Philadelphia Estate Planning Council

Newsletters

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  • 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 
  • Wednesday, August 31, 2016 3:50 PM | Anonymous
    Download the 2013 Spring PEPC Newsletter

    In This Issue

    • The Fallacy of Municipal Bonds
    • Estate Planning After ATRA 
    • Revisiting Passive Activities in Light of Section 1411 
    • When the Time is Right, Valuation is the Way to Go
    • Life Insurance Planning: Common Issues to Watch Out For
    • Member News
    • 2012 PEPC Distinguished Estate Planner
    • Welcome New Members
    • Thanks to our Committee Volunteers
    • Annual Meeting at the Barnes Foundation
    • Mark Your Calendar 
  • Wednesday, August 31, 2016 3:48 PM | Anonymous

    Download the 2012 Winter PEPC Newsletter

    In This Issue:

    • Cleaning Up From the 2012 Crunch: Best Practices for 2013
    • PEPC Welcome Back Party
    • Good Governance: Policies Every Estate Planner Needs to Know to Ensure Successful and Compliant Private Family Foundations
    • Innovative Uses of ESOPs in Estate Planning for Business Owners
    • Men of Vision Award 
    • Impact of the Patient Protection and Affordable Care Act starting in 2013 
    • PEPC Annual Holiday Party
    • New Member Breakfast
    • Welcome New Members
    • A Look Back at the 2012 Economy and How 2013 is Shaping Up 
    • Member News
    • Mark Your Calendar 
  • Wednesday, August 31, 2016 3:46 PM | Anonymous

    Download the 2012 Fall PEPC Newsletter

    In This Issue:

    • Defied Value Clause Offers Gift Tax Planning Certainty
    • PEPC Annual Meeting/Seminar/Reception
    • Report from Washington
    • 2012 Wealth Transfer Planning – Flexible Options For Fence Sitters 
    • Choosing a Private Trust Company
    • PEPC Annual Golf and Tennis Outing
    • EOLI: Notice and Consent Requirements All Advisors Must Know
    • Welcome New Members
    • PEPC Sponsorship Opportunities
    • PEPC Has a New Website 
    • 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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