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Philadelphia Estate Planning Council


2023 Fall Newsletter

Wednesday, November 15, 2023 8:41 AM | Anonymous

Download the 2023 Fall Newsletter

In this Issue:

  • Circuit Split on Inclusion of Life Insurance Proceeds in Valuation of Closely Held Business Subject to Stock Redemption Agreement written by Andrew J. Barron
  • What's in a Name? The steps transgender individuals need to make to change legal names on accounts and estate planning documents written by Brittany Cook
  • Lies, Damn Lies and Illustrations written by Michael DeFillipo
  • Artificial Intelligence ("AI") in Estate Planning - Challenges and Opportunities written by Victor S. Levy and Eric DeSouza
  • From the NAEPC Engagement Committee written by Kim V. Heyman and 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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