Charlotte Estate Planning Council (CEPC)

The Charlotte Estate Planning Council is an organization for professionals involved in the estate planning process. Its membership is comprised of local attorneys, certified public accountants, trust officers, financial planners, and life insurance agents. The council's mission is to foster a better understanding of the roles and responsibilities of these diverse disciplines, promote collaboration and networking among its members, and provide high-quality educational programs to enhance their professional development in the field of estate planning.