What is an estate planning council?
Probably the best resource on the origin and purpose of an
estate planning council is the National Association
of Estate Planners and Councils (NAEPC). On the "NAEPC
History" page, the NAEPC describes the importance of
estate planning to the public and the team approach as the
superior means to deliver effective estate planning. On
the same page, the NAEPC cites the six purposes of the estate
planning council movement from "A Guide for Forming Life
Insurance - Trust and Estate Planning Councils," which was
produced by local councils between 1937 and 1959:
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Enabling
life underwriters, trust officers, attorneys, and
accountants to become better acquainted;
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Developing
mutual trust and understanding;
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Learning to
cooperate -- confident that there is no competition among
the groups;
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Learning
more about each others’ business;
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Knowing
experts in each others' fields and having the confidence and
trust to call on them for their services;
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Giving,
through this cooperation and study, much improved service to
clients.
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Message
Boxes
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Please join us at our next
meeting, which is listed on the "Calendar" page.
Also, members should join the Yahoo! group for the EPCEC by
visiting our group's home page:
http://groups.yahoo.com/group/epcec/.
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What is The Estate Planning Council of the Emerald Coast, Inc.
(the "EPCEC")?
Essentially, the EPCEC is a local estate planning council
that exists to promote professionalism and development of
individuals involved in an estate planning discipline along
the Emerald Coast. The EPCEC differs from some estate
planning councils in that it includes charitable planning
professionals because (a) there is no local, active planned
giving council in the area and (b) charitable planning is
viewed as an integral part of estate planning by members of
the EPCEC. For
additional information on the EPCEC,
please view the "About Us" page or contact one of the
EPCEC's leaders listed on the "Member Directory" page.
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Why should an Emerald Coast professional join the EPCEC?
The EPCEC exists to deliver value to its members.
Some of the primary benefits of joining the EPCEC include:
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Proximity:
The EPCEC meets in Destin, which is central to most Emerald
Coast locations, and will move its informal meetings around
the area;
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Education:
The EPCEC offers leading national and regional speakers,
group access to Leimberg Information Services (see the
"Resources" page), and other shared resources;
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Networking:
The EPCEC includes Emerald Coast leaders from all of the
estate planning disciplines;
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Discussion
of Planning Techniques and Topics: The EPCEC's informal
meetings allow members to interact and discuss estate
planning techniques, topics, and articles and other
resources;
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Meals: The
EPCEC's formal meetings include dinner, which represents
most of the annual membership fee; and
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Development
for Each Discipline: As a result of the EPCEC's formal and
informal meetings, the EPCEC hopes that all members will
develop together and serve clients and each other more
effectively.
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