MONTGOMERY COUNTY ESTATE PLANNING COUNCIL OF PA

5:30-6:15pm networking, 6:15-7pm dinner, 7-8pm presentation

Thank you to our generous sponsor FIXED 2 MOVE www.fixed2move.com, and the BCEPC's generous sponsor Marshall Financial Group.

Estate planning practitioners offer a Health Care Power of Attorney and Living Will among their basic estate planning documents. These most "un-legal" of legal documents can test the patience of any drafter, as trying to ascertain a client's wishes involves a conversation around the client's moral, ethical, spiritual and practical beliefs about the client's eventual death. In addition, many clients and attorneys lack “real world” guidance about how these documents are used in a medical setting.

This CLE program, which includes input from the medical director of palliative medicine at Penn Hospital and an expert in “aging in place,” will address the following:

• Legalities and realities of appointing a healthcare agent
• Setting out the client’s wishes in an advance directive or living will
• The legislative and judicial history in Pennsylvania of the individual's right to choose how they will and will not receive health care

The speakers offer practical guidance regarding healthcare decision-making using illustrative role plays to assist professionals in navigating this extremely important conversation.

Our Speakers

Karen L. Wolfe, Esq., Commons & Commons LLP - Karen’s practice covers the areas of estate planning and administration. She also represents clients in the areas of executive compensation and general administration issues for independent schools, advising non-profits, and assisting individuals with tax and real estate matters. Karen appears in court as needed to represent clients. She earned her law degree from Temple University Beasley School of Law, where she was the recipient of the Nat N. Wolfsohn Memorial Award in Real Property, and her B.A. from Stockton University, as a Charles C. Reynolds Journalism Scholarship recipient.  Prior to joining the firm, Karen was a managing attorney at the Defenders’ Association of Philadelphia, where she was a litigator and supervising attorney.  She is a member of the Pennsylvania and Philadelphia Bar Association and regularly speaks to groups of non-professionals and professionals about the practical aspects of estate planning.

Bode Hennegan, is the owner and president of Life Managers & Associates. She is passionate advocate for independent aging and an experienced resource for aging in place in the Philadelphia region. She holds an MBA from St. Joseph’s University and a BS in Management from Thomas Jefferson University. 

She currently serves on the board of the Montgomery County Estate Planning Council (MCEPC) and is an active member of the Philadelphia Estate Planning Council, the Philadelphia chapter of the Financial Planners Association (FPA) and, and the American Association of Daily Money Managers.

​Jordan Stone MD,is the medical director of palliative medicine at Pennsylvania Hospital, part of the University of Pennsylvania Health System. He works full-time providing inpatient palliative care consultations in the hospital, in addition to providing supervision for outpatient palliative care at the palliative care clinic associated with the Abramsom Cancer Center. He has experience in working with patients with both serious medical illness and psychiatric illnesses, and has an interest in complex medico-legal topics.