News & Press https://www.bepc.org/news/default.asp Sat, 18 Jul 2026 15:19:15 GMT Tue, 7 Apr 2026 13:36:00 GMT Copyright © 2026 Boston Estate Planning Council Nominations Close on 05/08/26 for NAEPC Robert E. Fox, CLU®, AEP® Volunteer Service Award https://www.bepc.org/news/news.asp?id=726817 https://www.bepc.org/news/news.asp?id=726817 The nomination period is open for the Robert E. Fox, CLU®, AEP® Volunteer Service Award; nominations are requested on or before Friday, May 8, 2026.

Named in honor of a long-serving volunteer with NAEPC, this award embodies the spirit of service that Bob Fox held so dear and is offered yearly on a discretionary basis to an individual or individuals in recognition of exceptional volunteer service to (a) their estate planning council, (b) their local community as identified by the local estate planning council, or (c) to NAEPC itself during the prior calendar year.

Nominations will be accepted from an estate planning council board of directors or from an individual member of the board of directors of an estate planning council, estate planning council staff executive / administrator, NAEPC board member, or a staff member of NAEPC. 

The recipient:
  • Must be a current member of an estate planning council or an at-large member of NAEPC if no council exists within 50 miles / 60 minutes driving of the individual
  • May be either actively practicing or retired 
  • Must be of strong personal character and possess such reputation as to be considered a leader within the profession of estate planning either locally or nationally while embodying the ethical standards of the profession and disciplines represented within 
  • Should not have been a prior recipient of the Hartman Axley Lifetime Service Award, a member of the NAEPC Estate Planning Hall of Fame®, or a current member of the NAEPC executive committee or board of directors. NAEPC board members shall have been off the board for a period of three (3) full years before being eligible for consideration.
 
The award ceremony will take place on November 5, 2026 in Chicago, Illinois at a special awards reception hosted following the Regional Leadership Conference.
 
The nomination application is short, just two pages, and should be submitted to eleanor@naepc.org.  

DOWNLOAD THE NOMINATION FORM

 


]]> Tue, 7 Apr 2026 14:36:00 GMT NAEPC Rebrands Annual Conference to Estate Planners Forum https://www.bepc.org/news/news.asp?id=717315 https://www.bepc.org/news/news.asp?id=717315 The National Association of Estate Planners & Councils (NAEPC), the national network of affiliated estate planning councils and credentialed professionals drawn together to achieve excellence in estate planning, recently announced a rebrand of their annual Advanced Estate Planning Strategies Conference. The reimagined conference experience is now the Estate Planners Forum. 

Previously held each fall, the event shifts to a virtual format in 2026 and then back to in person in spring 2027.

Per NAEPC, the reimagined experience will feature:

  • Subject matter aligned with your clients’ needs
  • Reduced registration cost
  • A condensed mid-week schedule designed with busy professionals in mind
  • More free time to cultivate lasting professional and personal relationships
Learn more at https://www.naepcconference.org/.
]]> Wed, 31 Dec 2025 16:25:00 GMT Interested in the AEP® Designation? Apply by Dec 15, 2025 https://www.bepc.org/news/news.asp?id=711342 https://www.bepc.org/news/news.asp?id=711342 Each year, BEPC nominates a limited number of its members for the AEP® designation. The Council Outreach Committee oversees the annual nominations process. We encourage those interested in earning the AEP® designation to self-nominate/apply through this program.

All applications are due by December 15, 2025.

Learn more and apply today.

]]> Tue, 30 Sep 2025 19:53:00 GMT Call for Nominations: Join the NAEPC National Board of Directors https://www.bepc.org/news/news.asp?id=705841 https://www.bepc.org/news/news.asp?id=705841
As a leader within your local council or an active AEP® designee, you may know individuals who exemplify leadership through professional and civic engagement. We invite you to nominate these individuals—or yourself—for consideration. The nomination deadline is Friday, July 18, 2025.

Ideal candidates are past presidents or current officers of affiliated councils or professionals with demonstrated leadership in estate planning. While not required, prior attendance at two NAEPC annual conferences and service on a national committee are highly valued. Candidates must represent one of the five core disciplines: attorney, accountant, insurance/financial planning professional, philanthropic professional, or trust professional. They must also be significantly engaged in estate planning and support the team-based approach.

While the AEP® designation is not mandatory at the time of nomination, it must be obtained within one year of election to the board.

Serving on the NAEPC board is a prestigious and rewarding opportunity to contribute to the profession at a national level. All applicants will be notified of the committee’s decision by mail, and those not selected will remain under consideration for three years.

👉 Submit Your Candidacy Online

For questions, please contact the NAEPC office.]]> Tue, 15 Jul 2025 12:47:00 GMT Interested in the AEP® Designation? Apply by Dec 13, 2024 https://www.bepc.org/news/news.asp?id=684070 https://www.bepc.org/news/news.asp?id=684070 Each year, BEPC nominates a limited number of its members for NAEPC's AEP® designation. The Council Outreach Committee oversees the annual nominations process. We encourage those interested in earning the AEP® designation to self-nominate/apply through this program.

Download Application

All applications are due by December 13, 2024. Remit completed application via email to the Council Outreach Committee Chair and Vice Chair.

Learn more about NAEPC and the AEP® designation.

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