The purpose of the Estate Planning Council of Rochester, New York (Council) shall be to provide a means whereby members, duly qualified on the basis of experience and interest, can discuss mutual problems arising in their respective fields of work, and can become informed of developments and ideas in the areas of estate planning and administration, to the end that they, cooperatively, may better serve the interests of their customers and clients.
NOTE: Paper handouts will not be provided at meetings.
Please use links below to print a copy of your handouts or save PDFs to your electronic device.
26 Jan 2021 Chapter Meeting - Succession Planning and Family Drama: How We All Can Help |
10 Feb 2021 NAEPC Webinar - Post-Election Estate Planning |
02 Mar 2021 Chapter Webinar - Medicare, Medicaid & Health Care Cost Considerations during Retirement |
10 Mar 2021 NAEPC - Diversity, Equity and Inclusion |
21 Apr 2021 NAEPC Webinar - TBD |
11 May 2021 Chapter Webinar - Changes to Estate Planning as a Result of the COVID-19 Pandemic |
12 May 2021 NAEPC - 529 Planning |
09 Jun 2021 NAEPC Webinar - Tax-Smart Charitable Giving, Especially with Retirement Assets |
14 Jul 2021 NAEPC Webinar - TBD |