Did You Know? Annual Gala Registration Deadline is Monday, May 20th Read More

The Boston Estate Planning Council provides educational programs and networking opportunities for estate planning professionals. The Council's more than 800 members represent a broad range of practices, and include thought leaders and innovators in their fields. Our mission is to provide educational programs and networking opportunities to this interdisciplinary group of professionals. Our members benefit from increased awareness and understanding of others' views and concerns, and they realize value for their clients through the interaction of their overlapping specialties.

Updates


	NAEPC Journal of Estate & Tax Planning
	BEPC members receive access to the NAEPC Journal of Estate & Tax Planning. The 2013 First Quarter issue has just been released. Access this issue and others.
	The Use and Taxation of "Exotic" Investment Products
	Paul Lee, National Managing Director, Bernstein Global Wealth Managment, recently spoke to BEPC members about the taxation of "exotic" investments from the standpoint of the individual investor, while pointing out traps for the unwary and discussed where the tax code is unclear, and where tax advisors are likely to see change in the future. This presentation will also highlighted the estate tax complications that arise when individuals hold these investments on date of death. Download the materials.

Upcoming Events

Annual Gala

Thursday, May 23rd

5:30pm to 10:00pm

The 2013 Annual Gala and Awards dinner, featuring the Estate Planner of the Year award, is taking place on May 23rd at the Copley Marriott is and positioned to be our most memorable event to date.

Platinum Sponsor

Gold Sponsor

Silver Sponsors

Learn more

Round Table Breakfast

Wednesday, June 5, 2013
7:30 AM Registration and Breakfast
8:00 AM Round Table Sessions

5 Round Table Sessions Include:

Fiduciary Investing
Personal Legacies in the Estate Planning Process
International Estate Planning
What's Your Number? Helping clients determine how much they need to retire
Tax issues related to lifetime gifts of assets or retain to be included in the estate

Exclusive Sponsor

Learn more

Networking Barbecue

Tuesday, June 11, 2013
5:30 PM to 8:30 PM

BEPC is hosting our first networking barbecue event taking place in the route 128 area at the Henderson House in Weston. Join colleagues, friends and other BEPC Members for good conversation and networking in a casual, fun atmosphere that will include a full barbecue.

Platinum Sponsor

Gold Sponsor

Learn more

Golf Outing

Monday, July 15, 2013
5:30 PM to 8:30 PM

The 2013 BEPC Golf Outing will take place at the Blue Hills Country Club in Canton.

Registration and More Information Coming Soon.

Messages

Sponsorship opportunities are now available for the Annual Gala featuring the presentation of the Estate Planner of the Year Award.

> Read More