Details

Download the 2022 Winter Newsletter

In this Issue:

• The Smaldino Case: A Lesson on How NOT to Do Estate Planning written by Joel S. Luber, Esq.
• Zeitenwende written by T. Brad Conger, CFA
• Roadmap for Intergenerational Split-Dollar Transaction - Estate of Levine v. Commissioner written by Kim V. Heyman, JD, LLM, AEP
• What is Legacy? written by Clemence R. Scouten
• 2021 PEPC Distinguished Estate Planner