Philadelphia Estate Planning Council

News & Press

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  • Thursday, January 17, 2019 10:05 AM | Anonymous

    In an effort to introduce more estate planning professionals to our council and allow them to experience one of our high-quality luncheon programs, current PEPC members are invited to bring a NON-MEMBER guest to the February luncheon program at NO CHARGE. We encourage all members to bring a colleague who would be a potential new member of the PEPC. Please take advantage of this opportunity to add to the pool of estate planning professionals that make up PEPC's membership. When registering for the meeting through the PEPC website, you will have the option to add a guest to your registration at no charge.

  • Monday, October 15, 2018 9:29 AM | Anonymous

    The Council is now accepting nominations for the 2018 Distinguished Estate Planner. The award will be presented at a future luncheon meeting at the Union League.

    The purpose of the Distinguished Estate Planner Award is to honor an individual for outstanding contributions in the field of estate planning in the Delaware Valley area. The recipient must be an attorney, an accountant, an insurance professional, trust officer or related professional engaged in, or retired from, the practice or teaching of estate planning. The recipient must have been involved in the field of estate planning for a minimum of 15 years.

    Criteria for the award include creativity (new services or products and solutions to estate planning problems), service (teaching and encouragement of others, promotion of the estate planning team, authorship of books/articles or public speaking) or leadership in estate planning related activities.

    Click here to download the nomination form.


  • Friday, October 12, 2018 1:05 PM | Anonymous

    Click here to download the October 2018 Current Events Report.

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

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

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