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Welcome to 2021

I hope this letter finds everyone well and rejuvenated for the upcoming year and hopefully we will be putting this pandemic behind us and we move forward into less challenging times. The Suffolk County Estate Planning Council is looking forward to another amazing year with our lineup of five-star speakers and topics (see enclosed calendar).  As in the past, our monthly meetings will continue to offer presentations to our members from industry leaders about planning techniques, current events and shared experiences pertaining to the many disciplines in the world of estate planning.  These meetings will continue to be in our revised format via zoom until everyone feels safe to meet in person again which I hope is in the near future.  We plan to continue to offer the zoom format even when we return to live meetings for those that may not be able to attend a specific meeting in person. 

Our chapter has flourished over the past two years thanks to our members and current board despite the many challenges.   And as a result of the board’s hard work, our chapter was honored once again as the recipient of the Five Star Council Award which was presented to me at the National Estate Planning Council held via video conference (not as fun as last year in Las Vegas).  It is an amazing accomplishment to be honored with this award once again and it is our ultimate goal to be the recipient of the Council of Excellence Award, as well.                                 

As I have stated in the past, I believe the key to the success of the Suffolk Chapter of the Estate Planning Council is in our membership and I would like to see it grow.  The best way to do this is for each member to bring in one new member this year.  If we do this, we could potentially double our membership!

If you have not done so already, please renew your membership as soon as possible online through our website at www.epcscny.org.  While visiting the website you should review and update your profile to ensure that it is accurate and up to date.

In conclusion, if you have any ideas for future topics, speakers, new members, and/or sponsors please feel free to reach out and let me or one of our board members know.  We look forward to another year of serving our colleagues in the estate planning profession as well as our clients.


Kim M. Smith, President

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