Philadelphia Estate Planning Council

Events

    • Wednesday, December 04, 2019
    • 5:30 PM - 7:30 PM
    • JG Domestic, 2929 Arch Street, Philadelphia, PA 19104
    Register

    Celebrate the holiday season with the Philadelphia Estate Planning Council over cocktails and heavy hors d'oeuvres at JG Domestic. 

    JG Domestic is a contemporary American restaurant serving artisanal food crafted from the finest available domestic ingredients.  This year's event will feature food stations inspired by Chef Jose Garces' Philadelphia restaurants, Distrito and Village Whiskey. 

    Pre-register by November 22nd to be eligible to for great door prizes!

    Thank you to our door prize donors:

    Blank Rome LLP

    EisnerAmper LLP

    Friedman LLP

    Glenmede Trust Company

    HUB International

    Isdaner & Company LLC

    Life Managers & Associates

    Stedmark Partners at Janney Montgomery Scott LLC

    Wells Fargo Home Mortgage



    • Tuesday, January 07, 2020
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    BRING A GUEST FOR FREE TO THE JANUARY MEETING
    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 ONE NON-MEMBER guest to the January 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.


    "Top Ten Estate Planning and Estate Tax Developments of 2019"

    This program will cover, in a countdown from ten to one, what the speaker has identified as the ten most significant developments of 2019 that affect estate planning and related tax issues. It will include discussion of both the context that makes the developments significant and the potential effects on estate planning and our professions.

    Ronald D. Aucutt is a Senior Fiduciary Counsel with Bessemer Trust Company, N.A. Before joining Bessemer in April 2019, Ron practiced law with Miller & Chevalier Chartered in Washington, D.C., for 23 years and with McGuireWoods LLP in the Washington suburb of Tysons, Virginia, for 20 years. Ron’s career with those law firms focused on planning and controversy matters involving the estate, gift, and generation-skipping transfer taxes, the income taxation of trusts and estates, and the rules regarding tax-exempt organizations and charitable contributions. He advised lawyers and other professionals on tax planning and controversy issues and was experienced in resolving tax issues through rulings from the Internal Revenue Service’s National Office. He contributed to the formation of tax policy through legislation and Treasury regulations. He served on the Internal Revenue Service Advisory Council in 2014 through 2016 and chaired its OPR Subgroup (working with the IRS Office of Professional Responsibility) in 2015 and 2016. In 2015 through 2018 he served as the Reporter for the Uniform Fiduciary Income and Principal Act, which was approved by the Uniform Law Commission in July 2018.

    Ron is a Fellow and former President (2003-2004) of The American College of Trust and Estate Counsel, an academician of The International Academy of Estate and Trust Law and former member of its Council (2000-2004), a former Vice Chair (Committee Operations) of the American Bar Association’s Section of Taxation (1998-2000), a Fellow of the American College of Tax Counsel and the American Bar Foundation, and a member of the Christian Legal Society. He is also a member of the Advisory Committee of the Philip E. Heckerling Institute on Estate Planning, the Advisory Board of the Florida Tax Institute, and the Bloomberg BNA Estates, Gifts and Trusts Advisory Board.

    Ron was awarded the 1995-1996 Estate Planner of the Year Award by the Washington, D.C. Estate Planning Council; was recognized as one of Washington, D.C.'s 31 "Best Lawyers" in the December 2011 issue of the Washingtonian; holds Chambers USA's "Band 1" ranking for Wealth Management; and in 2009 was elected to the National Association of Estate Planners and Councils Estate Planning Hall of Fame with the designation of Distinguished Accredited Estate Planner.

    Ron received a B.A. degree in 1967 and a J.D. degree in 1975, both from the University of Minnesota. He was in the Navy from 1970 to 1973, served in the Gulf of Tonkin during the Vietnam War, and achieved the rank of Lieutenant.

    Ron lives in Lakewood Ranch, Florida, with his wife, Nancy Schmidt Roush, an estate planning lawyer. He has two sons, David and Jamie, a daughter-in-law Evelyn (David’s wife), and a grandson Brayden.

    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



    • Tuesday, February 11, 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!



    • 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, 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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