Welcome to the Norfolk & Plymouth Estate and Business Planning Council
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
About this presentation...
It’s Never Too Late – Estate Planning for the Terminally Ill Client
- Presented by attorneys David Handler and Kristen Curatolo of the Chicago and New York offices, respectively, of Kirkland & Ellis.
Co-authors of lead article in June 2016 edition of Trusts and Estates: “Planning at
the Eleventh Hour”
Welcomes our speakers:
Kristen A. Curatolo, Esquire and David A. Handler, Esquire - Kirkland & Ellis LLP
January 25, 2017
We are pleased to announce our Executive Committee for 2016/2017 installed on June 1st!
2016/2017 Vice President
2016/2017 SecretaryWilliam Logan
2016/2017 Treasurer & Executive Director
Linda M. Surovick
2016/2017 Immediate Past PresidentDaryl Cameron Every, Esquire
2016/2017 Executive Committee Members
Attorneys at Law
Certified Financial PlannersDiane Rosen, CFP®
Certified Public Accountants
Chartered Life Underwriters
Mission & Purpose
The purpose of the Norfolk & Plymouth Estate and Business Planning Council is:
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