The February program will be offered as a virtual meeting only. We will not be offering an in-person option.
PROGRAM OVERVIEW
Multinational families, remote work, global business and investing, political change – these are all factors that give rise to cross-border tax planning. When navigating the laws of multiple jurisdictions in estate and tax planning for your clients, there are certain tricks and traps to beware of, particularly when it comes to planning with trusts. This program will provide a primer on what constitutes a trust, how trusts are treated in civil law jurisdictions as opposed to in the US, and how to differentiate between a domestic and a foreign trust. We will also address grantor trust treatment under IRC Sections 672(f) and 679, taxation of US beneficiaries of foreign trusts, and provide an overview of foreign trust reporting requirements.
SPEAKER:
Ashley B. Sawyer focuses her private client practice on a broad spectrum of U.S. and non-U.S. estate and tax planning matters. She advises on all aspects of complex estate, gift and generation-skipping transfer tax and compliance, provides guidance to family offices and works with high net worth families on business and legacy succession. She works closely with clients and their allied advisors to strategize and implement sophisticated domestic and cross-border plans involving varied types of U.S. and foreign trust structures through gifting, estate freeze transactions, life insurance and closely held or qualified small business stock.
Ashley also represents fiduciaries in estate and trust administration, litigation and other adversarial matters. She is experienced in charitable planning techniques, including split-interest trusts and private foundations, and counsels private and public tax-exempt organizations on matters involving tax-exempt status, compliance and navigating governance issues.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
No-shows will be billed. No refunds after February 20, 2026.
Click here for a printable registration form.
Please join PEPC’s Inclusion Network for an Inspiring Evening of Wine & Community - All Are Welcome!
Raise a glass to women making their mark in the world of wine! The Philadelphia Estate Planning Council’s Inclusion Network invites you to a special Women’s History Month Wine Tasting, featuring an exceptional selection of sparkling and white wines crafted by women-owned wineries.
Guiding us through this celebratory tasting is Sommelier, Jenn Adams, who will share her expertise, stories behind each bottle, and the unique perspectives of women shaping past and today’s wine industry.
Event Highlights:
We are excited for an evening of flavor, connection, and empowerment as we toast to the women who inspire us—both in our community and across the wine world. Space is limited to 40 registrants.
Thank You to Our Event Co-Sponsors
BRING A GUEST FOR FREE TO THE MARCH MEETING
To introduce more estate planning professionals to our council and allow them to experience one of our high-quality luncheon programs, current PEPC members are invited to bring a NON-MEMBER guest to the March luncheon program at NO CHARGE. We encourage all members to bring a colleague who would be a potential new member of the PEPC. Please take advantage of this opportunity to add to the pool of estate planning professionals that make up PEPC's membership. When registering for the meeting through the PEPC website, you will have the option to add a guest to your registration at no charge.
AGENDA
3:30 – 4:00 p.m. Registration 4:00 – 5:00 p.m. Program 5:00 – 7:00 p.m. Cocktail Reception
Private Placement Life Insurance (“PPLI”) is an asset accumulation and distribution vehicle that combines the tax advantages of life insurance with the investment potential of an evergrowing selection of funds and discretionary accounts with customized investment mandates.
Through an educational overview of the mechanics of PPLI, as well as detailed case studies, this course will provide insight on utilizing PPLI as an advanced planning tool within a sophisticated wealth and estate planning context. The presentation will examine the legal, tax, and regulatory framework governing PPLI, including life insurance qualification requirements, diversification rules, investor control considerations, and relevant fiduciary duties. Participants will also explore common structuring approaches, governance and compliance issues, and the interaction of PPLI with trusts and alternative investments.
The program is designed to assist participants in identifying potential issues and risks with a focus on best practices for advising clients on the appropriateness of PPLI relative to their current situation and stated goals. This course is educational in nature and does not promote specific products or providers.
SPEAKER
Jeri Turley is a Principal of Winged Keel Group, where she leads the firm’s Richmond, VA, and Washington, D.C. offices. She works closely with ultra-affluent families, and their businesses and advisors, to design, implement, and administer customized insurance strategies that help to enhance asset accumulation, philanthropic giving, and generational wealth transfer. Jeri also plays a central role in expanding the firm’s corporate owned life insurance (COLI) and partner owned life insurance (POLI) practices, advising organizations, including law firms, on customized plans that help fund benefit liabilities and strengthen after-tax savings programs.
Click here to download a printable registration form.
This presentation explores the unique mental health challenges facing lawyers and financial professionals, including the cultural, environmental, and personality factors that contribute to high rates of stress, burnout, depression, and substance abuse. Drawing on current research, real-world case examples, and proven strategies from other high-stress industries, it makes the case for systemic change and outlines practical, actionable steps to improve well-being.
Speaker: Amanda Koplin, LPC is a mental health entrepreneur and thought leader who creates innovative solutions to fill gaps in the mental healthcare system. In 2014, she created and developed an idea for a mental health urgent care clinic and sold it in 2016 to create Koplin Consulting, a nationwide concierge mental health treatment team service. Amanda is passionate about helping people achieve mental wellness and creating sustainable support systems and solutions which integrate seamlessly into real life.
She is a speaker and a nationally sought after consultant who specializes in creating unique treatment plans and recommendations for individuals struggling with psychological concerns such as addictions, eating disorders, lack of motivation, and other issues impacting mental wellness. She is particularly adept at involving trusted advisors and family members in order to create the greatest impact.
Two Education Credits for CLE Ethics (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
This Event is Being Co-Sponsored by
The Philadelphia Estate Planning Council is a highly recognized interdisciplinary organization for professionals involved in estate planning, providing its members with opportunities to enhance their skills and expand their network through programs and interaction. PEPC annual golf, tennis and yoga outing attracts over 120 estate planning professionals in the Philadelphia region.
Available Sponsorships & Benefits
Event Sponsor - $1,250
Event Sponsor with Foursome - $2,500
Hole Sponsor with Foursome - $1,700
Hole Sponsor - $350
Drink Station Sponsor - $350
Tennis Sponsor - $350
Yoga Sponsor - $350
Outing Agenda
Join the Philadelphia Estate Planning Council on Monday, July 13th for our 29th Annual Golf, Tennis & Yoga Outing. The outing is one of the council's most popular events and often sells out completely.
This year, the golf, tennis and yoga outings will all take place at the same location - Manufacturer's Golf & Country Club in Fort Washington, PA.
A variety of sponsorships are available for this event. Please CLICK HERE for more information and to confirm a sponsorship.
OUTING AGENDAGolf Registration: 10:30 a.m. - 12:00 p.m. Lunch Buffet: 11:15 a.m. - 12:30 p.m. Golf Tee Time: 12:00 p.m. Tennis Round Robin: 1:30 p.m. - 4:00 p.m. Yoga Class: 3:00 p.m. - 4:15 p.m. Cocktail Reception with Food Stations : 5:00 p.m. - 7:30 p.m.
GOLF INFORMATION: Single Registrations for golf are welcome! Foursomes will be created. For foursomes, at least one golfer must be a PEPC Member. The outing will be a shamble format.
Single Golfer: $350 Includes golf, gift, lunch buffet, cocktail reception and dinner buffet Foursome: $1,400 One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet Hole Sponsor with Corporate Foursome: $1,700One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet.
Single Golfer: $350 Includes golf, gift, lunch buffet, cocktail reception and dinner buffet
Foursome: $1,400 One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet
Hole Sponsor with Corporate Foursome: $1,700One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet.
TENNIS INFORMATION: This year's outing will be held at Manufacturers' Golf & Country Club Registration includes a tennis clinic and round robin tournament. Lunch is not included in the tennis registration fee. Appropriate racquets apparel and footwear are acceptable in the racquets area and facilities.
Tennis Registration Fee: $100 Includes tennis, snacks and drinks on courts, gift plus cocktail reception and dinner buffet at Manufacturers' Golf & Country Club. Does not include lunch.
YOGA INFORMATION: Join us for a 75 minute outdoor yoga class. This class is designed to accommodate all levels and abilities. You will experience a variety of postures, expand on alignment principles and learn modifications as needed, no experience with yoga necessary. Please bring your own yoga mat. Following the class, participants will have time to use the locker rooms at the golf club prior to the cocktail reception.
Yoga Registration Fee: $75 Includes yoga, gift plus cocktail reception and dinner buffet at Manufacturers' Golf & Country Club. Does not include lunch.
RECEPTION ONLY INFORMATION: The reception only registration includes the cocktail reception with heavy hors d'oeuvres and food stations at Manufacturers' Golf & Country Club. Participants can expect to enjoy ample food and an open bar! This is not a sit-down dinner.
Reception Only Fee: $75 Includes cocktail reception only.
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
