Estate Planning Council of Delaware
A long-running interdisciplinary council for the estate planning professionals of the Wilmington area, bringing attorneys, accountants, trust officers, financial advisors, and insurance specialists together for education, credentialing, and collegial exchange.
Financial profile
Estate Planning Council of Delaware · EIN 51-0264251 · 501(c)(6)
| Fiscal year | Total revenue | Contributions | Program services | Total expenses | Net assets | Year end |
|---|---|---|---|---|---|---|
| FY2023 | $61,314 | $48,084 | $129,740 | Jun 2023 | ||
| FY2022 | $69,567 | $43,816 | $116,510 | Jun 2022 | ||
| FY2021 | $18,299 | $18,927 | $90,759 | Jun 2021 | ||
| FY2020 | $69,278 | $61,818 | $91,387 | Jun 2020 | ||
| FY2019 | $76,113 | $79,500 | $83,927 | Jun 2019 | ||
| FY2018 | $66,293 | $76,931 | $87,314 | Jun 2018 |
Figures exactly as reported. A blank cell was blank on the form. The fiscal year links to the filing.
Peer societies
Five societies Estate Planning Council of Delaware is read alongside.
NAEPC
National Association of Estate Planners and Councils
A national federation of affiliated estate planning councils that brings together attorneys, accountants…
1 companies named
WTG
Wilmington Tax Group
A Wilmington professional association that brings together CPAs, tax and estate attorneys, trust officers…
FPA
Financial Planning Association
The membership community for CFP professionals and the broader financial planning field, built around…
47 companies named
DBA
Delaware Bankers Association
The shared table where Delaware's banks, trust companies, and allied financial firms gather for education…
81 companies named
CRE
The Counselors of Real Estate
An invitation-based professional organization of leading real estate advisors who hold the CRE credential…
3 companies named
Who backs EPCD
Every company Estate Planning Council of Delaware names publicly as a supporter, exactly as published. Companies also named by other associations on Sociogene come first.
| Company | Support as published | Also named by |
|---|---|---|
| Alliance Bernstein | Corporate partner | ACLI NACC NAGDC |
| Glenmede | Corporate partner | EP GCP NLBA |
| AKA Advisory, LLC | Corporate partner | DBA |
| Citizens Trust Company of Delaware | Corporate partner | DBA |
| Connolly Gallagher LLP | Corporate partner | DBA |
| Gordon, Fournaris & Mammarella, P.A. | Corporate partner | DBA |
| Morris, Nichols, Arsht & Tunnell | Corporate partner | DBA |
| Belfint Lyons & Schuman | Corporate partner | Only Estate Planning Council of Delaware, so far |
| BNY Mellon Wealth Management | Corporate partner | Only Estate Planning Council of Delaware, so far |
| Gunnip & Company LLP | Corporate partner | Only Estate Planning Council of Delaware, so far |
| McCollum D'Emilio Smith Uebler, LLC | Corporate partner | Only Estate Planning Council of Delaware, so far |
| Pinion Individual Trustee Services | Corporate partner | Only Estate Planning Council of Delaware, so far |
| Talon Fiduciary Solutions | Corporate partner | Only Estate Planning Council of Delaware, so far |
Sources: 1 published list, read September 2026
Estate Planning Council of Delaware sponsors. Read September 27, 2026. Current council sponsors page (featured sponsor tiles and Other Sponsors).
Who backs Estate Planning Council of Delaware's peers, but not Estate Planning Council of Delaware
Companies named publicly by at least one of Estate Planning Council of Delaware's five peer societies, and not found in Estate Planning Council of Delaware's reviewed public records.
The outside view
A long-running interdisciplinary council for the estate planning professionals of the Wilmington area, bringing attorneys, accountants, trust officers, financial advisors, and insurance specialists together for education, credentialing, and collegial exchange.
- Consensus
- Build
- Inward
- Volunteer
Their shape
The Guild
Where mastery is the price of belonging.
The Guild is the keeper of a craft and its standards, where belonging means meeting a real bar. Its gift is depth and trusted expertise, its challenge is opening up to newcomers and new ways.
Also reads toward The Village and The League.
Strengths
Not an official page of Estate Planning Council of Delaware. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.