Past Events
March 31, 2021 | Donation |
March 22, 2021 |
Hot Topics with the Montgomery County Orphans’ Court Judges
Honorable Judge Lois Murphy and Honorable Judge Gail Weilheimer of the Montgomery County Orphan’s Court |
February 22, 2021 |
The SECURE Act
Richard Greenberg, Attorney |
January 25, 2021 |
2021 Economic/Market Update
Ed Boehne, Haverford Trust |
December 3, 2020 | Holiday Networking Event - "Holiday Spirits" |
November 23, 2020 |
Using LinkedIn and Social Media Effectively in your Practice
Bill McCormick, Social Sales Link |
October 26, 2020 |
The Secondary Market for Life Insurance; Current Trends, New Applications
Jack Elder, Coventry |
September 21, 2020 |
Drafting Substance Abuse Trusts
Martin Hagan, Attorney |
August 5, 2020 |
Remote Notarization and Best Practices for Signing Documents
Mary E. Podlogar, Esq. and Lisa A. Shearman, Esq. |
July 29, 2020 |
Economic & Markets Update
Ed Boehne, Haverford Trust |
July 23, 2020 |
Status of Probate and the Orphans’ Courts
Bernard J. McLafferty, Jr., Esquire |
May 28, 2020 |
Webinar - Smart Estate Planning During an Economic Downturn: What Families Can Do to Protect Wealth. Joint BCEPC/MCEPC webinar hosted by BCEPC
Michael J. Maransky, J.D., LL.M. |
February 24, 2020 |
The Estate of Han Solo - Unusual Aspects of Estate Administration
Jennifer Kosteva, Esq., Adam T. Gusdorff, Esq., Heckscher, Teillon, Terrill & Sager P.C. |
January 27, 2020 |
Economic & Markets Update
Ed Boehne, Haverford Trust |
January 1, 2020 |
Ethical Concerns for the Estate Planner - Joint meeting with the BCEPC hosted by MCEPC
Jay Wagner, Esq., Stevens & Lee |
November 25, 2019 |
What is it Worth?: Valuables Appraisals
Benjamin A. Farina, Freeman's |
October 28, 2019 |
The Exploding World of Guardianships
Donald Petrille, Jr. Attorney |
October 16, 2019 | Joint MCEPC/FPA Philadelphia Tri-State Chapter Networking Event |
September 23, 2019 |
Planning For Estates Under $10 Million
Lawrence J. Macklin, AEP®, Bank of America Private Bank |
June 5, 2019 |
Are the Kids Alright? (Planning for the Next Generation)
M. Eileen Dougherty, CTFA,CFP®,AEP®,ChFC®; Kim Fahrner, Attorney, of Heckscher, Teillon, Terrill, & Sager P.C.; Bryan P. Tracy, CFA, CFP® of Haverford Trust |
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
Jordon Rosen, CPA, MST, AEP®, Belfint Lyons & Shuman, P.A. |
March 25, 2019 |
Orphans' Court Update
Honorable Cheryl L. Austin and Honorable Lois E. Murphy; Orphans' Court, Montgomery County, PA |
February 25, 2019 |
2019 Heckerling Review
Richard H. Greenberg, Esq.; Greenberg & Schulman |
January 28, 2019 |
2019 Economic/Market Update
Ed Boehne; Haverford Trust |
November 26, 2018 |
Fakes and Forgeries in the Art World
Matthew Wilcox, Freeman's Auction |
October 22, 2018 |
Medicaid Long Term Care Benefits: Navigating Pennsylvania’s Estate Recovery Program
Robert C. Gerhard, III, Esq., Elder Law Offices of Gerhard & Gerhard, P.C. |
October 11, 2018 | Networking Event at P.J. Whelihan's |
September 24, 2018 |
Changing Trust Situs
Thomas M. Forrest President & CEO U.S. Trust Company of Delaware |
June 7, 2018 |
Annual Seminar: How to Make, Keep and Give Away More of your Clients' Assets
• Hank Smith, Haverford Trust • Tim Hoyle, Haverford Trust • Ryan DePaul, AllianceBernstein • Matthew Pritzkur, AllianceBernstein |
May 8, 2018 | Networking Event - Caribbean Cocktail Party |
April 23, 2018 |
Bitcoin & Cryptocurrencies - Implications for Wealth Management
Peter D. Hardy, Esq. and Jenna R. Millman, Esq., Ballard Spahr |
March 26, 2018 |
Insights for Your Parent Care Conversation and Your Own Future Well Being
Karen Schecter Dayno, Esq. |
February 26, 2018 |
Special Needs Trusts and the ABLE Act
Brittany J. Camp, Esq. |
January 22, 2018 |
Economic/Market Update
Ed Boehne |
November 27, 2017 |
When the Primer Ignites No More (Guns in Estates)
Joshua G. Prince, Esq. |
October 23, 2017 |
International Estate Planning
Paula M. Jones, Esq. |
September 25, 2017 |
Pennsylvania Medical Marijuana Act
William G. Roark, Esq. |
June 7, 2017 |
Planning for the "Real" Modern Family
Benjamin L. Jerner, Esq. & Tiffany L. Palmer, Esq., Jerner & Palmer, P.C. |
April 25, 2017 |
Joint Meeting with BCEPC - A Night with the Orphan's Court Judiciary
Honorable C. Theodore Fritsch, Jr. of the Bucks County Orphan’s Court; and Honorable Lois Murphy of the Montgomery County Orphan’s Court |
March 27, 2017 |
Life Evolves! Shouldn't your Life Insurance?
Gary DeVicci, MSFS, CFP®, ChFC®, AEP® |
February 27, 2017 |
How to Prepare Fiduciary Accounts and Avoid Common Traps
Thomas Boulden, Esq. and Kevin Birkhead, Esq. Timoney Knox, LLP |
January 23, 2017 |
Economic Update
Ed Boehne |
November 28, 2016 |
Wealth and Passion Collecting: Key Insights, Trends & Risks in Estate Planning & New Professional Standards for Appraisers
Cindy Charleston Rosenberg |
October 24, 2016 |
Current Valuation Issues for Estate Planners
Ed Wilusz |
September 26, 2016 |
Undue Influence and Predatory Behavior
Patricia Maisano |
June 9, 2016 |
Divorce and Estate Planning - Breaking up is Hard to do
Speakers: John A. Terrill, Esq., Cheryl L. Young, Esq., Rebecca C. Perkins, CDFA, Moderator: Jennifer A. Kosteva, Esq. |
April 28, 2016 |
Life Settlements - Joint Program with Bucks County Estate Planning Council
Vincent DiLorenzo and Andrea Brockman, Lifetime Horizons,LLC |
March 28, 2016 |
Retirement Plans; More Than Just 401(k)
Jo-ann Massanova, Estate & Pension Advisory Board, Inc. |
February 22, 2016 |
Wealth Management & Planning Across the Generations
Kip Schaefer, CFP® and Matthew Pritzkur, Bernstein |
January 25, 2016 |
Economic Update
Ed Boehne , Former President of the Federal Reserve Bank of Philadelphia, Member of the Board of Directors of Haverford Trust Company |
November 23, 2015 |
Art as an Investment-The State of the Art Market
Carolyn Nagy, Sotheby's |
October 26, 2015 |
Pennsylvania's new Power of Attorney Law - How does it affect you and your Clients?
Tim Holman Esq., Smith Kane Holman, LLC |
October 8, 2015 | Networking Event |
September 28, 2015 |
Preventing Elderly Exploitation
Diane M. Zabowski, Esquire, and David Jaskowiak, Esquire |
June 4, 2015 |
Retire Well, Can Your Clients? Can You?
Damian Dell'Oso, Nancy Ryan, Esq., Jessica Dahill |
May 20, 2015 | Networking Event |
April 21, 2015 |
Art and Appraisals - Joint Program hosted by Bucks County Estate Planning Council
Alasdair Nichol |
March 23, 2015 |
"Dementia - Beyond the Disease"
Mary Knapp, Foulkeways |
February 23, 2015 |
"Wills of the Rich and Famous"
Edward Perkins, Gibson & Perkins |
February 2, 2015 |
“The State of the Economy"
Ed Boehne - Haverford Trust |
November 24, 2014 |
“Antiques Road Show Style Appraisal Fair”
Jeffrey Henkel, Kamelot Auction House |
October 27, 2014 |
“Creative Planning around the 3.8% Surtax on Unearned Income for Individuals, Trusts and Estates”
James A.J. Revels, CPA, MST, Citrin Cooperman |
September 22, 2014 |
Getting a Handle on Hoarding
Margit Novack, Moving Solutions |
June 9, 2014 | Living and Dying in a Digital World |
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