Newsletters

Download the 2022 Winter Newsletter

In this Issue:

• The Smaldino Case: A Lesson on How NOT to Do Estate Planning written by Joel S. Luber, Esq.
• Zeitenwende written by T. Brad Conger, CFA
• Roadmap for Intergenerational Split-Dollar Transaction - Estate of Levine v. Commissioner written by Kim V. Heyman, JD, LLM, AEP
• What is Legacy? written by Clemence R. Scouten
• 2021 PEPC Distinguished Estate Planner

Download the 2021 Fall Newsletter

In this Issue:

• Decanting as an Estate Planning Tool Under Pennsylvania Law written by Samantha Heaton, Esq.
• Florida Community Property Trust - A Great Idea for Fool's Gold written by Alan Mittelman, JD, CLU and Dana Bernstein, Esq.
• Planning for the Future of Artificial Intelligence in Financial Services written by Victor Levy and Josh Eskin
• Life Insurance: 7 Observations from the First 3/4 of 2021 written by Michael C. DeFillipo, CLU, ChFC

Download the 2021 Summer Newsletter

In This Issue:

• A Fresh Look at Revocable Trusts Through the Pandemic's Eyes written by Kim V. Heyman, JD, LLM
• McAleer Highlights Division Regarding the Fiduciary Exception to the Attorney-Client Privilege written by Richard Holzworth, Esq. and Amanda DiChello, Esq.
• It's All About the Words on Paper: No Substitute for Pinpoint Precision When Drafting Estate Planning Documents written by Joel S. Luber, Esq.
• Ransomeware is Not a Desired App written by Steve McKeon & John Hoyos, MBA

Download the 2021 Winter Newsletter

In This Issue:

• Mentoring and How to Do It at Home written by Robert H. Louis, Esq.
• Power of Appointment - Best Thing Since Sliced Bread written by Joel S. Luber, Esq.
• Consolidated Appropriations Act of 2021 Update: Your Clients May Call You About These Changes written by Rachel M. Kieser, CPA, MT
• A Wait-and-See Legacy Planning Approach: Maintain Flexibility While Getting a Foot in the Door written by Michael C. DeFillipo, CLU, ChFC
• Explaining the Accredited Estate Planner Designation written by Tim Zeigler

Download the 2020 Fall PEPC Newsletter

In This Issue:

• Musings in a Postpandemic World written by Mark McGlone and Michael Moyer
• How the 2020 Elections and Ongoing Pandemic Can Impact Your Estate Plan written by William Hussey, II and Franca Tavella
• Pennsylvania Enacts the Revised Uniform Fiduciary Access to Digital Assets Act written by Jennifer Zegel, Esq. and Karen A. Fahrner, Esq.
• The Impact of COVID-19 on the Life Insurance Industry written by Michael C. DeFillipo, CLU, ChFC
• NAEPC and NAEPC Annual Conference written by Tim Zeigler

Download the 2020 Summer PEPC Newsletter

In This Issue:

• Considerations for Individuals and Closely Held Business Owners Resulting from the "CARES Act" written by James Revels
• Using a CRT to Outstretch the SECURE Act written by Dean Mioli
• Long Term Care Planning written by Michael DeFillipo
• What is Interdependence? Why We Need to Plan for It. written by Bode Hennegan
• New Board Announcement
• Committee Volunteer Recognition 

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