Leadership - Estate Planning Council of Cape Cod

	ESTATE PLANNING COUNCIL OF CAPE COD	MEMBER LOGIN
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Leadership

	President Stuart W. Rapp, Esq. Law Offices of Stuart W. Rapp 508-428-0400 Send Message to Member
	President Elect Ingrid A Epperly, Esq. La Tanzi, Spaulding & Landreth 508-255-2133 Send Message to Member
	Vice President Joseph E. Hawley, VP, CFP® Cape Cod Five Cents Savings Bank 508-477-7655 Send Message to Member
	Secretary Erin R. Barnes, Esq. Law Office of Karen Weston Hanesian, P.C. 508-790-4326 Send Message to Member
	Treasurer Carolyn Andersen, CPA Andersen & Souza 774-763-6590 Send Message to Member
	Director Kristine M. Callahan, CSA, CPC, CDP 2 Sisters Senior Living Advisors 617-701-7007 Send Message to Member
	Director Elizabeth P. Grady, ChFC® Cape Cod Five Wealth Management Services 508-247-1630 Send Message to Member
	Director Patrick Murphy UBS 508-362-1891 Send Message to Member

Unauthorized use of member contact information is prohibited.

FEATURED EVENTS

June 8, 2021

Half-Day Seminar with Natalie Choate! Case Studies: Estate Planning for Retirement Benefits after SECURE & Trusts as Beneficiaries of Retirement Benefits

Natalie B. Choate

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UPCOMING EVENTS

November 10, 2020

PHILANTHROPY DAY

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January 12, 2021

Legislative Update & State of the Massachusetts Estate Tax

Senator Julian Cyr, Massachusetts State Senate, Cape & Islands District

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March 9, 2021

The Year That Changed America

Marty Sandler, National Book Award and 5-Time Emmy Award Winner, and Pulitzer Prize Nominee

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May 11, 2021

Fiduciary, Individual, and Estate Tax Best Practices, Coordination, & Compliance

Charlie Kennedy, CPA, MBA, Vice President and Director of Tax Services at GT Reilly & Company

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See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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