Philadelphia Estate Planning Council

Events

    • Friday, April 05, 2019
    • 8:30 AM - 9:30 AM
    • BNY Mellon, 1735 Market Street, Philadelphia, PA 19103
    Register

    The PEPC Outreach Committee is excited to partner with Habitat for Humanity of Philadelphia as part of their financial literacy programming for new homeowners. On April 27th, PEPC volunteers will be there to provide basic information on estate planning needs of every family, particularly new homeowners. Volunteers are needed in all capacities:

    • Developing Presentation
    • Creating Take-away Documents
    • Presenting Materials
    • Q & A Support

    Meetings are scheduled throughout April to develop materials and take away documents that will be ultimately presented on April 27th.

    Please reach out to Jacklynn Ann Barras, Co-Chair of the Outreach Committee (Jacklynn.barras@bnymellon.com or 215-553-2546) with any questions.


    • Wednesday, April 10, 2019
    • 8:30 AM - 9:30 AM
    • BNY Mellon, 1735 Market Street, Philadelphia, PA 19103
    Register

    The PEPC Outreach Committee is excited to partner with Habitat for Humanity of Philadelphia as part of their financial literacy programming for new homeowners. On April 27th, PEPC volunteers will be there to provide basic information on estate planning needs of every family, particularly new homeowners. Volunteers are needed in all capacities:

    • Developing Presentation
    • Creating Take-away Documents
    • Presenting Materials
    • Q & A Support

    Meetings are scheduled throughout April to develop materials and take away documents that will be ultimately presented on April 27th.

    Please reach out to Jacklynn Ann Barras, Co-Chair of the Outreach Committee (Jacklynn.barras@bnymellon.com or 215-553-2546) with any questions.


    • Monday, April 15, 2019
    • 8:30 AM - 9:30 AM
    • BNY Mellon, 1735 Market Street, Philadelphia, PA 19103
    Register

    The PEPC Outreach Committee is excited to partner with Habitat for Humanity of Philadelphia as part of their financial literacy programming for new homeowners. On April 27th, PEPC volunteers will be there to provide basic information on estate planning needs of every family, particularly new homeowners. Volunteers are needed in all capacities:

    • Developing Presentation
    • Creating Take-away Documents
    • Presenting Materials
    • Q & A Support

    Meetings are scheduled throughout April to develop materials and take away documents that will be ultimately presented on April 27th.

    Please reach out to Jacklynn Ann Barras, Co-Chair of the Outreach Committee (Jacklynn.barras@bnymellon.com or 215-553-2546) with any questions.


    • Monday, April 22, 2019
    • 8:30 AM - 9:30 AM
    • BNY Mellon, 1735 Market Street, Philadelphia, PA 19103
    Register

    The PEPC Outreach Committee is excited to partner with Habitat for Humanity of Philadelphia as part of their financial literacy programming for new homeowners. On April 27th, PEPC volunteers will be there to provide basic information on estate planning needs of every family, particularly new homeowners. Volunteers are needed in all capacities:

    • Developing Presentation
    • Creating Take-away Documents
    • Presenting Materials
    • Q & A Support

    Meetings are scheduled throughout April to develop materials and take away documents that will be ultimately presented on April 27th.

    Please reach out to Jacklynn Ann Barras, Co-Chair of the Outreach Committee (Jacklynn.barras@bnymellon.com or 215-553-2546) with any questions.


    • Thursday, April 25, 2019
    • 5:30 PM - 8:00 PM
    • Heckscher, Teillon, Terrill & Sager P.C., 100 Four Falls, Suite 300 West Conshohocken, PA 19428-2983
    Register

    Wine and Cheese Reception

    • Saturday, April 27, 2019
    • Habitat for Humanity, 120 John Street, Princeton, NJ
    Register

    The PEPC Outreach Committee is excited to partner with Habitat for Humanity of Philadelphia as part of their financial literacy programming for new homeowners. On April 27th, PEPC volunteers will be there to provide basic information on estate planning needs of every family, particularly new homeowners. 

    Please reach out to Jacklynn Ann Barras, Co-Chair of the Outreach Committee (Jacklynn.barras@bnymellon.com or 215-553-2546) with any questions.


    • Tuesday, April 30, 2019
    • 8:00 AM - 10:30 AM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "Ethics of Trust Modification"

    The ethics forum will address the ethical implications of a recent phenomenon- trust modification. To whom, if anyone, do we owe duties of loyalty or duties of care? Should we be concerned that the trust grantor may have thought the term “irrevocable” has a different meaning today than, perhaps, when the instrument was created? Should the issues be considered differently by lawyers advocating for a client, than other advisors on an estate planning team? In our analysis, we plan to discuss one of the most noteworthy trust modification decision, the Barnes case. Join us for an exciting panel discussion. 

    Panelists:

    Richard Bell, Planning Capital Management
    Rick is President and Founder of Planning Capital Management Corporation. Drawing from his experience as a Financial Advisor he developed the organization specifically to provide no boundary wealth management strategies to meet its client goals.  Rick’s experience came from working with a National Brokerage firm where he provided investment strategies and asset management solutions to high-net-worth private clients, institutions and non-profit foundations. Later he joined an independent firm where he helped to develop this, predominately insurance and estate planning, boutique into a wealth management firm.

    Paul C. Heintz, Esq., Obermayer Rebmann Maxwell & Hippel, LLP
    Mr. Heintz is a partner in the Philadelphia firm of Obermayer Rebmann Maxwell & Hippel, LLP.  He is a former Chair of Probate and Trust Law Section of the Philadelphia Bar Association, a member of that association's Professional Guidance Committee, which issues opinions on ethics questions, and authored an ethics column for the association's Orphans' Court Newsletter.  He is a Fellow, and formerly served on the Board of Regents of The American College of Trust and Estate Counsel (ACTEC), and has served as ACTEC's Pennsylvania State Chair.  Mr. Heintz frequently lectures on the Rules of Professional Conduct.  He is included in The Best Lawyers in America and Pennsylvania Super Lawyers.

    Terrance Kline, Law Office of Terrance A. Kline
    Mr. Kline’s practice is devoted to estate planning and estate and trust administration. He also counsels clients in the creation and operation of private foundations and public charities and other forms of charitable gifts. Mr. Kline writes and lectures on estate and charitable planning topics. He is the editor of Estate Planning in Pennsylvania published by PBI. Mr. Kline is a Fellow of the American College of Trust and Estate Counsel and a member of many other professional groups that advance the study of trusts, estates and charities. He is admitted to practice before various state and federal courts. Mr. Kline holds law degrees from the University of Pittsburgh (J.D.) where he was Executive Editor of the University of Pittsburgh Law Review, Temple University (LL.M.) and Columbia University School of Law (LL.M.).

    Melinda G. Rath, Glenmede
    Melinda G. Rath is a Wealth Advisor and Relationship Manager in Glenmede’s Philadelphia office. In her role, Ms. Rath partners with other estate planning professionals to provide tailored advice and guidance in the areas of wealth transfer, fiduciary services, financial, estate and charitable planning/management.

    Bradley D. Terebelo, Hecksher Teillon Terrill & Sager, P.C.
    Brad Terebelo's practice involves all aspects of trust and estate planning and administration, focusing extensively on trust administration and fiduciary litigation. Brad has spoken and written on issues concerning trust modification and change of situs. He presented at the Pennsylvania Supreme Court Orphans' Court Rules Committee concerning representation of minor, unborn and unascertained beneficiaries in trust proceedings. Brad serves as current chair of the Litigation Committee of the Philadelphia Bar Association's Probate and Trust Law Section, for which he authors a quarterly article concerning recent developments in fiduciary litigation. 

    Click here to download a printable registration form

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

    This event is being co-sponsored by

         

    • Thursday, May 16, 2019
    • 3:00 PM - 8:00 PM
    • National Museum of American Jewish History, 101 S. Independence Mall East, Philadelphia, PA 19106
    Register

    "Seven Deadly Claims"

    As estate and trust litigation intensifies around the country, a wave of novel claims has been evolving. Most trust and estate professionals need to be educated about these claims yet may not know of them at all. Our speakers will survey the seven most significant causes of action.

    Steven K. Mignogna, Esquire, is a shareholder with Archer & Greiner, A Professional Corporation. He specializes in commercial litigation, with a concentration on litigation involving probate matters, estates, trusts, gifts, fiduciaries, guardianships, and real estate. He is Co-Chair of the firm’s Estates and Trusts Department and Chair of the Estate and Trust Litigation Group.

    Terrence M. Franklin, Partner at Sacks Glazier Franklin & Lodise, located in Los Angeles, CA.  Mr. Franklin is a seasoned attorney with nearly a quarter century of experience handling trust and estates and probate litigation, disputes and appeals. His breadth of experience underscores the firm’s long-standing reputation and the reason clients turn to the firm for complex cases involving significant dollar amounts.

    Robert Goldman is a shareholder Goldman, Felcoski & Stone, P.A. located in Naples, FL.  He practices in the area of trust and estate litigation. He is admitted to practice before the Supreme Court of the United States, the United States Court of Appeals, Eleventh Circuit, the U.S. District Court for the Middle District of Florida, and all Florida state courts.

    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.

    Click here to download a printable registration form.


    This program is being sponsored by

    American Association for Cancer Research Foundation

    Bridgeford Advisor

    Brown and Brown Private Client Group

    Coho Partners, Ltd.

    EisnerAmper LLP

    Elwyn

    Isdaner & Company LLC

    Kamelot Auction House

    KPMG LLP

    Royer Cooper Cohen Braunfeld LLC

    Wick Capital Partners


    • Monday, June 24, 2019
    • 10:30 AM - 8:00 PM
    • The Union League Golf Club at Torresdale
    Register

    Join the Philadelphia Estate Planning Council on Monday, June 24, 2019 for our 23rd 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.

    If you don't play golf or tennis, we hope that you join us for the cocktail reception, dinner and networking with your PEPC colleagues.

    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: 2:30 p.m. - 4:30 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)


    • Monday, June 24, 2019
    • 10:30 AM - 8:00 PM
    • The Union League Golf Club at Torresdale
    Register

    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 and tennis outing attracts over 120 estate planning professionals in the Philadelphia region.

    Available Sponsorships & Benefits

    Event Sponsor (limited to 4) - $1,000

    • Company logo on all event promotion (flyers, email blasts, website).
    • Link to your company website from all email promotion and the PEPC website.
    • Verbal acknowledgement at event during dinner.
    • Signage at the event with your company logo.
    • $100 discount on a foursome registration

    Hole Sponsor with Foursome - $1,250

    • Signage at a designated hole with your company logo.
    • Foursome to include golf, gift, lunch, cocktails and dinner for four golfers.

    Hole Sponsor - $300

    • Signage at a designated hole with your company logo.

    Drink Station Sponsor - $300

    • Signage at a drink station with your company logo.

    Tennis Sponsor - $300

    • Signage at the tennis courts with your company logo.

    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: 2:30 p.m. - 4:30 p.m.
    Reception: Cocktails & Hors D'oeuvres: 6:00 p.m.
    Dinner: 7:00 p.m

Past events

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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