Our History
The Estate and Business Planning Council of Hartford (EBPC Hartford) is an affiliate of the National Association of Estate Planners and Councils (NAEPC). The NAEPC promotes excellence in estate planning by serving NAEPC members, delivering exceptional resources and unsurpassed education, and recognizing those who hold the Estate Planning Law Specialist (EPLS) certification.
The NAEPC was formed in1962 and incorporated in 1963 as a non-profit business league by 13 estate planning leaders from nine councils, NAEPC is rapidly growing to maturity. Though numerous objectives have been pursued over the years, the abiding conviction is that the team approach to estate planning is essential to the creation of the estate plan to which each client is entitled.
The Boston Estate Planning Council records its formation date as September 11, 1930 and seems to be unchallenged as the estate planning council with the longest history of continuous operation. Other estate planning councils have antecedents in the 1930's but have not been active continuously since then. Many of these were reestablished in the late 1940's and early 1950's.
In the early 1960's the leaders of the eastern estate planning councils saw the need for a national association to stimulate the spread of the national estate planning council movement and to provide assistance to the formation of new councils. Hy P. Forrest, a distinguished attorney in Miami, provided the dynamic leadership and dedicated the time to implement the incorporation of the National Association of Estate Planning Councils. He served as the first president of the new association with John G. Khouri, CLU; Joseph E. Teirney, Jr., CPA; and Frederick C. Rozelle, Jr., TO, rounding out the first slate of officers. Each of these founders later served as president of the NAEPC. https://www.naepc.org/about/history
