Philadelphia Estate Planning Council

Newsletters

  • Tuesday, September 13, 2016 5:53 PM | Anonymous

    Download the 2016 PEPC Newsletter

    In This Issue:

    • Sign Up for a PEPC Committee
    • Dying Without A Will
    • Forfeiture of Inheritance For The Sake of Love
    • Medicare: I’m Eligible, Now What?
    • NAEPC® Notes Fall 2016
    • Mediation for Divorce: A Sensible Alternative to Litigation
    • 2016 Annual Meeting
    • 2016 Golf & Tennis Outing
    • Welcome New Members
    • Mark Your Calendar 
  • Wednesday, August 31, 2016 5:49 PM | Anonymous

    Download the 2016 Spring PEPC Newsletter

    In This Issue:

    • Deliberately Violating the Delaware Tax Trap to Achieve a Step-Up in Income Tax Basis
    • Changes for Social Security Claiming Strategies
    • Estate Planning Without An Estate Tax
    • Coping With Fakes and Forgeries
    • NAEPC Notes
    • 75th Anniversary Gala
    • Distinguished Estate Planner Award
    • Committee Volunteers 
  • Wednesday, August 31, 2016 5:47 PM | Anonymous

    Download the 2015 Winter PEPC Newsletter

    In This Issue:

    • Long-Term Care Planning & Insurance for High Net Worth Clients
    • Reflections of Our PEPC’s 75th Anniversary
    • How have tax rates changed in 75 years?
    • Can Robo-Advisors Replace Financial Advisors?
    • A Look At Filial Responsibility In Pennsylvania and New Jersey
    • Ethics Committee Matrix To Be Revisited
    • NAEPC Notes
  • Wednesday, August 31, 2016 5:08 PM | Anonymous

    Download the 2015 Fall PEPC Newsletter

    In This Issue:

    • Alternatives to Life Insurance Premium Financing in a Low Interest Rate Environment
    • Year End Tax Planning Considerations
    • Defusing the Emotional Minefilds of Family Wealth Transfer
    • Why Year End Charitable Giving Matters
    • Update on the President’s Tax Proposals
    • NAEPC Notes
    • 2015 MORDY Award Recipient
    • Living Life with Social Media - The Perks and the Pitfalls
    • Estate Planning Day Conference
    • 2015 Golf & Tennis Outing
    • Welcome New Members
  • Wednesday, August 31, 2016 5:06 PM | Anonymous

    Download the 2015 Spring PEPC Newsletter

    In This Issue:

    • Estate Planning Opportunities as Interest Rates Rise (and While They're Still Low)
    • Buying Life Insurance on Children
    • Estate of Elkins, Jr. v. Comm’r.
    • Speed Networking
    • A Current Perspective on Life Insurance
    • Life Settlements and Fiduciary Duty
    • Annual Meeting and Seminar
    • PEPC Outreach Committee
    • NAEPC Notes
    • Thank You to Committee Volunteers
    • Welcome New Members
    • Mark Your Calendar
  • Wednesday, August 31, 2016 4:41 PM | Anonymous

    Download the 2014 Winter PEPC Newsletter

    In This Issue:

    • Aunt Sarah’s New POA: A Fictional and Cautionary Tale
    • Exit Planning
    • Welcome Back Party
    • Let’s Keep Talking: Managing End-Of-Life Issues
    • NAEPC Notes
    • 2014 PEPC Distinguished Estate Planner
    • PEPC Annual Holiday Celebration
    • Welcome New Members
    • Mark Your Calendar 
  • Wednesday, August 31, 2016 4:05 PM | Anonymous

    Download the 2014 Fall PEPC Newsletter

    In This Issue:

    • Marriage Equality in Pennsylvania – What Does it Mean for Same-sex Married Couples
    • IRA Strategies for Surviving Spouses
    • Important Changes to PA’s Power of Attorney Law
    • Managing End of Life Issues – A Panel Presentation
    • Message From The NAEPC President
    • Welcome New Members
    • 2014 Mordecai Gerson Meritorious Service Award
    • PEPC Annual Golf and Tennis Outing
    • PEPC 2014 Annual Meeting
    • Mark Your Calendar 
  • Wednesday, August 31, 2016 4:00 PM | Anonymous

    Download the 2014 Spring PEPC Newsletter

    In This Issue:

    • Digital Death: Purgatory for the Unplanned Decedent
    • The New Pa. Inheritance Tax Exemption for Qualified Family-Owned Business Interests
    • The New Paradigm of Investor Turnover
    • Member News
    • Thanks to all Committee Volunteers
    • Welcome New Members
    • Mark Your Calendar 
  • Wednesday, August 31, 2016 3:56 PM | Anonymous

    Download the 2013 Winter PEPC Newsletter

    In This Issue:

    • Understanding and Planning for the New Net Investment Income Tax
    • Divorce: A Taxing Situation 
    • Changes on the Horizon for Migrating, Modifying and Administering Trusts in Delaware in Light of Peierls 
    • The Changing Planning Landscape Post-Windsor 
    • 2013 Distinguished Estate Planner 
    • Welcome Back Party 
    • Drop-In Networking Event 
    • PEPC Annual Holiday Party 
    • Welcome New Members 
    • Mark Your Calendar 
  • Wednesday, August 31, 2016 3:55 PM | Anonymous

    Download the 2013 Fall PEPC Newsletter

    In This Issue:

    • Estate Planning for Same-Sex Couples in Pennsylvania Following Windsor
    • Once a Pennsylvania Trust, Not Always a Pennsylvania Trust 
    • Drafting Outside the Lines: Precatory Language and Letters of Intent 
    • Leveraging Family Opportunity Trusts 
    • The ABCs of Private Foundations 
    • PEPC Annual Seminar and Reception 
    • PEPC Annual Golf and Tennis Outing 
    • PEPC Drop-In Networking Event 
    • Welcome New Members 
    • From The Editors 
    • PEPC Classifieds 
    • Mark Your Calendar 

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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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