planning.

Mr. Blaskey is active in several civic and charitable organizations. He currently is the treasurer of the Jewish Federation of Greater Philadelphia and a member of its Board of Directors. He is a past president of the Jewish Federation of Greater Philadelphia Endowments Corporation. He formerly chaired Temple University’s Planned Giving Advisory Council and now serves on the Kimmel Center Planned Giving Council. He is a member of the board of trustees of the Madlyn and Leonard Abramson Center for Jewish Life, American Jewish Committee of Philadelphia/Southern New Jersey, and a member of AIPAC Greater Philadelphia Leadership Council, and the Philadelphia Scholars Advisory Committee. He is a past president of Beth Sholom Congregation in Elkins Park, Pennsylvania.

Mr. Blaskey was the recipient of the 2011 Edward N. Polisher award presented to a distinguished estate planning professional who also provides distinguished service to the Jewish Federation and its endowment program.

He has served on the Board of Directors of the Philadelphia Estate Planning Council and on the Council of the Tax Section of the Philadelphia Bar Association. Mr. Blaskey has been a frequent lecturer, course planner and moderator at meetings and seminars sponsored by the Philadelphia Bar Association, the Pennsylvania Institute of Certified Public Accountants, and other professional and civic groups.

Previous PEPC Distinguished Estate Planner award winners include: (2017) Cliff Schlesigner; (2016) Nina Stryker; (2015) John A. Terrill, II; (2014) Daniel B. Evans, Evans Law Office; (2013) Charles K. Plotnick, Plotnick & Ellis, P.C.; (2012) Robert J. Weinberg, Pepper Hamilton LLP; (2011) Martin A. Heckscher; (2010) Beverly R. Budin, Esq. - Ballard Spahr LLP ; (2009) Francis J. Mirabello - Morgan Lewis; (2008) Edward M. Watters, III - Pepper Hamilton LLP; (2007) Joseph E. ("Jeb") Bell, Jr., MBA, LLM (Tax), (2006) Eugene H. Gillin, Esq., Harkins and Harkins; (2005) Albert E. Gibbons, CLU, ChFC, AEP - AEG Financial Services; (2004) Samuel N. Rabinowitz, Esq. - Blank Rome LLP; (2003) Matthew H. Kamens, Esq. - Wolf Block; (2002) John J. Lombard, Jr. - McCarter & English LLP; (2001) Selwyn A. Horvitz, Esq. - Horvitz PC; (2000) Martin J. Satinsky, CPA/PFS - Smart and Associates, LLP; (1999) Robert L. Freedman, Esq. - Dechert LLP; (1998) Pam H. Schneider, Esq. - Gadsden Schneider & Woodward LLP; (1997) Morey S. Rosenbloom, Esq. - Blank Rome LLP; (1996) Paul C. Heintz, Esq. - Obermayer Rebmann Maxwell & Hippel; (1995) Stephan R. Leimberg, Esq. - Leimberg Information Services, Inc.; (1994) J. Thomas Dunlevy - The Glenmede Trust Company; (1993) William T. Walsh - Equitable Life Assurance Society; (1992) Edward N. Polisher, Esq. - Cozen & O'Connor; (1991) M. Paul Smith, Esq. - Smith Aker Grossman & Hollinger; and (1990) Davis W. Gregg - Boettner Institute.

February 2019 Current Events Report

Sat, 16 Feb 2019 20:32:10 GMT

Click here to download the February 2019 Current Events Report.

Bring a Guest for FREE to the February Meeting

Thu, 17 Jan 2019 15:05:07 GMT

In an effort to introduce more estate planning professionals to our council and allow them to experience one of our high-quality luncheon programs, current PEPC members are invited to bring a NON-MEMBER guest to the February luncheon program at NO CHARGE. We encourage all members to bring a colleague who would be a potential new member of the PEPC. Please take advantage of this opportunity to add to the pool of estate planning professionals that make up PEPC's membership. When registering for the meeting through the PEPC website, you will have the option to add a guest to your registration at no charge.

January 2019 Current Events Report

Fri, 04 Jan 2019 19:01:25 GMT

Click here to download the January 2019 Current Events Report.

November 2018 Current Events Reports

Mon, 12 Nov 2018 15:52:18 GMT

Click here to download the November 2018 Current Events Report.

2018 Distinguished Estate Planner Nominations

Mon, 15 Oct 2018 13:29:05 GMT

The Council is now accepting nominations for the 2018 Distinguished Estate Planner. The award will be presented at a future luncheon meeting at the Union League.

Click here to download the nomination form.

October 2018 Current Events Report

Fri, 12 Oct 2018 17:05:04 GMT

Click here to download the October 2018 Current Events Report.

September 2018 Current Events Report

Fri, 14 Sep 2018 14:24:02 GMT

Click here to download the September 2018 Current Events Report.

March 2018 Current Events Report

Thu, 15 Mar 2018 20:05:00 GMT

Click here to download the March 2018 Current Events Report.

February 2018 Current Events Report

Sun, 11 Feb 2018 20:08:11 GMT

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January 2018 Current Events Report

Mon, 08 Jan 2018 23:03:57 GMT

Click here to download the January 2018 Current Events Report.

PMN 55+ Thrive Conference Handout

Fri, 17 Nov 2017 23:05:18 GMT

Click here to download the handout from the PMN 55+ Thrive Lifestyle Conference.

November 2017 Current Events Report

Sat, 11 Nov 2017 23:07:01 GMT

Click here to download the November 2017 Current Events Report.

Ethics Committee Publishes Ethics Matrix in Trusts & Estates Magazine

Tue, 17 Oct 2017 17:09:43 GMT

The PEPC Ethics Committee published the updated Ethics Matrix in the August 2017 issue of Trusts & Estates Magazine. Click here to download the full article.

October 2017 Current Events Report

Mon, 16 Oct 2017 17:11:49 GMT

Click here to download the October 2017 Current Events report.

2017 Distinguished Estate Planner Award Nominations

Tue, 10 Oct 2017 17:14:17 GMT

The Council is now accepting nominations for the 2017 Distinguished Estate Planner. The award will be presented at a future luncheon meeting at the Union League. Click here to download the nomination form. Deadline for nominations is November 1, 2017.

September 2017 Current Events report

Mon, 18 Sep 2017 17:15:32 GMT

Please click here to download the September Current Events Report.

Updated PEPC Ethics Matrix

Thu, 15 Jun 2017 17:17:06 GMT

It has been 10 years since the PEPC Ethics committee published the PEPC Ethics Matrix in the Trusts and Estate magazine.

The matrix itemizes how each of the various estate planning “disciplines” deal with the ethical issues that confront us in day to day practice in the various ethics rules. This original FIVE Cs that are addressed in the Matrix are Confidentiality, Conflicts, Competence, Compliance and Compensation. This year we plan to add two more “Cs” – Collaboration and Communication. .

Click here to download the updated Ethics Matrix.

March 2017 Current Events report

Mon, 20 Mar 2017 17:18:28 GMT

Please click here to download the March Current Events Report.

February 2017 Current Events Report

Thu, 16 Feb 2017 17:19:58 GMT

Please click here to download the February Current Events Report.

January 2017 Current Events Report

Mon, 16 Jan 2017 17:22:22 GMT

Please click here to download the January Current Events Report.

November 2016 Current Events Report

Mon, 14 Nov 2016 17:24:43 GMT

Please click here to download the November Current Events Report.

October 2016 Current Events Report

Mon, 17 Oct 2016 17:25:44 GMT

Please click here to download the current events report.

September 2016 Current Events Report

Thu, 15 Sep 2016 17:27:03 GMT

Please click here to download the current events report.

2016 Distinguished Estate Planner Nominations

Tue, 06 Sep 2016 17:28:02 GMT

The Council is now accepting nominations for the 2016 Distinguished Estate Planner. The award will be presented at a future luncheon meeting at the Union League.

Click here to download the nomination form.

New Council Logo

Wed, 24 Aug 2016 17:30:14 GMT

As you may know, the Philadelphia Estate Planning Council celebrated our 75th Anniversary in 2016. Throughout the years, our logo has stayed fairly similar with only a few minor tweaks. The PEPC Board of Directors felt that it was an appropriate time to redesign our logo for this milestone anniversary year. We conducted an online logo contest and received nearly 150 entries from graphic designers around the world. After much review and discussion, the Board approved the colorful, modern logo above. We hope you enjoy it too!