Delaware County Estate Planning Council

DELAWARE COUNTY ESTATE PLANNING COUNCIL JANUARY 9, 2018 DINNER RESERVATION FORM SPONSORED BY BROWN BROTHERS HARRIMAN TRUST COMPANY OF DELAWARE, WILMINGTON, DE

PLACE: SPRINGFIELD COUNTRY CLUB, 400 W. SPROUL RD., SPRINGFIELD, PA TIME: 5:00 to 5:45 p.m. Registration and Cash Bar 5:45 to 6:15 p.m. Dinner 6:15 to 7:15 p.m. CLE Seminar/Program

TOPIC: The Tax Cuts and Jobs Act of 2017: Winners, Losers, Skeptics and Soothsayers SPEAKER: Professor Christopher Woehrle of The American College of Financial Services, Bryn Mawr, PA

The Delaware County Estate Planning Council in conjunction with the Orphans’ Court Education Committee of our Bar Association presents a program covering the new tax act -Who wins and who loses under the new tax bill? Why should the winners and losers be skeptical? Does this bill officially confirm the inadequacy of the income tax to meet revenue needs? How should clients be responding?

A magna cum laude graduate from Cornell University and the holder of a J.D. and LL.M (Taxation) from the Charles Widger School of Law at Villanova University, Christopher serves as the Guardian/Deppe Chair in Pensions & Retirement Planning at The American College of Financial Services in Bryn Mawr, PA. Chris has designed and taught fifteen undergraduate, graduate or PhD courses in charitable gift planning, qualified and nonqualified compensation planning, business succession planning, income tax planning, and tax policy. Chris has created an introduction to financial, tax and compensation planning for a major privately held wealth management firm and a business succession planning courses for a national mutual insurance company. In recognition of his writings on the coordination of charitable giving with financial, estate and retirement-income planning, Chris received from Trusts & Estates a 2017 Distinguished Author Award at The Plaza Hotel in New York. Chris is a member of the Leadership Board of the McGovern Institute for Brain Research at MIT, Cambridge, MA. RETURN THE BELOW SECTION BY 1/ 7/ 2018

PLEASE RETURN TO: D.C.E.P.C., P.O. BOX 2083, MEDIA, PA 19063

Please reserve ______dinner(s) on 1/9/18 for me and my guest(s) whose name(s) is(are)______. (If bringing a guest, please include business info for name tag.)

My(Our) choice for dinner is: (For more than one attendee, please indicate by initialing dinner choice.)

______Sliced Pork Loin _____ Tilapia w /Lemon Butter Sauce _____Vegetarian upon request

[ ] $35.00 for Estate Planning Council Members (dinner only) [ ] $45.00 for Estate Planning Council Members registering after1/7/18 (dinner only) [ ] $45.00 for Non-Members of the Estate Planning Council (dinner only) [ ] $60.00 for Estate Planning Council Members (dinner w/CLE) [ ] $70.00 for Non-Members of the Estate Planning Council (dinner w/CLE) [ ] $70.00 for Members of the Estate Planning Council registering after 1/7/18(dinner w/CLE)

Print Member's Name ______Phone Number ______

Contact Donna Willis -Phone 610-565-3800x5, fax-610-892-6888, Email [email protected] Cancellations for a credit to a future meeting must be made by noon the day of the event.