The Directors of the East Coast Estate Planning Council welcome you to the 2020-21 Membership Year.
We have begun our renewal program for existing members and welcome any new members. As an existing member, please log in to renew your membership. The fall meetings will be conducted virtually offerings two speaker meetings including continuing education credits and four "Happy Hour" networking virtual gatherinsgs. If you are interested in becoming a member, please visit New Member to complete an application. New membership fees will be $150.
We have new levels of sponsorship this year beginning at $500. If you are interested becoming a sponsor, please visit our Sponsorship page.
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
With the COVID environment upon us, the Council with feedback from our membership, has determined to conduct monthly meetings virtually. We will offer two speaker meetings including continuing education credits and four "Happy Hour" networking gatherings. We are hopeful by January we can begin to offer our normal monthly dinner meetings, which begin with cocktails allowing networking opportunities before dinner. Dinner includes our noteworthy speaker and timely topics regarding estate planning. A pricing structure for membership in the fall will be determined later this year.
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.
Our 2020-2021 Sponsors are