Philadelphia Estate Planning Council

News & Press

  • 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.

  • Tuesday, October 17, 2017 1:09 PM | Anonymous

    The PEPC Ethics Committee published the updated Ethics Matrix in the August 2017 issue of Trusts & Estates Magazine.  Click here to download the full article.


  • Tuesday, December 10, 2019 8:00 AM
    Heckscher, Teillon, Terrill & Sager P.C., 100 Four Falls, Suite 300, West Conshohocken, PA 19428-2983
  • Wednesday, December 11, 2019 8:00 AM
    Union League, 140 S. Broad Street (3rd Floor Business Center), Philadelphia, PA 19102
  • Tuesday, January 07, 2020 11:45 AM
    The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102

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

Phone: (215) 486-6215
Fax: (856) 727-9504

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