Bucks County Estate Planning Council

Bucks County, Pennsylvania

Administrative offices:
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 estate planning professionals.

Membership is open to anyone with an interest in Estate Planning.

Many of our members are attorneys, CPAs and financial planners however included in our membership are appraisers, auction houses, elder care services, government officials and other professionals who assist in Estate Planning.  The annual investment for new or returning members is $75 for an individual or $150 for a firm and the first member, additional firm members are $50.

Our program year runs from August 2020 to May 2020 and our meeting time is at 12:30pm unless otherwise noted in the calendar below.  Due to the Covid issue, we are planning the first half of our program year virtually.  Assuming it is appropriate and safe we will resume “in person” meetings in January.  All of our meetings feature continuing education credits in the form of CLE for attorneys, CPE for CPAs, and CE for CFPs.

We have a great calendar of speakers presented below, and I look forward to seeing each of you at a meeting.

Jay C. Burgman, CFP®, AEP®


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.