Central Florida Estate Planning Council

Member of The National Association of Estate Planners & Councils (NAEPC)

Contact Us
(407) 621-6271


The Central Florida Estate Planning Council, Inc. is a local chapter of the National Association of Estate Planning Councils.  The purpose of the organization is to foster intelligent cooperation and cordial understanding among members as to the proper relationship between the functions of the attorney, certified public accountant, life underwriter, trust representative, and financial planner in the field of estate planning, to assist its member in keeping abreast of laws and conditions affecting business and personal taxation and the problems of estate accumulation and conservation so as to improve the knowledge of each member and to encourage its members to have as their ultimate goal the rendering of the best professional services to the public.

Join CFEPC or renew your membership now!  Visit the Membership page to access current CFEPC membership forms and to read the latest information from the NAEPC.

Members: Your membership gives you access to Leimberg Services. Do you have your Leimberg log in information? If not, please follow these instructions to gain access: Leimberg Instructions for Council Members


Save the Dates for our 2017-2018 Meetings!

Lunch & Learn Meetings

February 13, 2018

Topic: Recognizing Financial Elder Abuse
Presented by: Linda Solash Reed
Sponsored by: Prudential Life
Time: 11:30 am
Location: Dean, Mead, Egerton, Bloodworth, Capouano, & Bozarth, PA
420 South Orange Avenue, Suite 700
Orlando, FL 32801
RSVP: Mia Drury  Tel: 407/621-6271  Email: MiaatMK@aol.com
Seating is limited. RSVP Today! 

September 7, 2017

Mark Brewer, CAP

Charitable Wealth Transfer Planning

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November 9, 2017

Barry H. Horowitz, CPA, MST & Alvan L. Bobrow

Tax Consequences of a Change in Residency

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January 25, 2018

Bernard A. Krooks, JD, CPA, LLM, CELA, AEP (Distinguished)

Problems of Elderly Clients and Elder Law Solutions

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March 15, 2018

Quincy Krosby, Chief Market Strategist

Navigating the Interest Rate Environment in a Year of Important Central Bank Changes

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The Five-Minute Update

To further our purpose of assisting our members in keeping abreast of laws and conditions affecting business and personal taxation, we will present the latest developments at each meeting via the Five-Minute Update.  Kyle C. Griffin, of Dead, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A., will acquaint us with these matters at each meeting.

The Five-Minute Update

Meeting Location – The Citrus Club

255 S. Orange Ave.
Suite 1800
Orlando, FL 32801
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Cocktail/Social Hour begins at 5:45 p.m. with Dinner/Presentation beginning at 6:15 p.m. Guests are welcome. The guest fee is $65 each. Reservations can be emailed to Mia Drury at: MiaatMK@aol.com

Continuing Education credits are available for attendees.