About Us

The Estate Planning Council of Northeast Wisconsin is the premier local organization for all professionals involved in the estate planning process. The Council was established by a group of forward-looking individuals who recognized the need to combine the efforts of accountants, attorneys, trust officers and,life insurance underwriters in the best interests of their clients. We have since opened our membership to other professions in the industry such as certified financial planners and chartered financial consultants. It has, since January 1963, conducted high quality meetings, bringing in nationally known speakers to educate its members. We also provide an active forum for networking with the best practitioners in the field.

 

We were first organized as the Estate Planning Council of Green Bay. However, due to the geographical draw of the Council, our name was changed to the Estate Planning Council of Northeast Wisconsin in April of 1996. Through the years the Council continued to meet and pursue its objectives while widening its membership to include additional disciplines involved in the ever-changing world of estate planning. In May of 1996, we became a Wisconsin Continuing Education Provider. This gives our membership another added benefit and service.

 

The membership and officers of the Council continue to pursue excellence in education by keeping up with the changes in estate planning and disseminating this information to the public. We also strive to procure membership benefits through our national affiliation. In addition to providing Leimburg Information Service free to our membership, check out our other "member benefits" on the left slidebar.

 

Membership runs from January first to the end of the year. In effect, it runs from the annual meeting in January, thru the spring seminar/dinner, the golf outing and ends with the conclusion of the fall seminar/dinner. The annual membership is still $60.00.

 

Our annual meeting is held in early January and is a luncheon meeting. Cost for this meeting is minimal. Two educational seminars are presented in late April and late September. Four continuing education credits per seminar are applied for and are normally granted. Cost for these seminars is $60 for members,  $120 for a member's guest and $60 for visitors from other Estate Planning Councils. These seminars are followed by a social and dinner for those members who are interested in attending. Dinner cost is $20 for the member and $20 for their spouse / significant other. A summer social event is normally scheduled in June and announced in plenty of time for planning.