Philadelphia Estate Planning Council

Newsletters

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  • 15 Oct 2018 3:49 PM | Anonymous

    Download the 2018 Fall PEPC Newsletter

    In This Issue:

    • Tax & Financial Strategies for Life's Big Changes
    • New Partnership Audit Rules Require Attention
    • Is There a Salve for the SALT that was Rubbed into Our Wounds?
    • Supreme Court Upholds State Statute on Default Beneficiary Designations
    • 2018 Golf & Tennis Recap
    • 2018 Annual Meeting, Seminar and Reception Recap
  • 18 Jun 2018 4:00 PM | Anonymous

    Download the 2018 Spring PEPC Newsletter

    In This Issue:

    • Seven Shifting Currents that Make Upstream Gifting More Mainstream
    • Tidbits from the 52nd Annual Heckerling Institute Conference
    • How to Utilize a Sophisticated Medical Risk Model in Estate Planning
    • Trust Owned Life Insurance (TOLI) Update - Issues and Some Answers
    • Thank you to our Committee Volunteers 


  • 29 Jan 2018 3:59 PM | Anonymous

    Download the 2018 Winter PEPC Newsletter

    In This Issue:

    • Understanding Passive Foreign Investment Companies and Related Information Reporting
    • Tax Act of 2017: Double the Pleasure; Double the Fun
    • An Insider’s Guide to a Life Insurance Proposal
    • Life Insurance and Creditors Rights
    • 2017 Distinguished Estate Planner Award
    • Welcome Back Party Recap
    • Annual Holiday Celebration Recap 
  • 18 Sep 2017 3:58 PM | Anonymous

    Download the 2017 Fall PEPC Newsletter

    In This Issue:

    • Helping High Net Worth Clients Circumvent Cyber Crime
    • Identifying Risk Wherever It Resides: Common Red Flags
    • Top 10 Planning Considerations When Moving Between the UK and USA
    • Stranger-Owned Life Insurance (STOLI): A Recent Case Provides A Grim Reminder
    • Current Events
    • The Most Common Mistake in Estate Planning: Overlooking the Living Trust
    • PEPC Wins 2017 Council of Excellence Award
    • 2017 Golf & Tennis Outing Recap
    • NAEPC® Notes
    • 2017 Annual Meeting, Seminar & Reception Recap 
  • 11 May 2017 3:56 PM | Anonymous

    Download the 2017 Spring PEPC Newsletter

    In This Issue:

    • UTMA Accounts Gone Awry; Custodians Be Aware!
    • A New Financial Tool for the Disabled: Pennsylvania ABLE Accounts
    • Trading Places: Global Lessons to Assist in Preparing for Possible Estate Tax Repeal
    • 2017 Life Insurance Trends
    • Current Events
    • NAEPC® Notes
    • Annual Meeting, Seminar & Reception
    • Welcome New Members!
    • Distinguished Estate Planner Award
    • Thanks to all our Committee Volunteers 
  • 12 Jan 2017 3:54 PM | Anonymous

    Download the 2017 Winter PEPC Newsletter

    In This Issue:

    • Sign Up for a PEPC Committee
    • Five of the Hottest Topics in International Estate Planning
    • A Litigator's Perspective: Drafting a Durable POA
    • Exit Planning: The Reality Check 
    • Welcome New Members! 
    • Welcome Back Party 
    • Annual Holiday Celebration
    • Mark Your Calendar 
  • 13 Sep 2016 3:53 PM | Anonymous

    Download the 2016 PEPC Newsletter

    In This Issue:

    • Sign Up for a PEPC Committee
    • Dying Without A Will
    • Forfeiture of Inheritance For The Sake of Love
    • Medicare: I’m Eligible, Now What?
    • NAEPC® Notes Fall 2016
    • Mediation for Divorce: A Sensible Alternative to Litigation
    • 2016 Annual Meeting
    • 2016 Golf & Tennis Outing
    • Welcome New Members
    • Mark Your Calendar 
  • 31 Aug 2016 3:49 PM | Anonymous

    Download the 2016 Spring PEPC Newsletter

    In This Issue:

    • Deliberately Violating the Delaware Tax Trap to Achieve a Step-Up in Income Tax Basis
    • Changes for Social Security Claiming Strategies
    • Estate Planning Without An Estate Tax
    • Coping With Fakes and Forgeries
    • NAEPC Notes
    • 75th Anniversary Gala
    • Distinguished Estate Planner Award
    • Committee Volunteers 
  • 31 Aug 2016 3:47 PM | Anonymous

    Download the 2015 Winter PEPC Newsletter

    In This Issue:

    • Long-Term Care Planning & Insurance for High Net Worth Clients
    • Reflections of Our PEPC’s 75th Anniversary
    • How have tax rates changed in 75 years?
    • Can Robo-Advisors Replace Financial Advisors?
    • A Look At Filial Responsibility In Pennsylvania and New Jersey
    • Ethics Committee Matrix To Be Revisited
    • NAEPC Notes
  • 31 Aug 2016 3:08 PM | Anonymous

    Download the 2015 Fall PEPC Newsletter

    In This Issue:

    • Alternatives to Life Insurance Premium Financing in a Low Interest Rate Environment
    • Year End Tax Planning Considerations
    • Defusing the Emotional Minefilds of Family Wealth Transfer
    • Why Year End Charitable Giving Matters
    • Update on the President’s Tax Proposals
    • NAEPC Notes
    • 2015 MORDY Award Recipient
    • Living Life with Social Media - The Perks and the Pitfalls
    • Estate Planning Day Conference
    • 2015 Golf & Tennis Outing
    • Welcome New Members
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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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