Updates and Announcements

2020 BEPC Excellence Award Nominations, Due Nov 30, 2019  Nominations are now being accepted for the 2020 Excellence Award. This award recognizes an individual who has demonstrated an outstanding contribution to the estate planning community in Boston over the course of their career. The award will be presented at the BEPC Annual Gala on May 20, 2020 at the Boston Marriott Copley Place.
Consider nominating a fellow member of the estate planning community or yourself for this year's BEPC Excellence Award (formerly known as the Estate Planner of the Year Award). Nominations are due by 5 pm ET November 30, 2019.
Submit a Nomination

 Call for AEP Nominations, Due Oct 31, 2019  Each year BEPC nominates a limited number of its members for the Accredited Estate Planner (AEP) designation. The designation is awarded by the National Association of Estate Planners & Councils (NAEPC) in order to recognize excellence and proficiency in the field of estate planning.We encourage those interested in earning the AEP designation to self-nominate. BEPC members may also nominate their fellow members for the AEP designation. Nominee must have at least ten years of estate planning experience and have demonstrated service to BEPC.To submit a nomination, complete an AEP Nomination Form and remit to Council Outreach Committee Chair Katie Von Kohorn by October 31, 2019.

BEPC Recognized as 5 Star Council in 2019 by NAEPC  The Boston Estate Planning Council has been honored as a 5 Star Council in 2019 by the National  Association of Estate Planners & Councils. This honor recognizes estate planning councils that have demonstrated a high level of achievement in areas critical to a successful membership experience. Thank you to all of our members, Board of Directors, and Committee  Leadership for their tireless efforts and dedication to making BEPC such a successful organization!
Link to the press release

BEPC Announces 2019-2020 Annual Corporate Sponsors  BEPC proudly announces its 2019-2020 Annual Corporate Sponsors. “We are honored to receive such generous support from this exceptional group of organizations within the Boston business community,” said BEPC President Sarah M. Allen. Allen elaborated, “these supporting partners enable BEPC to continue to deliver the highest caliber of events to its members and   to advance public knowledge of the importance of estate planning.”

The Annual Corporate Sponsor program  supports the educational mission of the Council from August 2019 to July 2020. Three levels of sponsorship are available within the program: Platinum, Gold, and Silver.
Link to the press release


BEPC Nonprofit Partners


2019-2020 Annual Corporate Sponsors

 2019 Annual Gala Sponsors