named programs · 4 · from sources
What they call their work
Annual NAEPC Advanced Estate Planning Strategies Conference
National annual conference offering advanced estate planning education with nationally recognized speakers; open to members and non-members, hosted in rotating locations.
LINK Online Course in Collaboration
Self-paced, 9-module course designed to teach estate planning professionals how to build collaborative teams, based on the NAEPC Model for Collaboration; offers continuing education credit for Accredited Estate Planner® designees.
NAEPC Journal of Estate & Tax Planning
Quarterly web-based publication featuring thought leadership, practice-based information, and insights from leading estate planning practitioners and Hall of Fame members; provided at no cost to members.
Robert G. Alexander Webinar Series
Monthly online educational programs on estate planning topics, available live or on-demand, offering continuing education credit and certificates of completion for professionals.
activities · 4 groups
What they do
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Professional Education and Certification for Financial and Estate Planners 4 activities
- Delivers webinars and online learning programsOffers monthly educational webinars through the Robert G. Alexander Webinar Series available for live or on-demand viewing, and provides access to the LINK Online Course in Collaboration, a self-paced program on professional teaming for estate planners.
- Facilitates professional networking and collaborationCreates opportunities for estate planning professionals—including attorneys, CPAs, CFPs, trust officers, and financial planners—from Westchester County, NY to build relationships, exchange ideas, and collaborate using a multidisciplinary team approach.
- Organizes and promotes external educational conferencesHosts and promotes access to the Annual NAEPC Advanced Estate Planning Strategies Conference for both members and non-members as part of its educational outreach.
- Supports member professional development and accreditationProvides access to continuing education resources, maintains records, supports accreditation (including the Accredited Estate Planner designation), and shares information about National Association of Estate Planners & Councils (NAEPC) events and benefits.
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Organized Member Social Events 1 activity
- Hosts annual and special events for membersConducts signature events including the Annual Membership Dinner Meeting, Estate Planning Summit, women's breakfast, summer social BBQ, and other networking-focused gatherings to support member engagement and community building.
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Professional Networking Events 1 activity
- Hosts regular educational meetings for estate planning professionalsOrganizes quarterly dinner meetings and three annual seminar-style meetings (breakfast and lunch formats) featuring presentations on estate planning techniques, current laws, and interdisciplinary practices, with limited attendance to ensure engagement.
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Organizational Newsletter Production and Distribution 1 activity
- Provides access to educational resources and publicationsOffers members no-cost access to the NAEPC Journal of Estate & Tax Planning (quarterly), Leimberg Information Services (monthly legislative and regulatory analysis), and a quarterly newsletter featuring organizational updates and event information.
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financials · form 990EZ · fy2024
revenue
Total revenue$49K
Contributions & grants——
Program service revenue$16K33%
Investment income$7602%
Other revenue—
expenses
Total expenses$52K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits—
Grants paid out—
Largest expense lineProfessional Fees
balance sheet
Total assets$72K
Cash$56K
Investments$0
Liabilities$43
Net assets$72K
Liquid reserves13.0 mo
5 years on record · 2020–2024 · YoY revenue -3.5%
leadership · form 990 part vii · fy2024
Who runs it
board members · 7
- BHARTI GUPTA — Director
- ELAINE M KATZ — Director
- GEORGE KONTOGIANNIS — Director
- JOANNA C FELDMAN — Director
- MARIA NIGRO — Director
- PATRICIA IENGO — Director
- SANJIV K JASWAL — Director
relationships · 14
Who they work with
- American College of Trust and Estate Counsel Partner — Collaborates with ACTEC to provide members with access to the Family Estate Planning Guide and Trust and Estate Talk resources.
- Censullo, Gupta & Associates, CPA, LLP Partner — Annual Silver Sponsor of the Estate Planning Council of Westchester County
- Feeding Westchester Partner — Annual Gold Sponsor of the Estate Planning Council of Westchester County
- KLG Business Valuators and Forensic Accountants Partner — Annual Gold Sponsor of the Estate Planning Council of Westchester County
- Leimberg Information Services Partner — Provides database access and analytical resources to members of the Estate Planning Council of Westchester County.
- Leimberg Information Services Partner — Provides members with access to a subscription-based service offering expert analysis on estate planning legislation, regulations, and rulings.
- NAEPC Network — Liaises with NAEPC, attends its meetings and conferences, and shares information with members.
- National Association of Estate Planners & Councils Network — Affiliated national organization through which members may qualify for the Accredited Estate Planner® designation.
- National Association of Estate Planners & Councils Network — Member council of the National Association of Estate Planners & Councils (NAEPC), participating in national programs and benefits.
- National Association of Estate Planners & Councils Network — Member council recognized under the NAEPC Council of Excellence Award program.
- National Association of Estate Planners & Councils Network — Member organization that participates in the AEP designation program administered by the National Association of Estate Planners & Councils.
- National Association of Estate Planners & Councils Network — Membership council affiliated with NAEPC, providing access to national resources, ethics standards, and the Accredited Estate Planner designation.
- New York Community Trust Partner — Sponsors the Summer Social BBQ Party event organized by the Estate Planning Council of Westchester County.
- The New York Community Trust Partner — Annual Platinum Sponsor of the Estate Planning Council of Westchester County
strategies · 1
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Team-Based Multidisciplinary Approach to Estate Planningmethodology: multidisciplinary_team_approachBy integrating professionals from multiple financial and legal disciplines into collaborative teams, the council improves client outcomes and strengthens professional practice, because comprehensive planning requires coordinated expertise across specialties.