Boston Estate Planning Council names 2026-2027 corporate sponsors

The Boston Estate Planning Council announced its 2026-2027 corporate sponsors in Boxborough, Massachusetts, highlighting support from PNC Private Bank, Bessemer Trust, Northern Trust and dozens of other firms. The sponsorship list underscores BEPC’s efforts to fund education, professional connections and interdisciplinary estate-planning collaboration in Greater Boston.

Why it matters: - Corporate sponsorship helps the Boston Estate Planning Council fund educational programming, professional development and member connections for estate-planning professionals in Greater Boston. - The sponsor roster also signals continued backing for one of the country’s oldest interdisciplinary estate-planning organizations.

What happened: - The Boston Estate Planning Council announced its 2026-2027 corporate sponsors on Sept. 17, 2026, in Boxborough, Massachusetts. - The sponsor group includes both new and returning supporters. - BEPC President Katherine M. Sheehan said the sponsors’ support enables the council to provide educational programming, foster professional connections and support interdisciplinary collaboration.

The details: - PNC Private Bank is the Platinum Sponsor. - Gold Sponsors are Appleton Partners, Inc.; Bessemer Trust; BNY Wealth; Brown Advisory; CAPTRUST; CBIZ; Cottage Caregivers; Crestwood Advisors; Day Pitney LLP; Dwight Rudd Insurance; Fiduciary Trust Company; HUB International New England, LLC; IQ-EQ; Northern Trust; PKF O’Connor Davies; PLAN of MA & RI, Inc.; SCS; Verrill; and Wilchins Cosentino & Novins. - Silver Sponsors are Ballentine Partners, LLC; BerryDunn; Brown Brothers Harriman & Co.; Cambridge Trust Company; CIBC Private Wealth; Corient; Erin International Heir Search; Fidelity Charitable; Gilmore Rees & Carlson PC; LandVest; Leader Bank; Mintz Levin; Nutter; Plante Moran; Prince Lobel Tye LLP; Rubin Rudman; Shipman & Goodwin, LLP; Siharum Advisors, LLC; Valuation Research Corporation; and Wolf & Company, PC. - BEPC says it has about 700 professionals in its community. - The council says its members span estate planning, professional development, thought leadership and collaborative service. - BEPC traces its roots to 1930. - BEPC is a member of the National Association of Estate Planners & Councils. - BEPC was named a NAEPC Council of Excellence in 2015 through 2017 and from 2022 through 2026. - BEPC was also named a Five-Star Council in 2018, 2019 and 2020. - The announcement includes a website for more information: More information. - The release also lists a LinkedIn page: BEPC on LinkedIn.

Between the lines: - The broad mix of banks, law firms, advisory shops, insurers and charities suggests BEPC remains a cross-disciplinary hub for the wealth and estate-planning industry. - The repeated recognition from NAEPC points to long-term institutional standing, not just one-year sponsorship support.

What's next: - BEPC will use sponsor support for its 2026-2027 programming cycle and member engagement efforts. - The council is likely to continue positioning itself as a Greater Boston convening group for estate-planning professionals.

The bottom line: - BEPC enters 2026-2027 with a deep sponsor bench that supports its education, networking and professional-development mission.