our Diamond Sponsor

Welcome to the East Coast Estate Planning Council.  

The Directors of the East Coast Estate Planning Council welcome you to the second half of the 2021-21 Membership Year!

After a successful fall season of noon Zoom educational presentations and evening Zoom networking events, Bill Smith, this year’s President, and our Board of Directors will continue to navigate challenges presented by COVID-19. The Council’s Board of Directors, with input from our members, has decided to conduct our January, February, and March 2021 meetings virtually.  We will begin with a noon meeting on January 13, 2021, featuring a Tax and Wealth Planning Developments Update presentation by Larry Stein.

The Council's Board of Directors has decided to extend the membership of all current members through June 2021, without charge!  If we are able to return to in-person dinner meetings, then the costs of those metings will be covered by sponsorship revenue and by per-meeting fees charged to those members who register to attend.  If you are interested in becoming a member, please visit New Member to complete an application. New membership fees will be $100.  Once you've completed the application, please mail to Marie Silvani, our administrator at

As an additional benefit, our Council is qualified as a continuing education provider which enables our programs to qualify for CLE, CFP, and CPE credits for those in attendance.  Once again, we will offer credits free of charge for all our programs.

We thank all our sponsors who have helped us bring quality programming and venues to you each year. We still have 2021 opportunities available for sponsorship.  During our fall virtual meetings, we were able to offer our members Grub Hub gift certificates to enjoy lunch while they participated in our speaker meetings. And ended our year, with our Holiday Networking session conducted by a master chocolatier from Miami teaching us the wonders of chocolate. You may review the sponsorship opportunities on our website or contact our Chair,  Sharon Lindsey at

We have new levels of sponsorship this year beginning at $500.  If you are interested becoming a sponsor, please visit our Sponsorship page. 

On behalf of our entire Board, we want you to know that your involvement is what makes our council worthwhile. We look forward to seeing you at our virtual meetings and hopefully in person April 2021 at the Bear Lakes Country Club with the Palm Beach Tax Institute .

Board of Directors for the 2020-21 Season:

  • President - Bill Smith
  • 1st VP (Speakers) - Karolina Bednarska
  • 2nd VP (Sponsors) - Sharon Lindsey
  • Secretary – Lisa Matthews
  • Treasurer - Lilach Fisher
  • Director - Rachel Doorly Kittleman
  • Director - Chris Losquadro
  • Director – Lisbeth Rock
  • Director – Matt Scheer
  • Director - Michael Schiff
  • Director - Ivan Shegota
  • Immediate Past President - Mark Brown

Thank you to all our Sponsors for the 2019-20 year.  Without their support, we could not offer the great programs we do.

The Council supports nominating its members for the Accredited Estate Planner® Designation (AEP).  If you are interested in learning more, please click here

Please like us on Facebook and connect with us on LinkedIn.

Bill Smith, Esq.

Board President, 2020-21
East Coast Estate Planning Council

Why Join

Dinner meetings, hopefully beginning in April, includes our noteworthy speaker and timely topics regarding estate planning. 

An impressive variety of speakers and topics that include continuing education credits for CPAs, Attorneys and CFPs.

Networking opportunities with council members and professionals from other local organizations

Possible speaking engagements and sponsorship opportunities

Online directory where you may post your biography, headshot, link your social media and website and detailed information about your firm.

Continuing education credits for CLE, CPA and CPA.

Our 2020-2021 Sponsors are 

Diamond Sponsor


Platinum Sponsors



Gold Sponsors





The Ertmann Foster Knight Group

Private Wealth Advisors







Silver Sponsors





Special Notice...The East Coast Estate Planning Council offers this site for informational purposes only, to provide a better understanding of estate planning, and to further the education of our members and the general public in the field of estate planning. The contents of this site are not intended as legal, tax, accounting or other professional advice or services and is presented without any representation or warranty as to the accuracy or completeness of the information. All uses of this website, other than personal uses, are prohibited. The information on this site is subject to change without notice, and you may not rely upon any such information with regard to a particular matter or set of facts. You should not act or refrain from acting on the basis of any content included in this site without seeking the appropriate legal or professional advice on the particular facts and circumstances. ALL INFORMATION IN THIS SITE IS PROVIDED “AS IS”, WITH NO GUARANTEE OF COMPLETENESS, ACCURACY, TIMELINESS OR OF THE RESULTS OBTAINED FROM THE USE OF THIS INFORMATION, AND WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO WARRANTIES OF PERFORMANCE, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. In no event will The East Coast Estate Planning Council, its agents, officers, directors, or employees be liable to you or anyone else for any decision made or action taken in reliance on the information in this Site or for any consequential, special or similar damages, even if advised of the possibility of such damages. Links to information on other sites are for your convenience only and are not an endorsement or recommendation of those sites.




The East Coast Estate Planning Council Inc.

 Marie Silvani, Administrator
Email: | Tel. 561.371-4517
All Rights Reserved -Copyright © 2017  The East Coast Estate Planning Council, Inc.

The East Coast Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.