Greater New Jersey Estate Planning Council

The Greater New Jersey Estate Planning Council, Inc. is a member of the National Association of Estate Planning Councils (NAEPC). The Council consists of various professionals involved in the many facets of estate planning, as well as financial, charitable and philanthropic, investment and insurance planning. Our Council invites allied professional, involved in any of these or related fields/industries, to apply for membership. Our members include: attorneys, accountants, investment professionals and advisors; financial planners, advisors and consultants; trust officers, business valuation professionals, insurance, professionals; nonprofit development professionals, home healthcare and senior care providers, and other related professionals.

Through its monthly luncheon presentations at The Bacari Grill in Washington Township (201-358-6330), the Council offers a forum within which to learn from each other and from industry leaders about planning techniques, current events, and shared experiences pertaining to the many disciplines of estate planning. Continuing education credits are often provided for CPAs , CFPs,  NJ Attorneys and NJ Life Insurance practitioners.

Our meetings provide the opportunity to visit with friends and establish new relationships in the New Jersey/New York financial and estate planning community. Non-members are welcome to attend our meetings to learn more about the organization and attend presentations of special interest.

Please review our schedule of speakers for the fiscal year by clicking on the CALENDAR tab (left). Click ABOUT US for driving directions to our meeting location. Annual Dues for membership is $350 which includes the cost of all luncheon meetings (September - June). Luncheon costs are $75 for non-members.

Please contact our officers for further details. Their contact information appears in the LEADERSHIP tab (left).

Please be sure to visit the LINKS tab for valuable websites, including information on how our members can obtain the estate law specialist and/or accredited estate planner designations.