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New Members

Jane Barney
TFC Financial

Georgia Beit
TD Wealth

Meghan Dwyer
BNY Mellon Wealth Management
Lauren Gates
Cohnreznick LLP

Katelin Kalal
U.S. Trust

Peter Kaplan
TwentyFirst Services

Joanna Lardin
Cushing and Dolan, P.C.
Adam Ochlis
Ballentine Partners
Leah Warren
Ballentine Partners

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.  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.

Over the past year, through the efforts of our leadership and volunteers we have accomplished many objectives and initiatives...

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


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