DELAWARE COUNTY ESTATE PLANNING COUNCIL

October 13, 2026

Income Tax Planning Eclipses Transfer Tax Planning: The New Order of Operations

Alex Jones, CPA, MST of Brinker Simpson & Co., LLC

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November 10, 2026

Asset Protection Planning: Domestic Asset Protection Trusts, SLATS, and the Ethics of It All

Jeffrey Wolken, Esq. & Marguerite Weese, Esq. of Wilmington Trust

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December 8, 2026

HOLIDAY PARTY

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January 12, 2027

Trust Decanting, Modification, and Reformation: When the Trust You Drafted Twenty Years Ago Doesn't Fit Anymore

Brad Terabelo, Esq. of Heckscher, Teillon, Terrill & Sager, PC

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