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ESTATE PLANNING COUNCIL OF LONG ISLAND

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 * HOME
   * Home
   * Login
 * EVENTS
   * Event Calendar
   * Members in the News
   * Gallery
 * ABOUT
   * About Us
   * Council Information
   * Thank you Sponsors!
   * Documents
   * Links
   * Meeting Locations
 * DIRECTORY
   * Member Directory
   * Leadership
   * Committees
   * Past Presidents
 * MEMBERSHIP
   * Member Home
   * Member Benefits
   * Application Form
   * Member Renewal and Other Payments
 * CONTACT
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Dear Members and Guests:

          Welcome to the official website of the Estate Planning Council of Long
Island, Inc., a member of the National Association of Estate Planners and
Councils (NAEPC).

          Our organization consists of certified public accountants,
attorneys-at-law, trust officers and accredited financial planners.  We also
offer membership to those persons participating in fields closely related to
estate planning.  Our members either reside or have a place of business in the
counties of Nassau, Suffolk, and/or Queens, Long Island, New York.  All of the
above is detailed in our By-Laws which can be found under the Tab “Membership
Application” on this website.

          At our monthly meetings, we offer our membership presentations from
industry leaders about planning techniques, hot and current topics and shared
experiences pertaining to the many disciplines of estate planning.

          For 2023-2024, many of our programs will qualify for our members’
required professional education credits.  Our meetings provide the opportunity
to visit with friends and establish new relationships.  As part of the
membership dues, we offer eight monthly meetings consisting of four dinners and
four breakfast meetings.  For more information regarding our monthly meetings,
please check our calendar that can be found on this website.

          Our partnership with the NAEPC provides members with new services and
opportunities, access to webinars, as well as providing information on other
estate planning councils and their members throughout the country.  Please
browse our website for more information about our Council.

          We are delighted to have been selected as the winner of the NAEPC
Council of Excellence Award in years past!  We are extremely proud of these
accomplishments since only a handful of Councils nationwide receive these
honors.

          Our meetings are generally held the third Thursday of each month. 
We look forward to seeing you there.

Very truly yours,

Jeffrey F. Gibralter & Elisa M. Pickel

Co-Presidents - Estate Planning Council of Long Island, Inc.



 

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Estate Planning Council of Long Island 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.

2023-2024 Sponsorship Information
Platinum Sponsor
Platinum Sponsor
Platinum Sponsor
Platinum Sponsor
Gold Sponsor
Gold Sponsor
Gold Sponsor
Gold Sponsor
Gold Sponsor
Special thanks to our CLE Credit Sponsor Farrell Fritz
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FEATURED EVENTS

April 24, 2024

STUDY GROUP- Webinar: "The Benefits of Integrating Personal Insurance into
Estate Planning Discussions."

Linda Bourn and Steven Kent

See Event Details

April 25, 2024

Breakfast Meeting- "Surrogates' Update"

Hon. Margaret C. Reilly- Nassau County Surrogate and Hon. Vincent J. Messina,
Jr.- Suffolk County Surrogate

See Event Details

May 1, 2024

Special, Complimentary Live Webinar, co-hosted with the National Association of
Insurance and Financial Professionals - Topic TBD

TBA

See Event Details

May 21, 2024

Annual Officers' Conferment Dinner

See Event Details

May 28, 2024

STUDY GROUP- Webinar: "Retirement Isn't Binary - Why Adaptive Based Retirement
Income Planning Is Next"

Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®

See Event Details

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