Welcome to the web site of the Northeastern Michigan Estate Planning Council.
The next meeting of the NMEPC will be held on Thursday, February 28, 2019. The speaker will be Attorney Joseph Buttiglieri, from the firm of Kemp, Klein, Umphrey, Endelman & May P.C. in Troy, Michigan. He will present a program entitled, " Acting As a Trustee: Boone or Burden?" The program will focus on the responsibilities and possible pitfalls of seving as a trustee. It will cover definitions, preliminary considerations, special skills needed, duties and obligations, compensation and expenses.
The April 25, 2019, program will feature Kit MacNee, from the National Association of Estate Planning Councils, who will speak on Social Security. Further details on the presentation will be announced as soon as they are available.
These meetings will be held at the Great Hall in MIdland, with the satellite location at Isabella Bank in Mt. Pleasant also available. A luncheon buffet will be served at noon, with the program beginning at 12:30 and concluding at 1:30 p.m.
The date, time and location for the Spring Reception and Annual Meeting in May has not yet been determined but will be announced as soon as plans are complete. Past Spring Receptions have been held at Whiting Forest in Midland, Bucks Run Golf Club in Mt. Pleasant, Saginaw Valley State University, Dow Diamond in Midland for a Great Lakes Loons game, and at the Midland Center for the Arts. It is generally held in mid-to late May and is a casual, social event with no planned program. Spouses and guests may be invited at no additional charge. The goal of the event is to mingle with colleagues and guests in a social setting. A very few minutes are devoted to the Annual Meeting portion of the evening.
The Council is currently comprised of about 107 members from five disciplines: CPAs, attorneys, financial service professionals, trust officers and development officers. Meetings are scheduled to be held on the last Thursday of September, October, January, February and April, unless some flexibility is required to accommodate a speaker. These business meetings begin with a buffet luncheon at noon, with the presentation beginning at 12:30 and concluding by 1:30 p.m.
If you would like to join the Council, please click here to find a printable application form that can be filled in and returned to us. Our mailing address is: NMEPC, P.O. Box 2598, Midland, MI 48641-2598. Dues for the 2015-16 program year are $125 and include all lunches and programs. A first-time guest may attend a meeting at no charge to learn more about the Council.
If you have any questions, please contact us at firstname.lastname@example.org. Thank you.