Newsletters

Download the 2020 Summer PEPC Newsletter

In This Issue:

• Considerations for Individuals and Closely Held Business Owners Resulting from the "CARES Act" written by James Revels
• Using a CRT to Outstretch the SECURE Act written by Dean Mioli
• Long Term Care Planning written by Michael DeFillipo
• What is Interdependence? Why We Need to Plan for It. written by Bode Hennegan
• New Board Announcement
• Committee Volunteer Recognition 

Download the 2020 Winter PEPC Newsletter

In This Issue:

• Is Retirement Planning Getting More SECURE: Think Again! written by Alan Weissberger and Daniel Geraghty
• Transfer on Death Accounts - OR - How to Destroy an Estate Plan written by Alan Mittelman
• Lions [Johnson] and Tigers [LaRocca] and Bears [Orphans' Courts], Oh My! written by Joel S. Luber
• More Choices Than Ever for Specialty Trust Situs written by Timothy Egan
• Welcome New Members
• Holiday Party Recap

Download the 2019 Fall PEPC Newsletter

In This Issue:

• Pre-Retiree Retirement Planning - Managing Volatility, Taxes & Future Needs written by Michael DeFillipo
• Electronic Wills (The Train Is Comin' Down the Track and There Ain't No Stopping It) written by Joel S. Luber
• Financial Planning for Generation Z written by Victor S. Levy, Jonathan A. Levy and Andrew R. Cramer
• Protecting Your Fine Arts, Antiques And Other Prized Belongings written by Mary LeFever
• Dormant Financial Accounts in Italy written by Marica Angelides
• Welcome Back Party Recap
• PEPC Committees
• Welcome New Members

Download the 2019 Summer PEPC Newsletter

In This Issue:

• Insights from the Trenches of Transfer Tax Audits and Controversies in an Era of Higher Exclusions
• Developments in Fiduciary Litigation: Notable Cases - written by Timothy S. Eagan
• Enrichen Your Legacy: Passing Down the Intangibles of Family Values - written by Clemence R. Scouten 
• John Terrill, II is the New President of ACTEC
• 2019 Golf & Tennis Outing Recap
• 2019 Annual Meeting, Seminar & Reception Recap
• Thank You to Our Committee Volunteers

Download the 2019 Winter PEPC Newsletter

In This Issue:

• Estate Planning After The Tax Cuts and Jobs Act of 2017
• The New 199A Deduction for Qualified Business Income and its Application to Trusts and Estates
• Term Insurance, Beyond the Pricing
• Opportunity Zones - Investments with Tax Benefits
• Welcome Back Party Recap
• Holiday Celebration Recap

Download the 2018 Fall PEPC Newsletter

In This Issue:

• Tax & Financial Strategies for Life's Big Changes
• New Partnership Audit Rules Require Attention
• Is There a Salve for the SALT that was Rubbed into Our Wounds?
• Supreme Court Upholds State Statute on Default Beneficiary Designations
• 2018 Golf & Tennis Recap
• 2018 Annual Meeting, Seminar and Reception Recap

Download the 2018 Spring PEPC Newsletter

In This Issue:

• Seven Shifting Currents that Make Upstream Gifting More Mainstream
  
• Tidbits from the 52nd Annual Heckerling Institute Conference
  
• How to Utilize a Sophisticated Medical Risk Model in Estate Planning
  
• Trust Owned Life Insurance (TOLI) Update - Issues and Some Answers
  
• Thank you to our Committee Volunteers 
  

Download the 2018 Winter PEPC Newsletter

In This Issue:

• Understanding Passive Foreign Investment Companies and Related Information Reporting
  
• Tax Act of 2017: Double the Pleasure; Double the Fun
  
• An Insider’s Guide to a Life Insurance Proposal
  
• Life Insurance and Creditors Rights
  
• 2017 Distinguished Estate Planner Award
  
• Welcome Back Party Recap
  
• Annual Holiday Celebration Recap 
  

Download the 2017 Fall PEPC Newsletter

In This Issue:

• Helping High Net Worth Clients Circumvent Cyber Crime
  
• Identifying Risk Wherever It Resides: Common Red Flags
  
• Top 10 Planning Considerations When Moving Between the UK and USA
  
• Stranger-Owned Life Insurance (STOLI): A Recent Case Provides A Grim Reminder
  
• Current Events
  
• The Most Common Mistake in Estate Planning: Overlooking the Living Trust
  
• PEPC Wins 2017 Council of Excellence Award
  
• 2017 Golf & Tennis Outing Recap
  
• NAEPC® Notes
  
• 2017 Annual Meeting, Seminar & Reception Recap 
  

Download the 2017 Spring PEPC Newsletter

In This Issue:

• UTMA Accounts Gone Awry; Custodians Be Aware!
  
• A New Financial Tool for the Disabled: Pennsylvania ABLE Accounts
  
• Trading Places: Global Lessons to Assist in Preparing for Possible Estate Tax Repeal
  
• 2017 Life Insurance Trends
  
• Current Events
  
• NAEPC® Notes
  
• Annual Meeting, Seminar & Reception
  
• Welcome New Members!
  
• Distinguished Estate Planner Award
  
• Thanks to all our Committee Volunteers