President

Robert J. Walter, CPA/PFS, CFP®

PNC Wealth Management

101 North Pointe Boulevard, PO Box 3822

Lancaster, PA17604

Vice President

Samuel J. Bressi

LancasterCounty Community Foundation

24 W. King Street, Suite 201

Lancaster, PA 17603

717.397.1629 x102

Treasurer

Charles F. Blumenstock, Jr. Esquire

Blumenstock Legal Advisors, PC

255 Butler Avenue

Lancaster, PA 17602

717.533.5197

Secretary

Christopher C. Ginder, CFA® VP, Portfolio Manager

Kuntz Lesher Capital LLC

1800 Fruitville Pike, PO Box 8408

Lancaster, PA 17604

Directors

Karen B. Meck, MT

KBM Consulting, LLC

228 N. Duke Street, 1st Floor

Lancaster, PA 17602

717.435.8144

Andrew G. Wallover, CLTC, Managing Director

Northwester Mutual Financial Network

280 Granite Run Drive, Suite 100

Lancaster, PA 17601-6820

Andrew S. Rusniak, Esquire

McNees Wallace & Nurick, LLC

570 Lausch Lane, Suite 200

Lancaster, PA 17601

717-581-3704

Immediate Past President

Christopher W. Kull, Senior Vice President

PNC Wealth Management

101 North Pointe Boulevard, PO Box 3822

Lancaster, PA17604

717.735.5650

Council Administrator

Melissa Simpson, 717.317.9117

1131 Sandpiper Ct., Mech., PA 17050

Lancaster County Estate Planning Council

2014-15 Membership Program

Thursday, May 14, 2015~ 4:00p.m. – 5:30 p.m.

4:00-4:45 ~ Heavy Hors D’oeuvres & Cocktail Hour

4:45-5:30~Speaker

Lancaster Country Club, 1466 New Holland Pike, Lancaster, PA

SPECIAL ANNOUNCEMENT!

NEW Members joining for our 2015-16 Membership Year by May 14, 2015 canattend this meeting FREE!!

PLUS, BRING A GUEST AND BE ENTERED TO WIN A $25 GIFT CARD FOR YOU AND A FREE EPC MEMBERSHIP FOR YOUR GUEST!

The Estate Planning Council Presents:

“The 3.8% Net Investment Income Tax – One Year Later”

  • What we learned from last filing season
  • Form 8960 - filing issues for individuals and fiduciaries
  • Planning opportunities for individuals
  • Planning opportunities for estates and trusts
  • Are you a really a “real estate professional?”
  • Legislative update

With special guest from the NAEPC Speaker’s Bureau

Jordan Rosen, CPA, MST. AEP®, NAEPC President

Jordon N. Rosen, is the director of estate and trust services at the Wilmington, Delaware CPA firm of Belfint, Lyons & Shuman, P.A.He is a frequent speaker on income, trust and estate tax topics and has published more than 100 articles on tax related topics both locally and nationally. Jordon currently serves on the executive committee of NAEPC and is also a board member and past president of the Chester County Estate Planning Council and the Estate Planning Council of Delaware.

Special Thanks to our meeting sponsor:

Tucker & Meltzer Valuation Advisorsis a full service independent business valuation firm servicing the Baltimore, MD, South Central, PA and Washington, DC areas. The firm’s partners have extensive experience and credentials in valuing privately owned businesses for some of the largest law firms and accounting firms in the Mid-Atlantic region. We have performed over 1,000 valuations for companies in many industries, reflecting our broad experience in accounting, finance, litigation services, valuation theory and capital transactions.

Please return the form below with your check payable to the Lancaster County EPC by May 11 2015.

If you must cancel, please call Melissa Simpson before Monday May 11th at 717.317.9117.

Membership Reservation

Enclosed is my check for $______.* Please reserve ______place(s) for the Meeting of the

Lancaster County Estate Planning Council, at the Lancaster Country Club on Thursday, May 14, 2015.

Please remit to:Cost per person:

Lancaster County Estate Planning CouncilMember:$30.00

C/o Melissa Simpson1st Time Guests:$30.00

1131 Sandpiper CourtRepeat Guests:$40.00

Mechanicsburg, PA 17050

Advance Registration Required

Reservation Deadline:May 11, 2015

______

Member NameGuest(s) Name(s)

______

Company NameCompany Name