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CCEPC
28 West Market Street
West Chester, PA 19382
610-696-8211 (t)
610-696-8213 (f)
info@chescoepc.org
www.chescoepc.org

events and registration...

Sponsors still needed!

CCEPC EVENT CALENDAR 2011-2012 Please Note: All meetings begin at 5:30-8:00 and will be held at Hershey’s Mill Clubhouse
February 16, 2012	Past-Presidents’ Dinner: All CCEPC Past-Presidents are invited, compliments of CCEPC *“Ten Years of Major PEF Code Updates – What Works? What Doesn’t Work? What’s Next?”* with Edward M. Watters III, Esq., Partner, Pepper Hamilton LLP Sponsor: Ruggiero Law Offices, LLC
March 15, 2012	NATIONAL SPEAKER: “Current Legislation Update: How to Navigate through Recent Tax Law Changes & Embrace the Future” with Joseph V. Falanga, CPA, AEP, Senior Managing Director, FTI Consulting Sponsor: Gawthrop Greenwood, PC
April 19, 2012	*“Planning, Trust, Care of a Loved One with Special Needs”* with Ginny Koehler, Executive Director of Plan of PA. Board Meeting at 4:30-5:30 Sponsor: Intervention Associates
June 11, 2012	Golf at Hershey’s Mill ~ Culture Outing Golf Sponsors: Sponsors Needed, Separate Rates Apply

CCEPC Past Events 2011-2012
January 19, 2012 (Snow Date: January 26)	CCEPC Holiday Gathering at Bunch’s Auction House, Chadds Ford, PA Learn More Sponsor: Bunch’s Auction House
November 17, 2011	*“Using Charitable Trusts in Estate Planning: Traps for the Unwary”* with Richard S. Caputo, Esq., Partner, Fox Rothschild LLP
October 20, 2011	*“Buy Sell Agreements from the Business Appraiser's Standpoint”* Speaker: Edward A. Wilusz, ASA, CFA, Managing Director of Value Management, Inc. at Hershey’s Mill Clubhouse
October 17-23, 2011	Estate Planning Awareness Week with CCEPC and The National Association of Estate Planners & Councils! Learn More
September 15, 2011	*“The Delaware Advantage: Asset Protection Trusts”* with Jeffrey C. Wolken, Esq., Vice President Wealth Advisory Services, Wilmington Trust Company

DIRECTIONS TO HERSHEY'S MILL GOLF CLUB:

401 Chandler Drive, West Chester, PA 19380
Take Rt. 202 North/South to Boot Road exit
If 202 North bound - Turn right onto Boot Road
Turn left at second light onto Green Hill Road
Proceed to 2nd entrance on right (Hershey's Mill main entrance)
Once inside the gate, go up the hill to the stop sign
Make a left and follow for a mile or so, always bearing left
Club House will be on right hand side

CCEPC 2012/13: Save These Dates...

September 20, 2012
October 25, 2012
November 15, 2012
January (TBD), 2013 - Holiday Reception
February 21, 2013
March 21, 2013
April 18, 2013
June 10, 2013 - Golf Outing

Presentation Topics To Be Announced

Click here for the CCEPC online registration site. At the site, you can sign up for events in a way that is quick, easy, and secure. You can also renew your membership.

If you would prefer to pay by check, please:

(a) print out and complete a dinner meeting sign-up form and

(b) mail a check [made payable to "CCEPC" to:
Chester County Estate Planning Council
28 West Market Street
West Chester, PA 19382