Community Improvement & Capacity Building
Boston Estate Planning Council Inc
BOXBOROUGH, MA
Total revenue
$615K
Total expenses
$598K
Net assets
$674K
Grants received
—
EIN
454028240
Tax year
2023
Mission
The boston estate planning council (bepc) is a multi-disciplinary community of over 700 estate and wealth planning professionals. Bepc provides educational programs, networking opportunities and promotes excellence among estate planning professionals.
Programs
1 program
Maintain over 700 members, who represent a broad range of practices and benefit from building relationships among specialists from different disciplines and advancing knowledge of the concept and benefits of estate planning.
Financials
FY 2023
Revenue
Expenses
People
17 listed
RICHELLE MAGUIRE
PRESIDENT
—
1 hrs/wk
BETH MILKOVITS
PAST PRESIDE
—
1 hrs/wk
ALISA KIM O'NEIL
PRESIDENT EL
—
1 hrs/wk
DEB WHITNEY
TREASURER
—
1 hrs/wk
TOM FRANCIONE
SECRETARY
—
1 hrs/wk
BRETT BARTHELMEH
DIRECTOR
—
1 hrs/wk
JENNIFER CIVITELLA HILARIO
DIRECTOR
—
1 hrs/wk
MARLEE COWAN
DIRECTOR
—
1 hrs/wk
HOLLY GATELY
DIRECTOR
—
1 hrs/wk
MITCHELL HALPERN
DIRECTOR
—
1 hrs/wk
NICOLE JACKSON LESLIE
DIRECTOR
—
1 hrs/wk
DAVID KEEFE III
DIRECTOR
—
1 hrs/wk
KATHLEEN SABLONE
DIRECTOR
—
1 hrs/wk
KATHERINE M SHEEHAN
DIRECTOR
—
1 hrs/wk
CRAIG STANDISH
DIRECTOR
—
1 hrs/wk
MAUREEN VILLADELGADO
DIRECTOR
—
1 hrs/wk
KATIE VON KOHORN
DIRECTOR
—
1 hrs/wk
Independent contractors
BARCAMI LANE INC
MANAGEMENT