A COMMUNITY OF TRUSTS & ESTATES PROFESSIONALS
Whether just starting your career, still in school, or an experienced professional, join the community and connect with others working in trusts and estates related fields throughout the greater Boston. Sign in or create an account to start!
Submit your idea to present a Lunch & Learn (paid membership not required)!
A GROWING NETWORK OF TRUSTS AND ESTATES PROFESSIONALS
The Boston Trusts and Estates Consortium has an ever growing membership spanning all aspects of trusts and estates, including insurance professionals, accountants/CPAs, lawyers, bankers, financial advisors, etc.
FORUMS TO ASK YOUR QUESTIONS, POST AND APPLY FOR JOBS, AND GET REFERRALS
Boston TEC members can post and answer questions in our forum. No question is too big or small, and our members are always willing to help out. We also have separate boards for referral requests and job postings.
REGULAR NETWORKING AND EDUCATIONAL EVENTS
Boston TEC hosts regular networking and educational events throughout the year. These often include a mix of in person and virtual options. As the COVID-19 pandemic evolves, so does our offerings to ensure safe and continued access to membership benefits.
- Wed, Nov 15Virtual Event, Via ZoomNov 15, 2023, 12:00 PM – 1:00 PMVirtual Event, Via ZoomJoin Andrew Bostian of CliftonLarsonAllen for an online presentation on Common Areas of Focus in Audits of Business Valuations, including Discounts for Lack of Control and Lack of Marketability and Pass Through Entity Taxation
- Thu, Aug 17BostonAug 17, 2023, 5:00 PM – 7:00 PMBoston, 120 Huntington Ave, Boston, MA 02116, USAJoin members of the Financial Professionals Association, MassCPAs, Boston Estate Planning Consortium, and the Boston Bar Association (and Trusts and Estates Consortium of course!) to eat, drink, and connect!
GET IN TOUCH
Questions, comments, concerns or suggestions? We love hearing from our community, so feel free to reach out anytime. Your message will be directed to Boston TEC leadership.