Membership to the Boston Estate Planning CouncilBoston Estate Planning Council has a varied member base. Members include the following entities:
- financial advisors
- life insurance representatives
- bank trust officers.
Application for membership to the Boston Estate Planning Council needs to be accompanied by two recommendation letters from members who are not ordinary associate members . One referee of the applicant should come from his native profession but the other referee must belong to a completely different discipline.
A member of Boston Estate Planning Council can attain 'Emeritus Status' when he has remained a bona fide member of the Council for 20 years and has also become 65 years old.
Sponsors of the Boston Estate Planning CouncilU.S TRUST of Bank of America Private Wealth Management is the corporate sponsor of Boston Estate Planning Council. Mellon is the diamond sponsor of Boston Estate Planning Council. The platinum sponsors of the Council include Northern Trust and Prince, Lobel, Glovsky & Tye LLP. Gold sponsors of Boston Estate Planning Council include New York Life,CCR, JP Morgan Private Bank , Leisman Insurance Agency, Inc, The Bishop Company , Financial Architects Partners and Edwards Angell Palmer &Dodge LLP.
Contact details:The Boston Estate Planning Council
P.O. Box 500
Hingham, Massachusetts 02043
Phone number : 617.266.1919