Mission: The boston estate planning council 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 principal objectives of the council are as follows:-to foster a better understanding of the relationship among estate and wealth planning specialists from different disciplines and to bring those specialists together in one association;-to further the education of members in matters of estate and wealth planning;-to encourage the highest standards of professional and ethical conduct; and-to help the members render the highest quality of service to clients;-to advance public knowledge of the concept and benefits of estate planning.
Programs: Provide educational programs and networking opportunities for estate planning professionals in the community.
maintain over 700 members, who represent a broad range of practices and benefit from getting to know each other and respect each other through an increased awareness and understanding of the views, concerns and valuable interaction of their overlapping specialties.