The Estate Planning Council of Northeast Wisconsin is an interdisciplinary organization of professionals involved in the estate planning process. The three main objectives of the Council are:

  1. To provide a forum where financial professionals can meet to further their knowledge about estate planning and how it affects the operation of the financial professions.
  2. To provide a better understanding of the services which these professionals can render to their clients and to promote cooperation between each of the financial professions to foster a better understanding of the proper relationship which each profession bears to the other, to their clients and to the general public.
  3. To promote the education of the public to the need for, and the advantages of, proper estate planning.

 

Members of the Estate Planning Council of Northeast Wisconsin have unlimited access to Leimberg Information Services' (LISI) huge database of cases, rulings, legislation, and much more.  LISI provides fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by industry experts and is home to a very powerful engine that allows members to create customized searches and find information quickly and easily.  In addition, all members receive a weekly highlight email with a link to the EPC login portal. > Login Now or Watch the LISI Tutorial

The Estate Planning Council of Northeast Wisconsin 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.