ESTATE PLANNING COUNCIL OF CLEVELAND

July 1, 2024

Dear Members and Guests:

Welcome to the official website of the Estate Planning Council of Cleveland. Our website is designed primarily to keep you apprised of upcoming Council events and to assist you in finding qualified professionals and resources related to the field of estate planning.

Founded in the 1930s, The Estate Planning Council of Cleveland boasts nearly 405 members, making it one of largest estate planning council affiliated with NAEPC in the country. Our membership includes a diverse array of professionals working in the greater Cleveland, Ohio area, including attorneys, accountants, bankers & trust officers, financial planners, insurance agents, appraisers and representatives from various charitable organizations. We are a diverse group of professionals committed to expanding estate planning knowledge and expertise, growing professional contacts & relationships, and, ultimately, enhancing the community by facilitating superior client service.

As we move into the 2024-25 year, our council can reflect on an admirable history centered primarily on keeping its membership uniquely and comprehensively informed of cutting-edge estate planning developments and established strategies. Over the years, this has been accomplished by attracting national figures to address the membership; showcasing prominent local practitioners at educational monthly luncheons; providing monthly updates on significant recent estate planning developments; and publishing an Estate Planning Supplement in Smart Business. In addition, the Estate Planning Council of Cleveland has proudly honored leading local practitioners with its annual Distinguished Estate Planner Award, which recognizes outstanding achievement in the estate planning field. (Congratulations to our 2024 recipient, Michael T. Novak!)

The Estate Planning Council of Cleveland is excited to continue and build upon these fine programs and traditions during the coming year. The monthly programs are, as always, ambitious, practical, and balanced among our membership disciplines.

Please feel free to browse our website for more information on our council and its members, as well as events planned for the season, membership criteria & applications and website links of particular interest.

Very truly yours,

Katherine E. Wensink 
2024-25 Council President