Newsletters

After much consideration, PEPC leadership has made the decision to postpone our Luncheon Program scheduled for Tuesday, March 17 at the Union League. The health and safety of our members and the community is our primary concern and given the potential risk of COVID-19 (coronavirus), we believe it is best not to hold the program.

• If you registered for the luncheon and paid with a credit card, we will be issuing a refund to your credit card over the next few days.
• If you registered for the luncheon and paid with a check. we will be returning your check payment to you within the next few days.
• If you registered for the luncheon and have not yet paid, no payment is due.

We hope to offer our program on "Current Issues in Estate and Gift tax Audits and Litigation" at a later date. Thank you for your continued participation in our luncheon programs and your understanding at this time.

Download the 2020 Winter PEPC Newsletter

In This Issue:

• Is Retirement Planning Getting More SECURE: Think Again! written by Alan Weissberger and Daniel Geraghty
• Transfer on Death Accounts - OR - How to Destroy an Estate Plan written by Alan Mittelman
• Lions [Johnson] and Tigers [LaRocca] and Bears [Orphans' Courts], Oh My! written by Joel S. Luber
• More Choices Than Ever for Specialty Trust Situs written by Timothy Egan
• Welcome New Members
• Holiday Party Recap

Download the 2019 Fall PEPC Newsletter

In This Issue:

• Pre-Retiree Retirement Planning - Managing Volatility, Taxes & Future Needs written by Michael DeFillipo
• Electronic Wills (The Train Is Comin' Down the Track and There Ain't No Stopping It) written by Joel S. Luber
• Financial Planning for Generation Z written by Victor S. Levy, Jonathan A. Levy and Andrew R. Cramer
• Protecting Your Fine Arts, Antiques And Other Prized Belongings written by Mary LeFever
• Dormant Financial Accounts in Italy written by Marica Angelides
• Welcome Back Party Recap
• PEPC Committees
• Welcome New Members

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

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

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

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 
  

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 
  

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 
  

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