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

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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.

Nutter Partner William Kirchick Elected President of the National Association of Estate Planners & Councils

William D. Kirchick, a partner in Nutter’s Private Client Department, was elected President of the National Association of Estate Planners & Councils (NAEPC). NAEPC is a national organization of professional estate planners and 275 affiliated local estate planning councils dedicated to excellence in estate planning by serving estate planning councils and their 29,000 credentialed members, delivering exceptional resources and unsurpassed education, and recognizing those members within who hold the Accredited Estate Planner® (AEP®) designation and Estate Planning Law Specialist (EPLS) certification.

Kirchick was elected at NAPEC’s virtual annual meeting on November 10, 2020. He will assume this role on January 1, 2021. Kirchick is currently serving as presidentelect of NAEPC. A dedicated member of the organization, he has served on the board since 2010 and has also held the roles of treasurer and secretary. Additionally, Kirchick has co-chaired the Accredited Estate Planner® Designation Committee.

“It is with a great deal of excitement that I turn the presidency over to Bill Kirchick on January 1,” said current NAEPC President Jack Garniewski. “Having served alongside him for many years and witnessing his dedication to NAEPC and its members and mission each day, I am confident he will continue to lead NAEPC into a new era of member service and enthusiastically support Bill as president.”

Kirchick advises owners of closely held businesses, corporate executives, selfemployed professionals, and families with inherited wealth in all aspects of estates, trusts, and business succession planning. He has extensive experience in the areas of estate planning and taxation, gift and generation-skipping transfer tax-planning, as well as probate and trust administration. A Fellow of the American College of Trust and Estate Counsel, Kirchick is a past President of the Boston Estate Planning Council and the 2004 recipient of its Estate Planner of the Year Award. A soughtafter speaker, he lectures on a wide variety of estate and business planning topics for Massachusetts Continuing Legal Education Inc., the Massachusetts Bar Association, the Boston Bar Association, the Boston Estate Planning Council, the Federal Tax Institute of New England Inc., and numerous other local estate planning councils in Massachusetts.

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

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

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