Boston Estate Planning Council

Cultivating excellence for estate planning professionals.

Who We Are Become A Member 

Updates and Announcements

Call for Committee Volunteers BEPC seeks enthusiastic members eager to further engage in the council and committed to enhancing the estate planning industry by serving on a committee. Committee terms are July 1, 2024-June 30, 2025. Complete the survey to identify the committee you're most interested in joining.

BEPC Congratulates the Approved 2024 Slate of At-Large and Honorary Directors BEPC's Board Nominations Committee presented candidates and the BEPC membership elected four At-Large Directors and one non-voting Honorary Director to join the Board on July 1, 2024. Learn more about the slate

Elliot Rotstein, CAP® Named 2024 President's Award Recipient BEPC's pre sident bestows this honor on an individual who displays exceptional service and dedication to the Council. Elliot Rostein is honored for his work in evolving BEPC's leadership development pipeline. Congratulations, Elliot! Learn more about the awardee.

Laura K. Barooshian, CPA, AEP®, CAP® Named 2024 Excellence Award Recipient BEPC's highest honor, the award recognizes professional excellence in the area of estate planning and significant contributions to the community. Congratulations, Laura! Learn more about Laura Barooshian's background and view the  press release announcing her as the 2024 BEPC Excellence Award recipient.

BEPC Honored by NAEPC with 2023 Council of Excellence Award For the second 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.  Learn more.

Share Your Idea for a BEPC Event Did you recently attend a conference with an amazing speaker? Have you found a new restaurant or venue in Boston that would be perfect for hosting a BEPC event? Do you want to learn about an emerging topic? Share your ideas with us! 

Annual Corporate Sponsors

Newest Members

  • Anna Braman
    RackiLaw,LLC
  • Joseph Cabrera III
    Argent Wealth Management
  • Caroline "Cricket" Fligor
    SCS Financial
  • Sarah Henry
    Margolis Bloom & D'Agostino
  • Sofia Martinez-Guasch
    Orsi Arone Rothenberg Turner, LLP
  • Michael McHugo
    Loomis, Sayles & Co.
  • Matthew Meikleham
    CIBC Private Wealth
  • Kathleen O'Brien
    Bonhams
  • Rajani Rizzo
    Boston 128 Companies
Boston Estate Planning Council

85 Swanson Road, Suite 135
Boxborough, MA 01719

(978)364.5170 | bepc@bepc.org

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