Who we are

Founded in 1967, the Estate and Business Planning Council of Hartford was built on a simple idea: sound estate and business planning is a team effort. As tax laws grew more complex, a group of forward thinking attorneys, accountants, trust officers, and advisors saw that clients were served best when specialists worked side by side. More than fifty years later, we remain a carefully chosen community of qualified professionals, united by a commitment to serving clients well and learning from one another.

Our purpose

EBPC Hartford brings together the professionals who make thoughtful estate and business planning possible. Three objects have guided the Council since its founding:

  • To provide a better understanding among the professions of the services our members render.
  • To promote cooperation among these professions, and to foster a better understanding of the proper relationship each bears to the other, to their clients, and to the general public.
  • To provide a medium for the discussion of topics of common interest.

When we meet

EBPC Hartford hosts four regular meetings during the Council year, which runs from June through May, usually held in September, December, March, and May. In addition, we host seminars: small lunch gatherings with a speaker, along with social events throughout the year.

Become a member

Membership is open to estate and business planning professionals whose work centers on Hartford and Middlesex Counties. If that sounds like you, we would be glad to welcome you into the Council. New members join with the sponsorship of a current member. Not sure who to ask? Reach out and we will help you connect.

Apply for Membership

 

Estate & Business Planning Council of Hartford 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.