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Estate Planning Council of Nassau County

Dear Members and Guests:

Welcome to the official website of the Estate Planning Council of Nassau County, Inc.! The Estate Planning Council of Nassau County, Inc. is 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. Our members either reside or have a place of business in the counties of Nassau and/or Suffolk, Long Island, New York.

At our monthly meetings we offer our membership presentations from industry leaders about planning techniques, current events and shared experiences pertaining to the many disciplines of estate planning. Our meetings provide the opportunity to visit with friends and establish new relationships. We offer eight monthly meetings consisting of four dinner and four breakfast meetings. For more information regarding our monthly meetings, please check our calendar that can be found at this website.

Our partnership with the NAEPC provides members with new services and opportunities, 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.

Very truly yours,
Barbara Traugot, President
Estate Planning Council of Nassau County, Inc.



Photo by Robert Lipper, courtesy Island-Metro Publications.

New: Exclusive benefits for members only!

Through a special arrangement with Kettley Publishing Company, NAEPC is pleased to make a very special opportunity available just for members of the Nassau County Estate Planning Council. Members can subscribe to the nationally-recognized Kettley software solutions at great savings. Included in this special offer is Back Room Technician, the industry standard source of client proposal information and concept material. Learn more about Kettley's complete suite of essential tools for financial advisors.


New: Exclusive benefit for members only!
Members of the Nassau County Estate Planning Council can now get pre-paid access to Leimberg Information Services (LISI), a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts. LISI is also home to a very powerful engine that will help subscribers create customized searches and past and future cases more easily and quickly than ever before possible.
Access Leimberg Information Services now.


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