Past Events

June 21, 2018 2017 Tax Law Changes: Implications for Retirees
December 5, 2017 Hot Topic: New Tax Bill Update on Estate and Tax Planning
October 3, 2017 Estate and Income Tax Strategies for Individual Retirement Accounts
June 13, 2017 Tales of Powers of Attorney, Agents and Guardians: Considerations as you plan for your future
March 21, 2017 Estate Planning and Clients with Dementia: Practitioner Perspectives
October 5, 2016 Updating Clients Estate Plan in 2016 and Update on New Legislation Impacting Business Succession
June 8, 2016 Transfer on Death Account - issues and answers
March 1, 2016 Planning on Steroids -- The multifaceted challenges of estate planning in the international environment. & Power of Attorney Updates
December 1, 2015 Annual Membership Meeting
October 19, 2015 Estate Administration: Choosing an Executor
September 17, 2015 Charitable Planning Opportunities in Today's Environment
June 16, 2015 “Maximizing Family Wealth Through Team Alignment – Including Families with Significant and Complex Assets, and Closely Held Businesses.”
March 24, 2015 Working with Pennsylvania State Employees and TIAA CREF Investments
December 10, 2014 Avoiding the twilght Zone of Estate Administration
December 9, 2014 Future of Estate Planning and Fiduciary Services
October 27, 2014 Socail Security
September 11, 2014 The IRA Inhertance Trust
August 28, 2014 Special Tax Planning for Large IRAs
July 15, 2014 What Every Estate Planner Needs to Know about UTC
July 9, 2014 Family Investment Patnerships
June 17, 2014 Summer Membership Meeting
June 11, 2014 Charitable Strategies
April 29, 2014 Deft Diplomacy: Designing and Administering Discretionary Trusts
April 29, 2014 2014 Economic Outlook
April 9, 2014 The ATRA-Math: Estate Planning After the American Taxpayer Relief Act of 2012
March 12, 2014 Estate Planning to Benefit Family or Friends
March 12, 2014 2014 Heckerling Institute Highlights
March 6, 2014 The Power of Attorney
February 25, 2014 Fixing The Broken Estate Plan
February 12, 2014 "HOw Collaborative Teams Work and Why They are Essential for High Net Worth"
December 10, 2013 DOMA and how it chages Estate Planning Again
November 18, 2013 Board Meeting
October 24, 2013 "Marital Reorganization" aka Divorce and Estate Planning
October 23, 2013 Estate Planning Requires Teamwork:Who, What, Where, and Why
October 21, 2013 Heirs, "Equal" Shares, and Common Errors
October 21, 2013 Board Meeting
October 9, 2013 Special Needs Trusts: What Every Estate Planning Professional Needs to Know
September 16, 2013 Board Meeting
September 11, 2013 The American College CE Seminar
August 19, 2013 Board Meeting
June 27, 2013 Wilmington Trust Presents Capital Markets
May 20, 2013 Board Meeting
May 2, 2013 Charitable Update and Planned Giving Primer
May 1, 2013 Marshall, Parker & Weber's 17th Annual Professional Update
April 15, 2013 Board Meeting
March 21, 2013 Membership Meeting
March 18, 2013 Board Meeting
February 21, 2013 Board Meeting
February 7, 2013 The Delaware Advantage
January 24, 2013 NorthCentral PA Estate Planners CE
January 16, 2013 Understanding your Clients' Options in Regitement Living
December 11, 2012 Wilmington Trust Estate Planning Teleconference Series
November 13, 2012 Wilmington Trust Estate Planning Teleconference Series
October 16, 2012 2012 Wilmington Trust Estate Planning Teleconference Series
October 11, 2012 Pa Inheritance Tax Exemption for Family Farms
View Current Events