PHILADELPHIA ESTATE PLANNING COUNCIL
Mission
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.
Financials
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2023 | $254k | $0 | $181k |
| 2022 | $216k | $0 | $190k |
Compensation
2023
2022
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