Past Events

May 8, 2019 Networking Event - Caribbean Cocktail Party
April 16, 2019 Estate and Trust Provisions of TCJA - Including a Discussion of Section 199A (the QBI deduction) - Joint Meeting with the BCEPC hosted by the BCEPC
March 25, 2019 Orphans' Court Update
February 25, 2019 2019 Heckerling Review
January 28, 2019 2019 Economic/Market Update
November 26, 2018 Fakes and Forgeries in the Art World
October 22, 2018 Medicaid Long Term Care Benefits: Navigating Pennsylvania’s Estate Recovery Program
October 11, 2018 Networking Event at P.J. Whelihan's
September 24, 2018 Changing Trust Situs
June 7, 2018 Annual Seminar: How to Make, Keep and Give Away More of your Clients' Assets
May 8, 2018 Networking Event - Caribbean Cocktail Party
April 23, 2018 Bitcoin & Cryptocurrencies - Implications for Wealth Management
March 26, 2018 Insights for Your Parent Care Conversation and Your Own Future Well Being
February 26, 2018 Special Needs Trusts and the ABLE Act
January 22, 2018 Economic/Market Update
November 27, 2017 When the Primer Ignites No More (Guns in Estates)
October 23, 2017 International Estate Planning
September 25, 2017 Pennsylvania Medical Marijuana Act
June 7, 2017 Planning for the "Real" Modern Family
April 25, 2017 Joint Meeting with BCEPC - A Night with the Orphan's Court Judiciary
March 27, 2017 Life Evolves! Shouldn't your Life Insurance?
February 27, 2017 How to Prepare Fiduciary Accounts and Avoid Common Traps
January 23, 2017 Economic Update
November 28, 2016 Wealth and Passion Collecting: Key Insights, Trends & Risks in Estate Planning & New Professional Standards for Appraisers
October 24, 2016 Current Valuation Issues for Estate Planners
September 26, 2016 Undue Influence and Predatory Behavior
June 9, 2016 Divorce and Estate Planning - Breaking up is Hard to do
April 28, 2016 Life Settlements - Joint Program with Bucks County Estate Planning Council
March 28, 2016 Retirement Plans; More Than Just 401(k)
February 22, 2016 Wealth Management & Planning Across the Generations
January 25, 2016 Economic Update
November 23, 2015 Art as an Investment-The State of the Art Market
October 26, 2015 Pennsylvania's new Power of Attorney Law - How does it affect you and your Clients?
October 8, 2015 Networking Event
September 28, 2015 Preventing Elderly Exploitation
June 4, 2015 Retire Well, Can Your Clients? Can You?
May 20, 2015 Networking Event
April 21, 2015 Art and Appraisals - Joint Program hosted by Bucks County Estate Planning Council
March 23, 2015 "Dementia - Beyond the Disease"
February 23, 2015 "Wills of the Rich and Famous"
February 2, 2015 “The State of the Economy"
November 24, 2014 “Antiques Road Show Style Appraisal Fair”
October 27, 2014 “Creative Planning around the 3.8% Surtax on Unearned Income for Individuals, Trusts and Estates”
September 22, 2014 Getting a Handle on Hoarding
June 9, 2014 Living and Dying in a Digital World
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