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
The end of the 2016-2017 is quickly coming to a close! But we’ve still got two great events coming up before summer arrives and the Board of Directors starts planning for next season: May 9: Digital Asset Planning and Cyber Security Lee Poskanzer of Directive Communication Systems; Chris Hawthorne of TGA Cross Insurance and Vincent E. … More End-of-Season Events Coming Up!
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!
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
Did you know that as a member of the Essex County Estate Planning Council, you are eligible to register for the NAEPC’s Robert G. Alexander webinar series at a special rate? Below are the details and registration information for the next webinar. Wednesday, October 19, 2016 3:00pm – 4:00pm ET Topic: Tricky GST Issues Speaker: David A. … More NAEPC Webinar: Tricky GST Issues
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
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
Thanks to all who came out to kick off the Essex County Estate Planning Council’s 2016-2017 membership year with a networking event at the brand new Beauport Hotel in Gloucester. More than 30 members and guests gathered to enjoy conversation, cocktails, amazing food and a gorgeous view of Gloucester’s coastline. Stayed tuned to your inboxes … More A Great Night at the Beauport
There is just one week until the ECEPC Annual Dinner, the Council’s signature event! Register today for a chance to mingle with fellow ECEPC members, enjoy dinner and cocktails and hear from our guest speaker, Massachusetts Secretary of Housing and Economic Development Jay Ash. The Annual Dinner takes place on June 20 at Tupper Manor … More ECEPC Annual Dinner June 20
For estate planning professionals, it is paramount to a client’s well-being to make sure they have the documents they need to be prepared for a medical emergency. … More Your Client in Medical Crisis