Past Events

February 3, 2021 SPONSORSHIP - FEBRUARY 3, 2021
Dr. Robert Pokorski
February 3, 2021 Longevity and Other Challenges During Retirement
Dr. Robert Pokorski
November 11, 2020 Top 10 Estate Planning Lessons from Celebrities
Eido Walny
October 7, 2020 Zen and the Art of Trust Modification
Susan Bart
May 12, 2020 Meeting #5 THIS EVENT HAS BEEN CANCELLED
March 3, 2020 Meeting #4 - The Secure Act
Bob Keebler
February 4, 2020 Meeting #3 - Pre-and-Post Transaction Planning for Business Owners
Andrew Bishop, CFA (Bernstein Wealth)
November 14, 2019 Meeting #2 JOINT - Business Succession
Susan Rounds
October 3, 2019 Meeting #1 - Preparing the Next Generation for What's Ahead
Donna Trammell
May 15, 2019 Meeting #5 Annual Meeting: Dealing with Individuals with Diminishing Capacity/Chronically Ill
Bernie Krooks
March 5, 2019 Meeting #4: Estate Planning with New Tax Law TCJA
David Kirk
February 5, 2019 Meeting #3: Estate Planning for Divorce
Kathy Piperno
January 22, 2019 Winter Social
November 14, 2018 Meeting #2 JOINT with CCEPC
Lawrence J. Macklin, Esq.
October 2, 2018 Meeting #1: Ten Great Charitable Planning Ideas for 2018
Kathryn Miree
May 9, 2018 Meeting #5 Planning for Retirement Benefits: Recent Developments and Current Trends
Natalie Choate - Nutter, McClennan & Fish
March 5, 2018 Meeting #4 - International Estate Planning
Paula Jones
February 13, 2018 Meeting #3 - Asset Protection Planning
Jack Terrill
January 18, 2018 EPCDE Winter Social
ONLINE RESERVATIONS NOW CLOSED.
November 7, 2017 Meeting #2 - Joint with CCEPC - Bridging Generations
Matthew Pritzkur - Bernstein
October 12, 2017 Meeting #1 - Family Trusts That Preserve Family and Preserve Trust
Hartley Goldstone
June 28, 2017 Summer Social - Nemours Mansion & Gardens
May 23, 2017 Meeting #5 - Annual Meeting - Burning Questions (and Even Hotter Answers) about Grantor Trusts
Samuel Donaldson, Law Professor, Georgia State Univ.
March 7, 2017 Meeting #4 - Status of 2704 Regulations from Business Valuation Expert's Perspective
Dan Kerrigan
February 7, 2017 Meeting #3 - City of Wilmington Issues and Plans to Address Them - Q&A after
Mayor Mike Purzycki
January 19, 2017 Winter Social - Delaware Art Museum
November 9, 2016 Meeting #2 - Joint with Chester County - The State of the Arts Market
Carolyn Nagy, Asst. VP - Sotheby's Philadelphia
October 13, 2016 Meeting #1 - The Past Year's Most Significant, Curious, or Downright Fascinating Fiduciary Cases
Dana Fitzsimons
June 23, 2016 SUMMER SOCIAL - CAPACITY REACHED
REGISTRATION CLOSED
May 17, 2016 Meeting # 5 Annual Mtg: Sophisticated Transfer Planning Strategies for Business Owners
Diana S. Zeydel
March 1, 2016 Meeting #4 Federal Tax Planning Opportunities and Pitfalls for U.S. Citizens Living and Working Overseas
Jerald D. August, Kostelanetz & Fink, LLP
February 9, 2016 Meeting #3 The Top 10 Estate Planning and Estate Tax Devs of 2015
Ronald Aucutt
January 28, 2016 Winter Social
November 12, 2015 Mtg #2 - Joint with CCEPC/Panel Discussion
Panel Discussion
October 13, 2015 Mtg #1: Federal & Estate IRS Audits & Litigation
Stephanie Loomis-Price
May 20, 2015 Elder Abuse
Patricia Maisano
March 3, 2015 Tax Efficient Spend Down Strategies During Retirement
Bob Keebler
February 3, 2015 Planning Update: Here We Are in 2015
Blanche Christerson
January 22, 2015 Winter Social
RSVP by Jan 16, 2015
November 20, 2014 What I Would Want to Know About the Life Insurance Business If I Didn't Already Know It (Or at Least Thought I Did!)
Clark B. McCleary, CLU, ChFC, MSFS, AEP
October 7, 2014 The Law and Economics of Fiduciary Investing: An Empirical Analysis
Rob Sitkoff
May 20, 2014 Twenty Years of Sales to IDIT's - Where are we now?
Michael D. Mulligan, Esq.
March 4, 2014 Portability vs. Credit Shelter Trust: Planning for those under $10,000,000
Jeremiah W. Doyle, Esq.
February 4, 2014 Specialty Asset Management: Fiduciary Challenges Managing Oil, Timber, Etc.
Dennis Moon
January 30, 2014 Winter Social
November 13, 2013 Estate Planning for the International Family: Opportunities for Delaware
Stanley A. Barg, Esq. (Kozusko Harris Duncan, New York, NY)
October 8, 2013 The 25 Biggest Mistakes Made with Life Insurance
Lawrence Brody, Partner
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