BEPC BEACON

September 2024

September Newsletter

President's Corner

Hello BEPC Members!

I am so excited to be sending out my first President’s Corner message as we head toward the fall. It means pumpkin spice lattes and the beginning of BEPC events to keep your calendars full into year end.

I wanted to highlight two things in my first posting.

First, we have once again been chosen as the Council of Excellence award recipient by NAEPC (National Association of Estate Planners and Councils).

BEPC is being recognized with NAEPC's highest council honor for providing an extraordinary level of member service and contributing to the success of their members, the estate planning profession, and ultimately their community. Thank you to the FY24 Council Outreach Committee for its time and hard work in preparing and submitting our application!

Second, I hope that you have all had a chance to check out the new BEPC website, which launched in late June 2024. The website has a fresh new look to help you navigate all things BEPC!

In late August, we launched an additional online feature, the BEPC Career Center, accessible from the homepage. This page is not only for the posting of and searching for job listings, but it provides tips on interviewing, resume and career growth.

As always, a reminder that the best way to stay connected to BEPC and the estate and wealth planning community is through committee volunteerism. The committee chairs and board members are all here to answer any questions if you are interested in joining a committee. Learn more about the committees at your convenience by watching our spotlight videos.

I look forward to seeing many of you at the Fall Kickoff Networking Reception on September 19^th at the Exchange Conference Center. If you haven’t signed up already, please do so!

Welcome to another year!

Alisa Kim O’Neil, BEPC President

Educational Seminar | Top Estate Planning Lessons from Recently Deceased Celebrities

Sep 26th | 11:30 am - 1:30 pm

In this talk, we will examine the common mistakes made by recently deceased celebrities and illustrate how these mistakes could have been avoided.

Members Only | October Roundtable Luncheon

Oct 29th | 11:00 am - 1:00 pm

Returning to an in-person format at a new time, members are invited to attend one of five roundtable discussions. Topics include Delaware Statutory Trusts, managing clients with dementia, and financial toolkits for estate attorneys.

Education Corner

Connelly v. United States: Implications for Estate Tax Planning Involving Closely-Held Businesses and Life Insurance

The Court’s unanimous 9-0 decision in this case will have significant implications for estate tax planning involving closely held businesses and the treatment of life insurance proceeds in such circumstances.

Read Here

Membership News

NAEPC NEWS

BEPC Honored by NAEPC with 2024 Council of Excellence Award

For the third year in a row BEPC has been awarded the highest honor available to an estate planning council affiliated with the National Association of Estate Planners & Councils, the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award. This award recognizes councils that provide a strong multi-disciplinary environment for estate planning professionals within their community, that truly work to grow their programs and services, and that provide an exceptional member experience.

Thank you to the 2023-2024 Council Outreach Committee and the Executive Committee for your work on the application. Thank you to all of our volunteers and the BEPC Board of Directors for your work in advancing BEPC's mission.

Learn More

NAEPC Annual Conference

The 61^st Annual NAEPC Advanced Estate Planning Strategies Conference is taking place on October 20-24, 2024 at the Disneyland Resort in Anaheim, CA.

ANNUAL CORPORATE SPONSORS

BEPC Thanks our 2024-2025 Annual Sponsors

BEPC is extremely grateful to our returning and new corporate sponsors. Their investment continues to support BEPC in the mission to provide a high caliber of educational programming and foster collegiality among estate planning professionals.

Learn More

BEPC VOLUNTEERS

Still Time to Volunteer for a BEPC Committee!

If you are interested in serving on a BEPC committee this year, spaces are still available. Learn more about our committees by watching the spotlight videos. Find a committee you are interested in? Contact the committee leadership to volunteer.

Committees