2026 LEAD SPONSOR
York County Bar Association
137 E. Market St, York, PA 17401
(717) 854-8755
yorkbar.com
| 2026 CO-SPONSOR 
CGA Law Firm
135 N. George Street, York, PA 17401
(717) 848-4900
CGALaw.com |
CONTINUING EDUCATION PROGRAMS
Advanced Estate Planning Through Trust Structures
May 12, 2026 11:45 AM - 1:30 PM
Speakers:
Erik Spurlin, Esquire of MPL Law Firm
Lauren Frick, CPA, CFP®, MBA of SEK CPA, and Advisors
Trevor N. Hoffman, Principal and COO of Collective Family Office
Moderated by:
E. Haley Rohrbaugh, Esquire of CGA Law Firm
This program provides a practical, cross-disciplinary look at advanced estate planning using trust structures, bringing together legal, tax, and wealth advisory perspectives. Through three client scenarios, from emerging wealth to ultra-high-net-wort, it explores strategies such as revocable and irrevocable trusts, ILITs, GRATs, and dynasty trusts, with a focus on tax efficiency and evolving Pennsylvania laws. Attendees will gain actionable insights into aligning planning techniques across disciplines to better serve clients at every wealth level.
Register by May 8, 2026 here: Advanced Estate Planning Through Trust Structures
Program Sponsor: SEK CPAs and Advisors
Past Events
Individual, Trust, and Estate Tax Law Update - G. Scott Myers & Kristy Ferraro - February 10, 2026
Artificial Intelligence for Service Professionals - Geoff Moore - November 18, 2025
Securing the Legacy: Succession Strategies for Family Business - Michael Mitchell - September 9, 2025
Advanced Estate Planning Strategies in Pennsylvania - Michael Shore, Jodi Blair, Christopher Rice, and Haley Rohrbaugh - May 13, 2025
Intersection of Estate and Medicaid Planning - Erik Spurlin, Esq. - February 11, 2025
Time's Ticking: Resources & Strategies to be Proactive for Aging & Long-Term Care Needs - Adam Saubel & Cathy Bollinger - November 19, 2024
Estate Planning in the Current Tax Environment - Charles Perrault - September 24, 2024
Estate Planning and the Family Farm - Alex Snyder, Esq - May 14, 2024
Death After Debt: Bankruptcy - Lawrence Young, Esq - February 20, 2024
Financial Exploitation of Seniors - John Hamme, Esq- November 14, 2023
Identity Theft: How to Reduce Risk - Jerry Mitchell - September 19, 2023
Cyber Security- Donald R. Geiter, J.D., M.S.L., CIPP/US, CIPM- May 9, 2023
Gray Divorce - Penny V. Ayers, Esq. & Audrey E. Woloshin, Esq. - February 22, 2023
Strategies to Maximize Social Security Benefits - Ash Ahluwalia - November 15, 2022
Catch the Legacy Wealth Wave - Philip Cubeta - September 13, 2022
2022 Tax Proposals and Planning Considerations - Joe Marmorato - May 10, 2022
Explore Digital Assets - Eric R. Strauss - February 22, 2022
Dementia Friends - Alison Sprankle - November 9, 2021
Navigating Estate Recovery & Advocating for Your Client - W. Scott Foster - September 14, 2021
No Good Deed Goes Unpunished - Clary Redd & Turner Berry - June 22, 2021
Helping Your Clients Plan With The SECURE Act - Timothy Bupp & Frank Countess -May 18, 2021
5 Ways to Incorporate Charitable Giving into Your Estate Plan - Mary Jovanovich -February 23, 2021
Advance Care Planning - Roberta Geidner - November 10, 2020
Hoarding: How to Recognize & Help Clients with this Disorder-Dr. Jennifer Engler-September 15, 2020
Medicaid & Estate Planning - Erik D. Spurlin-May 19, 2020
Charitable Planning Strategies in a New Giving Environment - Mary Jovanovich-February 25, 2020
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