2013-2014 directory - Delaware County Estate Planning Council

advertisement
DELAWARE COUNTY ESTATE PLANNING COUNCIL
P.O. BOX 2083, MEDIA, PA 19063
delawarecountyestateplanningcouncil.org
MEMBERSHIP DIRECTORY
2013-2014
OFFICERS
Joseph C. Bowers, MBA, CPA, PFS
Jennifer R. Clarke
James R. Abbott, Esquire
Andrew J. Haas, Esquire
Hollie A. McDonald, AVP
President
1st Vice President
2nd Vice President
Secretary
Treasurer
EXECUTIVE COMMITTEE
Cynthia A. McNicholas, Esquire
Immediate Past President
CARE MANAGER
NON-PROFIT DEVELOPMENT
Sherry L. Smyth, CPA, NHA
James R. Hanna, CPA
ATTORNEYS
William A. Pietrangelo, Esquire
Stephen Carroll, Esquire
R. Scott Aldridge, Esquire
Kelly C. Hourican, Esquire
William G. Halligan, Esquire
FINANCIAL PLANNERS
John Sontowski, CTFA
F. Louis Cicero, CFP, CRPC
Donna Tait Coulson, CFP, CTFA
Executive Director
Donna Lee Willis, Paralegal
KAO Law Associates
17 E. Front St.
P.O. Box 626
Media, PA 19063
610/565-3800 x883
2013/2014 Meeting Schedule
September 16, 2013
Sponsored by: Intervention Associates/ Caring Friends Home Care
Topic: Hot Issues Affecting Our Clients: Elder Law Update
Speaker: Dana M. Breslin, Esq.
October 21, 2013
Sponsored by: United Savings Bank
Topic: Trust and Estate Planning in 2013 and Beyond: The Impact of ATRA on Estate and Income Tax
Speakers: John A. Terrill, Esq.
November 18, 2013
Sponsored by: Guardian Services of PA/ Senior Care of PA
Topic: Does Fair Mean Equal? How Purpose Conversations Resolve Family Dilemmas and Make Lives Richer
Speaker: Jay Cherny, PhD
December 4, 2013
Holiday Party at the Towne House Sponsored by M&T Bank
January 13, 2014
Sponsored by: Dunwoody Home Care
Topic: Home Care Services: What Every Professional Needs to Know for Their Clients’ Protection
Speaker: Edward R. Carpenter, Esq. & Carol J. Hershey
February 10, 2014
Sponsored by: LPL Financial
Topic: The New Reverse Mortgage
Speakers: William Bagnell and Robert J. Breslin, Esq.
March 10, 2014
Sponsored by: Iron Workers Bank
Topic: The Future of Insurance in Estate and Financial Planning
Speaker: Bruce J. Cumby, CLU, ChFC, MSFS
B. Vincent, ChFC, CLU, MSFS, BBA, JD, LLM
James Hanna, CPA, CVA
April 29, 2014
Sponsored by:
Estate Planning Workshop- Case Studies
Moderated by: Jon Sokoloff, Esq. & Dennis Reardon, Esq.
2
Members
James R. Abbott, Esq.
Abbott, Lastowka & Overholt, LLP
108 Chesley Drive
Media, PA 19063
Ph: 610-565-0330
Fax: 610-565-9363
Email: [email protected]
Jeffrey R. Abbott, Esq.
Abbott, Lastowka & Overholt, LLP
108 Chesley Drive
Media, PA 19063
Ph: 610-565-0330
Fax: 610-565-9363
Email: [email protected]
Scott Aldridge, Esq.
115 W. State St., Ste 200
Media, PA 19063
Ph: 610-565-0701
Fax: 610-565-7001
Email: [email protected]
Joseph C. Amodei, CFP, ChFC, CRPC
Ameriprise Financial
1521 Concord Pike, Ste 203
Wilmington, DE 19803
Ph: 302-656-7773 x11
Fax: 302-656-8467
Email: [email protected]
Linda Anderson, Esq.
Anderson Elder Law
206 Old State Road
Media, PA 19063
Ph : 610-566-4700
Fax : 610-566-4702
Email :[email protected]
Fred S. Bachman, CTFA
Senior Tax Officer
Fulton Bank, N.A.
Wealth Management
One Penn Square
PO Box 7989
Lancaster, PA 17604
Ph: 717-291-2636
Fax: 717-392-1324
Email: [email protected]
3
David B. Beeghley, Esq.
Law Office of David B. Beeghley
3038 Butler Pike
Conshohocken, PA 19428
Ph: 610-828-5454
Fax: 610-828-0703
Email:[email protected]
Frederick C. “Chuck” Bertsch, III, MBA, ASA
F.C. Bertsch & Co., Inc.
416 Roundhill Rd.
St. Davids, PA 19087
Ph: 610-964-1800
Fax: 610-964-1801
Email: [email protected]
Matthew D. Biffen, MSFS
Biffen Wealth Management
1244 West Chester Pike, Ste 408
West Chester, PA 19382
Ph: 610-431-4600
Fax: 610-431-0359
Email: [email protected]
Jerry Block
U.S. Trust, Bank of America Private Wealth Management
100 Four Falls, Ste 500
West Conshohocken, PA 19428
Ph: 610-567-4734
Email: [email protected]
J. Clark Bongaardt, Esq.
Comfort Keepers
920 Sproul Rd.
Springfield, PA 19064
Ph: 610-543-6300
Fax: 610-543-1012
Email: [email protected]
Sallie Bongaardt
Paralegal
Comfort Keepers
920 Sproul Rd.
Springfield, PA 19064
Ph: 610-543-6300
Fax: 610-543-1012
Email: [email protected]
4
Patricia L. Boucher, VP, CFP
Banking Advisor
PNC Wealth Management
200 W. Lancaster Ave., Ste 200
Wayne, PA 19087
Ph: 610-254-5521
Fax: 610-254-5533
Email: [email protected]
Kevin Bowden
Financial Advisor
Edward Jones
325 W. State St.
Media, Pa 19063
Ph: 610-627-4667
Email: [email protected]
Joseph C. Bowers, MBA, CPA/PFS
Financial Advisor
Independent Network, Inc.
491 Baltimore Pike #221
Springfield, PA 19064-3810
Ph: 610-544-4100
Fax: 610-543-7636
Email: [email protected]
Dana M. Breslin, Esq.
Pappano & Breslin
3305 Edgmont Ave.
Brookhaven, PA 19015
Ph: 610-876-2529
Fax: 610-876-3746
Email: [email protected]
Robert J. Breslin, Jr., Esq.
Pappano & Breslin
3305 Edgmont Ave.
Brookhaven, PA 19015
Ph: 610-876-2529
Fax: 610-876-3746
Email: [email protected]
Thomas M. Brinker, Jr. CPA
Arcadia University
450 S. Easton Road
Glenside, PA 19038
Ph: 215-572-4039
Email: [email protected]
5
Tim Broadt, Esq.
Tim Broadt and Associates, P.C
216 S. Orange St.
Media, PA 19063
Ph: 610-627-1422
Fax: 610-565-9264
Email: [email protected]
Marilyn L. Buckler
Estate & Trust Administrator
S. Jonathan Emerson, Attorney at Law
Monroe Professional Building
117 N. Monroe St.
Media, PA 19063
Ph: 610-566-8162
Fax: 610-891-7960
Email: [email protected]
Joseph W. Bullen, III, Esq.
Hennessy, Bullen & McElhenney
55 N. Lansdowne Ave.
PO Box 217
Lansdowne, PA 19050
Ph: 610-623-3445
Fax: 610-623-3445
Email: [email protected]
Barbara Bunting
Paralegal
Carroll and Karagelian, LLP
15 West Front St.
Media, PA 19063
Ph: 610-892-9800
Fax: 610-892-0895
Email: [email protected]
Thomas J. Burke, Jr., Esq.
Haws and Burke, PC
15 Rittenhouse Place
Ardmore, PA 19003
Ph: 610-649-5200
Fax: 610-649-7648
Email: [email protected]
Sara Burns, Esq.
Diamond, Polsky and Bauer
1608 Walnut St, Suite 900
Philadelphia, PA 19103
Ph: 215-732-4200
Fax: 215-735-1858
Email: [email protected]
6
Richard Butts
Director, Business Development
Keystone Care
8765 Stenton Ave.
Wyndmoor, PA 19038
Ph: 215-680-5443
Fax:215-836-2509
Email: [email protected]
Stephen Carroll, Esq.
Carroll & Karagelian, LLP
15 West Front St.
Media, PA 19063
Ph: 610-892-9800
Fax: 610-892-0895
Email: [email protected]
Anthony Cavaliere
Vice President, Store Manager
Republic Bank
436-438 E. Baltimore Ave.
Media, PA 19063
Ph: 610-565-1801 x 6166
Fax:610-565-1802
Email: [email protected]
F. Louis Cicero, CFP, CRPC
Swarthmore Financial Advisors, Ltd.
10 Veterans Square
Media, PA 19063
Ph: 610-892-9922
Fax: 610-892-3711
Email: [email protected]
Jennifer R. Clarke
Estate and Asset Services
4103 Woodland Ave.
Drexel Hill, PA 19026
Ph: 610-357-6764
Email: [email protected]
Lindsey Conan, Esq.
Mackrides Associates
755 N. Monroe St.
Media, PA 10963
Ph: 610-565-6688
Fax: 610-891-1645
Email: [email protected]
7
Steven Coppock, CPA
KNM Incorporated
137 MacDade Blvd.
Ph: 484-540-8281
Fax:484-489-1637
Email: [email protected]
Donna Tait Coulson, CFP, CTFA
The Haverford Trust Company
Three Radnor Corporate Center, Ste 450
Radnor, PA 19087
Ph: 610-995-8743
Fax: 610-995-8793
Email: [email protected]
Bruce J. Cumby, CLU, ChFC, MSFS
Cumby, Spencer & Associates Financial Group
500 Darby Rd.
Havertown, PA 19083
Ph: 610-446-4710
Fax: 610-446-7561
Email: [email protected]
John Custer, Esq.
Custer & Custer, PLLC
7 St. Albans Circle
Newtown Square, PA 19073
Ph: 610-353-7222
Fax: 610-353-7882
Email: [email protected]
Frank W. Daly, Esq.
FW Daly & Associates
110 W. Front St.
Media, PA 19063
Ph: 610-565-7520
Fax:610-565-7682
Email: [email protected]
Catherine DeHart
Widener University
Director of Planned Giving
1 University Place
Chester, PA 19013
Ph: 610-499-1158
Fax: 610-499-1349
Email: [email protected]
Robert DeLong, Esq.
17 Veterans Square
PO Box 604
Media, PA 19063
Ph: 610-627-5865
Fax: 610-627-5867
Email: [email protected]
8
Steven R. Derby, VP
The Riddle Health Care Foundation
1068 West Baltimore Pike
Media, PA 19063
Ph: 610-891-3651
Fax: 610-891-3421
Email: [email protected]
Robert M. Diorio, Esq.
Diorio and Sereni, LLP
21 West Front St.
PO Box 1789
Media, PA 19063
Ph: 610-565-5700
Fax: 610-891-0652
Email: [email protected]
Natalie Dziobczynski, Esq.
Law Office of Natalie Dziobczynski
2 S. Orange St., Ste 200
Media, PA 19063
Ph: 610-565-7106
Fax: 610-565-7108
Email: [email protected]
S. Jonathan Emerson, Esq.
Monroe Professional Building
117 N. Monroe St.
Media, PA 19063-3037
Ph: 610-566-8007
Fax: 610-891-7960
Email: [email protected]
James R. Flick, Esq.
117 N. Monroe St.
PO Box 87
Media, PA 19063
Ph: 610-565-9050
Fax: 610-891-7960
Email: [email protected]
Thomas W. Flynn, III, Esq.
Crawford Diamond Flynn LLC
124 Bloomingdale Ave.
PO Box 8333
Wayne, PA 19087-8333
Ph: 610-688-2727
Email: [email protected]
9
Joey Ann Fowkes
The American Cancer Society
Director of Estate & Gift Planning
1626 Locust St.
Philadelphia, PA 19103
Ph: 215-985-5333
Fax: 215-985-5406
Email: [email protected]
Samuel T. Freeman, III
Samuel T. Freeman & Co.
1808 Chestnut Street
Philadelphia, PA 19103
Ph: 267-414-1222
Fax: 215-563-8236
Email: [email protected]
Michael F.X. Gillin, Esq.
Michael F.X. Gillin & Associates
230 N. Monroe St.
Media, PA 19063
Ph: 610-565-2211
Fax: 610-565-1846
Email: [email protected]
Brian Gondek, Esq.
Frankel & Kershenbaum, LLC.
1230 County Line Rd.
Bryn Mawr, PA 19010
Ph: 610-922-4200
Fax: 610-646-0888
Email: [email protected]
Jan D. Gotshall, CFP
GM Financial Planners, Inc.
49 Chestnut Rd.
Paoli, PA 19301
Ph: 610-644-0101
Fax: 610-640-9646
Email: [email protected]
Ralph M. Gotshall, CFP, CPCU
GM Financial Planners, Inc.
49 Chestnut Rd.
Paoli, PA 19301
Ph: 610-640-9645
Fax: 610-640-9646
Email: [email protected]
Donald S. Guthrie, Esq.
Bryn Mawr Trust Compay
2 General Washington Dr.
Media, PA 19063
Ph: 610-565-2546
Email: [email protected]
10
Andrew J. Haas, Esq.
Blank Rome LLP
One Logan Square
130 N. 18th St.
Philadelphia, PA 19103
Ph: 215-569-5479
Fax: 215-832-5479
Email: [email protected]
Louis K. Habina, Esq., MBA
Wells Fargo Bank
217 W. Baltimore Ave.
Media, PA 19063
Ph: 610-891-1057
Fax: 610-891-1057
Email: [email protected]
William G. Halligan, Esq.
Halligan & Keaton
PO Box 1970
Media, PA 19063
Ph: 610-566-6030
Fax: 610-891-0652
Email: [email protected]
J.R. Hanna, CPA, CVA
Hanna, McGlone and Co. PC
455 S. Gulph Rd., Ste 306
King of Prussia, PA 19406
Ph: 610-519-1803
Fax: 610-527-4460
Email: [email protected]
Dan Hayden, SRES
Coldwll Banker Preferred
609 E. Baltimore Pike
Media, PA 19063
Ph: 610-566-1100
Fax: 800-619-7613
Email: [email protected]
Richard M. Heller, Esq.
Law Office of Richard M. Heller
200 W. Front St.
Media, PA 10963
Ph: 610-565-9260
Fax: 610-565-2270
Email: [email protected]
11
F.D. Hennessy, Jr., Esq.
Hennessy, Bullen & McElhenney
55 N. Lansdowne Ave.
PO Box 217
Lansdowne, PA 19050-0217
Ph: 610-623-3445
Fax: 610-623-1767
Email: [email protected]
Eric Hildenbrand, CFA
The Haverford Trust Company
3 Radnor Corporate Center, Ste 450
Radnor, PA 19087
Ph: 610-995-8783
Fax: 610-995-8796
Email: [email protected]
Kelly C. Hourican, Esq.
Reardon & Associates, LLC
985 Old Eagle School Rd., Ste 516
Wayne, PA 19087
Ph: 610-687-3942
Fax: 610-687-5817
Email: [email protected]
Andrew L. Hunt
Edward Jones
325 West State St.
Media, PA 19063
Ph: 610-627-4667
Fax: 888-282-7852
Email: [email protected]
Ellen Iannelli
Trust Officer
PNC Bank, N.A.
200 W Lancaster Ave., Ste 200
Wayne, PA 19087
Ph: 610-254-5527
Fax: 610-254-5533
Email: [email protected]
Edmund Jones, Esq.
Jones, Strohm & Guthrie
10 Beatty Rd.
Media, PA 19063
Ph: 610-565-7100 ext. 105
Fax: 610-565-7180
Email: [email protected]
12
Betsy J. Joyce, CPA, MBA, MT
Joyce & Associates, PC
Radnor Court, Suite 150
259 N. Radnor-Chester Rd
Radnor, PA 19087-5261
Ph: 484-527-4100
Fax: 484-527-4110
Email: [email protected]
Charles Kane, CPA
Del Pizzo & Associates
2098 West Chester Pike
Broomall, PA 19008
Ph: 610-356-2590
Email: [email protected]
Mimsye W. Katz
Geriatric Care Manager
Katz Senior Services
PO Box 222
Villanova, PA 19085
Ph: 610-527-6350
Fax: 267-937-9500
Email: [email protected]
Susan H. Kavanagh
Health Insurance Consultant
Kavanagh Solutions
23 Millstone Dr.
Newtown, PA 18940
Ph: 215-579-2220
Fax: 215-579-9381
Email: [email protected]
Bonita J. Kehler, CTFA
Trust Officer - Family Office Administrator
Brandywine Trust Company
7234 Lancaster Pike, Ste 300A
Hockessin, DE 19707
Ph: 302-234-3685
Fax: 302-234-5754
Email: [email protected]
Terrance A. Kline, Esq.
Law Office of Terrance A. Kline
200 E. State St., Suite 306
PO Box A
Media, PA 19063
Ph: 610-566-3330
Fax: 610-566-3360
Email: [email protected]
13
Kelly R. Koscil, Esq
Law Office of Eric Ring
2335 Darby Rd
Havertown, PA 19083
Ph: 610-789-4450
Fax: 610-789-4449
Email: [email protected]
Kevin Koscil, Esq.
White and Williams LLP
1650 Market St. 1800 One Liberty Place
Philadelphia, PA 19103
Ph: 215-864-6827
Fax: 215-399-9623
Email: [email protected]
Natalie S. Landro, CSA, DMM
Only Senior Matters
PO Box 616
Wynnewood, PA 19096
Ph: 610-668-1332
Email: [email protected]
Joseph E. Lastowka, Jr., Esq.
Abbott, Lastowka & Overholt, LLP
108 Chesley Drive
Media, PA 19063
Ph: 610-565-0330
Fax: 610-565-9363
Email: [email protected]
Jeff Lewin, Esq.
15 E. Front St.
Media, PA 19063
Ph: 610-565-4191
Fax: 610-565-4174
Email: [email protected]
John B. Linvill, Jr.
J. Linvill LTC
222 Croton Rd.
Wayne, PA 19087
Ph: 610-688-1587
Fax: 610-688-1820
Email: [email protected]
Sally L. Lubberman
Paralegal
Abbott, Lastowka & Overholt, LLP
108 Chesley Drive
Media, PA 19063
Ph: 610-565-0330
Fax: 610-565-9363
Email: [email protected]
14
James Lynch, CFP
Lynch Investment Planning
236 North Rolling Rd.
Springfield, PA 19064
Ph: 484-472-8956
Fax: 484-472-8957
Email: [email protected]
Dennis Mahoney
Managing Director
Ikor
PO Box 546
Chadds Ford, PA 19317
Ph: 610-708-3005
Fax: 866-399-7339
Email: [email protected]
Dana E. Mancini
Financial Advisor
Edward Jones
905 W. Sproul Rd., Ste 107
Springfield, PA 19064
Ph: 610-328-1129
Fax: 877-390-4810
Email: [email protected]
Liv Mansfield
Financial Services Professional
New York Life Insurance Company
555 City Ave., Ste 800
Bala Cynwyd, PA 19104
Ph: 267-872-9217
Email: [email protected]
Deborah J. Marone
Paralegal
Abbott, Lastowka & Overholt, LLP
108 Chesley Drive
Media, PA 19063
Ph: 610-565-0330
Fax: 610-565-9363
Email: [email protected]
William J. Mastalski, CFP
Financial Planner
Janney Montgomery Scott, LLC
40 Morris Ave, Suite 200
Bryn Mawr, PA 19010
Ph : 610-526-7217
Fax : 610-526-9894
Email : [email protected]
15
J. Adam Matlawski, Esq.
McNichol, Byrne, & Matlawski
1223 Providence Rd.
Media, PA 19063
Ph: 610-565-4322
Fax: 610-565-9531
Email: [email protected]
Michael Matisse, CFP
Radnor Financial Advisors
484 Devon Park Dr., Ste 119
Wayne, PA 19087
Ph: 610-975-0280
Email:[email protected]
Dan McCuster, CFP, MBA, AIF
Elko Financial Advisors
2 W. Baltimore Ave., Ste 210
Media, PA 19063
Ph: 610-565-3930
Email:[email protected]
Hollie A. McDonald
Bank Manager
M&T Bank
485 Baltimore Pike, Ste 101
Glen Mills, PA 19342
Ph: 610-459-8403
Fax: 610-459-2205
Email: [email protected]
Stephen J. McGann, CTFA, AEP
DNB First Wealth Management
10 North Church St., 3rd Floor
West Chester, PA 19380
Ph: 484-359-3082
Cell: 484-274-3955
Fax: 610-431-7524
Email: [email protected]
Steve McGinn, CFP, ChFC, CFS
McGinn Financial Services
1600 Paoli Pike
Malvern, PA 19355
Ph: 610-560-0290
Fax: 610-725-8479
Email: [email protected]
Cynthia A. McNicholas, Esq.
225 N. Olive St., PO Box 1065
Media, PA 19063
Ph: 610-892-0461
Fax: 610-566-8197
Email: [email protected]
16
Christian Merritt
Vice President, Relationship Manager
PNC Wealth Management
200 W. Lancaster Ave., Ste 200
Wayne, PA 19087
Ph: 610-254-5543
Fax: 610-254-5533
Email: [email protected]
Tom Mesko
The Philadelphia Foundation
1234 Market St., Suite 1800
Philadelphia, PA 19107
Ph: 215-563-6417
Email: [email protected]
Neil H. Meyer, Esq.
Cantor & Meyer, PC
2 South Orange St., Ste 201
Media, PA 19063
Ph: 610-566-6164
Fax: 610-566-6168
Email: [email protected]
Douglas R. Moore, CPA
Wells Fargo Advisors
2093 Dutton Mill Rd.
Newtown Square, PA 19073
Ph: 610-993-9200
Fax: 610-993-0660
Email: [email protected]
Colleen Moran, RN
CEO
Dunwoody Homecare
3500 West Chester Pike
Newtown Square, PA 19073
Ph: 610-359-4503
Fax: 610-723-4790
Email: [email protected]
Steve Narbus, CFP
TD Private Client Group
Ph: 267-858-9256
Email: [email protected]
Joseph Patrick O’Brien, Esq.
KAO Law Associates
17 E. Front St.
PO Box 626
Media, PA 19063-0626
Ph: 610-565-3800 x887
Fax: 610-892-6888
Email: [email protected]
17
Margaret A. O'Connor, Esq.
2701 West Chester Pike, Ste 102
Broomall, PA 19008
Ph: 610-356-2212
Fax: 610-356-3135
Email: [email protected]
Nicholas Orloff, Esq.
Raffaele & Puppio
19 W. Third St.
Media, PA 19063
Ph: 610-891-6710
Fax: 610-891-9985
Email: [email protected]
Nancy O’Toole
Founder
Live At Home Seniors
1167 W. Baltimore Pike, Ste 245
Media, PA 19063
Ph: 215-350-1170
Email: [email protected]
David J. Owsik, CLU, ChFC
Northwestern Mutual Financial Network
1000 Continental Dr., Suite 695
King of Prussia, PA 19406
Ph: 610-225-6540
Fax: 610-975-9966
Email: [email protected]
William Pantelides
Trust Officer
PNC Wealth Management
1600 Market St.
Philadelphia, PA 19103
Ph: 215-585-5781
Fax: 215-585-4793
Email: [email protected]
Carla Payne, GCM
Brandywine Elder Care Management, LLC
PO Box 354
Chadds Ford, PA 19317
Ph: 610-908-9843
Email: [email protected]
Christopher Peifer, Esq.
KAO Law Associates
17 E. Front St.
PO Box 626
Media, PA 19063-0626
Ph: 610-565-3800
Fax: 610-892-6888
Email: [email protected]
18
Kelly C. Pickhaver, Esq.
McNichol, Byrne, & Matlawski
1223 N. Providence Rd.
Media, PA 19063
Ph: 610-565-4322
Fax: 610-565-9531
Email: [email protected]
William A. Pietrangelo, Esq.
Kelly Grimes Pietrangelo & Vakil, PC
36 E. Second St.,PO Box 1048
Media, PA 19063
Ph: 610-565-0600
Fax: 610-565-0780
Email: [email protected]
Jim Powers
Melmark
2600 Wayland Road
Berwyn, PA 19312
Ph: 610-325-4913
Fax: 610-325-2929
Email: [email protected]
Margery S. Preddy, Esq.
Law Offices of Sand Gibbs, LLP
2727 West Chester Pike
Broomall, PA 19008
Ph: 610-359-1999
Fax: 610-359-9508
Email: [email protected]
Dawn Ranieri
President, Owner
TNT Removal & Disposal LLC
700 Ashland Ave.
Folcroft, PA 19032
Ph: 484-540-7330
Email: [email protected]
Salwa G. Raven, FSA, MAAA, EA
S.G. Raven & Associates
PO Box 436
Newtown Square, PA 19073
Ph: 610-353-8341
Fax: 610-353-7241
Email: [email protected]
19
Dennis C. Reardon, Esq.
Reardon & Associates, LLC
985 Old Eagle School Rd., Ste 516
Wayne, PA 19087
Ph: 610-687-3942
Fax: 610-687-5817
Email: [email protected]
Harris Resnick, Esq.
Resnick Elder Law
22 Old State Road
Media, PA 19063
Ph: 610-565-0301
Fax: 610-565-5011
Email: [email protected]
Peter J. Rohana, Jr., Esq.
Peter J. Rohana, Jr. Law Office
1215 West Baltimore Pike, Ste 14
Media, PA 19063
Ph: 610-891-0500
Fax: 610-891-0515
Email: [email protected]
Irvin Rosenzweig, CLU, CFP, ChFC
Rosenzweig & Associates WMG, LLC
480 E. Swedesford Road, Ste 120
Wayne, PA 19087
Ph: 610-627-5921
Fax: 610-627-5848
Email: [email protected]
Nelson J. Sack, Esq.
11 S. Olive St., 4th Floor
Media, PA 19063
Ph: 610-565-6400
Fax: 610-892-0278
Janice M. Sawicki, Esq.
15 E. Second Street
Media, PA 19063
Ph: 610-565-4463
Fax: 610-566-9362
Linda A. Scafiro, CPA
Brinker, Simpson and Company
940 W. Sproul Rd
Springfield, PA 19064
Ph: 610-544-5900
Fax: 610-544-7455
Email: [email protected]
20
Joseph B. Siedlarz, Esq.
Raffaele & Puppio, LLP
19 W. Third St.
Media, PA 19063
Ph: 610-891-6710
Fax: 610-891-9985
Email: [email protected]
Thomas D. Smedile, CPA
Swarthmore Financial Advisors, Ltd.
10 Veterans Square
Media, PA 19063
Ph: 610-892-9922
Fax: 610-892-3711
Email: [email protected]
David M. Smilk, Esq.
Law Offices of Sand Gibbs, LLP
2727 West Chester Pike
Broomall, PA 19008
Ph: 610-359-1999
Fax: 610-359-9508
Email: [email protected]
Terri Smith, CFP
Terri Smith Insurance Agency LLC
907 E. Boot Road
West Chester, PA 19380
Ph: 610-441-7776
Fax: 610-431-7200
Email: [email protected]
Sherry L. Smyth, CPA
President & CEO
Dunwoody Village
3500 West Chester Pike
Newtown Square, PA 19073
Ph: 610-359-4427
Fax: 610-359-4498
Email: [email protected]
Gladys D. Snively, CPA
120 Park Ave
Swarthmore, PA 19081-3463
Ph: 610-543-3461
Fax: 610-543-3463
Email: [email protected]
Jonathan D. Sokoloff, Esq.
Diamond, Polsky & Bauer
117 N. Olive Street
Media, PA 19063
Ph: 610-891-8570
Fax: 215-735-1858 or 610-891-7271
Email: [email protected]
21
John Sontowski, CTFA
BNY Mellon Wealth Management
4005 Kennett Pike, Ste 200
Greenville, DE 19807
Ph: 302-421-2335
Fax: 302-421-2323
Email: [email protected]
Gregory J. Spadea, Esq.
Spadea & Associates, LLC
204 East Chester Pike
Ridley Park, PA 19078
Ph : 610-521-0604
Fax : 610-521-4515
Email : [email protected]
Rosalie Spelman, Esq.
801 Yale Avenue, Ste G1
Swarthmore, PA 19081
Ph: 484-472-7209
Fax: 484-842-4575
Email: [email protected]
Helena Stewart
Retirement & Transition, Inc. – Elder Care Services
P.O. Box 451
1049 W. Lancaster Ave.
Bryn Mawr, PA 19010
Ph: 610-527-4578
Fax: 610-622-2283
Email: [email protected]
Gloria Todor
Century 21Absolute Realty
512 Baltimore Pike
Springfield, PA 19064
Ph: 484-431-3686
Fax: 610-328-6792
Email: [email protected]
Shelia Weiner, MSW, LCSW
Executive Director
Caring Friends Homecare/Intervention Associates
531 Plymouth Rd., Suite 500
Plymouth Meeting, PA 19462
Ph: 610-254-9001
Fax: 610-254-8916
Email: [email protected]
22
Charles Welde, CPA, CFP
The CP Welde Group
330 Kennett Pike, Ste 201
Chadds Ford, PA 19317
Ph: 610-388-7705
Fax: 610-388-7720
Email: [email protected]
Randolph B. Winton, MBA
Registered Investment Advisor
Lynch, Winton & Associates, LLC
416 Haverford Place
Swarthmore, PA 19081
Ph: 610-543-5480
Fax: 610-543-3294
Email: [email protected]
Carrie Woody, Esq.
Woody Law Offices, PC
110 W. Front St.
Media, PA 19063
Ph: 610-566-8770
Fax: 610-566-5168
Email: [email protected]
Dennis Woody, Esq.
Woody Law Offices, PC
110 W. Front St.
Media, PA 19063
Ph: 610-566-8770
Fax: 610-566-5168
Email: [email protected]
John Yanoshak, Esq., CPA
Kassab Archbold & O'Brien, LLC
17 E. Front St.
PO Box 626
Media, PA 19063-0626
Ph: 610-565-3800
Fax: 610-892-6888
Email: [email protected]
Peter Yerger
Perspective Financial Group LLC
22 Cassatt Ave, Ste 100
Berwyn, PA 19312
Ph: 610-854-3319
Fax: 610-854-0042
Email: [email protected]
23
Timothy Zeigler
Kamelot Auctions
4700 Wissahickon Ave., Ste 107
Philadelphia, PA 19144
Ph: 215-392-0041
Fax: 215-438-6992
Email: [email protected]
Phil Zimmerman, CFP, CSNA
Merrill Lynch
724 W. Lancaster Ave.
Wayne, PA 19087
Ph: 610-971-6281
Fax: 610-628-4442
Email: [email protected]
24
DELAWARE COUNTY ESTATE PLANNING COUNCIL BY-LAWS
The following By-Laws were approved by the membership of the Delaware County Estate Planning
Council at a regular meeting held Monday, November 19, 1979, and were last amended on February 25,
2002:
I.
Council".
II.
NAME: The name of the association shall be the "Delaware County Estate Planning
OBJECT: The objects of the Estate Planning Council shall be:
A.
To foster intelligent cooperation and a cordial understanding among the members
as to the proper relationship between the functions of the attorney, accountant, life underwriter, trust
representative and other engaged in the field of estate planning.
B.
To assist its members in keeping abreast of laws and conditions affecting
business and personal taxation and the problems of estate accumulation and conservation as to improve
the knowledge of each member within his sphere and with objectives;
C.
To encourage its members to have as their ultimate goal the rendering of the best
professional services to the public.
D.
To encourage its members to diligently pursue professional certification, where
available, in their respective professional fields.
III.
MEMBERSHIP: The membership of this Council shall consist of those persons engaged
in estate planning and administration in Delaware County, Pennsylvania, who are:
A.
B.
C.
D.
E.
F.
Officers of a bank trust department;
Life underwriters;
Attorneys;
Accountants;
Financial planners certified by an organization recognized by the officers and
Executive Committee;
Related professionals and para-professionals in the estate planning field.
Officials of organization collateral to the estate planning disciplines may become members by approval of
the Membership and Executive Committees.
IV.
OFFICERS: The officers of the Council shall consist of a President, First Vice President,
Second Vice President, Secretary and Treasurer. The officers shall hold office for one year, or until their
successors are chosen and agree to serve.
V.
BOARD OF DIRECTORS:
A.
The Board of Directors shall consist of the officers, immediate past president and
twelve (12) elected directors.
B.
The Nominating Committee shall recommend a proposed slate of officers and
directors as required by the Bylaws. There shall be five (5) members of the Nominating Committee
chaired by the immediate past president, and including the first vice president and three members selected
by the chairperson.
C.
Each director shall be an active member in good standing and is expected to
attend a minimum of one Board meeting and half of the regularly scheduled council meetings.
D.
The directors shall be elected for a term of three years at our annual meeting.
E.
Two consecutive three-year terms may be served and an officer or director can
stand for election again after an absence from the Board of one (1) or more years.
F.
The twelve (12) directors would serve terms that are divided into classes of five
(5) each with each class having representation within each discipline, if practical.
G.
If a director's term would otherwise end while he or she is serving as an officer,
such director's term shall be extended until the end of the year during which he or she serves as immediate
past president (or otherwise ceases to serve as an officer).
VI.
MEETINGS AND QUORUMS: The Estate Planning Council shall meet six times a
year, and the Executive Committee shall meet twice a year, at the call of the President.
Fifteen members shall constitute a quorum for business at any regular or special meeting
of the Estate Planning Council.
Five members shall constitute a quorum for business at any regular or special meeting of
the Executive Committee.
VII.
FISCAL YEAR: The fiscal year of the Estate Planning Council shall begin July 1 and
end on June 30.
VIII. ANNUAL MEETING: One of the meetings of the Estate Planning Council shall be held
in May of each year, at such time and place as may be selected by the Executive Committee. The
Secretary shall mail each member a notice of the meeting at least five days prior to the date thereof, which
notice shall state the names of the nominees for the offices and Executive Committee.
IX.
COMMITTEES: The President shall have the power to appoint committees on programs,
membership, ethics, education, legislation, publicity and such other committees as shall be deemed
advisable to further the interest of the Council and its members; and to delegate to such committee such
power and authority as the Executive Committee shall deem advisable.
26
X.
DUTIES OF OFFICERS: In addition to their other duties as set out herein, the duties of
the officers shall be as follows:
A.
The President shall preside at all meetings of the Estate Planning Council and the
Executive Committee.
B.
The First Vice President shall perform the duties of the President in the absence
of the President; the Second Vice President shall perform such duties in the absence of the President and
First Vice President.
C.
The Secretary shall keep a record of the proceedings of all meetings of the Estate
Planning Council and the Executive Committee, and he shall be responsible for the mailing of notices of
meetings and other communications to the other members of the Executive Committee and the
membership.
D.
The Treasurer shall have the custody of all funds and property of the Council. He
shall deposit all funds of the Council, in the name of the Council, in a bank account as determined by
resolution of the Executive Committee. All withdrawals of such funds shall be on checks or orders signed
by the Treasurer or President. He shall prepare and submit a statement of the financial condition of the
Council at the annual meeting and at such times and in such manner as the Executive Committee may
require.
XI.
EXPENSES AND DUES: The expense of the Estate Planning Council (except the cost
of members' dinners) shall be provided for by annual dues as set by the Executive Committee.
XII.
AMENDMENTS: These Articles of Association may be amended at any regular or
special meeting of the Estate Planning Council by vote of two-thirds of the members present; provided
that notice setting forth the proposed amendment shall have been mailed to all members at least five days
prior to the date of such meeting.
*
*
*
*
*
*
27
Download
Related flashcards
Political science

34 Cards

Liberalism

46 Cards

Create flashcards