Bucks County Estate Planning Council
Bucks County, Pennsylvania
P.O. Box 9014, Collingswood, NJ 08108
WELCOME to Bucks County's PREMIER Organization for ESTATE PLANNING PROFESSIONALS!
Our mission is to advance the knowledge and ethical standards of Estate Planning in Bucks County and to develop collegiality among professionals in estate planning and affiliated fields. Membership is open to anyone with an interest in Estate Planning.
Many of our members are attorneys, CPAs and financial planners. Also included in our membership are appraisers, auction houses, elder-care services, government officials and other professionals who assist in Estate Planning.
Our program year runs from September 2023 to May 2024.
In response to members’ feedback, The Board is pleased to announce that all in-person meetings in the 2023-2024 program will be breakfast meetings. These breakfast meetings will be held at The Bucks Club, 2600 York Road in Jamison.
Our meetings feature continuing education credits in the form of CLE for attorneys, CPE for CPAs and CE for CFPs.
We have a wonderful and varied calendar of speakers presented below. Would you please consider sponsoring an event? Go to the Contact > Sponsorship Opportunities page for information. If you are interested please email firstname.lastname@example.org and Abby will assist you. Additionally, we added a handful of new members and would like to add more, so, please consider colleagues in your firm or other professionals whom you know. We eagerly look forward to seeing you in person!
Our membership becomes even stronger with each new member, and we hope to continue the growth and momentum from last year. Please encourage colleagues in your firm or others in the field to consider membership. I eagerly look forward to seeing you in person!
Annual Membership Investment
$150 for a new or returning member
$225 for a firm/organization and one member; each additional member is $75
Obadiah English, Esquire- BCEPC 2023-2024 President
Bucks County Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.