Welcome to the website of the Greater Boca Raton Estate Planning Council!  Our council strives to provide a better understanding of the services professionals in the estate and financial planning fields can render for their clients and the general public, to promote cooperation among professionals in the estate and financial planning fields, and to foster a better understanding of the relationship which such professionals bear to each other, their clients, and the general public.

 

 


2025 - 2026 Board of Directors


 

Updates and Announcements


Council Honored as a 5 Star Council by the National Association of Estate Planners & Councils (NAEPC). We are proud to announce that the Greater Boca Raton Estate Planning Council has been named a 2026 Five-Star Council by the National Association of Estate Planners & Councils! This prestigious recognition honors estate planning councils that demonstrate exceptional service to their members, strong leadership, and a commitment to advancing the profession. We are grateful to our Board, committees, members, and volunteers whose dedication and involvement make this achievement possible. Congratulations to the entire GBREPC community on this well-deserved honor!
 
Council Announces Dynamic Speaker Line-Up for the 2026-2027 Season.  Headlined by Paul Lee, Chief Tax Strategist at Indivisible Partners, at the opening dinner meeting on October 21, 2026, the Council is proud to present five nationally recognized, diverse, and dynamic speakers for the 2026-27 season.
 
Council Welcomes New President, Officers, and Directors Effective July 1, 2026. Led by President Ross O'Connor, the new leadership team includes broad representation from across the estate planning industry. 

Presentation of Leadership Award. Past President Debra Cancilla was honored with the Council's 2025 Leadership Award for demonstrating outstanding leadership, dedication, and impactful support, setting a standard of excellence within our Council.



Share Your Idea for a GBREPC Event.  Did you recently attend a conference with an amazing speaker?  Do you want to learn about an emerging topic?  Share your idea with us here.

Greater Boca Raton Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.