MONTGOMERY COUNTY ESTATE PLANNING COUNCIL OF PA

February 18, 2026

Estate & Trust Tax Updates

Richard Furlong, Jr.

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March 18, 2026

When Good Gifts Go Bad: Examples and Lessons Learned

Scott S. Small, Esq.

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April 22, 2026

Joint Meeting with the BCEPC - Planning for Aging in Place: Integrating Funding, Care, and Oversight

Joe Conner of Friends Life Care and Bode Hennegan of Life Managers & Associates

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June 3, 2026

MCEPC Annual Seminar: Unlocking Hidden Value: Life Settlements for High-Net-Worth Clients and Business Owners

Scott Etish from Coventry

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