The Essex County Estate Planning Council 
Where the North Shore's Estate Planning Professionals Meet and Grow


Thank You to our 2019-2020 Annual Sponsor

News and Updates - COVID-19

We hope that during these challenging times, you are staying safe and adjusting to our new norm. The ECEPC is currently exploring ways for us to connect virtually during this time. Our remaining 2019-2020 membership season events will not go on as planned. However, we are looking into hosting our April 28 Medicaid event virtually and are working with the event venue to reschedule our annual dinner so that when we come out the other side of this crisis, we can connect - in person - again. 

Be well. 

UPCOMING EVENTS:

April 28, 2020 | Medicaid Planning 

  • The ECEPC is looking into hosting this as a virtual event. Stay tuned!

Annual Dinner | Tedesco Country Club, Marblehead | Date TBD
 

  • Membership Renewal for the 2019-2020 membership ended on 10.22.19.  If you have any questions about the Council, membership or renewal, please contact Michelle Xiarhos Curran at ecepcouncil@gmail.com
     
  • Attention Prospective Members: Add yourself to our mailing list to hear from the Council about upcoming events and information regarding membership. 
     
  • For all the latest Council news, events and happenings, please be sure to visit our blog, ECEPC News.

‚ÄčNew Members

  • Rebecca DeRosa, Bank of America, Private Bank
  • Meaghan Schweitzer, Neuberger Berman
  • Matthew Heath, Cabot Wealth Management
  • Cameron Scott, BerryDunn
  • Thomas Burleigh, CMH Wealth Management, LLC

Other Announcements

  • Would you like more exposure for your business? Become an ECEPC Event Sponsor and spread the word. Visit the "Our Sponsors" page to view a list of recent sponsors. 
  • The Essex County Estate Planning Council always welcomes new members. If you or someone you know is interested in becoming a member of the ECEPC, please download our Membership Application and visit the Council Information page for details on your membership options. 

Resources

The Journal of Estate and Tax Planning

Read the latest issue of the Journal of Estate and Tax Planning, a publication of the NAEPC. 

NAEPC News

Read the latest issue of NAEPC News, which includes valuable information about your member benefits. 



 


Essex County Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.