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ESTATE PLANNING COUNCIL OF LONG ISLAND INC
MASSAPEQUA PARK, NY · EIN 113034842 · Form 990EZ · FY2024 · NTEE S41 · Community Improvement · Micro (<$100K) · epclongisland.org
revenue
$81K
expenses
$78K
net assets
$130K
employees
—
mission · from form 990

THE ORGANIZATION WAS FORMED FOR THE FOLLOWING OBJECTIVES:TO FOSTER INTELLIGENT COOPERATION AND A CORDIAL UNDERSTANDING AMONG THE MEMBERS AS TO THE PROPER RELATIONSHIP BETWEEN THE FUNCTION OF THE ATTORNEY, CERTIFIED PUBLIC ACCOUNTANT, LIFE UNDERWRITER, TRUST OFFICERS AND FINANCIAL PLANNER IN THE FIELD OF FINANCIAL AND ESTATE PLANNING.TO ENCOURAGE NETWORKING OPPORTUNITIES AMONG MEMBERS THAT ESTABLISH AND FOSTER PROFESSIONAL RELATIONSHIPS.TO OFFER EDUCATIONAL AND INFORMATIONAL PROGRAMS TO ITS MEMBERS.TO PROMOTE THE EXCHANGE OF IDEAS AND KNOWLEDGE IN THE MULTI-FACETED DISCIPLINES OF ITS MEMBERS.

profile · synthesized from sources

Professional membership organization serving estate planning practitioners in Nassau, Suffolk, and Queens Counties. Facilitates networking and continuing education through monthly breakfast and dinner meetings featuring expert speakers on topics such as trust administration, tax implications, and risk management. Promotes interdisciplinary collaboration among attorneys, CPAs, trust officers, financial planners, and insurance professionals to improve estate planning practices.

named programs · 3 · from sources

What they call their work

Monthly Breakfast and Dinner Meetings
Hosts eight educational events annually featuring expert speakers on estate planning topics, many offering continuing education credit for professionals
Networking and Social Events
Facilitates professional relationship-building among members through structured meetings and informal gatherings
Webinar Series
Offers live webinars on specialized subjects such as trust administration and insurance market trends, co-hosted with the National Association of Estate Planners & Councils
activities · 2 groups

What they do

  • Professional Education and Certification for Financial and Estate Planners 2 activities
    • Deliver educational programs for estate planning professionals
      Offers continuing education programs, including webinars and in-person events, on current topics in estate planning such as trust administration, property and casualty insurance trends, and best practices. These programs provide continuing education credit and are designed for attorneys, accountants, trust officers, and financial planners.
    • Facilitate professional networking and collaboration among estate planning practitioners
      Fosters cooperation and mutual understanding among professionals in legal, accounting, insurance, trust, and financial planning fields to enhance interdisciplinary collaboration in estate planning. Provides structured networking opportunities through regular meetings and events.
  • Professional Networking Events 1 activity
    • Host regular professional meetings and events
      Organizes and hosts a series of annual breakfast and dinner meetings, as well as social gatherings, to support professional engagement and knowledge exchange among estate planning professionals in a collaborative setting.
financials · form 990EZ · fy2024
revenue
Total revenue$81K
Contributions & grants——
Program service revenue——
Investment income$5K7%
Other revenue$36K
expenses
Total expenses$78K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$16K
Grants paid out—
balance sheet
Total assets$130K
Cash—
Investments—
Liabilities—
Net assets$130K
3 years on record · 2022–2024 · YoY revenue +23.1%
leadership · form 990 part vii · fy2024

Who runs it

board members · 8
  • BRIAN CONBOY — BOARD MEMBER
  • LAWRENCE BERWITZ — BOARD MEMBER
  • MARK MOHTASHEMI — BOARD MEMBER
  • NICHOLAS MONETA — BOARD MEMBER
  • NICOLE SMITH — BOARD MEMBER
  • PAULA PICKEL — BOARD MEMBER
  • RICHARD CHALIFOUX FORMER — BOARD MEMBER
  • STEPHEN SILVERBERG — BOARD MEMBER
relationships · 4

Who they work with

  • NAEPC Network — Co-hosts and registers attendees for a webinar through NAEPC's platform.
  • NAEPC Network — Hosts events through a platform provided by NAEPC's Tradewing system.
  • National Association of Estate Planners & Councils Network — Member organization providing access to national resources, webinars, and a broader professional network.
  • PURE Partner — Co-hosts a webinar featuring Dave Logan, President of PURE.
strategies · 3

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.

  • Case-Based and Expert-Led Professional Education
    methodology: case_based_learning
    By using case-based analysis of court decisions and expert-led programming on best practices, we improve professional practice and decision-making, because real-world examples and current trends make learning actionable and relevant to complex client scenarios.
  • Interdisciplinary Collaboration for Coordinated Estate Planning
    methodology: interdisciplinary_collaboration
    By fostering cooperation and clear role understanding among legal, financial, and insurance professionals, we improve the quality and coordination of estate planning services, because integrated expertise reduces gaps in client planning and strengthens outcomes.
  • Professional Networking as a Mechanism for Knowledge Sharing and Client Outcomes
    methodology: professional_networking
    By creating structured opportunities for estate planning professionals to network, we strengthen professional relationships and trust, because these connections lead to coordinated service delivery and better client outcomes through referral and collaboration.