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An interdisciplinary organization for professionals involved in estate planning

PRESIDENT'S MESSAGE:

Dear members and colleagues:

The Estate Planning Council of Delaware (EPCDE) is an interdisciplinary organization for professionals involved in estate planning.  Our Council strives to foster understanding of the proper relationship between the functions of life underwriter, trust officer, attorney, accountant, financial professional, and any other party or parties involved with estate planning; and to encourage co-operation of professionals between these disciplines.

As our top priority is, and will continue to be, the health and safety of our valued members, guests, speakers, and sponsors; our Board of Directors is moving forward with hybrid programming this year using tandem in-person and virtual formats.  We will continue to provide our members and guests with a forum to connect with other estate planning professionals who share similar goals and interests.

We are planning an exceptional year of events focused on keeping you informed of cutting-edge estate planning developments and related topics of interest.  We will also continue to send out surveys after each meeting to get your feedback.  Please let us know how we can serve you better.

Our affiliation with the National Association of Estate Planners & Councils (NAEPC) gives us access to many benefits and tools which include utilization of its national speakers' bureau, access to NAEPC's Journal of Estate & Tax Planning, as well as involvement at NAEPC's annual conference.  We encourage you to explore the educational programs and benefits offered by NAEPC and consider earning the Accredited Estate Planner (AEP) designation.  Please browse our website for more details.

Please look for our annual membership renewal letter coming soon.  The future of our organization and its continued success depends on our members and future qualified members.  If you have ideas for future speakers, topics, or events - or if you wish to participate on a committee - please contact us via the website.  If you are not yet a member and are interested in joining, we encourage you to apply for membership using the application form on our website.

An additional way to connect with our membership is through the EPCDE group on LinkedIn.  For those who wish to join our LinkedIn group, please either send us a request through LinkedIn or email us with your request for invitation to the group.

Please share our excitement as the Estate Planning Council of Delaware enters its 75th year in 2022!  We look forward to seeing you in person at our upcoming meetings and events.

Paul L. Bechly, President

 

See a complete list of member benefits

https://www.linkedin.com/groups/12137998/

 

 

 


Estate Planning Council of Delaware, Inc. 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.