Philadelphia Estate Planning Council

Newsletters

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  • Tuesday, August 06, 2019 8:41 AM | Anonymous

    Download the 2019 Summer PEPC Newsletter

    In This Issue:

    • Insights from the Trenches of Transfer Tax Audits and Controversies in an Era of Higher Exclusions
    • Developments in Fiduciary Litigation: Notable Cases - written by Timothy S. Eagan
    • Enrichen Your Legacy: Passing Down the Intangibles of Family Values - written by Clemence R. Scouten 
    • John Terrill, II is the New President of ACTEC
    • 2019 Golf & Tennis Outing Recap
    • 2019 Annual Meeting, Seminar & Reception Recap
    • Thank You to Our Committee Volunteers
  • Thursday, January 31, 2019 12:49 PM | Anonymous

    Download the 2019 Winter PEPC Newsletter

    In This Issue:

    • Estate Planning After The Tax Cuts and Jobs Act of 2017
    • The New 199A Deduction for Qualified Business Income and its Application to Trusts and Estates
    • Term Insurance, Beyond the Pricing
    • Opportunity Zones - Investments with Tax Benefits
    • Welcome Back Party Recap
    • Holiday Celebration Recap


  • Monday, October 15, 2018 5:49 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
  • Monday, June 18, 2018 6:00 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 


  • Monday, January 29, 2018 4:59 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 
  • Monday, September 18, 2017 5:58 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 
  • Thursday, May 11, 2017 5:56 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 
  • Thursday, January 12, 2017 4:54 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 
  • Tuesday, September 13, 2016 5:53 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 
  • Wednesday, August 31, 2016 5:49 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 
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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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