Estate Planning Council of Lower Fairfield County (EPC-LFC)

Description

Our Council was founded more than thirty years ago to promote the exchange of ideas among estate planning/wealth management professionals.
We host four dinner or cocktail receptions annually as well as several breakfast meetings. Our programs feature in-depth presentations on current estate planning topics and are preceded by time to network with old and new friends and colleagues. Recent program topics included:

* Private Foundations - A Universe of Options
* International Aspects of Estate Planning
* Asset Protection: Keeping It All In The Family
* Estate Planning for Unmarried Couples: Detriment or Opportunity?

Our Council has over 100 members from varied disciplines: attorneys, accountants, bankers and trust officers, insurance professionals, financial planners as well as allied professionals.

Member benefits

NAEPC Journal of Estate & Tax Planning

The NAEPC Journal of Estate & Tax Planning is a web-based collection of cutting-edge technical materials appropriate for every estate planning-related discipline.

A Parents Guide to Wills & Trusts by Don Silver

Maybe the most difficult part of estate/wealth management planning is motivating your clients to start and complete the process, whether it is a new plan or an update. The 2nd edition of A Parents Guide to Wills & Trusts by Don Silver can help motivate your clients to work with you to get their plan in order. You can use this book as a gift/incentive to encourage parent and grandparent clients to use your services, meet with you or come to a seminar. The book uses an easy-to-understand question-and-answer format with real-life scenarios to show how advance planning can avoid problems and save money. A Parents Guide is not a do-it-yourself book!

Acquire Seminar Marketing

Our focus is to provide a very select group of top producers with unique, high-impact, response-driving seminar invitations, accurate mailing lists and turn-key production solutions. We also use time-tested direct mail advertising techniques and strategies to drive a great response, versus using a meal as the main attraction. This common-sense approach simply yields top-notch attendees, more appointments and more new clients.

Amicus Creative Media

Amicus Creative Media has designed the most comprehensive, feature-packed attorney website system that is also appropriate for other professional disciplines. Your firms online marketing success requires a quality website with content, tools and features.

Business Week Magazine

Subscribe to Business Week magazine today at a special NAEPC member rate! As an added benefit, you will also receive FREE access to Business Week Online with every subscription. Log on for expanded news stories, previews of the upcoming edition, and a searchable archive of issues dating back more than 5 years! It is a library of history and information available for retrieval 24-hours a day!

BVR Guide to Business Valuation Issues in Estate & Gift Tax edited by Linda Trugman, CPA/ABV, CBA, ASA, MBA

While estate and gift tax issues is still one of the top revenue producers for business appraisers, this area of the valuation industry continues to face new challenges.
Issues such as tax-effecting S-Corporations, non-signing tax preparer penalties, and legal challenges from the IRS continue to complicate the estate and gift arena. It is crucial for appraisers practicing in this area to stay current with the legal arguments, regulations and technical theory that apply to estate and gift issues relating to the business valuation profession.