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Philadelphia Estate Planning Council

Event Details

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  • 2023 Annual Meeting, Seminar & Reception

2023 Annual Meeting, Seminar & Reception

  • Tuesday, May 02, 2023
  • 3:30 PM - 7:30 PM
  • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102

Registration

(depends on selected options)

Base fee:

Register

The 2023 PEPC Annual Meeting will only be offered as an in-person program.
A virtual option is not available.

Watch for more information on the topic soon!

Scott A. Bowman’s practice focuses on providing personal tax and estate planning counseling to wealthy individuals and families, advising them on structuring their wealth to minimize income, estate, gift and generation-skipping transfer taxes over multiple generations. He advises on trustee and family governance structures throughout the estate and trust administration process to preserve business enterprises and manage potentially sensitive family circumstances.

Scott is experienced in handling international aspects of tax and estate planning for multi-national families, advising non-US citizens who are considering immigrating to the United States, investing into US financial and real estate markets or transferring wealth to US beneficiaries by gift or inheritance. Scott also advises US clients living or investing abroad and with regard to US expatriation.

Event Schedule

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. – 5:30 p.m. Presentation
5:30 p.m. – 7:30 p.m. Cocktail Reception

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


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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