Boston Estate Planning Council President's Award

About the Award

The Boston Estate Planning Council's President may bestow the President's Award upon an individual that has displayed exceptional service and dedication to BEPC. The recipient has shown true leadership, volunteerism, and an overall commitment to helping BEPC achieve its mission and goals through their outstanding efforts and continued participation in the Council's activities. The award was established in 2015.

Award Recipients

2025 Awardees

Jennifer M. Hall, CFP®, AEP®

Jennifer Hall is a Wealth Manager and Financial Planner on the Wealth Management team at Appleton Partners, Inc. She works in close collaboration with attorneys, accountants, and trustees to assist individuals, families, and non-profit relationships achieve their wealth management and financial planning goals. Jen is also a member of Appleton’s Equity Investment Committee. Prior to joining Appleton in 2016, Jen served as the Trust Administrator at Cambridge Appleton Trust. She has completed the Financial Planning Program at Boston University and earned her CERTIFIED FINANCIAL PLANNER™ designation in 2019 as well as her Accredited Estate Planner, AEP®, designation in 2024.

BEPC congratulates Jennifer on this outstanding honor.

Caroline McKay

Caroline McKay is a senior wealth strategist with CIBC Private Wealth’s Boston office, with over 18 years of industry experience. In this role, she works closely with relationship managers and clients to develop and implement estate and wealth transfer strategies as part of the firm’s integrated wealth management process.

Prior to joining CIBC Private Wealth, Caroline served as assistant vice president and head of the Advanced Markets Department at John Hancock Insurance. In this role, she provided advanced tax, business and estate planning support to insurance professionals, financial advisors, certified public accountants and attorneys. Caroline has been a frequent speaker at prominent industry events and is the author of several articles related to estate and tax planning.

Caroline earned a Bachelor of Arts degree in history, magna cum laude, from Colby College; a Juris Doctor degree from Suffolk University, cum laude; and a Master of Laws degree in taxation from New York University School of Law.

Caroline is a member and committee chair with the Boston Estate Planning Council, a premier estate planning organization in Boston and a board member for the YWCA Darien/Norwalk in Darien, CT. Until recently, she was also a den leader and committee member for her local Cub Scout organization for the past 6 years.

BEPC congratulates Caroline on this outstanding honor.