2017 Annual Dinner

On May 25, the Essex County Estate Planning Council held it’s Annual Dinner at Tupper Manor on the campus of Endicott College in Beverly. It was a rainy night, but members enjoyed good company, cocktails, amazing food and an insightful discussion on the local and regional economy by Dr. Mary A. Burke, senior economist at the … More 2017 Annual Dinner

Join the ECEPC at our Upcoming Events!

The Essex County Estate Planning Council invites our members to join us for several upcoming events. As always, colleagues and guests are encouraged to attend! April 6,  Wine Tasting | Networking Event at Alfalfa Farm Winery Join fellow ECEPC members for networking and to taste test some exceptional wines at Alfalfa Farm Winery in Topsfield. This event is FREE for … More Join the ECEPC at our Upcoming Events!

Janney’s Mark Luschini talks economics

Thanks to all who attended the Essex County Estate Planning Council’s Jan. 24 event: Economic Forecast for 2017 with Mark Luschini, Janney Capital Management‘s chief investment strategist, at Spinelli’s in Lynnfield. In what members called an interesting and informative discussion, Mr. Luschini talked about the global economy, the impact of a Trump presidency, market risks, … More Janney’s Mark Luschini talks economics

A letter from our president

Dear Essex County Estate Planning Council Members, Welcome to the 2016-2017 membership year. I am honored to serve as this year’s ECEPC President and I anticipate a successful season of educational events, networking and camaraderie. First, I’d like to acknowledge the leadership of our immediate past president, Ed Cahill. Under Ed’s leadership, the Council made … More A letter from our president

Impending Events May Limit Estate Planning Opportunities

According to a National Law Review article published last week, two potential changes may provide a compelling impetus to review client estate planning goals and objectives prior to year-end. To learn about other changes that may prompt a review of your clients’ estate planning goals, make sure you save the date for the ECEPC’s Year-End Tax Planning Meeting, which takes … More Impending Events May Limit Estate Planning Opportunities