Newsletters

Download the 2013 Fall PEPC Newsletter

In This Issue:

• Estate Planning for Same-Sex Couples in Pennsylvania Following Windsor
  
• Once a Pennsylvania Trust, Not Always a Pennsylvania Trust 
  
• Drafting Outside the Lines: Precatory Language and Letters of Intent 
  
• Leveraging Family Opportunity Trusts 
  
• The ABCs of Private Foundations 
  
• PEPC Annual Seminar and Reception 
  
• PEPC Annual Golf and Tennis Outing 
  
• PEPC Drop-In Networking Event 
  
• Welcome New Members 
  
• From The Editors 
  
• PEPC Classifieds 
  
• Mark Your Calendar 
  

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 
  

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 
  

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