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Upcoming Events
New Members
Matthew Bride
US Trust

Deborah Chiumento
Cape Cod Five Cents Savings Bank

Lilli Cullen
SCS Financial

Michael Daszkiewicz
Fortis Management Group LLC

Kristopher Horn
Rockland Trust

William Lane
Bass, Doherty, & Finks, P.C.
Amy Lawrence
Boston Private Bank & Trust
Erica Nadeau
DiCicco, Gulman & Company

Arden O'Connor
O'Connor Professional Group

Mary Roque
Roque Elder Law

Kenneth Simmons Jr.
Simmons & Schiavo, LLP

Kathryn Szewczyk
Bowditch & Dewey


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