Philadelphia Estate Planning Council

Newsletters

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  • 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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