Philadelphia Estate Planning Council

Events

    • Tuesday, January 19, 2021
    • 12:30 PM - 1:45 PM (EST)
    • Zoom Webinar (Details to be sent the day prior to the program)
    Register

    As a special member benefit during the pandemic, current PEPC members will receive complimentary registration to our January 19, 2021 virtual luncheon program. Continuing education credits not included.

    "Return of the Economist: COVID-19 Economic Update"

    COVID-19 has rocked what had appeared to be a nearly invincible economy; one associated with substantial job growth, multi-decade lows in unemployment, sturdy compensation increases, robust retail sales, low inflation, and strong financial market performance. Underneath that strong performance, however, was a set of fragilities that have been exposed by the pandemic. This webinar speaks to our current economic circumstances, how difficult things are likely to become over the foreseeable future, and the contours of the brisk recovery to come thereafter.

      Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm headquartered in Baltimore, Maryland with an office in Indonesia. The firm provides strategic analytical services to energy suppliers, law firms, medical systems, government agencies, and real estate developers among others.

      In 2014, Maryland Governor Larry Hogan appointed him Chair of the Maryland Economic Development Commission. He also serves as chairman of the Baltimore County Economic Advisory Committee. He is also the Chief Economist to Associated Builders and Contractors and Chief Economic Advisor to the Construction Financial Management Association. He serves or has served similar functions for Visit Baltimore, Maryland Realtors, and Marcum, LLC.

      Mr. Basu earned his B.S. in Foreign Service at Georgetown University in 1990. He earned his Master’s in Public Policy from Harvard University’s John F. Kennedy School of Government, and his Master’s in Economics from the University of Maryland, College Park. His Juris Doctor was earned at the University Of Maryland School of Law. His doctoral work is in health economics and has taken place at UMBC.

      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.

      • Tuesday, February 02, 2021
      • 12:00 PM - 1:00 PM (EST)
      • Zoom Informational Session (Details to be sent the day prior to the program)
      Register

      Administered by the National Association of Estate Planners & Councils, the Accredited Estate Planner® designation means “I believe in the team concept of estate planning” and attainment allows designees to distinguish themselves to clients and among peers as a true member of the team. If you have a firm commitment to the collaborative approach of estate planning and want to cultivate multi-disciplinary relationships, this could be the professional designation for you.

      It is awarded only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

      If you are a credentialed professional looking to set yourself apart from the competition, please join this discussion to learn more about what is involved with obtaining the AEP designation.  

      Speakers:

      • Susan Austin Carney, JD, Designation and Certification Administrator, National Association of Estate Planners & Councils (NAEPC)
      • Eileen Dougherty, CTFA, CFP®️, AEP®️, ChFC®️ , NAEPC Past President
      • Ann Marie Liotta, CPA, AEP®️, Cohn Financial Group

      This is a free event for PEPC members and non-members.


      • Thursday, February 04, 2021
      • 12:00 PM - 1:00 PM (EST)
      • Zoom Webinar (Log-In Access will be provided to registered participants the day prior to the program)
      Register

      "Avoiding the Many Pitfalls in Preparing Gift Tax Returns"

      OVERVIEW: 
      2020 was an extraordinary year with many wealthy taxpayers making gifts to utilize the additional Gift and Generation Skipping Transfer Tax Exemption provided by the Tax Cuts and Jobs Act of 2017. The program will provide a comprehensive discussion of the issues, risks and problems in the preparation of gift tax returns in this upcoming filing season.

      SPEAKERS: 

      • Carl Fiore, Managing Director, U.S. National Tax - Estates, Trusts and Gifts, Andersen
      • John C. Hook, Chair, Trust, Estates & Personal Planning, Stradley Ronon
      • Stephanie E. Sanderson-Braem, Partner, Stradley Ronon

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

      No continuing education credits will be offered for this program.


      • Tuesday, February 16, 2021
      • 12:30 PM - 1:45 PM (EST)
      • Zoom Webinar (Details to be sent the day prior to the program)
      Register

      As a special member benefit during the pandemic, current PEPC members will receive complimentary registration to our February 16, 2021 virtual luncheon program. Continuing education credits not included.

      "Planning to Minimize Pennsylvania, New Jersey, and Delaware Income Taxes on Nongrantor Trusts"

      Planning for state income taxation of trusts is a critical aspect of the estate-planning process. If done well, it can produce substantial benefits; if done poorly, it can produce substantial cost. Mr. Nenno will:

      • Survey how all 50 states and the District of Columbia tax trust income
      • Summarize the constitutional limitations on such taxation following the U.S. Supreme Court’s Kaestner decision
      • Describe the rules in Pennsylvania, New Jersey, Delaware, and other key states
      • Consider planning for new and existing trusts
      • Address several related issues.”

        Richard W. Nenno, Esquire, is a Senior Trust Counsel and Managing Director in the Wealth Management Division of Wilmington Trust Company, Wilmington, Delaware. Dick has over 40 years of estate planning experience and is admitted to the practice of law in Delaware and Pennsylvania. He is a Fiduciary Fellow of the American College of Trust and Estate Counsel (ACTEC), a member of the Advisory Committee of the Heckerling Institute on Estate Planning, a Fellow of the American Bar Foundation, a member of the Bloomberg BNA Estates, Gifts, and Trusts Advisory Board, and a Distinguished Accredited Estate Planner. Prior to joining Wilmington Trust Company in 1982, he was an associate in the Estates Department of the Philadelphia law firm of Ballard, Spahr, Andrews and Ingersoll.

        Dick is a cum laude graduate of Princeton University with an A.B. degree from the Woodrow Wilson School of Public and International Affairs. He earned his J.D. degree from Harvard Law School.

        Dick is recognized as a national speaker and published authority on estate-planning issues. He has presented at the Heckerling Institute on Estate Planning, ACTEC national meetings, the Hawaii Tax Institute, the Notre Dame Tax and Estate Planning Institute, the AICPA Advanced Estate Planning Conference, and the NYU Institute on Federal Taxation. He is a member of the American Bar Association, Section of Real Property, Trust & Estate Law (former member of Council) and Section of Taxation; Delaware State Bar Association (former chair: Estates and Trusts Section); Estate Planning Council of Delaware, Inc. (former president); Philadelphia Bar Association

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

        This program is being sponsored by

        Click here to download a printable registration form.

        • Tuesday, March 16, 2021
        • 12:30 PM - 1:45 PM (EDT)
        • Zoom Webinar (Details to be sent the day prior to the program)
        Register

        As a special member benefit during the pandemic, current PEPC members will receive complimentary registration to our March 16, 2021 virtual luncheon program. Continuing education credits not included.

        "Current Issues in Estate and Gift Tax Audits and Litigation"

        This discussion will address current issues and trends in the transfer tax controversy arena at the audit level, appeals and in litigation. It will include issues related to the valuation and transfer of interests in closely-held entities, the use of formula clauses, positions taken by the IRS and ways to address them at the planning level.

        John Porter is a Senior Partner in the Houston office of the law firm of Baker Botts L.L.P. and a member of the firm’s Tax Department. 

        John handles federal gift, estate, and income tax litigation and controversy work. He is nationally recognized for his expertise in representing taxpayers before and against the IRS in estate and gift tax controversies, especially those involving hard-to-value assets. John has served as lead counsel for taxpayers in numerous cases in the United States Tax Court, the Court of Federal Claims, and Federal District Court and has represented taxpayers in many other federal tax audits and appeals. John also has a substantial practice in fiduciary litigation.

        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


      Past events

      Thursday, December 10, 2020 Winter Fashion Event with Kin Boutique & Nuance Jewelry
      Tuesday, November 17, 2020 November 2020 Virtual Luncheon Program
      Wednesday, October 28, 2020 Virtual Trivia Game Halloween Happy Hour
      Tuesday, October 20, 2020 October 2020 Virtual Luncheon Program
      Tuesday, October 06, 2020 PEPC MEMBERS ONLY: Roundtable Program
      Tuesday, September 22, 2020 PEPC MEMBERS ONLY: Roundtable Program
      Wednesday, September 16, 2020 Virtual Welcome Back Happy Hour
      Tuesday, September 15, 2020 September 2020 Virtual Luncheon Program
      Wednesday, June 24, 2020 PEPC MEMBERS ONLY: Roundtable Program
      Monday, June 22, 2020 24th Annual Golf & Tennis Outing
      Wednesday, June 17, 2020 Ethics Forum WEBINAR: "Ethics of Trust Modification Revisited, a case study"
      Tuesday, March 17, 2020 March 2020 Luncheon Program - CANCELLED
      Thursday, March 05, 2020 PEPC MEMBERS ONLY: Roundtable Program
      Wednesday, February 19, 2020 Drop-In Networking Event
      Tuesday, February 11, 2020 February 2020 Luncheon Program
      Thursday, February 06, 2020 Power Speed Networking Event
      Monday, January 27, 2020 PEPC MEMBERS ONLY: Roundtable Program
      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 23rd Annual Golf & Tennis Outing
      Monday, June 24, 2019 SPONSORSHIPS: 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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