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New Members
 
Callie Pilling
PwC

Jennifer Reardon
Morgan Stanley

Beverly Rodrigue
Lake Street Advisors, LLC

Heidi Seely
Rackemann, Sawyer & Brewster


Aaron Terry
TD Wealth

Allison Vicentini
Derby & Company

       

BEPC is affiliated with National Association of Estate Planners& Councils

Letter from the President

As the Boston Estate Planning Council (BEPC) enters its 86th year, we proudly stand as one of the largest and the oldest councils in the country.  Founded in 1930, BEPC is comprised of more than 750 professionals with more than 100 members volunteering on our various committees.  We have a full line-up of educational programs and networking opportunities with over 25  events scheduled for the upcoming year.  Our members come from multiple disciplines, and include attorneys, accountants, bank and trust officers, wealth managers, financial planners, insurance professionals, appraisers, planned giving specialists and other allied professionals.  

Click here to read the full letter

Updates and Announcements

William F. Leisman To Receive Boston Estate Planning Council's Excellence Award at May 21 Annual Gala
Click here to view the press release

BEPC Launches LinkedIn Group Page for Members
Click here to join BEPC LinkedIn Group Page

New Features Available on Your Member Profile Page!
Click here to update your profile

NAEPC Journal of Estate & Tax Planning
BEPC members receive access to the NAEPC Journal of Estate & Tax Planning.Access this issue and others


Annual Gala Sponsors - Cocktail Reception Sponsor

  


Annual Gala Sponsors - Leadership Reception Sponsor

  


Annual Gala Sponsors - Dessert Reception Sponsor

  


Annual Gala Sponsors - Past Excellence Award Recipient Sponsor

  


Annual Gala Sponsors - Parking Sponsor


Annual Gala Sponsors - Event Sponsors