Updates and Announcements

Meet BEPC's Incoming At-Large Directors and Honorary Director 
Congratulations to the newly elected slate of at-large directors and the inaugural honorary director!

Adrienne M. Penta Received the 2019 BEPC Excellence Award
Congratulations to the 2019 BEPC Excellence Award recipient Adrienne M. Penta, JD, AEP, managing director of Private Banking and founding executive director of the Center for Women & Wealth at Brown Brothers Harriman. This prestigious honor is bestowed in recognition of outstanding contributions to the estate planning profession. Ms. Penta was honored at the 2019 Annual Gala on May 22, 2019. 

Amy Lonergan Received the 2019 BEPC President's Award
Congratulations to the 2019 BEPC President's Award recipient Amy Lonergan, partner, Day Pitney LLP.  Ms. Lonergan was honored at the 2019 Annual Gala on May 22, 2019. 


BEPC Awarded the 5 Star Council Award by NAEPC The Boston Estate Planning Council has been recognized as a 5 Star Council 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 Council Leadership for their tireless efforts and dedication to making BEPC such a successful organization!

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


Brittany Besler, AAFCPAs

Nilesh (Neil) Christian, The Glenmede Trust Company

Michael Dorsey, Jr., Steward Partners Global Advisory

 Samuel Duker, Wilchins Cosentino & Novins LLP

Joshua England, AFFCPAs

Taylor Feery, BNY Mellon Wealth Management

Megan McCullen, Casner & Edwards, LLP

Geoffrey McDonald, Concord Trust Company

Michael Schreiber, Aevitas Wealth Management, Inc.

Leo Varriale, TD Wealth

Tara Wilson, Morgan Lewis & Bockius LLP


2018-2019 Annual Corporate Sponsors

2019 Annual Gala Sponsors