Estate Planning Council of St. Louis (EPC-SL)

Description

The Estate Planning Council of St. Louis began as an unincorporated association in 1959. It was an outgrowth of a previously existing organization known as the Life Insurance & Trust Council that consisted of life insurance agents and trust company representatives only.

In 1960, the Council was enlarged to include as members, lawyers and certified public accountants. At that time, the name of the organization was changed to Estate Planning Council of St. Louis. The Council was incorporated in 1963 under the General Not-For-Profit Corporation Act of Missouri.

The Bylaws provide that the Board of Directors shall consist of the officers of the Council, and eight other members who each serve a two-year term. Two of the eight members must be selected from each of the four designated groups (disciplines) comprising the Council. The four immediate past presidents are ex-officio voting members of the Board.

Four officers of the Council are elected annually. The Bylaws provide that no two officers shall be from the same discipline so that at all times one of the officers is a representative of each of the four designated groups. It is traditional that the Presidency of the Council is rotated each year among the four disciplines.

In 1968, the Council became a member of the National Association of Estate Planners and Councils (NAEPC) and held its October 1969 meeting in conjunction with the Annual Meeting of the NAEPC. Our Council's affiliation with the NAEPC is one of the longest in the country.


Our Mission Statement

The Estate Planning Council of St. Louis promotes a multi-disciplinary team approach to estate planning and increases the knowledge and skills of its members in the field of estate planning by:

* Sponsoring the highest quality continuing educational programs with speakers of national prominence in their field, and by

* Offering its members opportunities to network with highly qualified attorneys, accountants, trusts officers, and financial advisors with common professional interest in service to their clients.

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.

Acquire Direct Marketing provides the marketing-minded advisor with a risk-free solution to all his or her marketing needs. Our unparalleled capabilities, direct mail experience, and unique ability to innovate and create, has resulted in a wide assortment of marketing materials for any seminar marketer.


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, yo 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!