Past Events

June 5, 2025 MCEPC Annual Seminar: "Blending and Braiding Legal, Financial and Government Services to Sustain Access to Services, Community and Work for a Lifetime" followed by reception 4:30-5:30pm
Randy Hope Steen, Esquire, Ryan Shanley and Michele A. Leahy, MS, CPWIC
April 30, 2025 Joint Meeting with the BCEPC - Dementia & Brain Health Basics
Kevin Jameson of the Dementia Society of America
March 12, 2025 Gifting Strategies for Closely-Held Businesses
Peter Moshang, Brian Balduzzi and Rachel Kieser
February 12, 2025 Major Repercussions, Minor Children
Monique Lavender Greenberg, Esq.
January 15, 2025 Economic/Market Update
Maxine Cuffe, CFA, The Haverford Trust Company
November 22, 2024 The top 7 Medicaid and Medicare misconceptions
Eric Ladley, Esq.
October 23, 2024 “Updates in the Montgomery County Register of Wills”
Register of Wills Tina Lawson, Esq. and First Deputy Tanisha Cowell, Esq.
September 18, 2024 Banking Laws that Impact Fiduciary Activities
Scott S. Small, Esq.
June 4, 2024 Joint EPC Happy Hour
May 15, 2024 Emerging Issues in Wealth Planning
Ross Bruch, Esq., Brown Brothers Harriman & Co., Michael Amoia, JD, LLM (TAX), CLU®, ChFC®, Advanced Markets, Thomas Bayer, Jr., CFP®, MT, and Gina Parissi, CFP®, The Haverford Trust Company
April 17, 2024 "Health Care Decision-Making: Addressing Life and Death from Legal and Practical Perspectives"- Joint meeting with the BCEPC
Karen L. Wolfe, Esq, Bode Hennegan, Jordan Stone, MD
March 20, 2024 Hot Topics in the Orphans' Court
Honorable Judge Lois Murphy and Honorable Judge Melissa Sterling of the Montgomery County Orphan’s Court
February 21, 2024 Recent Developments in Estate & Gift Tax
Richard Furlong Jr. Senior Stakeholder Liaison; IRS Communications & Liaison
January 17, 2024 Economic/Market Update
Henry B. Smith, The Haverford Trust Company
November 15, 2023 “Estate Planning for the 99% of us"
JORDON N. ROSEN, CPA, MST, AEP®
October 26, 2023 The evolution of journalism over the last 50 years, exploring the challenges and triumphs in this changing profession
Joann Lublin and Michael Pollock
October 11, 2023 Creating Great Relationships with Clients
Joe McLaughlin, CEO of Haverford Trust, James Dunigan, Retired CIO and managing executive of PNC Asset Management, Nicole Perkins, Partner and director at Gresham Partners
September 20, 2023 Unprepared for Fortune: Tackling the Top 10 Challenges of Sudden Wealth
Michael B. Karwic, CFP®, CeFT®, CRPC®, AEP®
June 7, 2023 MCEPC Annual Seminar “Passing the Baton: Important Conversations to Have with the Next Generation” followed by reception 4:30-5:30pm
Dunham Townend, Darla Pompilio, Michelle Hong, J.D., Glenn A. Henkel, J.D., LL.M., CPA, Chris Fiore, Esq.
May 18, 2023 MCEPC/PEPC Drop-In Networking Event
April 19, 2023 MCEPC/BCEPC Joint Meeting - Powerful Trust Laws to Combat Future Uncertainties (BCEPC Hosts)
Al W. King III, JD, LL.M., AEP (Distinguished), TEP - South Dakota Trust Company, LLC
March 15, 2023 SECURE Act 2.0
Peter E. Moshang, Esq., Brown Brothers Harriman & Co.
February 15, 2023 Protecting Yourself From Identify Theft
Kit Mac Nee - NAEPC speaker
January 18, 2023 Economic/Market update
Maxine Cuffe, CFA - Haverford Trust
November 16, 2022 Long Term Care Planning
Jerold E. Rothkoff, Esq.
October 19, 2022 Hot Topics in the Orphans’ Court
Honorable Judge Lois Murphy and Honorable Judge Melissa Sterling of the Montgomery County Orphan’s Court
September 28, 2022 Advanced Planning Considerations for Digital Assets/Cryptocurrency
April L. Charleston, Esq., Mark Charleston, Daniel Green, Catherine Yushina
June 1, 2022 Planning for Luxury and Unique Assets - Seminar 1:00-4:30pm followed by cocktail reception 4:30-5:30pm
Kim Fahrner, Esq., Justin Brown, Esq., Ross Bruch, Esq., Dennis Springer, Brian Travers, Jake Archer, Special Agent FBI
May 18, 2022 Drop-In Networking Event with the PEPC
April 20, 2022 IRS Updates to forms 706 and 709 (Estate and Gift Tax Returns)
Richard G. Furlong Jr. | Senior Stakeholder Liaison IRS
March 16, 2022 The importance of team communication: why your client's Lawyer, Financial Advisor, Accountant and Insurance Agents should be talking
Cathy Sikorski, Esq.
February 16, 2022 “Here’s what I was thinking when I said “Health, Education, Maintenance and Support:” The Effectiveness of a Letter of Instruction in Modern Estate Planning
Paul Caspersen, CFP®,AEP®,MS
November 17, 2021 The 2021 Tax Proposals: A roundtable discussion of what to know and what to do before 12/31/21
Michael Breslow, Esquire, Jonathan Samel, Esquire, Andrea Moore, Tax Manager, & Mary Saylor, CPA, CFP®
October 20, 2021 Socially Responsible Investing
Steve Tulli, CFP®
September 22, 2021 Elderly Exploitation - Epidemic or Exaggeration?
Diane Zabowski, Esq. and Dr. George Ledakis Ph.D.
June 10, 2021 Annual Seminar - Building a New and Better Normal – business evolution in a post-pandemic era
Justin H. Brown, Esq. Troutman Pepper, Ross Bruch, Brown Brothers Harriman, Alexandra Bauer, Brown Brothers Harriman, Ileana van der Linde, J.P. Morgan Private Bank
May 17, 2021 Important Issues in Modern Trust Design
Lawrence J. Macklin, AEP®
April 27, 2021 Using CRUT to SECURE the benefits of a stretch IRA trust
Charles Bender - Partner, Fox Rothchild, LLP
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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