Newsletters

The Council is now accepting nominations for the 2020 Distinguished Estate Planner. The award will be presented at an upcoming program.

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.

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.

Click here to download the nomination form.

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

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