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Philadelphia Estate Planning Council


2021 Fall Newsletter

Tuesday, November 23, 2021 1:44 PM | Anonymous

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

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

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

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