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<title>News &amp; Press</title>
<link>https://www.bepc.org/news/default.asp</link>
<description><![CDATA[  Read about recent events, essential information and the latest community news.  ]]></description>
<lastBuildDate>Sat, 18 Jul 2026 15:18:52 GMT</lastBuildDate>
<pubDate>Mon, 15 Jun 2026 13:36:00 GMT</pubDate>
<copyright>Copyright &#xA9; 2026 Boston Estate Planning Council</copyright>
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<title>BEPC Opens Sales for 2026–2027 Annual Corporate Sponsorship Program</title>
<link>https://www.bepc.org/news/news.asp?id=729277</link>
<guid>https://www.bepc.org/news/news.asp?id=729277</guid>
<description><![CDATA[<p>The Boston Estate Planning Council (BEPC) is pleased to announce that sales are now open for its 2026–2027 annual corporate sponsorship program, an opportunity for organizations to elevate their visibility within one of the region’s most respected networks of estate planning professionals.</p><p>With a vibrant community of more than 700 interdisciplinary members, BEPC offers corporate sponsors direct access to a highly engaged audience of professionals across Boston and beyond.</p><p>Corporate sponsorship provides year-round exposure through a wide range of BEPC programming and communications. Sponsors benefit from prominent brand placement at both in-person and virtual events, as well as on the BEPC website, ensuring consistent visibility with key decision-makers in the estate planning community.</p><p>To meet varying business development and marketing goals, BEPC offers several tiered sponsorship levels, including diamond, platinum, gold, and silver options, each designed to maximize recognition and engagement throughout the program year.</p><p>By becoming a corporate sponsor, organizations not only strengthen their brand profile but also demonstrate their commitment to supporting a leading professional community dedicated to excellence in estate planning.</p><p>Businesses interested in participating are encouraged to secure their sponsorship early. Sales end August 21, 2026. To learn more or to sign up, please <a href="https://cdn.ymaws.com/www.bepc.org/resource/resmgr/fy27/2026-2027_acs/bepc_2026-2027_sponsorship_o.pdf">review the prospectus</a>, visit the <a href="https://www.bepc.org/page/SponsorSignUp">sponsor registration page</a>, or contact the BEPC Sponsorship Committee at <a href="mailto:sponsorship@bepc.org">sponsorship@bepc.org</a> for additional details.</p>]]></description>
<pubDate>Mon, 15 Jun 2026 14:36:00 GMT</pubDate>
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<title>BEPC Announces 2025–2026 Corporate Sponsors</title>
<link>https://www.bepc.org/news/news.asp?id=709834</link>
<guid>https://www.bepc.org/news/news.asp?id=709834</guid>
<description><![CDATA[<p>WESTFORD, MASSACHUSETTS (September 11, 2025) – The Boston Estate Planning Council (BEPC), Greater Boston’s leading professional organization for estate and wealth planners, proudly announces its 2025–2026 corporate sponsors. This year’s distinguished group of sponsors—both new and returning—reflects BEPC’s continued commitment to cultivating excellence for estate planning professionals.</p> <p>BEPC President Thomas E. Francione, CTFA, AEP®, ATFA, expressed his appreciation for the generous support of these organizations, stating:</p> <p>“Our sponsors are more than supporters—they are strategic partners in our mission to advance estate planning in Greater Boston. Their investment in BEPC empowers us to innovate, educate, and build a stronger professional community that is prepared to meet the evolving needs of clients and families.”</p> <div style="text-align: center;"> <hr size="2" width="100%" align="center" /> </div> <p><b>2025–2026 Corporate Sponsors</b></p> <p><b>Platinum Sponsors</b> </p> <ul style="list-style-type: disc;"> <li><p><a href="https://bassickadvisors.com/">Bassick Advisors Trust and Estates at Douglas Elliman Real Estate</a> </p></li> <li><p><a href="https://www.pnc.com/en/personal-banking/private-bank.html?WT.mc_id=AMG24_Display_1020">PNC Private Bank</a></p> </li> </ul> <p><b>Gold Sponsors</b> </p> <ul style="list-style-type: disc;"> <li><p><a href="https://www.brownadvisory.com/">Brown Advisory</a> </p></li> <li><p><a href="https://www.cambridgetrust.com/">Cambridge Trust Company</a> </p></li> <li><p><a href="https://www.captrust.com/">CAPTRUST</a> </p></li> <li style="line-height: 115%;"><p><a href="https://www.cbiz.com/">CBIZ</a></p></li> <li style="line-height: 115%;"><p><a href="https://cottagecaregivers.com/">Cottage Caregivers, LLC</a></p></li> <li style="color: #467886; line-height: 115%;"><p><span style="color: windowtext;"><a href="https://www.daypitney.com/">Day Pitney LLP</a></span></p></li> <li style="line-height: 115%;"><p><a href="https://www.dwightrudd.com/">Dwight Rudd Insurance</a></p></li> <li style="line-height: 115%;"><p><a href="https://www.fiduciary-trust.com/">Fiduciary Trust Company</a></p></li> <li style="color: #467886; line-height: 115%;"><p><span style="color: windowtext;"><a href="http://www.hubinternational.com/">HUB International New England, LLC</a></span></p></li> <li style="line-height: 115%;"><p><a href="https://iqeq.com/">IQ-EQ</a></p></li> <li style="line-height: 115%;"><p><a href="https://www.northerntrust.com/united-states/">Northern Trust</a></p></li> <li style="line-height: 115%;"><p><a href="https://www.pkfod.com/">PKF O’Connor Davies, LLP</a></p></li> <li style="line-height: 115%;"><p><a href="https://www.scsfinancial.com/">SCS Financial Services</a></p></li> <li style="line-height: 115%;"><p><a href="https://www.verrill-law.com/">Verrill</a></p></li> <li style="line-height: 115%;"><p><a href="http://wcnllp.com/">Wilchins, Cosentino &amp; Novins LLP</a></p></li> </ul> <p><b>Silver Sponsors</b> </p> <ul style="list-style-type: disc;"> <li><p><a href="https://ballentinepartners.com/">Ballentine Partners, LLC</a></p></li> <li><p><a href="https://www.berrydunn.com/">BerryDunn</a></p></li> <li><p><a href="https://www.skinnerinc.com/">Bonhams Skinner</a></p></li> <li><p><a href="http://www.bbh.com/">Brown Brothers Harriman &amp; Co.</a></p></li> <li><p><a href="https://www.canbyfinancial.com/">Canby Financial Advisors</a></p></li> <li><p><a href="https://us.cibc.com/en/private-wealth.html">CIBC Private Wealth</a></p></li> <li><p><a href="https://www.corient.com/">Corient</a></p></li> <li><p><a href="https://www.crestwoodadvisors.com/">Crestwood Advisors, LLC</a></p></li> <li><p><a href="https://www.fortismgmt.com/">Fortis Management Group LLC</a></p></li> <li><p><a href="https://grcpc.com/">Gilmore Rees &amp; Carlson PC</a></p></li> <li><p><a href="https://www.taxandtrustlaw.com/">JC Hilario, PC</a></p></li> <li><p><a href="https://www.landvest.com/">LandVest</a></p></li> <li><p><a href="https://www.mintz.com/">Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.</a></p></li> <li><p><a href="https://www.nutter.com/">Nutter</a></p></li> <li><p><a href="https://www.plantemoran.com/">Plante Moran</a></p></li> <li><p><a href="https://www.rubinrudman.com/">Rubin and Rudman LLP</a></p></li> <li><p><a href="http://www.tbhr-law.com/">Tarlow, Breed, Hart &amp; Rodgers P.C.</a></p></li> <li><p><a href="https://trove.net/">Trove</a></p></li> <li><p><a href="https://www.valuationresearch.com/">Valuation Research Corporation</a></p></li> <li><p><a href="https://www.wolfandco.com/">Wolf &amp; Company, PC</a></p></li> </ul> <div style="text-align: center;"> <hr size="2" width="100%" align="center" /> </div> <p><b>About the Boston Estate Planning Council (BEPC)</b></p> <p>The Boston Estate Planning Council (BEPC) is a community of approximately 700 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.</p> <p>The Boston Estate Planning Council is one of the oldest and largest interdisciplinary estate planning councils in the country, tracing its roots back to 1930. The Council is a member of the <a href="https://www.naepc.org/">National Association of Estate Planners &amp; Councils</a>, the leading professional organization for estate planners. BEPC was previously honored by NAEPC as a 5-Star Council in 2018, 2019, and 2020 and received the Council of Excellence Award in 2015, 2016, 2017, 2022, 2023, 2024, and 2025.</p> <p>For more information, visit <a href="http://www.bepc.org/">http://www.bepc.org/</a>.</p> <p style="text-align: center;"><b>###</b></p>]]></description>
<pubDate>Thu, 11 Sep 2025 12:20:00 GMT</pubDate>
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<title>Press Release: BEPC Announces 2024-2025 Corporate Sponsors</title>
<link>https://www.bepc.org/news/news.asp?id=682552</link>
<guid>https://www.bepc.org/news/news.asp?id=682552</guid>
<description><![CDATA[<p>WESTFORD, MASSACHUSETTS (SEPTEMBER 19, 2024) – The Boston Estate Planning Council (BEPC), the definitive professional group of estate and wealth planners in Greater Boston, announced today its 2024-2025 corporate sponsors. BEPC's network of both new and returning sponsors underscores our unwavering commitment to fostering the highest standards of professionalism and ethical conduct. This commitment extends to empowering our members to deliver the utmost quality of service to their clients while also promoting public awareness about the significant advantages of estate planning. BEPC President Alisa Kim O’Neil expressed deep gratitude for the generous support received from these organizations. She emphasized, "we extend our appreciation to our sponsors, whose corporate backing enables BEPC to consistently provide networking and educational events for our members. Furthermore, it reinforces our ongoing initiatives throughout the year, such as enhancing communication and collaboration among our members, enabling our members to provide clients with the highest quality of service, and increasing public awareness about BEPC and the critical importance of estate planning."</p><h3>2024-2025 Corporate Sponsors</h3><p><br />BEPC’s corporate sponsors from August 2024 to July 2025 are:</p><h4><b>Diamond</b></h4><ul style="list-style-type: disc;"><li><p><a href="https://www.pnc.com/en/personal-banking/private-bank.html?WT.mc_id=AMG24_Display_1020"><b>PNC Private Bank</b></a></p></li></ul><h4><b>Gold</b></h4><ul style="list-style-type: disc;"><li><p><a href="https://www.bessemertrust.com/"><b>Bessemer Trust</b></a></p></li><li><p><a href="https://www.bnymellonwealth.com/"><b>BNY Wealth</b></a></p></li><li><p><a href="https://bfminvest.com/"><b>Boston Financial Management</b></a></p></li><li><p><a href="https://www.brownadvisory.com/"><b>Brown Advisory</b></a></p></li><li><p><a href="https://cottagecaregivers.com/"><b>Cottage Caregivers, LLC</b></a></p></li><li><p><a href="https://www.daypitney.com/"><b>Day Pitney LLP</b></a></p></li><li><p><a href="https://www.dwightrudd.com/"><b>Dwight Rudd Insurance</b></a></p></li><li><p><a href="https://www.fiduciary-trust.com/"><b>Fiduciary Trust Company</b></a></p></li><li><p><a href="https://www.goulstonstorrs.com/"><b>Goulston &amp; Storrs, PC</b></a></p></li><li><p><a href="https://www.howlandcapital.com/"><b>Howland Capital</b></a></p></li><li><p><a href="http://www.hubinternational.com/"><b>HUB International New England, LLC</b></a></p></li><li><p><a href="https://iqeq.com/"><b>IQ-EQ</b></a></p></li><li><p><a href="http://www.marcumllp.com/"><b>Marcum LLP</b></a></p></li><li><p><a href="https://www.northerntrust.com/united-states/"><b>Northern Trust</b></a></p></li><li><p><a href="https://www.pkfod.com/"><b>PKF O’Connor Davies, LLP</b></a></p></li><li><p><a href="https://www.verrill-law.com/"><b>Verrill</b></a></p></li><li><p><span style="font-size: 14px;"><a href="https://www.verrill-law.com/"><b></b></a><a href="https://www.verrill-law.com/"><b></b></a></span><a href="http://wcnllp.com/" style="font-size: 11pt;"><b><span style="font-size: 14px;">Wilchins, Cosentino &amp; Novins LLP</span></b></a></p></li></ul><p><b style="color: #002255; font-family: 'eb Garamond', serif; font-size: 26px;">Silver</b></p><div> <ul style="list-style-type: disc;"><li><p><a href="https://ballentinepartners.com/"><b>Ballentine Partners, LLC</b></a></p></li><li><p><a href="https://www.berkshirebank.com/"><b>Berkshire Bank Wealth Management</b></a></p></li><li><p><a href="https://www.berrydunn.com/"><b>BerryDunn</b></a></p></li><li><p><a href="https://www.skinnerinc.com/"><b>Bonhams Skinner</b></a></p></li><li><p><a href="https://www.bowditch.com/"><b>Bowditch</b></a></p></li><li><p><a href="http://www.bbh.com/"><b>Brown Brothers Harriman &amp; Co.</b></a></p></li><li><p><a href="https://www.canbyfinancial.com/"><b>Canby Financial Advisors</b></a></p></li><li><p><a href="https://us.cibc.com/"><b>CIBC National Trust Company</b></a></p></li><li><p><a href="https://www.corient.com/"><b>Corient</b></a></p></li><li><p><a href="https://www.crestwoodadvisors.com/"><b>Crestwood Advisors, LLC</b></a></p></li><li><p><a href="https://www.fortismgmt.com/"><b>Fortis Management Group LLC</b></a></p></li><li><p><a href="https://www.taxandtrustlaw.com/"><b>JC Hilario, PC</b></a></p></li><li><p><a href="http://lakestreetadvisors.com/"><b>Lake Street Advisors</b></a></p></li><li><p><a href="https://www.landvest.com/"><b>LandVest</b></a></p></li><li><p><a href="https://www.mintz.com/"><b>Mintz Levin</b></a></p></li><li><p><a href="https://www.nutter.com/"><b>Nutter</b></a></p></li><li><p><a href="https://www.rubinrudman.com/"><b>Rubin and Rudman LLP</b></a></p></li><li><p><a href="http://www.tbhr-law.com/"><b>Tarlow, Breed, Hart &amp; Rodgers P.C.</b></a></p></li><li><p><a href="https://tonneson.com/"><b>Tonneson + Co</b></a></p></li><li><p><a href="https://trove.net/"><b>Trove</b></a></p></li><li><p><a href="https://www.valuationresearch.com/"><b>Valuation Research Corporation</b></a></p></li><li><p><a href="https://www.wolfandco.com/"><b>Wolf &amp; Company, PC</b></a></p></li></ul><h3><b>About BEPC</b></h3><p>The Boston Estate Planning Council (BEPC) is a multi-disciplinary community of approximately 700 estate and wealth planning professionals. The Council provides educational programs and networking opportunities to help its members build and strengthen relationships, learn about ideas and strategies, and share thought leadership. The Boston Estate Planning Council is one of the oldest and largest interdisciplinary estate planning councils in the country, tracing its roots back to 1930. The Council is a member of the <a href="https://www.naepc.org/">National Association of Estate Planners &amp; Councils</a>, the leading professional organization for estate planners. BEPC was previously honored by NAEPC as a 5-Star Council in 2018, 2019, and 2020 and received the Council of Excellence Award in 2015, 2016, 2017, 2022, 2023, and 2024. More information is available at <a href="http://www.bepc.org/">http://www.bepc.org</a>.</p><p style="text-align: center;"><span style="font-family: Calibri;">###</span></p> </div>]]></description>
<pubDate>Thu, 19 Sep 2024 05:00:00 GMT</pubDate>
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