Norfolk & Plymouth Estate and Business Planning Council


Welcome to the Norfolk & Plymouth Estate and Business Planning Council





Upcoming Events

55th Annual NAEPC 

Advanced Estate Planning Strategies Conference

November 6 - 9, 2018 - Ft. Lauderdale, Florida

Fort Lauderdale Marriott Harbor Beach Resort & Spa

 Online Registration Form
 DOWNLOAD THE REGISTRATION BROCHURE

Who we are...

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

A message from the President of NPEPC...

Hello fellow NPEPC members,

I hope everyone had a wonderful summer and was able to enjoy the beautiful weather! With Labor Day behind us, the Red Sox rolling and the Patriots about to kickoff, we are set to start a new year at the NPEPC. As your new President, I wanted to introduce myself and let you know we have an exciting year planned for the Norfolk & Plymouth Estate Planning Council. We are looking to change some things up this year, including different types of events and different locations.

Your program committee has been hard at work this summer planning the events. We are kicking off the Fall schedule with a Market Update by David Smith, Chief Investment Officer at Rockland Trust, on October 4, 2018 at 110 Grill in Braintree starting at 4:00 pm, with ample time for networking as well. We have a “Year End Tax Planning Strategies” presentation by Laura K. Barooshian, CPA, MST, AEP, CAP, a Partner at DiCicco Gulman & Co., scheduled for November 1, 2018 at Lombardo’s in Randolph, which should be very appropriate given the major tax changes for 2018. On February 5, 2019 our Vice-President, Laura Riccio, will be presenting on “Digital Assets”.  In addition, the program committee is currently planning our Annual Meeting in June 2019 – stay tuned.

Our Membership Committee has also been diligently working to create different ideas to reinvigorate the council and increase and attract new members. They are currently planning a Fall Networking event for existing members as well as guests and potential new members. I look forward to seeing many of you at this upcoming event!

I have been a member of the Council for many years and I am looking forward to a great upcoming year as your new President! I have always found the Presentations hosted by the Council to be very worthwhile and informative, as well as fun. The collective knowledge and expertise of our members is truly impressive. With your help and active participation we can make this another great year for the Norfolk and Plymouth Estate Planning Council and I look forward to seeing you at the events throughout the year!

Best,  Jim Tierney

James M. Tierney, Esq., CPA, LL.M.

Attorney James M. Tierney has been practicing law since 1993. His practice is concentrated in the areas of estate planning, probate and taxation. Prior to forming DesRosiers & Tierney, Jim worked as a Partner at Cody & Cody, LLC in Quincy, an estate planning associate at Cushing & Dolan in Boston and as a manager for PricewaterHouseCoopers.

Admitted to:

  • Massachusetts Bar Asociation
  • Massachusetts Supreme Judicial Court
  • U.S. District Court, First Circuit District of Massachusetts
  • U.S. Supreme Court

Education

  • Boston University Law School Graduate Tax Program | Legal Masters of Taxation
  • Suffolk University Law School | Juris Doctorate, cum laude
  • Boston College | Bachelor of Science, Accounting
  • Professional Memberships
  • Massachusetts Bar Association
  • Massachusetts Society of Certified Public Accountants

Professional Activities and Accomplishments

Attorney Tierney frequently speaks at client seminars, offering presentations on various estate planning topics. Jim is a Massachusetts Continuing Legal Education (MCLE) faculty member. He has presented at a number of MCLE presentations.

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


844-37-NPEPC

Hello@NPEPC.org

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

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