Thank you for visiting the Estate Planning Council of Lower Fairfield County’s website! Our Council was founded more than thirty years ago to promote the exchange of ideas among estate planning/wealth management professionals.
Our Council has over 125 members from varied disciplines: attorneys, accountants, bankers and trust officers, insurance professionals, financial planners as well as allied professionals.
We host four dinner meetings annually as well as three "Members Only" breakfast meetings. Our programs feature in-depth presentations on current estate planning topics and are preceded by time to network with old and new friends and colleagues. Recent dinner program topics included:
Different Flavors of Freezes: A Comparison of GRATs, Sales to Grantor Trusts and Preferred Partnerships
Federal and New York State Estate Taxes - A Look at Select Differences
Charitable Giving Panel Discussion
International Issues for the Domestic Estate Planner
If you have an interest in joining the Council, please contact Membership Chair Christopher C. Vescio, CPA, at 914-358-9888. He will be happy to answer all questions that you have about our Council. A membership application may be downloaded from this site under the section titled “Application Form.”
I look forward to seeing you at an upcoming meeting!
Thomas J. Henske, CFP®, CTS, ChFC, CFS, CLU, CLTC, CES, President
Estate Planning Council of Lower Fairfield County, Inc.