WELCOME!

The Estate Planning Council of Central New York (ECPCNY) has been recognized as a Council of Excellence by the National Association of Estate Planners & Councils (NAEPC) as a part of the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award program.  

 “Of course we are thrilled that our CNY Chapter, one of the nation’s longest in existence chapter, was awarded The Nationwide Council of Excellence Award for 2018-19, but also to have S. Mark Alton, CFP, of the CNY Chapter elected as National President for 2019 in Fort Lauderdale last week.”

- David Treichler, EPCCNY 2018-19 President

 

 

Estate Planning Council of Central New York is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.