The Greater Boca Raton Estate Planning Council is a chapter of the National Association of Estate Planners & Councils. The Boca Raton Chapter was founded in 1984, and is comprised of over 200 members who are professionals involved in counseling clients in the area of estate planning. Our members come from various disciplines, including attorneys, accountants, trust administrators or officers of a corporate fiduciary firm, insurance, financial planning and planned giving professionals.
Our goal is to bring quality professionals together to provide a medium for discussion, education in the areas of estate and financial planning, and to promote an opportunity to network, meet old friends and make new ones. Our mission is to provide a better understanding of the services our members render to their clients and the general public in order to promote cooperation and collaboration among professionals in the estate and financial planning fields.
Should you have an interest in joining our organization, please review the membership criteria on our membership applications and contact Sylvia Tausk, our Executive Secretary, at firstname.lastname@example.org
Brad H. Milhauser, Esq., Council President
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.