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CCEPC 28 West Market Street West Chester, PA 19382 610-696-8211 (t) 610-696-8213 (f) info@chescoepc.org www.chescoepc.org |
About CCEPC...
CCEPC includes attorneys,
accountants, insurance agents, stockbrokers, trust officers, and non-profit
directors, as well as other specialists in related professions in the Chester
County, Pennsylvania. We currently have over
160 members.
Our objectives are:
1-to disseminate knowledge
of estate planning and the proper relationship among functions of the Life
Underwriter, the Trust Officer, the Attorney, the Accountant, the Investment
Counselor, the Charitable Gift Planner and other professional persons concerned
with estate planning
2-establish and promulgate proper ethical standards
between persons engaged in estate and gift planning and their colleagues,
clients, and the public, and,
3-to assist members in rendering better services to
their clients through education, the exchange of ideas, and the development of
new techniques of estate planning.
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