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 estate planning professionals.
Membership is open to anyone with an interest in Estate Planning.
Most of our members are attorneys, CPAs and financial planners however included in our membership are appraisers, auction houses, elder care services, government officials and many others. 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 September 2019 to May 2020. We have 5 evening meetings which feature a social hour, dinner and a presentation by a noted speaker. All of our meetings feature continuing education credits in the form of CLE for attorneys, CPE for CPAs, and CE for CFPs. The BCEPC 2019-2020 Program Calendar is below.
Welcome and I hope to see you at one of our events.
Stephen Slade, CPA
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.