Welcome to the web site of the Northeastern Michigan Estate Planning Council.
The next meeting has been scheduled for February 23, 2017, at the Great Hall in Midland. A satellite location is also available at Isabella Bank in Mt. Pleasant. The speaker will be David H. Harris, Vice President of Nationwide Retirement Institute, whose program is titled "Using an Immediate Annuity to Potentially Qualify for Medicaid Benefits." Mr. Harris plans to provide a solid overview of the Budget Reduction Act of 2005 and its implications in applying for Medicaid. He will review the basics of applying for Medicaid and discuss strategies for use in the application process, including the use of Single Pay Immediate Annuities as a potential tool. A buffet luncheon will be served at noon, with the speaker's presentation beginning at 12:30 and concluding at 1:30 p.m.
The speaker for the April 27, 2017, meeting is Howard Collens, Attorney, with Galloway & Collens. His program will address the Digital Assets Act and the Funeral Representative Act.
The Council is comprised of members from five disciplines: CPAs, attorneys, financial service professionals, trust officers and development officers. Meetings are held on the last Thursday of September, October, January, February and April, as well as a Spring Reception and Annual Meeting in May. The general meetings begin with a buffet luncheon at noon, and the speaker will begin the presentation at 12:30.
The annual meeting in May is an evening social event with no scheduled program. Spouses and guests are invited to attend at no additional charge to the member. This year, the Spring Reception and Annual Meeting is scheduled for May 16, 2017, at Dow Diamond in MIdland for an evening Great Lakes Loons game. A picnic menu will be provided.
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 firstname.lastname@example.org. Thank you.