ANNOUNCEMENT:  2017-18 Membership Renewals are now due.  If you have not yet renewed your membership please RENEW NOW to be included in our annual printed membership directory.  Thank you!!!!

NEW~ Pay and register for all 4 EPC meetings this year under our Member Renewal Tab!  Click HERE!

Mark your Calendars ~ 2017-18 Calendar

9/26/17 (1-4:30 PM)

Luncheon 11/14/17

Cocktail Hour 2/22/18 (4-6PM)

Luncheon 4/24/18

 

September 26, 2017 Continuing Education Seminar  

Register Now

Continuing Ed:  1:00-4:30 PM

Hors D'ourves and Networking: 4:30-5:30 PM

John J. Scroggin, J.D., LL.M.
Scroggin & Company, Roswell, GA 30075

“What Dead Celebrities can Teach us about Estate Planning.”

It is intriguing how estate planning mistakes are often replicated and exaggerated in celebrity estates. This presentation discusses the mistakes in the estate planning of a number of celebrities and provides practical insights on how these mistakes illustrate ways that you can improve your average client’s estate planning. A few examples:
(1)   Robin Williams and conflicts over personal property
(2)   Chris Benoit, intestacy and how order of death matters
(3)   Leona Helmsley and ruling from the grave with a CRUT
(4)   Sumner Redstone and properly planning for incapacity
(5)   Michael Jackson and the taxable value of a post-death Persona
(6)   Prince and the potential inheritance of a child he never knew 

AND

“Why Children Should be more Concerned about their New Step-Parent, then the Tax Collector.”

While only 0.2% of all estates are subject to federal estate taxes, a more significant portion of the population is entering into second and third marriages.  According to a University of California study, 61% of widowers are engaged in a new romantic relationship within 25 months of their wife’s death, while only 19% of the widows had a new relationship. 20% of men in second marriages marry someone who is at least ten years younger than them. Dad’s marriage to a woman 10 years his junior has created heartburn for many children who have been anticipating a larger and quicker inheritance. This presentation will discuss the rights immediately acquired by a new spouse and how those rights can be limited.

The presentation will be two programs of 90 minutes each and 3 continuing education credits will be applied for CPA, CFP, PA Insurance, Attorney, CTFA
 

Registration Open:   Continuing Education Credits on Tuesday, September 26, 2017 

Program:  1:00-4:30 PM

Cocktails and Hors D'oeuvres:  4:30-5:30 PM  

West Shore Country Club, 100 Brentwater Rd., Camp Hill, PA

Cost per September meeting:  $75.00 EPC Members & First-Time Guests

$150.00 Non-members & Repeat Guests

 

. The presentation will be two program of 90 minutes each and 3 continuing education credits will be applied for CPA, CFP, PA Insurance, Attorney, CTFA:

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MEMBERSHIP:  Our Council consists of over 140 members from various disciplines including accountants, attorneys, insurance and financial advisors, trust officers and other related professionals.  Our members meet four times per year for networking and an educational seminar on current estate planning topics. All meetings are held at the West Shore Country Club, Camp Hill, PA.  To join our Council, please complete our membership form or contact Melissa Simpson, Association Manager, for more information at 717-317-9117 or  EPCCentralPA@gmail.com.