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Philadelphia Estate Planning Council


2018 Spring PEPC Newsletter

Monday, June 18, 2018 6:00 PM | Anonymous

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 

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

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

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