News & Press

Click here to download the January 2018 Current Events Report.

Click here to download the handout from the PMN 55+ Thrive Lifestyle Conference.

Click here to download the November 2017 Current Events Report.

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.

Click here to download the October 2017 Current Events report.

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.

Please click here to download the September Current Events Report.

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.

Please click here to download the March Current Events Report.

Please click here to download the February Current Events Report.