TOLEDO ESTATE & FINANCIAL PLANNING COUNCIL

In the 1960's the predecessor organization of the Toledo Estate planning Council (TEPC) was formed by Harry Weiting. This was a small, informal group of attorneys, CPAs, CLUs and trust officers. The group became dormant in the mid-1970s. In November 1978, the TEPC reorganized and affiliated with the National Association of Estate Planning Councils. TEPC is a non-profit organization whose purpose is to provide informed guidance and education in the creation, conservation and distribution of estates; to increase public understanding of the need for competent estate planning; and to promote cooperation and foster a better understanding of the proper relationship among estate planning specialists from different disciplines. TEPC adheres to a Code of Ethics which is available on this website in our document library. Any complaint on the ethical conduct of a TEPC member should be brought to the attention of our Executive Director for channeling to the appropriate committee for resolution. TEPC provides CE credits for attorneys, CLUs, CPAS and CFPs, as well as PACE credits. TEPC is a member of the National Association of Estate Planning and Councils (NAEPC).