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Philadelphia Estate Planning Council


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  • Wednesday, May 24, 2023 7:42 AM | Anonymous
    Download the 2023 Spring Newsletter

    In this Issue:

    • FBAR [Fire Brimstone and Regret] written by Joel S. Luber, Esq.
    • Marijuana Usage and the Current State of Life Insurance Writing written by Michael Mallick and Ryley Harper
    • Private Foundations Granting to For-Profit Organizations? It's Possible written by Jeffrey Haskill and Jennifer Bruckman-Gorak
    • The Corporate Transparency Act: Ready or Not, The Reporting Will Begin written by Kim V. Heyman
    • National Association of Estate Planning Councils written by Kim V. Heyman and Tim Zeigler

  • Wednesday, December 14, 2022 7:55 AM | Anonymous

    Download the 2022 Fall Newsletter

    In this Issue:

    • Rising Up - Planning for Higher Interest Rates written by William C. Hussey, II and Franca Tavella
    • Maximizing Life Settlement Value Through a Policy Auction written by Jamie Mendelsohn
    • The New Uniform Fiduciary Income and Principal Act 
    • Econometrics and Estate Planning: A Promising Way to Enhance Outcomes written by Victor S. Levy and Gregory Rothkoff
    • From the NAEPC Engagement Committee written by Tim Zeigler

  • 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

  • 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
  • Friday, August 20, 2021 8:26 AM | Anonymous

    Download the 2021 Summer Newsletter

    In This Issue:

    • A Fresh Look at Revocable Trusts Through the Pandemic's Eyes written by Kim V. Heyman, JD, LLM
    • McAleer Highlights Division Regarding the Fiduciary Exception to the Attorney-Client Privilege written by Richard Holzworth, Esq. and Amanda DiChello, Esq.
    • It's All About the Words on Paper: No Substitute for Pinpoint Precision When Drafting Estate Planning Documents written by Joel S. Luber, Esq.
    • Ransomeware is Not a Desired App written by Steve McKeon & John Hoyos, MBA
  • 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

  • Monday, November 16, 2020 2:23 PM | Anonymous

    Download the 2020 Fall PEPC Newsletter

    In This Issue:

    • Musings in a Postpandemic World written by Mark McGlone and Michael Moyer
    • How the 2020 Elections and Ongoing Pandemic Can Impact Your Estate Plan written by William Hussey, II and Franca Tavella
    • Pennsylvania Enacts the Revised Uniform Fiduciary Access to Digital Assets Act written by Jennifer Zegel, Esq. and Karen A. Fahrner, Esq.
    • The Impact of COVID-19 on the Life Insurance Industry written by Michael C. DeFillipo, CLU, ChFC
    • NAEPC and NAEPC Annual Conference written by Tim Zeigler

  • Thursday, July 09, 2020 9:06 AM | Anonymous

    Download the 2020 Summer PEPC Newsletter

    In This Issue:

    • Considerations for Individuals and Closely Held Business Owners Resulting from the "CARES Act" written by James Revels
    • Using a CRT to Outstretch the SECURE Act written by Dean Mioli
    • Long Term Care Planning written by Michael DeFillipo
    • What is Interdependence? Why We Need to Plan for It. written by Bode Hennegan
    • New Board Announcement
    • Committee Volunteer Recognition 
  • Tuesday, February 18, 2020 4:04 PM | Anonymous

    Download the 2020 Winter PEPC Newsletter

    In This Issue:

    • Is Retirement Planning Getting More SECURE: Think Again! written by Alan Weissberger and Daniel Geraghty
    • Transfer on Death Accounts - OR - How to Destroy an Estate Plan written by Alan Mittelman
    • Lions [Johnson] and Tigers [LaRocca] and Bears [Orphans' Courts], Oh My! written by Joel S. Luber
    • More Choices Than Ever for Specialty Trust Situs written by Timothy Egan
    • Welcome New Members
    • Holiday Party Recap
  • Tuesday, October 22, 2019 7:38 AM | Anonymous

    Download the 2019 Fall PEPC Newsletter

    In This Issue:

    • Pre-Retiree Retirement Planning - Managing Volatility, Taxes & Future Needs written by Michael DeFillipo
    • Electronic Wills (The Train Is Comin' Down the Track and There Ain't No Stopping It) written by Joel S. Luber
    • Financial Planning for Generation Z written by Victor S. Levy, Jonathan A. Levy and Andrew R. Cramer
    • Protecting Your Fine Arts, Antiques And Other Prized Belongings written by Mary LeFever
    • Dormant Financial Accounts in Italy written by Marica Angelides
    • Welcome Back Party Recap
    • PEPC Committees
    • Welcome New Members
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Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

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

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