About Us

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 100 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:

 

Big Impact: Insights & Stories from America's Non-Profit Leaders, Linda C. Hartley and Vivien Hoexter, H2 Growth Strategies LLC

Post-Mortem Planning and Administration – What Every Executor (and Their Advisors) Should Know, Gerard F. Joyce, Managing Director, Deputy General Trust Counsel and National Head of Trusts & Estates, Kevin J. Duncan, Managing Director, Director of Estate Administration and Trust Counsel, Brian D. Conboy, Vice President, Senior Estate Settlement Officer, Fiduciary Trust Company International

Art: Passionate Collecting, Thoughtful Ownership, Von Sanborn and Alexis Gettier (both of Day Pitney LLP), Joanna Ostrem (Senior Vice President, Senior Director, Trusts, Estates & Wealth Management Services at Christie’s) and David Sleeman (Executive Director, Business Development at Winston Art Group)

The Silver Tsunami – Where is Probate Litigation Headed?, Kimberley A. Train, CPA, ABV, Partner, & George D. Shaw, CPA, Partner, Transaction Advisory Services, DiCicco, Gulman & Company LLP

If you have an interest in joining the Council, please contact Membership Chair Jennifer M. Pagnillo at (203) 862 7875 or jmpagnillo@daypitney.com. She 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!

Sincerely,

Christopher C. Vescio, CPA, President

Estate Planning Council of Lower Fairfield County, Inc.