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 2016-2017 Meetings!

Travis HayesSeptember 15, 2016

Travis Hayes

Digital Assets

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Melissa BarnhardtNovember 17, 2016

Melissa Barnhardt

Special Needs Trusts

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Ronald AucuttJanuary 12, 2017

Ron Aucutt

Capital Report

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Scott BowmanMarch 23, 2017

Scott Bowman

International Aspects of Estate Planning for Multi-National Families

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The Five-Minute Update

Brian M. MalecTo 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.  Brian M. Malec, 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.