Past Events

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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