The Estate Planning Council of Central New York has been recognized as a 5 Star Council by the National Association of Estate Planners & Councils as a part of the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award program. This honor was created in 2015 to recognize estate planning councils that have demonstrated a high level of achievement in areas critical to a successful membership experience.
“We are looking forward to the award ceremony scheduled on Wednesday, November 18, 2015 during the 52nd Annual NAEPC Advanced Estate Planning Strategies Conference on Amelia Island, Florida. The estate planning councils being recognized as 5 Star Councils provide a high level of member service and are contributing to the success of not only their members, but to the estate planning community as a whole,” NAEPC President Jordon N. Rosen, CPA, AEP® said.
The Council of Excellence Award is named for two individuals who truly sought to strengthen the bond between NAEPC and its affiliated councils during their terms on the board. Walter Lee Davis, Jr. served as president of the association in 2008 and was instrumental in forming the Council Relations Committee, a group of volunteer members who are charged with being a liaison between affiliates and the national association. Leonard H. Neiman served the association as a board member for over fifteen years and worked tirelessly to gather information about estate planning councils from around the country.