About Us

Our mission is to improve the standard of care we give our clients as Estate Planning Professionals. We look to build a community of Estate Planning Professionals emphasizing thought-sharing and collaboration across the many disciplines that encompass Estate Planning.

How We Formed

In 2017, Robert Luther, then serving as Vice President of the Marion County EPC, discussed the need for a council in the Lady Lake/Villages area with attorney Amy Pittman. Amy put Robert in touch with Dick Campbell of the Villages Hospital Auxiliary Foundation. Dick and his foundation agreed to provide the newly forming council complimentary meeting space and logistical support. Their support has been critical to our development as a council. Bob Fox was an important influence on our council during our initial years. He is an enthusiastic supporter of NAEPC and was generous in giving us feedback, leadership, and guidance.

Our Founding Officers:

  • Robert Luther, President
  • Gerry Lachnicht, Vice-Presicent
  • Travis Bowersox, Secretary
  • Lisa Ware, Treasurer