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
PROGRAM OVERVIEW
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, AK was a partner in the private wealth practice group of a large national law firm. AK is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and an adjunct professor at Georgetown University Law Center, teaching the advanced private wealth planning seminar each spring to students enrolled in the taxation LL.M. and Estate Planning Certificate programs. AK is the former chair of the Fiduciary Income Tax Committee of the American Bar Association Tax Section. AK earned her undergraduate degree from the University of Georgia, her law degree from Washington & Lee University School of Law, and her LL.M. degree in taxation from Georgetown University Law Center.
Emily Plocki is a Partner in Venable's Private Wealth Planning Group in Washington, DC. Her practice focuses primarily on assisting 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.
Emily earned her LL.M. in Taxation, with distinction, from Georgetown University Law Center, where she was a note-writing mentor for The Tax Lawyer Journal. She received her J.D., cum laude, from the University of Toledo College of Law and has a B.A. from Kenyon College.
Emily is a Fellow of The American College of Trust and Estate Counsel (ACTEC). Emily is also a current Board Member of the Washington, D.C. Estate Planning Council and Group Chair of the ABA Real Property, Trust and Estate (RPTE) Section’s Business Planning Group. She previously was a 2018-2020 RPTE Trust and Estate Fellow and a 2020-2022 Dennis I. Belcher ACTEC Young Leader.
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
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Looking at recent updates from USPAP, the Art Advisory Panel and a review of the appraisal types and how they best fit into an estate plan. Also addressed are issues with authenticity, liquidity, restitution and shifts in the art market and how they impact planning and post-death administration. Case studies and tales from the art world with a focus on Philadelphia and the upcoming 250th anniversary of the signing of the Declaration of Independence.
Speaker:
Molly Gron, J.D. is Managing Director, Trusts, Estates and Private Clients Group, at Freeman's. Molly joined Freeman's in 2015. She has over 20 years of experience in the art and appraisal world, focusing on advising trust officers, fiduciaries, estate planning professionals, and their private clients. She serves on her firm's Management Committee and regularly works with family offices, beneficiaries, and institutions across the country.
She holds a B.A. from Villanova University, M.A. in Art Business from Sotheby’s Institute of Art, and a J.D. from DePaul University College of Law concentrating her studies within the Center for Art, Museum & Cultural Heritage Law. Molly is frequently tapped as a speaker on a variety of topics around estate planning for tangible personal property.
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
