Welcome to the web site of the Northeastern Michigan Estate Planning Council.
The next meeting has been scheduled for October 27, 2016, at the Great Hall in Midland. A satellite location is also available at Isabella Bank in Mt. Pleasant. The speaker will be John W. Kidwell, JD, Senior Vice President, Tri-Star Trust Bank. His presentation is entitled "Discovering a Client's Charitable Intentions." Questions addressed will include: How can estate planning professionals seek out a client's intentions to fulfill their charitable wishes? How can professional advisors seek to lift the philanthropic intentions of clients to support the missional efforts in our communities? The presentation will focus on keys to consider when meeting with a client who is wondering how to accomplish charitable giving.
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 an annual meeting sometime 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. We have held the May meeting at Whiting Forest in Midland, at the SVSU Field House and, most recently, at Bucks Run Golf Club in Mt. Pleasant.
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 email@example.com. Thank you.