Welcome to Estate Planning Council of Rochester


epcshieldThe 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.

Meeting Handouts


Obituary for Morton L. Bittker

Morton L. Bittker

Brighton - September 29, 2019 at age 83. Predeceased by his parents, Irving & Hortense Bittker; brothers David & Richard Bittker. Survived by his loving wife of 61 years, Maxine; devoted daughter, Holly (Aharon "Roni") Boker; adored grandchildren, Shai Y., Nadav M. & Hadar G. Boker; nieces & nephews, Amy (Terry) Baker, Jim (Lori) Bittker, Faye (Arie) Bittker Rudnik, Melissa Bittker & Beth Shuttleworth.

Mort received his undergraduate degree from the U of R and his law degree from Cornell. After serving in the US Army Reserves, he began practicing law in 1961 in Rochester, first at Easton, Wagner & Bittker and more recently at Woods Oviatt Gilman LLP.

Funeral Services will be held on WEDNESDAY at 11 AM in the sanctuary of Temple B'rith Kodesh (2131 Elmwood Ave.) Interment, White Haven Memorial Park. The family will receive friends on WEDNESDAY from 3-5 & 7-9 PM & THURSDAY from 2-4 & 7-9 PM at 340 Avalon Drive. Donations may be made to Temple B'rith Kodesh or the Jewish Community Center (JCC) in Mort's memory.

Published in Rochester Democrat And Chronicle on Oct. 1, 2019

56th Annual NAEPC Advanced Estate Planning Strategies Conference


56th Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Estate Planning Council Leaders
November 5-8, 2019
Las Vegas, Nevada
The Cosmopolitan of Las Vegas

5 Reasons to Attend the Conference:

1.     Grow your network of like-minded professionals, creating a team in which you are a key player.
2.     More social and networking time than ever before.
3.     Enhance your knowledge, learning from the profession's leading experts while earning up to 17 hours of continuing education credit across all disciplines.
4.     Acquire specialized information to ensure you are performing at your best, enabling you to make a difference for your clients and within your community.
5.     Experience the uniqueness of Las Vegas and The Cosmopolitan of Las Vegas.

Starts at $1,045
Single-day passes now available


Important Message for Estate Planning Council Leaders
Don't forget that the Pre-Conference Sessions (also known as Council Leadership Day) are just for you, your board, and staff! This day of sessions offers learning pods (small group workshops) where council leaders can share their experience and learn from one another, all based on a single subject. Learn more by clicking on the link above.


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