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
Please join me in congratulating Daniel Paris, CFP®
to be installed on August 25th as the NPEPC 2020/2021 President
Daniel Paris is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management based in Boston. Dan works closely with high and ultra-high net worth individuals and families to define and pursue the financial goals and priorities that are important to them. He has particular depth in serving senior executives and entrepreneurs, private company business owners, and private equity principals.
Dan leads a team of U.S. Trust® specialists who work in concert to design and implement tailored financial strategies in investment management, including traditional, alternative, and specialty asset management; trust and estate planning services, liquidity-event strategies, sophisticated lending, such as aircraft, marine, fine art and real estate finance; wealth transfer strategies; planned giving and philanthropy. As the key point of contact, Dan provides coordination of the U.S. Trust to deliver an engaging client experience.
Daniel Paris is a graduate of University of Vermont with a Bachelor of Science degree in Political Science. Daniel is a CERTIFIED FINANCIAL PLANNER (CFP®) certificate awarded by the Certified Financial Planner Board of Standards, Inc.
Dan is active in the community, he belongs to the Norfolk and Plymouth Estate and Business Planning Council, Boston Estate Planning Council and The Boston College Club. Dan lives in Medfield, MA with his wife and children.
Mission & Purpose
The purpose of the Norfolk & Plymouth Estate and Business Planning Council is:
We would like to take this opportunity to thank
Carol A. Magyar, CPA, MST
for more than a decade of service to the NPEPC. Carol will retire her position on the Board of Directors for our organization!
"Carol is the perfect volunteer. She shows up; she speaks up; and she supports the cause of the organization. She has been a stalwart member of the Council’s leadership team for so many years and a truly good person. I will miss her."
Timothy Barry, Partner, blumshapiro
"Carol is a consummate professional and always puts her clients first. Her thoughtful questions have always challenged us to strive to be exceptional advocates for advisors so we can provide the highest level of expertise and knowledge to our clients. She will be missed greatly and I personally have developed a friendship and professional relationship with Carol that has enhanced my practice. Good luck Carol!"
Susan Daileader, CFPR, CLTC Vice President and Financial Consultant, Rockland Trust
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