About Us

THE ESTATE PLANNING COUNCIL OF PUTNAM COUNTY

The Estate Planning Council of Putnam County is a local chapter of the National Association of Estate Planners and Councils (NAEPC,   www.naepc.org ) serving the greater Putnam County area.

The Council is an organization of professionals primarily engaged in estate planning who promote, encourage and support a multi-disciplinary approach to serving the public with estate planning.  The Council provides a cross discipline of education and networking,  updates on the latest news and developments in the estate planning world and promotes the highest professional and education standards.

Our Council meets regularly in the Putnam County area providing a variety of informational, educational and networking events to keep our members up to date with latest information in the various disciplines serving the estate planning community as well as a forum to become more familiar with our members.

Our members are professionals engaged in several disciplines serving the public in estate planning including, but not limited to, Attorneys, Trust Officers, CLUs, CPAs, CFP®s, and AEP®s .  If you are a professional whose work  is significantly engaged in estate planning,  practice in the Putnam County area, and would like to learn more about our organization, please feel free to contact us.

Chapter President: Andrew J. Cavaliere, CLTC, CSA at (914) 682-2190.