Welcome from the Estate Planning Council of Cleveland!

The Estate Planning Council of Cleveland is a multi-disciplinary organization that supports the team concept of estate planning.  We admit to membership attorneys, trust officers, accountants, insurance and financial planners and planned giving professionals, as well as allied professionals. 

Our website is intended to help you find qualified professionals, informative articles and other resources related to estate planning. For example, you will be able to link to other sites providing more information about our members and the services they offer by clicking on the member directory. Please browse at your pleasure; be aware however, that certain links are reserved for members only and require password access. 

Inquires from individuals outside the Greater Cleveland area are encouraged. We ask that you send any questions or suggestions to: admin@epccleveland.org or phone us at (216) 696-1228.

The Estate Planning Council of Cleveland is a member of the National Association of Estate Planners & Councils, a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. 

The Future for Estate Planners, a Report from NAEPC

In January, 2011, Joe Falanga, CPA, then president of NAEPC, began to consider the impact if Congress extended the $5,000,000 per taxpayer wealth transfer tax exclusion beyond 2012 and how that might change the nature of estate planning for practitioners who may find themselves doing something very different in the future. Joe also began to consider what the future make-up and direction of the member councils of NAEPC might be. Accordingly, with the approval of the executive committee, Clark McCleary was asked to chair a Futures Task Force with the intent of providing a sense of direction for the national organization.  This esteemed group of individuals included two of Cleveland's own - P. Thomas Austin, CPA, CLU®, ChFC®, AEP® (Distinguished) and Charles L. Ratner, JD, CLU®, ChFC®, AEP® (Distinguished).

A full copy of the report can be obtained HERE.

Special Notice...

The Estate Planning Council of Cleveland offers this site for informational purposes only, to provide a better understanding of estate planning, and to further the education of our members and the general public in the field of estate planning. The contents of this site are not intended as legal, tax, accounting or other professional advice or services and is presented without any representation or warranty as to the accuracy or completeness of the information. All uses of this website, other than personal uses, are prohibited. The information on this site is subject to change without notice, and you may not rely upon any such information with regard to a particular matter or set of facts. You should not act or refrain from acting on the basis of any content included in this site without seeking the appropriate legal or professional advice on the particular facts and circumstances. ALL INFORMATION IN THIS SITE IS PROVIDED “AS IS”, WITH NO GUARANTEE OF COMPLETENESS, ACCURACY, TIMELINESS OR OF THE RESULTS OBTAINED FROM THE USE OF THIS INFORMATION, AND WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO WARRANTIES OF PERFORMANCE, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. In no event will The Estate Planning Council of Cleveland, its agents, officers, directors, or employees be liable to you or anyone else for any decision made or action taken in reliance on the information in this Site or for any consequential, special or similar damages, even if advised of the possibility of such damages. Links to information on other sites are for your convenience only and are not an endorsement or recommendation of those sites.