Philadelphia Estate Planning Council

Events

    • Monday, January 27, 2020
    • 12:00 PM - 1:30 PM
    • BNY Mellon Conference Center, 1735 Market Street, 5th Floor, Philadelphia, PA
    Register

    “Partly Cloudy with a Strong Chance of Digital Assets: Estate Planning and Administration in the Digital Age”

    OVERVIEW: 
    As clients continue to hold and acquire digital assets, estate planning and estate administration has dramatically changed. Please join our speakers as they explore how to plan for digital assets during a clients’ lifetime and how to locate, access, and transfer digital assets at death.

    SPEAKERS: 

    • Justin H. Brown, Partner, Pepper Hamilton LLP
    • Karen A. Fahrner, Heckscher Teillon Terrill & Sager, P.C.
    • Jennifer L. Zegel, Partner, Kleinbard LLC

    COST: No charge! Must be a PEPC Member to attend. Space is limited!

    NOTE: Bring your own lunch.

    Click here to download a printable registration form.

    No continuing education credits will be offered for this program.

    • Thursday, February 06, 2020
    • 5:30 PM - 8:00 PM
    • Pyramid Club, 1735 Market Street, 52nd Floor, Philadelphia, PA 19103
    Register

    Join professionals from the Philadelphia Estate Planning Council and the Pyramid Club for a night of structured networking.  Make valuable use of your time and meet exactly who you want to meet.  

    Reservations are required and space is limited.  

    Registration fee includes beer/wine, heavy hors d'oeuvres and speed networking activity.

    • Tuesday, February 11, 2020
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "The SECURE Act: A Whole New Game for Retirement Planning"

    The recent passage of the SECURE Act at the end of December brought significant changes to the planning landscape with respect to retirement assets. A number of the most common planning considerations for these assets now will have to be re-thought or re-worked. New techniques may be needed to achieve benefit and some older planning techniques and structures now no longer achieve the desired results. This presentation will focus on the changes brought about the SECURE Act in connection with common client planning situations, will review the major provisions of the new legislation that affect individual holders and participants, will cover problem areas that may arise from planning done under the prior law, and will present some new techniques for consideration.  As with any piece of new legislation, there are many open issues and areas of uncertainty but we’ll discuss what is known as of now.

    Brad J. Richter is a partner and chair of the trusts and estates department at Fried, Frank, Harris, Shriver & Jacobson LLP, resident in Fried Frank’s New York office.

    Mr. Richter’s practice focuses on all aspects of private client representation, including sophisticated tax and estate planning, administration of large estates and trusts, succession and business planning, and formation and operation of charitable foundations. He represents high net worth individuals, entrepreneurs, the fiduciaries of estates and trusts, charitable organizations, family business owners, bankers and financial services personnel, private fund sponsors and principals, and others. He also represents clients engaging in litigation with the IRS or with third parties before the Surrogate’s Court on contested tax and probate matters.

    Mr. Richter received his JD, cum laude, from New York University School of Law, where he was a member of the NYU Law Review. He graduated magna cum laude from Amherst College. He is admitted to the bar in New York and Massachusetts.

    Mr. Richter is a member of the American Bar Association (Real Property, Probate & Trusts Law Section; Taxation Section), New York State Bar Association (Trusts and Estates Law Section; Entertainment, Arts and Sports Law Section), New York County Lawyers Association (Estates, Trusts and Surrogate’s Court Practice Section; previous: Committee on Pro Bono), and the Association of the Bar of the City of New York (Committee on Estate and Gift Taxation, previous: Committee on Surrogate’s Courts).

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

    This meeting is being sponsored by


    Click here to download a printable registration form.



    • Wednesday, February 19, 2020
    • 5:30 PM - 7:30 PM
    • City Tap House, 2 Logan Square, Philadelphia, PA 19103
    Register

    The Philadelphia Estate Planning Council is hosting a drop-in networking event for members and non-members on Wednesday, February 19th at City Tap House in Logan Square.  Join colleagues, friends and other PEPC members for good conversation and networking in a casual, fun atmosphere.

    Light appetizers and cash bar will be available.

    No cost to attend, but pre-registration is encouraged for planning purposes. Walk-ins welcome.

    This event is being sponsored by 




    • Tuesday, March 17, 2020
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    Watch for more information soon!



    • Thursday, April 23, 2020
    • 8:00 AM - 10:30 AM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102

    Watch for more information soon!

    • Tuesday, May 12, 2020
    • 3:00 PM - 8:00 PM
    • National Constitution Center, 525 Arch Street, Philadelphia, PA 19106

    Watch for more information soon!

    Event Schedule

    3:00 – 3:30 p.m. – Registration
    3:30 – 6:00 p.m. – Council Remarks & Program
    6:00 – 8:00 p.m. – Cocktail Reception & Venue Access


    • Monday, June 22, 2020
    • 10:30 AM - 8:00 PM
    • The Union League Golf Club at Torresdale

    Join the Philadelphia Estate Planning Council on Monday, June 22, 2020 for our 24th Annual Golf & Tennis Outing. The outing is one of the council's most popular events and often sells out completely.

    Single Registrations for golf are welcome! Foursomes will be created. For foursomes, at least one golfer must be a PEPC Member. To help improve the speed of play, we will be providing fore caddies for all foursomes.

    OUTING AGENDA

    Golf Registration: 10:30 a.m. - 12:00 p.m.
    Lunch Buffet: 11:15 a.m. - 12:30 p.m.
    Golf Tee Time: 12:30 p.m.
    Tennis Round Robin: 1:30 p.m. - 4:00 p.m.
    Reception: Cocktails & Hors D'oeuvres: 6:00 p.m.
    Dinner: 7:00 p.m

    REGISTRATION FEES

    Single Golfer: $250
    (includes golf, gift, lunch, cocktails and dinner)

    Foursome: $1,000
    (one player must be PEPC member - includes golf, gift, lunch, cocktails and dinner)

    Hole Sponsor with Corporate Foursome: $1,250
    (one player must be PEPC member - includes golf, gift, lunch, cocktails and dinner and a hole sponsorship)

    Tennis (with lunch): $100
    (includes lunch, tennis, gift, cocktails and dinner)

    Tennis (without lunch): $85
    (includes tennis, gift, cocktails and dinner)

    Dinner Only: $50
    (includes cocktail hour and dinner)


Past events

Tuesday, January 07, 2020 January 2020 Luncheon Program
Wednesday, December 04, 2019 Holiday Celebration
Tuesday, November 19, 2019 November 2019 Luncheon Program
Tuesday, October 22, 2019 October 2019 Luncheon Program
Tuesday, October 15, 2019 PEPC MEMBERS ONLY: Roundtable Program
Thursday, October 10, 2019 Past Presidents Luncheon
Tuesday, September 17, 2019 September 2019 Luncheon Program
Thursday, September 12, 2019 Welcome Back Party
Monday, June 24, 2019 SPONSORSHIPS: 23rd Annual Golf & Tennis Outing
Monday, June 24, 2019 23rd Annual Golf & Tennis Outing
Thursday, May 16, 2019 2019 Annual Meeting, Seminar & Reception
Tuesday, April 30, 2019 Ethics Forum: "Ethics of Trust Modification"
Saturday, April 27, 2019 Outreach Committee Meeting with Habitat for Humanity
Thursday, April 25, 2019 Women's Initiative Committee - Special Event
Monday, April 22, 2019 Outreach Committee Meeting
Monday, April 15, 2019 Outreach Committee Meeting
Wednesday, April 10, 2019 Outreach Committee Meeting
Friday, April 05, 2019 Outreach Committee Meeting
Tuesday, March 19, 2019 March 2019 Luncheon Program
Wednesday, March 13, 2019 Ethics Committee Meeting
Tuesday, February 19, 2019 February 2019 Luncheon Program
Thursday, February 14, 2019 Social Media Committee Meeting
Wednesday, February 13, 2019 Ethics Committee Meeting
Wednesday, February 06, 2019 PEPC MEMBERS ONLY: Roundtable Program
Friday, January 25, 2019 Outreach Committee Meeting
Wednesday, January 16, 2019 Women's Initiative Committee Meeting
Wednesday, January 09, 2019 Ethics Committee Meeting
Tuesday, January 08, 2019 January 2019 Luncheon Program
Monday, January 07, 2019 Social Media Committee Call
Thursday, December 20, 2018 Programs Committee Meeting
Thursday, December 13, 2018 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, December 12, 2018 Ethics Committee Meeting
Tuesday, December 04, 2018 Holiday Celebration
Wednesday, November 28, 2018 Women's Initiative Committee Meeting
Wednesday, November 14, 2018 Ethics Committee Meeting
Tuesday, November 13, 2018 November 2018 Luncheon Program
Tuesday, November 13, 2018 Newsletter Committee Meeting
Thursday, November 08, 2018 Membership Committee Meeting
Tuesday, November 06, 2018 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, October 30, 2018 Power Speed Networking Event
Wednesday, October 24, 2018 Drop-In Networking Event
Wednesday, October 24, 2018 Women's Initiative Committee Meeting
Tuesday, October 16, 2018 October 2018 Luncheon Program
Wednesday, October 10, 2018 Ethics Committee Meeting
Wednesday, September 26, 2018 Women's Initiative Committee Meeting
Tuesday, September 25, 2018 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, September 18, 2018 September 2018 Luncheon Program
Wednesday, September 12, 2018 Welcome Back Party

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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