Rules, rules and more rules. Estate-planning professionals are barraged with mandates on what they should — and should not — do. So, in 1998, the Philadelphia Estate Planning Council (PEPC) decided to help its members sort through the ethical codes and standards of conduct.
The PEPC first formed an ethics committee comprised of its own members, including lawyers, investment and life insurance professionals, financial planners, accountants and valuation experts. The committee focused o