COMMON MAPS
Map version new-york activity top-down
Main site Contact
Menu
↑ parent activity group ·
research dossier

Estate Planning Council of NYC Inc
Farmingdale, NY · EIN 136162135 · Form 990 · FY2024 · NTEE B03 · Education · Small ($100K-$1M) · epcnyc.com
revenue
$179K
expenses
$154K
net assets
$258K
employees
0
volunteers
14
program ratio
91%
mission · from form 990

To provide a better understanding of the estate planning services provided by accountants, attorneys, life underwriters, and trust officers and to promote cooperation among these groups.

profile · synthesized from sources

The Estate Planning Council of New York City Inc. is a professional association established in 1959 to promote collaboration among estate planning professionals including attorneys, accountants, trust officers, and life underwriters. It serves its members through educational events, networking opportunities, and interdisciplinary forums in the New York City area.

named programs · 5 · from sources

What they call their work

Evening Event Series
Professional development and networking events featuring expert speakers on topics such as AI in advising and estate planning strategies
Lunch and Learn
Midday educational sessions covering specialized topics like NYC pied-à-terre tax implications
NextGen Happy Hour
Networking event for emerging professionals in the estate planning field
Round Table Discussion
Interactive forums for estate planners to exchange insights and best practices
Women's Event
Networking and professional development forum for women in estate planning
activities · 2 groups

What they do

  • Professional Education and Certification for Financial and Estate Planners 2 activities
    • Facilitating interdisciplinary collaboration among estate planning professionals
      Provides a forum for estate planning professionals—including attorneys, accountants, trust officers, and life underwriters—to enhance understanding of each other's roles and promote collaboration and cooperation. This includes ongoing efforts to foster interdisciplinary dialogue and professional networking.
    • Providing education on estate planning topics through professional events
      Hosts educational events such as lunch and learns, round table discussions, and evening programs covering current estate planning issues—including the NYC pied-à-terre tax and AI applications for financial advisors—to support professional development among estate planning practitioners.
  • Professional Development for Fundraising and Philanthropy Practitioners 1 activity
    • Supporting professional engagement through targeted networking events
      Organizes specialized networking events such as women's gatherings and happy hours for next-generation professionals to foster inclusion and career-long engagement in the estate planning field.
financials · form 990 · fy2024
revenue
Total revenue$179K
Contributions & grants$90K51%
Program service revenue$88K49%
Investment income$00%
Other revenue$0
expenses
Total expenses$154K
Program expenses91%
Admin / overhead9%
Fundraising0%
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$267K
Cash$266K
Investments$0
Liabilities$9K
Net assets$258K
Liquid reserves20.8 mo
4 years on record · 2020–2024 · YoY revenue -15.7%
leadership · form 990 part vii · fy2024

Who runs it

board members · 14
  • Caroline Seaton — Director
  • Danielle Barrett — Vice President
  • Erin Ardleigh — Secretary
  • Frazer Rice — Director
  • Julianna Obeid — Director
  • K Eli Akhavan — President
  • Katie Watt — Director
  • Michael Hymes — Director
  • Pamela Mosiello — Director
  • Richard Dauman — Director
  • Rozlenn Giwani — Director
  • Stephanie Hines — Treasurer
  • Tara Mahon — Director
  • William Connor — Director
relationships · 13

Who they work with

  • Atelier4 Partner — Gold sponsor of the Estate Planning Council of NYC for the 2025-2026 cycle.
  • Deutsche Bank Wealth Management Partner — Bronze sponsor of the Estate Planning Council of NYC for the 2025-2026 cycle.
  • Erin International Partner — Sponsor of the Estate Planning Council of NYC.
  • Grassi Advisors & Accountants Partner — Bronze sponsor of the Estate Planning Council of NYC for the 2025-2026 cycle.
  • KLG BUSINESS VALUATORS & FORENSIC ACCOUNTANTS, LLC Partner — Gold sponsor of the Estate Planning Council of NYC for the 2025-2026 cycle.
  • MLG Capital Partner — Bronze sponsor of the Estate Planning Council of NYC for the 2025-2026 cycle.
  • NAEPC Network — Member council of the National Association of Estate Planners & Councils.
  • NAEPC Network — Member council of the National Association of Estate Planning Councils.
  • NAEPC Network — Participates in events under the NAEPC network for estate planning professionals.
  • South Dakota Trust Company Partner — Bronze sponsor of the Estate Planning Council of NYC for the 2025-2026 cycle.
  • The New York Community Trust Partner — Platinum sponsor of the Estate Planning Council of NYC for the 2025-2026 cycle.
  • Truist Bank Partner — Gold sponsor of the Estate Planning Council of NYC for the 2025-2026 cycle.
  • YourMembership Partner — Provides membership software for the organization.
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.

  • Interdisciplinary Collaboration for Integrated Estate Planning
    methodology: interdisciplinary_collaboration
    By fostering collaboration among diverse estate planning professionals (e.g., attorneys, accountants, trust officers, life underwriters), we improve service integration and client outcomes because shared understanding across disciplines leads to more coordinated and effective planning solutions.