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Wednesday, February 18, 2026

Estate & Trust Tax Updates

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Montgomery County Estate Planning Council of PA

MONTGOMERY COUNTY ESTATE PLANNING COUNCIL OF PA

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Matt Moore, CFP®, ChFC®

Comprehensive Wealth Management
Senior Vice President, Private Client Manager
Bank of America Private Bank
300 Four Falls Corporate Center, Suite 600
Conshohocken, PA 19428
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Phone: (610) 567-2224
Fax: (609) 910-3555
Send a Message to Matt Moore
Website: https://private.bankofamerica.com/matt_moore/

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UPCOMING EVENTS

February 18, 2026

Estate & Trust Tax Updates

Richard Furlong, Jr.

See Event Details

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 in Place: Integrating Funding, Care, 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

See Full Calendar

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