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Tuesday, October 14, 2025

PA DIRECTED TRUST ACT & WHAT IT MEANS FOR YOU & YOUR CLIENTS

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Delaware County Estate Planning Council

DELAWARE COUNTY ESTATE PLANNING COUNCIL

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Contact Us

Delaware County Estate Planning Council

Donna Lee Willis
Delaware County Estate Planning Council
P.O. Box 2083 · Media, PA 19063

Phone: 610-565-3800 x 5 · Fax: 610-892-6888
donnawillis@kaolawassociates.com

Please fill out the following information so that we may respond to your request.

FEATURED EVENTS

September 9, 2025

HOW TO GET THE MOST OUT OF SOCIAL SECURITY

Robert Kron, CFP. Nuveen Managing Director of Advisor Education

See Event Details

UPCOMING EVENTS

October 14, 2025

PA DIRECTED TRUST ACT & WHAT IT MEANS FOR YOU & YOUR CLIENTS

C. Thomas Work, Esq. of Stevens & Lee, Reading PA

See Event Details

November 11, 2025

HOW TO MAKE ARTIFICIAL INTELLIGENCE WORK FOR YOU

Ross Bruch, Esq. Senior Wealth Planner at Brown Brothers Harriman

See Event Details

December 9, 2025

HOLIDAY PARTY

N/A

See Event Details

January 13, 2026

HOW TO PREPARE AN ESTATE PLAN FOR THE MENTALLY ILL CLIENT

Lesley M. Mehalick, JD, LLM of the McAndrews Law Firm.

See Event Details

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