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Philadelphia Estate Planning Council


  • 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
  • Tuesday, August 06, 2019 8:41 AM | Anonymous

    Download the 2019 Summer PEPC Newsletter

    In This Issue:

    • Insights from the Trenches of Transfer Tax Audits and Controversies in an Era of Higher Exclusions
    • Developments in Fiduciary Litigation: Notable Cases - written by Timothy S. Eagan
    • Enrichen Your Legacy: Passing Down the Intangibles of Family Values - written by Clemence R. Scouten 
    • John Terrill, II is the New President of ACTEC
    • 2019 Golf & Tennis Outing Recap
    • 2019 Annual Meeting, Seminar & Reception Recap
    • Thank You to Our Committee Volunteers
  • Thursday, January 31, 2019 12:49 PM | Anonymous

    Download the 2019 Winter PEPC Newsletter

    In This Issue:

    • Estate Planning After The Tax Cuts and Jobs Act of 2017
    • The New 199A Deduction for Qualified Business Income and its Application to Trusts and Estates
    • Term Insurance, Beyond the Pricing
    • Opportunity Zones - Investments with Tax Benefits
    • Welcome Back Party Recap
    • Holiday Celebration Recap

  • Monday, October 15, 2018 5:49 PM | Anonymous

    Download the 2018 Fall PEPC Newsletter

    In This Issue:

    • Tax & Financial Strategies for Life's Big Changes
    • New Partnership Audit Rules Require Attention
    • Is There a Salve for the SALT that was Rubbed into Our Wounds?
    • Supreme Court Upholds State Statute on Default Beneficiary Designations
    • 2018 Golf & Tennis Recap
    • 2018 Annual Meeting, Seminar and Reception Recap
  • 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 

  • Monday, January 29, 2018 4:59 PM | Anonymous

    Download the 2018 Winter PEPC Newsletter

    In This Issue:

    • Understanding Passive Foreign Investment Companies and Related Information Reporting
    • Tax Act of 2017: Double the Pleasure; Double the Fun
    • An Insider’s Guide to a Life Insurance Proposal
    • Life Insurance and Creditors Rights
    • 2017 Distinguished Estate Planner Award
    • Welcome Back Party Recap
    • Annual Holiday Celebration Recap 
  • Monday, September 18, 2017 5:58 PM | Anonymous

    Download the 2017 Fall PEPC Newsletter

    In This Issue:

    • Helping High Net Worth Clients Circumvent Cyber Crime
    • Identifying Risk Wherever It Resides: Common Red Flags
    • Top 10 Planning Considerations When Moving Between the UK and USA
    • Stranger-Owned Life Insurance (STOLI): A Recent Case Provides A Grim Reminder
    • Current Events
    • The Most Common Mistake in Estate Planning: Overlooking the Living Trust
    • PEPC Wins 2017 Council of Excellence Award
    • 2017 Golf & Tennis Outing Recap
    • NAEPC® Notes
    • 2017 Annual Meeting, Seminar & Reception Recap 
  • Thursday, May 11, 2017 5:56 PM | Anonymous

    Download the 2017 Spring PEPC Newsletter

    In This Issue:

    • UTMA Accounts Gone Awry; Custodians Be Aware!
    • A New Financial Tool for the Disabled: Pennsylvania ABLE Accounts
    • Trading Places: Global Lessons to Assist in Preparing for Possible Estate Tax Repeal
    • 2017 Life Insurance Trends
    • Current Events
    • NAEPC® Notes
    • Annual Meeting, Seminar & Reception
    • Welcome New Members!
    • Distinguished Estate Planner Award
    • Thanks to all our Committee Volunteers 


Platinum Sponsors


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

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

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