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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 if you would like to be added to the invitation/registration email list.  


October 16, 2020 


Politics In The Workplace

Everything is political these days.  From wearing a mask to the general election, employers face more challenges as they attempt to navigate politics in the workplace.  Participants will employ strategies to effectively address and identify the difference between protected and unprotected speech, consider social media implications in the workplace, discuss the politicizing of COVID-19, and learn best practices to effectively address politics in the workplace.  This interactive session will use hypotheticals to help participants utilize effective strategies to manage highly charged situations.

Guest Presenter: Anne E. Zerbe, Esquire

Hosts: Margaret Eldridge, Smith Elliott Kerns

Dee Baker, Hospice and Community Care




 Continuing Education Programs


November 10, 2020

Advance Care Planning: It's not about the Documents, but having a Conversation about Death and Dying.

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

Program outline

Sponsored by: WellSpan Health - WellSpan York Health Foundation

This program is offered via Zoom


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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