Philadelphia Estate Planning Council

Events

    • Thursday, October 10, 2019
    • 12:00 PM - 2:00 PM
    • Del Frisco's, 1426-28 Chestnut Street, Philadelphia, PA 19102
    Register

    The past presidents of the Philadelphia Estate Planning Council are invited to a luncheon to catch up with friends and colleagues.  

    NOTE:  This is a private event for members who have served as president of the PEPC. 


    • Tuesday, October 15, 2019
    • 12:00 PM - 1:30 PM
    • Janney Montgomery Scott LLC, 1717 Arch Street, 20th Floor, Philadelphia, PA
    Register

    “Submitting Personal Property Appraisals to the IRS:
    Best Practices and Exposures”

    OVERVIEW: 
    This roundtable event will discuss what taxing authorities are looking for when your client is required to submit an appraisal report to the IRS. Attendees will learn how to manage the risk of a disqualified appraisal for personal property above $50,000, how to vet appraisals and reports to meet IRS qualified appraiser and appraisal criteria, and the differences between independent appraisers, art advisory firms and auction houses with appraisal departments.

    SPEAKERS: 
    Cindy Charleston-Rosenberg ISA CAPP, President and Founder of the Art Appraisal Firm, brings more than three decades of experience to the valuation of important American art collections. Cindy has served the appraisal profession in a variety of leadership roles. She is a past President and Certified Member of the International Society of Appraisers (ISA), the largest professional organization of credentialed personal property appraisers in the United States and Canada, Cindy is an experienced expert witness and has won numerous national awards for presentations and writings on complex art valuation issues. She is active in industry activities to raise awareness of the critical importance of the standards and appraiser qualification criteria set by the Appraisal Foundation, where she currently serves on the Board of Trustees.

    Sam Freeman serves as a Senior Vice President of Freeman's Trusts & Estates department. Mr. Freeman specializes in estate planning and administration as they relate to personal or collectible property.  Mr. Freeman joined Freeman's in 2005 to further develop the Trusts & Estates department, becoming the seventh generation of the Freeman family to follow in the footsteps of Tristram B. Freeman, the company's founder. With over 30 years of professional experience with finance, insurance and technology; his primary experience in sales and customer service. Mr. Freeman brings a solid understanding of managing delicate relationships and customer relationship management to the Trusts & Estates department.

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

    NOTE: Bring your own lunch.

    • Tuesday, October 22, 2019
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "Sustainable Investing"

    Casey Jojic, Head of Sustainable Investing Solutions at UBS Global Wealth Management, will define sustainable investing, discuss the growth of global trends and speak to the evolution of this philosophy. As high-net worth individuals and institutional investors continue to align their social goals & mission statements with their investment goals, Casey will discuss how environmental, social and governance factors play a critical role in this planning process.

    She will also discuss several examples of companies that successfully and unsuccessfully incorporated material non-financial data into decision making and the impact it had on shareholder value.

    Casey Jojic is an Executive Director and the Head of Sustainable Investing Solutions for Wealth Management USA at UBS, where she is responsible for driving product implementation strategy. In this role, she leads field engagement efforts to drive education and awareness around sustainable investing and leads program management efforts to build out and grow the firm's SI platform. Prior to this, she held various chief of staff and business management roles across the firm, primarily in the Wealth Management USA Banking Group. Casey spent 7 years working at Merrill Lynch prior to joining UBS.

    Casey graduated from Lehigh University with a dual degree in Finance and Economics, and received her MBA from NYU's Stern School of Business. She has her Series 7 and Series 63.  

    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, November 19, 2019
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "Unwinding an Unworkable Transaction with a Workable Policy – Dealing with ILITs, Split Dollar Agreements and Closely-Held Business or Business Owner Owning a Policy"

    Please watch for more information soon on this topic!

    Todd Steinberg is a Trusts & Estates Practice Leader at Loeb & Loeb LLP in their Washington, D.C. office. He focuses his practice on helping high net worth individuals and families navigate complex and sophisticated estate and income tax planning matters. He assists clients with multi-generational wealth preservation and accumulation, as well as probate and trust administration, and charitable planned giving. Todd has substantial experience in complex, post-death estate and trust administration, as well as fiduciary litigation matters. He has represented clients in IRS estate and gift tax examinations, IRS appeals and related state and federal tax controversy matters.

    Todd also implements business succession and transition planning for privately held companies, business owners and entrepreneurs, helping them reach financial goals for their companies and build and preserve their personal net worth. He has a particular depth of experience in planning with life insurance products and regularly provides counsel to allied professionals in the insurance industry.

    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



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

    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!



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

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

    Please watch for more information soon on this topic!

    Ronald D. Aucutt is Senior Fiduciary Counsel at Bessemer Trust. In this role, he is responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans, and for guiding the firm on fiduciary issues.

    Prior to joining Bessemer, Ron practiced law with Miller & Chevalier Chartered in Washington, D.C., and with McGuireWoods LLP in Tysons, VA. He advised clients, lawyers, and other professionals on estate planning and helped resolve tax issues through IRS appeals and by obtaining rulings from the IRS National Office.

    He is a Fellow and former President of The American College of Trust and Estate Counsel and served as an officer in the U.S. Navy in the Gulf of Tonkin during the Vietnam War.

    Ron earned a J.D. and a B.A. from the University of Minnesota. He lives with his wife in Lakewood Ranch, FL.

    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!



Past events

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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