Philadelphia Estate Planning Council
TO ADVOCATE AND ASSIST IN THE SPREADING OF KNOWLEDGE CONCERNING ESTATE PLANNING AND THE ADMINISTRATION OF TRUSTS AND ESTATES (I.E."FIDUCIARY ADMINISTRATION") AMONG MEMBERS OF THE COUNCIL AND, IF DEEMED APPROPRIATE, FROM TIME TO TIME, TO OTHERS. TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTION OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, ACCOUNTANT, FINANCIAL ADVISOR AND ANY OTHER PARTY OR PARTIES, HAVING TO DO WITH ESTATE PLANNING AND FIDUCIARY ADMINISTRATION, AND TO ENCOURAGE THE CO-OPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES. TO SUPPORT AND PROMOTE PROPER ETHICAL STANDARDS IN DEALING WITH ONE ANOTHER, MUTUAL CLIENTS AND THE PUBLIC. TO HELP THE MEMBERS RENDER THE HIGHEST TYPE OF SERVICE TO CLIENTS AND CUSTOMERS AND TO DO ANY AND ALL OF THOSE THINGS THAT WILL AID AND IMPROVE THE PROCESS OF CAREFUL AND PROPER ESTATE PLANNING.
Founded
1989
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Address
Moorestown
Philadelphia Estate Planning Council - Home Philadelphia Estate Planning Council Join PEPC The Philadelphia Estate Planning Council Thanks Our 20242025 Platinum Sponsors Connect with PEPC The Professionals in Estate Planning The Philadelphia Estate Planning Council is one of the oldest and largest estate planning councils in the country. We are a highly recognized interdisciplinary organization for professionals involved in estate planning providing its members with opportunities to enhance their skills and expand their network through programs and interaction. Our membership includes over 700 attorneys accountants trust administrators financial planners insurance agents investment advisors appraisers and planned giving professionals throughout the Greater Philadelphia area. Event Calendar Career Opportunities PEPC News Join PEPC The leading organization for estate planning professionals in the Philadelphia Area.
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