Past Events

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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