Annual Sponsors

Letters from the President

August 2026

Dear Members and Guests of the EPTCLB,

It is my honor to serve as your President this year. I want to start by thanking our outgoing board for their dedication, and by welcoming both our returning members and the many new faces who continue to strengthen this council.

For those who don't know me, I'm Regina F. Lark, Ph.D., CPO®. I am founder and owner of A Clear Path where my team and I work alongside families through some of life's most difficult transitions — downsizing, estate clear-outs, and the countless decisions that come with a lifetime of belongings. I also speak and write on the psychology of clutter and life transitions through my own platform, reginalark.com. Estate planning and trust work sits right alongside what I do every day: helping people, and the families they leave behind, move through change with a little more clarity and a little less overwhelm.

That perspective is exactly why I value this council. Our members come from law, finance, fiduciary services, insurance, real estate, and beyond — and what makes EPTCLB valuable isn't any one discipline, it's the collaboration between all of them. The best outcomes for our clients happen when we understand each other's work well enough to refer, consult, and problem-solve together.

This year, my priority as President is to keep that collaboration front and center: bringing in speakers who challenge us technically and practically, creating real opportunities to connect at our meetings, and making sure this council continues to be a place where both seasoned professionals and those newer to the field find genuine value.

I'm grateful for the trust the board and membership have placed in me, and I look forward to a year of good conversation, useful ideas, and strong relationships. Please don't hesitate to reach out with speaker ideas, feedback, or just to introduce yourself if we haven't yet met.

Warm regards,
Regina F. Lark, Ph.D., CPO® President, EPTCLB