Philadelphia Estate Planning Council

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2022 Winter Newsletter

Tuesday, April 26, 2022 10:12 AM | Anonymous

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


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

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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