PEPCBridgeford Trust is proud to be co-sponsoring the Philadelphia Estate Planning Council’s Ethics Forum on April 22, 2015. David Warren, President and CEO, is delivering an introduction and discussion comparing trust jurisdictions and the vital importance of selecting the proper trust situs in the wealth planning process.

More information on the event is as follows:

“Managing The End of Life Equation: Financial Issues plus Ethical Questions”
Your client is failing. Her durable power of attorney requires unanimous consent of her three children who cannot agree about her care or the management of her finances. Her resources are being compromised by years of gifting, medical expenses, multiple residences and the trials and tribulations of children whose needs are a never-ending story. And now everyone expects you – the family advisor — to resolve this. But what is “this?” What can, and should, you do?

Using role play, three experienced panelists will address the ethical considerations in this case study that was first used in the Women’s Initiative Committee program, Managing End of Life Issues, presented last November, which focused on the medical issues that confront professionals with clients at the very end of life. Now the Ethics Forum continues the conversation using the case study adapted from the November program to look at the financial side of the equation, when issues of competency are looming. The forum will examine the issues and challenges professionals face when clients are at the end of life and the scenarios experienced are seldom as pristine as their clients once professed in their estate planning. Using role play and audience participation, the forum will explore the processes that can be brought to bear on these situations where agents may not agree, multiple jurisdictions and advisors are involved, resources are strained and a host of other financial, legal and ethical issues abound.

Panelists include:
– Linda Callahan Henry, Principal, Woodleave Wealth Process LLC
– Nina B. Stryker, Esq., Obermayer Rebmann Maxwell & Hippel LLP
– Gordon M. Wase, Esq., Wase & Wase

Registration & Breakfast: 7:45AM – 8:15AM
Program: 8:15AM – 10:30AM

The Union League – 40 South Broad Street, Philadelphia

For more information and to register, go to We hope to see you there!