TWO EVENTS IN ONE DAY!
Join the PEPC for our second annual Pickleball Outing at Valley Forge Military Academy on August 12th. Space is limited to the first 32 people who register for the outing. The outing will include a 30 minute clinic with a pro, followed by a round robin tournament.
Immediately following the Pickleball Outing, we will move over to the The Goat's Beard in Wayne, PA for a happy hour! This portion of the event is open to all - not just the pickleball participants. Heavy hors d'oeuvres will be provided and a cash bar is available for drinks.
Schedule:2:30 - 3:00 p.m. Pickleball Clinic3:00 - 5:00 p.m. Pickleball Outing5:30 - 7:30 p.m. Drop-In Networking Happy Hour
AGENDA
Our September education program will be held as an in-person program in the late afternoon. Immediately following our program, attendees are welcome to join us for our Annual Welcome Back Party.
3:30 – 4:00 p.m. Registration 4:00 – 5:00 p.m. Program 5:00 – 7:00 p.m. Welcome Back Party/Reception
PROGRAM OVERVIEW
Americans store a vast amount of digital data online in the course of ordinary life, including photos, text messages, and emails. Generative artificial intelligence (AI) allows the living to use that data when someone has died to create a digital clone or avatar. The fidelity with which the deceased may be reproduced is eerie, and users may have a completely interactive and immersive experience in augmented reality with a digital being that has inherited the features and idiosyncrasies of the dead. It is now possible for someone to continue a digital relationship with their dead best friend. The market for digital resurrection is particularly robust in China, where a dozen companies offer this technology to the public for less than $500.
Several high-profile figures have made it clear that they do not wish to be resurrected through technology. And while such a request included in a testamentary instrument may be ethically binding, the issue is whether it will be (or should be) interpreted as legally binding. There is no legal or regulatory landscape against which to estate plan to protect those who would avoid digital resurrection, and few privacy rights for the deceased. The law has failed to keep pace with technology, and the stakes are high. Professor Haneman presents her research on the law of digital resurrection, along with a paradigm for developing the law in this area centers death and applies the existing and idiosyncratic law of the dead.
Victoria J. Haneman joined the University of Georgia School of Law in the fall of 2025 as the holder of the Verner F. Chaffin Chair in Fiduciary Law.
Haneman comes to UGA from Creighton University, where she was a member of the law school’s faculty for seven years. In 2023, she was appointed the associate dean for research and innovation. She also held the Frank J. Kellegher Professorship of Trusts & Estates and served as the interim director of the health law program for the 2023-24 academic year.
Specializing in taxation, wills, trusts and estates, and business associations, Haneman has published extensively in flagship and specialty law reviews, including the Boston College Law Review, the Wisconsin Law Review, the North Carolina Law Review, the Wake Forest Law Review, the Harvard Journal on Legislation and the Columbia Journal of Gender and Law. She has also co-authored four books, including Planning for Large Estates; Questions & Answers: Wills, Trusts, and Estates, 4th ed.; Federal Taxes of Gratuitous Transfers: Law & Planning, 2d ed.; and Making Tax Law.
Haneman has a particular interest in tax policy, death care services, industry disruption, emerging markets, and women and the law. She frequently provides expert commentary to leading media outlets such as PBS NewsHour, Newsweek, The Wall Street Journal, The New York Times, Forbes, Washington Post, the Associated Press, National Public Radio and Bloomberg.
A recipient of several scholarship and teaching awards, Haneman has held leadership positions in the Women in Legal Education, Trust and Estates, and the Aging and the Law sections of the Association of American Law Schools. She is also an Academic Fellow in the American College of Trust and Estate Counsel.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
Click here to download a printable registration form.
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!
AGENDA11:30 a.m. - 12:00 p.m. Coffee Meet & Greet 11:45 - 12:00 p.m. Registration 12:00 - 1:45 p.m. Luncheon & Program
This presentation will provide a comprehensive overview of key 2025 federal tax law updates, with a focus on the practical implications for estate and trust administration and planning. Topics will include 2025 tax reform and key updates from the IRS and U.S. Treasury Department. Attendees will gain insight into how these developments may impact fiduciary income tax, estate, gift, and generation-skipping transfer taxes, fiduciary reporting obligations, and long-term planning strategies.
Speakers:
Anna Katherine (AK) Moody, J.D., LL.M. is a senior wealth strategist in the Washington, DC office of BNY Wealth, working directly with clients and their families to address all aspects of family wealth transfer, business succession, philanthropy, and income tax, estate tax, gift tax and generation-skipping tax planning. Prior to joining BNY Wealth, Ms. Moody was a partner in the private wealth practice group of a large national law firm. Ms. Moody is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and a prior chair of the ABA Tax Section Fiduciary Income Tax Committee.
Emily Plocki assists high-net-worth individuals, multigenerational families and owners of family corporations, both domestically and internationally, with tax planning and wealth preservation. Emily handles a variety of matters, including estate, gift, and generation-skipping transfer tax planning; trust and estate administration; planned charitable giving; and business succession strategies. She prepares sophisticated lifetime and estate planning documents, designed to help families and individuals preserve and grow the businesses and legacies they have built over a lifetime.
Prior to joining Venable, Emily was an associate at an international law firm, where she assisted clients with implementing efficient multigenerational wealth transfer strategies, counseled on tax and succession planning for owners of closely held businesses, and worked with clients to incorporate philanthropic and other non-tax objectives into their estate plans. Emily’s experience also includes working as a law clerk with an estate planning boutique in Washington, DC, where she assisted with tax and estate planning for individuals, businesses, and nonprofit organizations. She also participated in the IRS Employee Plans Volunteer Law Student Program, where she researched 401(k) requirements.
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 The Racquet Club of Philadelphia.
This event includes heavy appetizers, light dinner buffet and open bar.
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
