Newsletters

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 
  

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
  

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
  

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
  

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 
  

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 
  

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 
  

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 
  

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 
  

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