Norfolk & Plymouth Estate and Business Planning Council

Welcome to the Norfolk & Plymouth Estate and Business Planning Council

The Norfolk and Plymouth County Estate and Business Planning Council (NPEPC) was established on October 13, 1976. The NPEPC is an interdisciplinary organization for professionals involved in estate planning. Since its inception, in 1976, the Council's primary objective has been to provide a better understanding of the services performed by attorneys, life underwriters, trust officers, accountants, financial advisors, planned giving professionals and others substantially involved in estate planning and to promote cooperation among them. Our meetings provide a medium for discussion of various, up-to-date estate planning topics of common interest. In addition to the excellent educational information and technical content, our meetings afford our members the opportunity to network, meet old friends and make new ones within the Norfolk and Plymouth County professional community

Upcoming Events

NPEPC Annual Meeting welcomes Asa C. Morse, Supervisory Special Agent - US Drug Enforcement Administration

09/12/2019 11:30 AM • Hilton Boston/Dedham, 25 Allied Drive, Dedham, MA 02026
NPEPC Kick Off Networking Event at Trillium in Canton

10/17/2019 4:30 PM • TRILIUM Brewing Company, 110 Shawmut Road, Canton MA 02021
The Anatomy of a Cyber Attack and Cybersecurity Best Practices - NPEPC Breakfast Round Table Discussion

10/24/2019 8:30 AM • Blumshapiro, 4 Batterymarch Park, Suite 100, Quincy, MA
56th Annual NAEPC Conference

11/05/2019 • The Cosmopolitan of Las Vegas, Las Vegas, Nevada
Retirement Planning under the Current Tax Law: NPEPC Lunch Round Table Discussion

11/06/2019 11:30 AM • The Adams Conference Room, Suite 221, 50 Braintree Hill Office Park, Braintree, MA
Hitching The Estate Plan Wagon To The Right Horse: Who Should Be The Trustee? - NPEPC Breakfast Round Table Discussion

12/10/2019 8:30 AM • The Adams Conference Room, Suite 221, 50 Braintree Hill Office Park, Braintree, MA
Socially Responsible Investing (SRI) - NPEPC Breakfast Round Table Discussion

01/09/2020 8:30 AM • Boston Newton Marriott, 2345 Commonwealth Avenue Newton, Massachusetts 02466
Understanding Medicare so you can advise your clients of the steps they need to take to make the transition: NPEPC Lunch Round Table Discussion

02/06/2020 11:30 AM • To be determined
Everything you wanted to know about College Admission and Financial Aid and How it relates to Estate Planning - NPEPC Breakfast Round Table Discussion

03/10/2020 8:30 AM • Blumshapiro, 4 Batterymarch Park, Suite 100, Quincy, MA
Ten Things to Know in Talking to Your Kids About Prenups: NPEPC Lunch Round Table Discussion

05/07/2020 11:30 AM • To Be Determined

Mission & Purpose

The purpose of the Norfolk & Plymouth Estate and Business Planning Council is:

to promote cooperative efforts in the fields of estate and business planning among the professions and business enterprises represented by the members, always keeping in mind the interests of their clients;
to engage in study, discussions, meetings and additional activities which will continuously improve their combined services;
to promote respect and understanding of the relationships among the professions and business enterprises represented by its members and;
to advance public knowledge of the concept of estate and business planning.

Accredited Estate Planner® Designation

Professional estate planners can now achieve an accreditation that acknowledges their experience and specialization in estate planning.The Accredited Estate Planner® designation is available to attorneys, Chartered Life Underwriters, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants, and Certified Financial Planners®. The AEP® designation is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character. READ MORE HERE

Norfolk & Plymouth Business and Estate Planning Council

617.285.2845

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The Norfolk & Plymouth Estate and Business Planning Council is a 501(c)6 non-profit organization

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