A ‘strong, multi-disciplinary environment’ for planners
WAKEFIELD, MASS. – Sept. 3, 2015 — The Boston Estate Planning Council (BEPC), a multi-disciplinary community of over 700 estate and wealth planning professionals, today announced that it has received the highest honor the National Association of Estate Planners & Councils (NAEPC) can bestow: the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award.
The award, created in 2015, recognizes councils that successfully provide a strong multi-disciplinary environment for estate planning professionals within their community, and honors those councils that work to grow their programs and services and to provide an exceptional member experience. Award recipients will be honored at a ceremony on November 18, 2015 during the NAEPC Advanced Estate Planning Strategies Conference on Amelia Island, Florida.
“It is truly an honor to receive a Council of Excellence Award from the NAEPC, especially in the first year of the awards, and we are grateful to the NAEPC for our selection,” said Tim McBride of Bessemer Trust, President, Boston Estate Planning Council. “The credit should be given to the hard work and ideas of our strong group of volunteers, whose efforts have created the programs that are benefitting not only our membership, but their clients and their communities.”
BEPC is a member of the NAEPC, the leading professional organization for estate planners, which provides ongoing education and a forum for professional networking to its 1,800 Accredited Estate Planner® designees, and to 260 affiliated local estate planning councils and their 29,000 members. BEPC and its members will receive additional benefits from the NAEPC as part of the award.