Aaron LeClair
Navigating Change: Strategies for Amending or Terminating Irrevocable Trusts
By Aaron LeClair, Esq. In the realm of estate planning, irrevocable trusts have long been tools for asset protection, tax efficiency, and...
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PEPC Newsletter
A BLOG ABOUT ESTATE PLANNING
Brian Balduzzi
- Jun 11
- 10 min
Breaking Up Is Hard To Do: Divorce Risk and Spousal Lifetime Access Trust Planning
By Brian M. Balduzzi, Esq., LL.M. in Taxation, MBA, CFP®, CEPA®, AEP® and Lisa S. Presser, Esq. Many advisors are discussing estate...
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Brittany Cook
- Jun 11
- 6 min
Flexibility and Philanthropy: You don’t have to decide now.
By Brittany Horn Cook, J.D., LL.M. This article will focus on how the philanthropically minded client and beneficiaries seeking autonomy...
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Erin E. McQuiggan, Esq.
- Jun 11
- 10 min
Countdown to the Sunset of the TCJA: Revisiting the Reciprocal Trust Doctrine
By Erin E. McQuiggan, Esq. and Kristina A. Miller, Esq. As every estate planning practitioner knows, the exemptions from federal gift,...
145
Stephanie E. Sanderson-Braem, Esq.
- Mar 28
- 4 min
Spring 2024 President's Message
by Stephanie Sanderson-Braem, Esq. As we welcome the vibrant colors of spring, it is an honor to greet you as the President of this...
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Neil Axler
- Mar 22
- 8 min
A Convergence of Calamities
by Neil F. Axler and Craig Stephanson Same Old Story: Now Is The Time for Planning with Real Estate Agents As we enter the 2024 new year,...
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Edward Garris
- Mar 22
- 7 min
The Impact of a Government Shutdown on the IRS
by Edward Garris, CFP One can be forgiven for thinking that threats of a government shutdown seem to occur with increasing frequency....
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William Hussey
- Mar 22
- 8 min
AI: An Exciting New Tool for Estate Attorneys? Proceed with Caution!
by William C. Hussey, II, Esq. For my entire career, continuing technological advances have changed the way in which we interact with our...
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Kim Heyman, JD, LLM, AEP
- Mar 22
- 2 min
NAEPC: Your Membership Benefits
Benefits of the NAEPC designation AEP for PEPC members
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Brendan Schuck, CFP®, CLTC®
- Mar 21
- 9 min
Alternative Investments’ Role In A Multi-Asset Portfolio
by Brendan Schuck, CFP®, CLTC® “The reports of my death have been greatly exaggerated.” This is a popular misquote of Mark Twain. The...
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Michael DeFillipo, CLU® , ChFC®
- Jan 10
- 6 min
Lies, Damn Lies, and Illustrations (in life insurance)
by Michael C. DeFillipo, CLU®, ChFC®, Partner, 1847 Private Client Group The backbone of an insurance proposal is the illustration. On...
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Brittany Cook
- Jan 5
- 5 min
What's In A Name?
It is imperative that all legal and financial documents use the same, legally recognized name.
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Andrew J. Barron
- Jan 5
- 7 min
Circuit Split on Inclusion of Life Insurance Proceeds in Valuation of Closely Held Business Subject to Stock Redemption Agreement
Should life insurance proceeds be included in a fair market determination of closely held stock by a decedent?
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Victor Levy
- Jan 5
- 10 min
AI in Estate Planning – Challenges and Opportunities
by Victor S. Levy, president, Levy Wealth Management Group, and Eric DeSouza, summer associate at Levy Wealth Management Group. In 1970,...
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Stephanie E. Sanderson-Braem, Esq.
- Dec 19, 2023
- 5 min
Fall 2023 President's Message
Welcome everyone to the 83rd year of the Philadelphia Estate Planning Council (“PEPC”). It is my honor to have been elected and to serve...
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Jeffrey D. Haskell, JD, LLM
- Jul 23, 2023
- 9 min
Private Foundations Granting to For-Profit Organizations? It’s Possible.
by Jeffrey D. Haskell, J.D., LL.M., and Jennifer Bruckman-Gorak of Foundation Source Although it’s well known that a private foundation...
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Kim Heyman, JD, LLM, AEP
- Jul 21, 2023
- 11 min
The Corporate Transparency Act: Ready or Not, The Reporting Will Begin
by Kim Heyman, JD, LLM, AEP, Pathstone The information contained in this article is provided is for educational purposes only. This...
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![FBAR [Fire, Brimstone, And Regret]](https://static.wixstatic.com/media/nsplsh_2ba405701b69460e9dc1f110851e52d8~mv2.jpg/v1/fill/w_1168,h_876,fp_0.50_0.50,q_90,enc_auto/nsplsh_2ba405701b69460e9dc1f110851e52d8~mv2.jpg)
Joel Luber
- Jul 19, 2023
- 10 min
FBAR [Fire, Brimstone, And Regret]
by Joel S. Luber, Esq., Reger Rizzo Darnall LLP The United States Supreme Court has some weighty cases to consider this term. One of the...
5
Michael Mallick
- Jun 23, 2023
- 4 min
Marijuana Usage and the Current State of Life Insurance Underwriting
By Michael Mallick and Ryley Harper, Valley Forge Financial Group History & Current Legal Landscape With the passage of the Marijuana Tax...
4
Clémence R. Scouten
- Apr 6, 2022
- 6 min
What is Legacy?
by Clémence Scouten, Founder, Memoirs & More Legacy in Family History Legacy has become an incredibly popular topic. It’s often evoked...
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