Philadelphia Estate Planning Council

Events

    • Wednesday, February 19, 2020
    • 5:30 PM - 7:30 PM
    • City Tap House, 2 Logan Square, Philadelphia, PA 19103
    Register

    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 




    • Tuesday, March 17, 2020
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

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

    COFFEE MEET AND GREET: The Professional Women’s Network Committee has organized a meet and greet coffee station prior to our February 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 us!

    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


    • 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

    "Fifty Shades of J:
    A Guide to the Federal Income Taxation of Trusts and Estates"

    The PEPC Annual Meeting will be held on Tuesday, May 12, 2019 at the National Constitution Center. The program will feature Samuel A. Donaldson, JD, LLM, AEP speaking on “Fifty Shades of J: A Guide to the Federal Income Taxation of Trusts and Estates.”

    Samuel A. Donaldson [J.D. University of Arizona; LL.M. (Taxation) University of Florida] is a Professor of Law at Georgia State University in Atlanta. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law in Seattle for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association. Professor Donaldson served for two years as Associate Dean for Academic Administration and for six years as the Director of the law school’s Graduate Program in Taxation. He teaches several tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility.

    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

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

    This program is being co-sponsored by

    Cumberland Trust

    Legacy Advisors LLC

    • 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, 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 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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