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BEPC Welcomes New President, Officers and Board
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Jessie Hennion

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Boston Estate Planning Council Welcomes New President, Officers and Board Members

With their Diverse Range of Experience, New Leadership Additions Are Poised to Enrich the Council and Support BEPC’s Goal of Expanding Community Engagement, Education and Diversity


WAKEFIELD, Mass. – June 28, 2018 – The Boston Estate Planning Council (BEPC), a multi-disciplinary community of over 700 estate and wealth planning professionals, announced today its new President, Officers, and Board for the 2018-19 year, effective July 1, 2018. The additions ensure broad leadership representation from across the estate planning industry, enabling BEPC to continue to deliver the highest quality of service to its members and advance public knowledge of the concept and benefits of estate planning. The full roster is available on the BEPC website.


BEPC Appoints Long-time Leader Joshua Miller as President and New Officers

As part of BEPC’s seamless leadership transition, Joshua Miller, previously BEPC’s president-elect, moves into the role of president. Laura Barooshian becomes BEPC’s past president and will continue to serve on the BEPC Board. A prominent Managing Director and Senior Wealth Strategist at CIBC Private Wealth Management, Miller has been an active member of BEPC for over 13 years, served on numerous committees, and has been a Board Officer for the past five years.

“I am truly honored to serve as the 88th President of the Boston Estate Planning Council,” said Joshua Miller, president of BEPC. “On behalf of my fellow officers and the board, we thank Laura Barooshian for her leadership, vision and tireless efforts to position BEPC for future success. BEPC is well positioned to move forward energetically on our educational programs, networking events, and diversity initiatives.”

BEPC also appointed its Officers for the 2018-2019 term. The Board elected Rice, Heard & Bigelow, Inc. Director Sarah M. Allen, JD, LLM, as the new President-Elect; Pabian & Russell, LLC Partner Steven M. Carr, Esq. LLM, AEP, as Treasurer; and Lourie & Cutler P.C. Partner Kelly Aylward, Esq., LLM, as Secretary.


Council Welcomes Four New Board Members to the BEPC Board of Directors

As part of the council’s continued focus on industry leadership, BEPC’s Board of Directors Nomination Committee presented candidates and unanimously elected four Full Members to join the Board.

The new BEPC Board Members, who join the existing Board of Directors, are:

  • Susan A. Robb, JD, First Republic Trust Company
  • Elliot Rotstein, CAP, Management Planning, Inc.
  • David G. Strachan, Jr., CTFA, Cambridge Trust Company
  • Debra Whitney, CFP, Ballentine Partners, LLC

“We welcome our new board members and officers and anticipate that their contributions to both the industry and within BEPC will be substantial,” continued Miller. “These leaders bring a wealth of estate and wealth planning expertise that will help to inspire and guide our council’s efforts going forward.”


About BEPC

The Boston Estate Planning Council (BEPC) is a multi-disciplinary community of over 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 an active affiliate of the National Association of Estate Planners & Councils (NAEPC), which has honored BEPC with an inaugural Council of Excellence Award for the last three consecutive years. More information is available at