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     2020 Lead Sponsor - York County Bar Association

 

  2020 Co-Sponsor - RKL, LLP

 

 

Current Events

 

 

"Get In The Know" Breakfast Roundtable Gathering

York County Estate Planning Council is hosting a monthly impromptu gathering.  Join us for discussions on what's on your mind or guest presenters.    

Time: 8:00 am - 9:00 am

Place: Zoom invitation/registration

Since April 17, 2020 "Get In The Know" has continued via Zoom rather than a physical location. Attendance has been high and the opportunity to network, build relationships and share your questions and insights with colleagues is still the main focus.

Contact yorkepc@yorkbar.com if you would like to be added to the invitation/registration email list.  

 

September 11, 2020 

 

Long Term Care: How Are We Talking About and Helping Clients Plan For This?

  

Hosts: Adam Saubel, Northwestern Mutual

Dee Baker, Hospice and Community Care

  

 

 

 Continuing Education Programs

 

November 10, 2020

Advance Care Planning: It Is Not About The Documents!  Having A Conversation About Death And Dying?

Speaker: Roberta Geidner, Horizon/Advance Care Planning for WellSpan

Sponsored by: WellSpan Health

 

September 15, 2020

Hoarding: How to Recognize and Help Clients with this Disorder

Speakers: Dr. Jennifer Engler and Blanda Nace

Program outline  -  Slide Presentation

Sponsored by: York College of Pennsylvania

This program is offered via Zoom

 

 

            May 19, 2020

Medicaid & Estate Planning: An Overview

Speaker: Erik D. Spurlin, Esquire, Estate and Elder Law Firm

Program outline   PowerPoint Presentation

This program is fully accredited and offered via Zoom

 

 

February 25, 2020 

Charitable Planning Strategies in a New Giving Environment

Speaker: Mary Jovanovich, Schwab Charitable

Program outline   Program handout

Sponsored by: Domani Wealth and Schwab Charitable

 

 

   

  

Robert G. Alexander 2020 NAEPC Webinar Series Schedule

 

 

 

Past Events

 

November 19, 2019

Empathy in Difficult Situations

September 12, 2019

Estate Planning: It's Not Just For The Rich & Famous

May 21, 2019

Fiduciary Income Tax Returns: What You Need to Know

February 21, 2019

Tax Update 2019-Focus on the New Laws Effect on Charitable Giving

November 6, 2018

Long Term Care Protection Strategies

September 6, 2018

Donor Advised Funds as an Estate Planning Tool

 

 

 

 

 

 

 

 

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