Updates and Announcements

The 2017 BEPC Annual Gala was held on May 24th at the Boston Park Plaza Hotel. The evening was hosted by Anthony Everett, co-anchor of local newsmagazine television series "Chronicle". It was a wonderful evening for members and guests to mingle in a fun environment! The event also honored Rick Gulman, as the recipient of the 2017 BEPC Excellence Award and Mike Orentlich was presented with the President's Award!

2017 Annual Gala 01     2017 Annual Gala 02     2017 Annual Gala 03

Letter from the President 
Click here to read Laura Barooshian's President's Letter

Richard B. Gulman to Receive Boston Estate Planning Council's Excellence Award at Annual Gala    Click here to view press release

Boston Estate Planning Council Receives 3rd Consecutive "Council of Excellence" Award from the NAEPC Click here to view press release


BEPC Nonprofit Partners

2015, 2016 and 2017

New Members



TJ Reardon, Highland Capital Brokerage
Nicole Cyr, Daigle & Associates LLP
James Gilloran, Eaton Vance Investment Counsel
Lynsey Cozens, Oak Financial
Julia Sorkin, Boston Private Wealth
Susan Lambeth, Ernst & Young US LLP
Jason Hemen, JDJ Family Office Services
Jane Borthwick, Ronald Varney Fine Art Advisors
Tim King, Merrill Lynch Private Banking & Investment Group
Emma Penick, The Boston Foundation
Ted Gilbert, Gilbert | Schaab Investment Management
Peter Whitlock, Fiduciary Trust Company
Samuel Afari-Aikins, Daintree Advisors LLC
Evan Kaplan, Daintree Advisors LLC
Timothy McGann, U.S. Trust, Bank of American Private Wealth Management
Rick Olney, Fiduciary Trust Company
Erica Larence, Law Office of Erica L. Larence

Corporate Gold Sponsors

2017 Annual Gala Sponsors