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Ariel Anderson
Crestwood Advisors LLC

Lynda Furash          
Furash Law, LLC

Annette Macaluso
Student at Suffolk Law

John Napolitano
US Wealth Management

Stacy Reinhart                       
Emerson Investment Management            

Untitled Document

BEPC is affiliated with National Association of Estate Planners& Councils

Letter from the President

As the Boston Estate Planning Council (BEPC) enters its 85th 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 27 events scheduled for the coming 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.

During my term, we will enhance the member experience by reviewing the delivery of our programs and make our knowledge sharing more accessible. We will offer more webinars and programs online, we will increase the use of social media and build a robust online community. We are also planning to roll out a pilot program of multi-disciplinary study groups and to explore how to develop strategic alliances with other professional organizations. Click here to read the full letter


Updates and Announcements

2015 Annual Gala Sponsorship Opportunities
Click here to view the opportunities

Boston Estate Planning Council Raises $2,200 for Toys for Tots
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


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