March 20, 2020
 
Dear Fellow Members of the Estate Planning Community:
 
             Jonathan Blattmachr was scheduled to speak to us next Tuesday. We initially intended to have Jonathan present (and all attendees attend) via Zoom, but we have instead decided to cancel the meeting – both physically and virtually – entirely.
 
             Given the present sense of uncertainty, and the distraction of adapting to our new normal, a discussion of income tax planning for wealthy people seemed unhelpful. But Jonathan told me that he looks forward to making his presentation in-person as soon as possible.
 
I always look forward to our meetings, and I will miss seeing you. And, no doubt, you will miss my stupid jokes. In the interim, please allow me to briefly encourage you.
 
  • Our clients need us. And we, in the broader estate planning community, need each other. 
  • We don’t know when this crisis will end, but we know that it will end. There is another side.
  • We don’t know what the other side holds for any of us. And fearful speculation won’t change that. But we have spent years – decades – building trusted relationships. This crisis will not end those relationships. In fact, it is an opportunity to deepen those relationships.
 
I strongly encourage all of you to stay in touch with each other, whether via telephone or video conference. Take the time to have the deeper conversations that busyness may have prevented in the past. 
 
If I don’t have a chance to connect with you in the interim, I look forward to seeing you at our next meeting.
 
See you on the other side,
 
Matt Brown
President
Orange County Estate Planning Council
 

Our Mission: To provide education and the mutual exchange of ideas, knowledge, and skills in the field of estate planning, thereby improving the quality of estate planning services offered to the public.

As a member of the National Association of Estate Planners & Councils (NAEPC), our particular focus is on:

  • Accounting

  • Insurance

  • Law

  • Trust Services

  • Financial Planning

A primary goal of the NAEPC is to encourage specialization programs to increase recognition and acceptance of estate planning as a specialty.  NAEPC has two separate and distinct specialization programs:

Accredited Estate Planner® (AEP®) is available to individuals in all NAEPC-recognized disciplines. This designation is for individuals who have met the requisite requirements, including estate planning experience and recommendations by colleagues, and currently requires completion of certain graduate estate planning courses. All individuals obtaining the AEP® designation demonstrate commitment to the team approach in estate planning. Click here  for more information. 

The Estate Planning Law Specialist (EPLS) program is available to attorneys practicing in the estate planning arena.   Click here for more information.

NAEPC serves to assist its affiliated local estate planning councils, their members, and the Individual/At-Large NAEPC membership by providing a forum to maintain and strengthen:

  • Their cutting-edge awareness of the continually changing and expanding opportunities.

  • Communication and development of a common language between the five disciplines.

  • A unified point-of-approach. 


 

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Orange County Estate Planning Council 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.