Welcome to the website of the Greater Boca Raton Estate Planning Council!  Our council strives to provide a better understanding of the services professionals in the estate and financial planning fields can render for their clients and the general public, to promote cooperation among professionals in the estate and financial planning fields, and to foster a better understanding of the relationship which such professionals bear to each other, their clients, and the general public.

 


To foster greater collaboration, we are pleased to share this Digital Membership Directory for the Greater Boca Raton Estate Planning Council.


Please browse the rest of our website to learn more about the council and its membership.

 

Updates and Announcements

 

Council Welcomes New President, Officers, and Directors Effective July 1, 2025. Led by President Mickey Rosenzweig, the new leadership team includes broad representation from across the estate planning industry. 

Council Announces Dynamic Speaker Line-Up for the 2025-2026 Season.  Headlined by Beth Shapiro Kaufman, Partner, National Chair, Private Client Services, Lowenstein Sandler, at the opening dinner meeting on Tuesday, October 14, 2025, the Council is proud to present five nationally recognized, diverse, and dynamic speakers for the 2025-2026 season.

Council Welcomes New Members for the 2025-2026 Season. We are absolutely delighted to welcome our newest members to the GBREPC’s esteemed community of estate planning professionals.  We commend these professionals for their dedication to a collaborative approach in addressing the estate planning needs of individuals and families. We continually strive to enlighten new members, as well as existing ones, on cutting-edge estate planning ideas along with networking opportunities to grow their practices.

Council Honored as a 5 Star Council by the National Association of Estate Planners & Councils (NAEPC) for second consecutive year. This honor recognizes estate planning councils that have demonstrated a high level of achievement in areas critical to a successful membership experienceDownload the Press Release 

Share Your Idea for a GBREPC Event.  Did you recently attend a conference with an amazing speaker?  Do you want to learn about an emerging topic?  Share your idea with us here.

 


 


Greater Boca Raton 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.