“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:
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.
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.
"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
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
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
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)
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
