BUCKS COUNTY ESTATE PLANNING COUNCIL

January 28, 2026

Breakfast Program - H.R.1 (OBBBA): Part 2 - Social & Economic Impacts

Panel of speakers

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February 25, 2026

Breakfast Program - AI in Estate Planning: Tools, Applications, and Ethics for Attorneys, CPAs, and Advisors

Jeffrey Bowley, CPA, and Jennifer Ellis

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March 25, 2026

Breakfast Program - Heckerling Institute Recap

Marty Babitz of BNY Mellon

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April 22, 2026

Joint Dinner Meeting - Hosted by Montgomery County EPC

Date is Tenative

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