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Philadelphia Estate Planning Council


2021 Winter Newsletter

Monday, March 15, 2021 1:47 PM | Anonymous

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

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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