MONTGOMERY COUNTY ESTATE PLANNING COUNCIL OF PA

BCEPC and MCEPC Annual Joint Meeting-

Join us as we welcome National Speaker Al King to present, "Powerful Trust Laws to Combat Future Uncertainties."

Flexible trust planning has never been more important as a result of tax, political, economic, lawsuit and family uncertainty. This presentation will discuss how modern directed trusts, investment management LLCs, trust protectors and special purpose entities can all provide a family with flexibility and control to deal with these uncertainties  intergenerationally. 

The presentation will also discuss other important non-tax reasons for establishing trusts such as asset protection, privacy, promotion of family values, divorce protection, family governance, as well as the prevention of family disputes. Lastly, our speaker will discuss how easy and practical it is to add these benefits to newly drafted trusts or to reform and modify existing trusts. Many people frequently ask how soon they can get their assets out of trusts, while the modern trust structure has them asking how long they can leave their assets in a trust.

This dinner meeting will be at Cock N Bull Restaurant in Peddlers Village. Happy hour (cash bar) will be from 5:00pm-6:00pm.  Dinner at 6:00, presentation  6:30pm - 7:30pm.

This is the first in-person joint meeting for BCEPC & MCEPC since 2019 and we are looking forward to seeing everyone and getting the two councils back together.

CLE, CFP, CPA credits will be offered.

Thank you to our meeting sponsors:

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