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About Us
About Us
Our Vision

Cultivating excellence for estate planning professionals.

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Our Mission

BEPC is a community of dynamic, diverse and collaborative professionals dedicated to advancing the field of estate planning through: 

  • Fostering connections within the Council;

  • Educational programming and professional development for every stage of one’s career;

  • Thought leadership to promote subject matter expertise; and

  • Meaningful service and collaborative partnerships.

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History

Founded in 1930, BEPC is one of the oldest and largest estate planning councils in the country. Our community includes attorneys, accountants, bank and trust officers, wealth managers and advisors, financial planners, insurance agents, appraisers, planned giving specialists, and other allied professionals. BEPC is an active affiliate of the National Association of Estate Planners & Councils (NAEPC).

View Past Presidents
Officers
Thomas Francione
Loring, Wolcott & Coolidge Trust, LLC
President
Katherine M. Sheehan
Crestwood Advisors
President-Elect
Barbara Targum
Dwight Rudd Insurance
Treasurer
Nicole Jackson-Leslie
SCS Financial
Secretary
Alisa O'Neil
CAPTRUST
Immediate Past President
Board of Directors
Andrew Clark
Marcum LLP
Director to 2028
Brandon Fink
Claro Advisors
Director to 2027
Dara Lynn Freytag
Tarlow Breed Hart & Rodgers, P.C.
Director to 2027
Jennifer Civitella Hilario
JC Hilario, PC
Director to 2026
David Keefe, III
4-Point Financial
Director to 2026
Timothy King
Merrill Lynch Wealth Management
Director to 2028
Sarah Moore
The Coyle Company
Director to 2028
Amy Phelan
Tonneson & Co
Director to 2027
Kathleen Sablone
CAPTRUST
Director to 2026
Mary Schmidt
Verrill Dana LLP
Honorary Director to 2026
Valerie Sussman
Brown Brothers Harriman
Director to 2028
Katherine Von Kohorn
Casner & Edwards, LLP
Director to 2026
Committees
Annual Gala
Board Nominations
Budget and Finance
Community Engagement
Council Outreach
Excellence Award Selection
Governance
Leadership Development
Legislative
Marketing/Communications
Membership
Member Involvement
Networking
Officer Nominations
Roundtables
Seminars/Webinars
Sponsorship
Strategic Planning
Summer Invitational
Awards
BEPC Excellence Award

This award is given to an individual in recognition of outstanding contributions to the estate planning profession.

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President's Award

BEPC's president may bestow this award upon an individual who has displayed exceptional service and dedication to BEPC.

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Management Team
Cambria Happ
Executive Director
bepc@bepc.org
Juliette Avery
Meetings & Membership Associate
bepc@bepc.org
Breanna Santiago
Sr. Events Coordinator
bepc@bepc.org
Heidi Enssle
Association Coordinator
bepc@bepc.org
Susan Barber
Account Executive
bepc@bepc.org
Accounting
Accounting
bepc@bepc.org
Boston Estate Planning Council

85 Swanson Road, Suite 135
Boxborough, MA 01719

(978)364.5170 | bepc@bepc.org

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