The Estate Planning Council of Central Pennsylvania, Inc.

WE NOW ACCEPT CREDIT CARDS!

Reconnect with your peers at the Estate Planning CouncilLuncheon on

Tuesday, April 22, 2014

To REGISTER FOR APRIL 22 LUNCHEON:

You may mail in the registration form with your check located under the document library to the left

or pay by credit card below.  

MEMBERS AND 1st TIME GUESTS ~ PAY HERE FOR APRIL 22, 2014 LUNCHEON

 

REPEAT GUESTS PAY HERE FOR APRIL 22, 2014 LUNCHEON

 

**ANY SPECIAL DIET RESTRICTIONS ~ PLEASE EMAIL MELISSA SIMPSON at mag.goulet@me.com

or call 717-317-9117 ~ THANK YOU!

2014-15 EPC Membership dues are currently being accepted.  

 

NEW THIS YEAR ~ You may pay your EPC Membership and all of your meeting fees at one time and receive a 5% discount.  

 

APRIL 22, 2014 LUNCHEON

Join us for a Panel Discussion on

“Establishing and Adminstering Special Needs Trusts for Disabled Beneficiaries”

with special guests

Paul Jones

Vice President, Trust Officer

Susquehanna Trust & Investment Company

Addie A. Abelson

Assistant Counsel
Governor’s Office of General Counsel,

Department of Public Welfare

Robert R. Church Esq.

Keefer Wood Allen & Rahal LLP

 

 

Bring a guest and be entered to win our gift card drawing, plus guests attend at the member rate!  GUESTS will be entered in a drawing for a FREE EPC MEMBERSHIP for 2014-15!

Tuesday, April 22, 2014

11:30 AM

West Shore Country Club

100 Brentwater Rd., Camp Hill, PA

Panel Discussion on Establishing and Administering Special Needs Trusts for Disabled Beneficiaries

Come and learn more about:

  • A lawyer’s angle in creating a special needs trust. 
  • A bank’s perspective in administering a special needs trust.
  • Requirements the Department of Public Welfare imposes on special needs trusts.

Agenda

11:30 AM – 12:00 PM              Networking

12:00-12:45 PM                       Lunch

12:45 – 1:15 PM                      Program

 

Tuesday, April 22, 2014

West Shore Country Club

100 Brentwater Rd., Camp Hill, PA

$45.00 EPC Members

& First-Time Guests

$65.00 Non-members

Questions? Call Melissa Simpson, Council Administrator at 717-317-9117 or email Mag.goulet@me.com

 

Meet our Panel

 Paul Jones

Vice President, Trust Officer

Susquehanna Trust & Investment Company

Mr. Jones is a trust administrator that specialized in special needs trusts.  He received an MBA in Finance from the Wharton School of Business at the University of Pennsylvania and a Bachelor of Business Administration from the College of William & Mary.  Paul also earned the designation of Certified Financial PlannerTM (CFP®) which is dedicated to serving the financial needs of individuals, families and businesses.  He joined Susquehanna Trust & Investment Company in 2011 with extensive experience in investment management and trust administration. 

Mr. Jones has previously worked as a Trust Officer for M&T Bank and a Financial Advisor for Sterling Financial Advisors, LLP and Legg Mason.  In addition Paul has experience in corporate finance and general management and is a former small business owner.  Paul currently administers Guardianships, Special Needs Trusts, Personal Trusts, and Investment Management Accounts.

Mr. Jones is a board member of the Berks County Estate Planning Council.  Paul has a young son with autism and is actively involved in the treatment and management of the disability. 

Addie A. Abelson

Assistant Counsel
Governor’s Office of General Counsel,

Department of Public Welfare

J Addie Abelson is currently an Assistant Counsel with the Department of Public Welfare.  In addition to evaluating Special Needs Trusts, she handles various legal issues in the Department’s administration of Medicaid and other assistance programs.  Before graduating from the Dickinson School of Law, she worked for the Department as an Income Maintenance Caseworker and Supervisor for five years.   

Special Thanks to our meeting sponsors:

Central Pennsylvania Food Bank

www.centralpafoodbank.org

Joe Arthur, Executive Director

717.564.1700

jarthur@centralpafoodbank.org

The Central Pennsylvania Food Bank’s mission is “Fighting hunger, improving lives, strengthening communities”.  Our organization began on the first World Food Day in 1981 and became a permanent operation on October 16, 1982.  The Food Bank is a 501(c)3 non -profit organization registered as tax-exempt with the IRS and is a top financial performer within the Feeding America national network of more than 200 food banks.  More than 75% of our funding comes from private donations and our Food Bank has a 4-star rating from Charity Navigator.

The Food Bank is a complex operation, comprised of 56 dedicated staff members, an engaged volunteer Board of Directors, over 3,000 volunteers annually, warehouses in Harrisburg and Williamsport, and a fleet of 14 trucks. We provide efficient service to our emergency food network of over 700 pantries, soup kitchens, shelters, senior centers, and children’s programs in 27 counties. In 2012, the Food Bank distributed nearly 22 million pounds of food, the equivalent of more than 18 million meals, with an approximate wholesale value of $35 million.

Wilmington Trust

www.wilmingtontrust.com

Managing wealth is not an independent process. It takes strategic advice and integrated service from the right mix of professional advisors. At Wilmington Trust, we help advisors throughout Pennsylvania develop truly customized wealth management solutions for clients with multi-faceted needs. Through this collaborative environment built on mutual respect, you have access to the specialized expertise your clients require—from the partner you can trust.

Call Jonathan Williams

Private Client Advisor 717-255-2145

 

Questions? Call Melissa Simpson, Council Administrator at 717-317-9117 or email Mag.goulet@me.com

Cancellations must be received by the Friday prior to the meeting.

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Hold the spotlight amongst your peers!  Meeting sponsorships are currently available our 2014-15 membership year.  

v     Sponsors will also be able to distribute literature at the dinner meeting by placing the items on the chairs in the meeting room.

v     Sponsors will be listed on the Estate Planning Council Meeting Announcements as the Meeting Sponsor which is sent to all members, prospective members and past members.

v    Sponsors will be given a three-minute segment during the dinner program to introduce themselves to the group.

 v     Sponsors will be given a link from the Estate Planning Council website to their website for the quarter in which they sponsor a meeting.

 v     One dinner for the Sponsor will be provided at no additional cost.  Any guest(s) of the Meeting Sponsor will be required to pay for their dinner(s).

 v     Cost for the meeting sponsorship is $450.00

To secure your sponsorship, contact Melissa Simpson at 717-317-9117 or mag.goulet@me.com

 

We look forward to seeing you!  

 

All Meetings are held at the West Shore Country Club

100 Brentwater Rd., Camp Hill, PA
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Other Local Events of Interest:
Estate Planning Council of Cumberland County  www.epcccpa.org 
Meetings held at the Carlisle Country Club
 Thursday, May 15, 2013
"Estate Planning for Same Sex Couples"
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MEMBERSHIP:  Our Council consists of 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, Council Administrator, for more information at 717-317-9117 or mag.goulet@me.com