The Council
Fellowship, Education and Networking
Our Mission
The mission of the Boulder County Estate Planning Council:
To pursue in the Boulder County area, the goals and objectives of the National Association of Estate Planners and Councils (NAEPC);
To encourage and cultivate interdisciplinary communication and education between the NAEPC professional disciplines (CPA, CLU, ChFC, CFP®, JD, Trust Officers); and
To serve the Boulder County public by encouraging Boulder County families, individuals, and business owners to pursue and complete estate plans.
Quick Links
The Boulder County Estate Planning Council draws its members from Boulder, Louisville, Lafayette, Longmont and surrounding areas of Boulder County, Colorado. Our members practice in, or reside in Boulder County as CHARTERED LIFE UNDERWRITERS, TRUST OFFICERS, ATTORNEYS AT LAW, CERTIFIED PUBLIC ACCOUNTANTS, CERTIFIED FINANCIAL PLANNER™ PRACTIONERS, AND/OR CHARTERED FINANCIAL CONSULTANTS, all of whom are actively engaged in estate planning, together with special memberships for persons from related fields of activity.
Letter to the Public: What No Estate Tax Law Means to You
Estate Tax 'Repeal' & Carryover Basis: Good Grief!, handout of David A. Perlick, Esq., August 10, 2010 presentation. (Presentation materials not to be considered legal advice.)
CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Boulder County Estate Planning Council
