Council Information

The Estate and Business Planning Council of Worcester County (the "Council") was established in 1960. The idea for an organization of professional men and women interested in promoting a better understanding of estate and business planning was conceived at a meeting of 13 accountants, attorneys, life underwriters and trust officers assembled by the late George F. Shannon, CPA, on May 15, 1960.

The first meeting of the "Estate Planning Council of Worcester County," as it was then known, was held on November 15, 1960. The Articles of Association were approved and officers were elected. Over 100 accountants, attorneys, life underwriters and trust officers in attendance signed the role as charter members.

The objective of the Council was and continues to be to provide a forum for members to learn more about estate and business planning through interaction with each other and from presentations by experts.  The Councils hosts quarterly dinner meetings, held at local Worcester area venues, at which an ever-changing array of speakers provides members with knowledge and insight that allows members to increase their value to clients.  These events provide a better understanding of the services that the various disciplines represented by our membership offer to clients, to promote cooperation among the disciplines, and foster a better understanding of the relationships each discipline bears to the other, their clients and the public.

The membership consists of trust officers, life underwriters, attorneys, accountants and other estate planning professionals.  All members must be actively practicing estate and business planning in Worcester County.

The business of the Council is governed by our Executive Committee, which is comprised of our officers, our immediate past president, and eight directors who represent the various disciplines of our membership.