MONTGOMERY COUNTY ESTATE PLANNING COUNCIL OF PA

The Montgomery County Estate Planning Council is an interdisciplinary non-profit organization for professionals involved in estate planning.  Founded in 1962, and currently with over 130 members, the Council’s purpose is to:

• Promote cooperation, understanding and working relationships among the members of all Professional Disciplines in the field of estate planning.
• Assist its members in keeping abreast of laws and conditions affecting business and the problems of estate accumulation and conservation.
• Encourage its members to offer the best and most ethical professional services.

Please note that the membership directory is for the use of our members to aid them in contacting one another. The membership list is NOT to be used as a blanket mailing list for advertisements.

The council is a member of the National Association of Estate Planning Councils.

MEMBERSHIP

Membership is open to all estate planning professionals; attorneys, accountants, investment professionals,  financial planners, trust officers, business valuation professionals, insurance professionals, nonprofit  professionals, home health care and senior care providers, and other related professionals.

An $95 membership fee is paid annually by each member. The membership year runs 7/1-6/30.

MEETINGS

The Council holds monthly meetings at which keynote speakers are invited to speak on specific issues of interest to estate planners. These events are held from September through June.

SEMINAR

Annually, the Council holds a seminar addressing a major estate planning topic of broader scope.

CREDITS

Our monthly programs and annual seminar typically qualify for Continuing Education Credits from such organizations as the PA State Board of Accountancy, the PA Continuing Legal Education Board, the Certified Financial Planner Board of Standards, and PA CE (Insurance).