 |
| | |
History of the Council
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 object of the Council was and continues to be to provide a forum
where the members can learn more about estate and business planning,
to provide a better understanding of the services the various disciplines
can render to their clients, to promote cooperation between members of
each of the disciplines, and to 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, if approved by the
Executive Committee. All members must be actively practicing estate
and business planning in Worcester County.
The business of the Council is transacted in large part by the Executive
Committee. Composition of the Executive Committee is made up of
eight members, one from each discipline and four other members of the
Council, each serving a two year term, plus the five officers and
immediate past president.
Traditionally, the Council has three dinner meetings during the year and
the annual meeting in May. These meetings also contain a program
having a topic of interest to the membership. |
| | |
| |