Philadelphia Estate Planning Council

News & Press

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  • Thursday, June 15, 2017 1:17 PM | Anonymous

    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.


  • Tuesday, September 06, 2016 1:28 PM | Anonymous

    The Council is now accepting nominations for the 2016 Distinguished Estate Planner.  The award will be presented at a future luncheon meeting at the Union League.

    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.

    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.    

    Click here to download the nomination form.

  • Wednesday, August 24, 2016 1:30 PM | Anonymous

    As you may know, the Philadelphia Estate Planning Council celebrated our 75th Anniversary in 2016.  Throughout the years, our logo has stayed fairly similar with only a few minor tweaks.  The PEPC Board of Directors  felt that it was an appropriate time to redesign our logo for this milestone anniversary year.  We conducted an online logo contest and received nearly 150 entries from graphic designers around the world.  After much review and discussion, the Board approved the colorful, modern logo above.  We hope you enjoy it too!

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Calendar

  • Tuesday, October 22, 2019 11:45 AM
    The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
  • Wednesday, November 13, 2019 8:00 AM
    Union League, 140 S. Broad Street (3rd Floor Business Center), Philadelphia, PA 19102
  • Tuesday, November 19, 2019 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
Email: staff@philaepc.org

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