The New Orleans Estate Planning Council, now in its 56th year, is an association of estate planning professionals - lawyers, CPAs, life underwriters, bank trust officers, certified financial planners, and planned giving professionals. The Council provides educational and networking opportunities for professionals involved in the practice of estate planning.
In 2008 we added a category of Associate Members for those practicing the same disciplines. The New Orleans Estate Planning Council was 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 for the 4th consecutive year.
In 2008 we added a category of Associate Members for those practicing the same disciplines. The New Orleans Estate Planning Council was 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 for the 4th consecutive year.
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The New Orleans Estate Planning Council was established in 1965 and now consists of about 150 active members. Until 2000 the membership included Attorneys, Certified Public Accountants, Insurance Professionals and Bank Trust Officers who had been working in various aspects of estate planning for a minimum of three years.
The New Orleans Estate Planning Council has a number of active committees. We welcome and encourage member participation on our committees; doing so is a great way to become more involved in the Council and get to know our Executive Committee. If you are interested in participating in any of the below committees, please reach out to the Committee Chair to see how your talents and expertise may be best utilized.
The National Association of Estate Planners & Councils (NAEPC) provides this offering of Value Partners as a resource to its membership of designees, affiliated local estate planning councils, and members of affiliated local estate planning councils. Reference within this website or newsletter of a specific product, process, or service does not constitute an endorsement or recommendation by NAEPC.
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