The Estate Planning Council of Westchester County, Inc. Welcomes You!
We are a nonprofit organization which promotes the exchange of ideas and information among estate planning professionals. Our organization consists of Professional Groups of certified public accountants, attorneys-at-law, trust officers, chartered life underwriters and certified financial planners. Our new Associate Member Group allows those that are (i) actively and substantially engaged in the estate planning process and/or (ii) working toward certification into a designated Professional Group to join. Our members either reside or have a place of business in Westchester County, New York.
At our quarterly dinner meetings we offer educational and networking opportunities through presentations from industry leaders about planning techniques, current laws and shared experiences pertaining to the many disciplines of estate planning. Our meetings provide the opportunity to visit with friends, network and establish new relationships.
Please browse our website for more information about our Council.
To join our mailing list, please click HERE.
New: Exclusive benefit for members only!
Members of the Estate Planning Council of Westchester County, Inc. can now get pre-paid access to Leimberg Information Services (LISI), a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts. LISI is also home to a very powerful engine that will help subscribers create customized searches and past and future cases more easily and quickly than ever before possible.