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BEPC Welcomes New President, Officers and Board July 1, 2019
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For more information, contact:

Cambria Happ, MPA, CAE

Executive Director, Boston Estate Planning Council (BEPC)

Phone:  978-364-5170



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


WESTFORD, MA (July 1, 2019) – The Boston Estate Planning Council (BEPC), a multi-disciplinary community of over 700 estate and wealth planning professionals, announced today its new president, office, and board of directors for the 2019-2020 year, effective July 1, 2019. 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. 


BEPC Appoints Long-time Leader Sarah M. Allen as President and New Officers

As part of BEPC’s seamless leadership transition, Sarah M. Allen, JD, LLM, previously BEPC’s president-elect, moves into the role of president. Joshua Miller, JD, CFP® becomes BEPC’s past president and will continue to serve on the BEPC board of directors. A Shareholder and Director of Rice, Heard & Bigelow, Inc., Allen has been an active member of BEPC for over 15 years, served on numerous committees, and has been on the board since 2013.

“I am thrilled to be named the 89th president of the Boston Estate Planning Council,” said Sarah M. Allen, president of BEPC. “Thank you to my fellow officers, the board, and the many volunteers for your time and dedication. Your commitment enables BEPC to grow stronger each year. My fellow officers and I are committed to the vision originally outlined in BEPC 2020 and now in BEPC Tomorrow, to enhance the value of BEPC membership through quality educational events and to deliver networking opportunities that enable members to cultivate meaningful personal and professional relationships.”

BEPC also appointed its officers for the 2019-2020 term. The board elected Lourie & Cutler P.C. Partner Kelly Aylward, Esq., LLM, as president-elect; Pabian & Russell, LLC Partner Steven M. Carr, Esq. LLM, AEP®, as treasurer; and Brown Brothers Harriman & Co. Vice President, Private Banking Beth Milkovits, AEP®, CFP® as secretary.


Council Welcomes Four New Board Members and Inaugural Honorary Director 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 the BEPC membership elected four Full Members to join the board.

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

·       Zachary Bourque, CFA, AEP®, Rice, Heard & Bigelow, Inc.

·       Thomas Francione, CTFA, AEP®, Loring, Wolcott & Coolidge Trust, LLC

·       Christian Stone, CFP®, Cambridge Trust Company

·       Barbara Targum, Dwight Rudd Insurance

The BEPC membership also elected the council’s inaugural honorary director, a newly created non-voting position on the board of directors. Eric P. Hayes, Esq., LLM, of Goodwin Procter LLP will serve as the 2019-2020 honorary director.


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 though 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). BEPC has been honored by NAEPC as a 5-Star Council and received the Council of Excellence Award in 2015, 2016, and 2017. More information is available at