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Wednesday, March 18, 2026

When Good Gifts Go Bad: Examples and Lessons Learned

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Montgomery County Estate Planning Council of PA

MONTGOMERY COUNTY ESTATE PLANNING COUNCIL OF PA

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Membership Application Form*

*Membership subject to Board review

  • Membership renewal for existing members 25-26
  • Membership application form for new members 25-26

Montgomery County Estate Planning Council of PA is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.

UPCOMING EVENTS

March 18, 2026

When Good Gifts Go Bad: Examples and Lessons Learned

Scott S. Small, Esq.

See Event Details

April 22, 2026

Joint Meeting with the BCEPC - Planning for Aging: Protecting Client Intent Through Integrated Housing, Care, Funding, and Oversight

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

See Event Details

June 3, 2026

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

Scott Etish from Coventry

See Event Details

June 9, 2026

Joint EPC Happy Hour

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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