Aaron LeClair
Navigating Change: Strategies for Amending or Terminating Irrevocable Trusts (Revision)
By Aaron LeClair, Esq. The original article was published on June 11, 2024 and has been revised by the author. Since the original post,...
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PEPC Newsletter
A BLOG ABOUT ESTATE PLANNING
Brian Balduzzi
Oct 199 min read
Pennsylvania Takes Direction with New Directed Trust Act
by Brian M. Balduzzi Pennsylvania continues to emerge nationally as a modern state for trust planning with the execution of the...
116 views
Erin E. McQuiggan, Esq.
Jun 1110 min read
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,...
171 views
Brittany Cook
Jan 55 min read
What's In A Name?
It is imperative that all legal and financial documents use the same, legally recognized name.
16 views
Andrew J. Barron
Jan 57 min read
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?
24 views
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