Council Purpose

The purposes of the FOX VALLEY ESTATE PLANNING COUNCIL, INC. are:

  1. To provide a forum where estate planning professionals can meet to further their knowledge about estate planning in order to enhance client service.
  2. To promote cooperation between each of the estate planning professions to foster a better understanding of the proper relationship which each profession bears to the other, and to their clients.
  3. “Estate planning,” as that term is used herein, shall be defined as the process of coordinating, during a person’s life, for the administration and transfer of that person’s estate during the person’s life and after death, while minimizing taxes, maximizing asset protection, and promoting the person’s intended legacy.