Northeastern Michigan Estate Planning Council

Welcome to the web site of the Northeastern Michigan Estate Planning Council.

Our fall, 2015, programs have been scheduled for September 24 and October 22 at the Great Hall at Valley Plaza, 5121 Bay City Road, Midland, Michigan.

A satellite location at Isabella Bank, 139 E. Broadway, Mt. Pleasant, Michigan, is also available for those who find it more convenient to attend in Mt. Pleasant.  This location is an audio-only hook-up from the main meeting and includes lunch and copies of any presentation materials received from the speaker.

The speaker at the September 24 meeting will be Douglas Mielock from Foster Swift Collins & Smith in Lansing.  His topic is “Estate Planning in the Era of Portability and High Exclusion Amounts.”  He will address those issues and other factors affecting current estate planning techniques.  His objective is to provide guidance on how to revise current estate plans and draft new estate plans in the relatively new environment in which the federal estate tax exclusion amount is $5.43 million for decedents dying in 2015 and the "portability" of a deceased spouse's unused exclusion amount is possible.

The speaker for the October 22 meeting will be Lance Hall.  He is the co-founder and President of FMV Opinions in Dallas, Texas.  He is a valuation professional with experience in all facets of valuation and related issues.  His expertise includes a broad range of topics relative to complex valuations, including estate and gift tax issues, court case analyses, fractional interests in real estate, minority interest discounts, securities design and restricted securities.  He also deals with issues of solvency, fairness and employee stock ownership plans.

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. 

If you have any questions, please contact us at  Thank you.