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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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Susan Whartnaby, VP

Estate Administration
Trust Administration
Vice President & Trust Officer
Brown Brothers Harriman Trust Company of Delaware
4250 Lancaster Pike
Suite 150
Wilmington, DE 19805
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Phone: 302-552-4053
Send a Message to Susan Whartnaby
Website: www.bbh.com

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FEATURED EVENTS

September 9, 2025

HOW TO GET THE MOST OUT OF SOCIAL SECURITY

Robert Kron, CFP. Nuveen Managing Director of Advisor Education

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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

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November 11, 2025

HOW TO MAKE ARTIFICIAL INTELLIGENCE WORK FOR YOU

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

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December 9, 2025

HOLIDAY PARTY

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January 13, 2026

HOW TO PREPARE AN ESTATE PLAN FOR THE MENTALLY ILL CLIENT

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

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