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Tuesday, October 13, 2026

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

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Delaware County Estate Planning Council

DELAWARE COUNTY ESTATE PLANNING COUNCIL

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HOLIDAY EVENT 12/12/2023

Date: Tuesday, December 12, 2023
Time: 5:30pm - 7:30pm
Location: Media Theatre Crystal Room, 104 E. State St., Media, PA 19063
Speaker: Complimentary Bar Courtesy of BRINKER SIMPSON & CO., LLP

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Join us at the Media Theatre Crystal Room and spend time with friends and colleagues to get in the holiday spirit while enjoying hors d’oeuvres, complimentary bar courtesy of BRINKER SIMPSON & CO., LLP and the coffee/dessert table!    

 

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UPCOMING EVENTS

October 13, 2026

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

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

See Event Details

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

See Event Details

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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See Full Calendar

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