2012-2013 Executive Committee
President
Betty C. Hungerford
Vice President
Richard A. Heeter, CLU, ChFC
Treasurer
Phyllis J. Harmon, CFP®
Secretary
Eric Blocher, CPA, CVA
Immediate Past President
Lawrence B. Abrams, Esquire
Board of Directors
Accountants
Eric Blocher, CPA, CVA
Attorneys
Vicky Ann Trimmer, Esquire
Lawrence B. Abrams, Esquire
Aaron Jackson, Esquire
Robert R. Church, Esquire
Insurance and Financial Advisors
Richard A. Heeter, CLU, ChFC
Randall D. Kaufmann
Jonathan M. Williams
Jessica Metz, Sr. Sales Mgr.
Trust Officers
Phyllis J. Harmon, CFP®
Michael D. Lutz, SVP, CPA, CFP®
Joseph A. Macri, VP
Stephanie Kleinfelter, Esquire
Related Professionals
Betty Hungerford, Director of Development
Bradley R. Newman, CFP®
Joe Arthur, Executive Director
Reservation Information
Advance Registration Required
Reservation Deadline: April 18, 2013
Please Mail to: 21 Eastwood Drive,
Carlisle, PA 17015
$45.00 EPC Members and Guests
$65.00 Non-members
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Please reserve ______place(s) for the meeting of the Estate Planning Council of Central Pennsylvania, Inc. at the West Shore Country Club on Tuesday, April 23, 2013.
Cancellations must be received by the Administrator by the Friday prior to the meeting.
Reconnect with your peers at the Estate Planning Council’s
Luncheon on
Tuesday, April 23, 2013
Join us for a Panel Discussion on
“InternationalEstate PlanningTraps for theUnwary”
Mark Blazek, Partner, CPA
ParenteBeard, LLP
Justin Brown, JD
Goldman, Sachs & Co.
Tuesday, April 23, 2013
11:30 AM
West Shore Country Club
100 Brentwater Rd., Camp Hill, PA
“International Estate Planning Traps for the Unwary”
Come and learn more about:
· How European civil law of inheritance differs from what we are used to in the English-speaking world.
· Which countries have European civil law.
· Civil law concepts of marital community property and forced heirship for spouse and children,
· And how the legal requirements to make a Will in civil law countries differ from what we are used toin the English-speaking world.
MarkBlazek, CPA, a partner in the Lancaster office of regional accounting firm Parente Beard, LLP,will addressIRS compliance mattersapplicable to international assets and clientele, includingforeign bank account reports (FBAR’s)and otherrequiredIRS forms that must be filed to report foreign income, gifts or assets.
JustinBrown of the investment banking firm Goldman Sachs,will addressanti-money-laundering rulesand other international mattersapplicable to those in the financial services industry.
Agenda
11:30 AM – 12:00 PM Networking
12:00-12:45 PM Lunch
12:45 – 1:15 PM Program
Tuesday, April 23, 2013
West Shore Country Club
100 Brentwater Rd., Camp Hill, PA
$45.00 EPC Members & First-Time Guests
$65.00 Non-members
Questions? Call Melissa Goulet, Council Administrator at 717-258-4844 or email
Special Thanks to Our Meeting Sponsor
Joe Arthur
Central Pennsylvania Food Bank
Executive Director
717.564.1700
The Central Pennsylvania Food Bank’s mission is “Fighting hunger, improving lives, strengthening communities”. Our organization began on the first World Food Day in 1981 and became a permanent operation on October 16, 1982. The Food Bank is a 501(c)3 non -profit organization registered as tax-exempt with the IRS and is a top financial performer within the Feeding America national network of more than 200 food banks. More than 75% of our funding comes from private donations and our Food Bank has a 4-star rating from Charity Navigator.
The Food Bank is a complex operation, comprised of 56 dedicated staff members, an engaged volunteer Board of Directors, over 3,000 volunteers annually, warehouses in Harrisburg and Williamsport, and a fleet of 14 trucks. We provide efficient service to our emergency food network of over 700 pantries, soup kitchens, shelters, senior centers, and children’s programs in 27 counties. In 2012, the Food Bank distributed nearly 22 million pounds of food, the equivalent of more than 18 million meals, with an approximate wholesale value of $35 million.