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.
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 experience. Download the Press Release
Council to Hold Inaugural Wealth & Wisdom Symposium for the Public at Florida Atlantic University’s Osher Lifelong Learning Institute on October 23, 2024. This event will be in recognition of National Estate Planning Awareness Week, which takes place from October 21-27, 2024. This week was adopted to help consumers understand estate planning and its need, along with how best to create a qualified team of professionals to assist in the planning process.
Council Welcomes New President, Officers, and Directors Effective July 1, 2024. Led by President Bill Miller, the new leadership team includes broad representation from across the estate planning industry.
Council Announces Dynamic Speaker Line-Up for the 2024-2025 Season. Headlined by Joshua Rubenstein, National Chair for Katten’s Private Wealth Department and ACTEC Fellow, at the opening dinner meeting on Wednesday, October 16, 2024, the Council is proud to present five nationally recognized, diverse, and dynamic speakers for the 2024-2025 season.
Council Hosts Kick-Off Event for the 2024-2025 Season. Hosted by Northern Trust, the Council looks forward to welcoming its members and prospective members at its annual season-opening cocktail reception on Tuesday, September 17, 2024.
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.
Exclusive Benefit for Council Members
Members of the Greater Boca Raton Estate Planning Council now receive access to Leimberg Information Services (LISI), a subscription service providing estate planning professionals with fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts by way of weekly email recaps. LISI is also home to a very powerful engine that allows users to create customized searches and past and future cases quickly and easily. Members can login by clicking the logo to the right.
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.
