Estate Planning Council of Northern New Jersey

The Estate Planning Council of Northern New Jersey is a nonprofit organization dedicated to advancing the field of estate and trust planning. This Council operates as part of a network affiliated with the National Association of Estate Planners & Councils (NAEPC).

Mission

The mission of the Estate Planning Council of Northern New Jersey is to educate its members on the functions and relationships between parties involved in estate planning. The organization aims to provide a platform for interdisciplinary learning, networking, and sharing ideas among professionals.

Activities

The Council offers informative programs featuring notable speakers and focuses on creating an environment where professionals can collaborate and enhance their knowledge in estate planning. It supports the development of strategic alliances and beneficial relationships among its members, sponsors, and associated local institutions.

Membership and Affiliations

Membership in the Estate Planning Council of Northern New Jersey fulfills one of the requirements for obtaining the Accredited Estate Planner (AEP) designation, which is conferred by the National Association of Estate Planners & Councils. The Council's membership includes a variety of professionals such as attorneys, accountants, financial planners, and trust officers.

Structure and Governance

The organization is structured to provide annual programs and events that contribute to ongoing education and networking opportunities for its members. The Council is governed by a board that works to ensure the delivery of excellent programs and maintain the vibrancy of the organization.

Tax Exemption

The Estate Planning Council of Northern New Jersey is recognized as a tax-exempt organization under the relevant sections of the U.S. tax code. It files necessary annual reports with the Internal Revenue Service.