News & Press: Council News

Updated PEPC Ethics Matrix

Thursday, June 15, 2017   (0 Comments)
Posted by: Denise Downing
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It has been 10 years since the PEPC Ethics committee published the PEPC Ethics Matrix in the Trusts and Estate magazine.

The matrix itemizes how each of the various estate planning “disciplines” deal with the ethical issues that confront us in day to day practice in the various ethics rules. This original FIVE Cs that are addressed in the Matrix are Confidentiality, Conflicts, Competence, Compliance and Compensation. This year we plan to add two more “Cs” – Collaboration and Communication. .

Click here to download the updated Ethics Matrix.


Address

The Philadelphia Estate Planning Council
P.O. Box 579
Moorestown, NJ 08057-0579

Executive Director: Denise Downing, CMP

Contact

Phone: (215) 486-6215
Fax: (856) 727-9504
staff@philaepc.org

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