ECEPC June Breakfast & Presentation: Protecting Client Wealth (from Lawsuits)

Date: Wednesday, June 11, 2025
Time: 8:30am - 10:00am
Location: Red's Kitchen & Tavern, 131 Newbury St 1 N, Peabody, MA 01960
Speaker: Paul Bernstein, The Bernstein Law Group

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Invitations Going Out May 1st!

Join the Essex County Estate Planning Council for morning coffee & breakfast as we welcome

Paul Bernstein, ELPS, AEP of The Bernstein Law Group

Red's Kitchen on Rt1N in Peabody for:

 

"Protecting Client Wealth: Asset Protection Strategies Every Advisor Should Know"
Equip yourself with an understanding of the foundational asset protection tools and strategies to help your clients safeguard their wealth from future lawsuits.

This promises to be an Event ripe for Q&A - RSVP ASAP!

 

~ Email ecepcouncil@gmail.com for Event/Seasonal/Annual Sponsorship Opportunities ~

 

Paul Bernstein is a Massachusetts attorney who believes in helping families, individuals, and businesses preserve a lasting legacy through highly personalized and comprehensive plans.

Paul has been a resource for hundreds of families and businesses who seek to plan for and protect that which is most important to them. Paul is licensed to practice law in the Commonwealth of Massachusetts, having been admitted to the bar in 1992.  He has been admitted as a member of the Bar of the State of Pennsylvania and is admitted to practice before the United States Tax Court and the United States District Court.

Paul is the area’s only board-Certified Estate Planning Law Specialist, as certified by the Estate Law Specialist Board, the sole American Bar Association-accredited certification as an Estate Planning Law Specialist. Additionally, he is an Accredited Estate Planner*.

 

 

This is a members-only event. Registration is required.  Please renew your membership before registering for the event. 

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