Philadelphia Estate Planning Council

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  • 17 Oct 2017 11:09 AM | Anonymous

    The PEPC Ethics Committee published the updated Ethics Matrix in the August 2017 issue of Trusts & Estates Magazine.  Click here to download the full article.

  • 10 Oct 2017 11:14 AM | Anonymous

    The Council is now accepting nominations for the 2017 Distinguished Estate Planner.  The award will be presented at a future luncheon meeting at the Union League. Click here to download the nomination form.  Deadline for nominations is November 1, 2017.

  • 15 Jun 2017 11:17 AM | Anonymous

    It has been 10 years since the PEPC Ethics committee published the PEPC Ethics Matrix in the Trusts and Estate magazine.

    The matrix itemizes how each of the various estate planning “disciplines” deal with the ethical issues that confront us in day to day practice in the various ethics rules. This original FIVE Cs that are addressed in the Matrix are Confidentiality, Conflicts, Competence, Compliance and Compensation. This year we plan to add two more “Cs” – Collaboration and Communication. .

    Click here to download the updated Ethics Matrix.


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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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