Welcome to the web site of the Northeastern Michigan Estate Planning Council.
Due to Covid-19 concerns, the Board of Directors made the decision to postpone the annual meeting originally scheduled to be held in May. Instead, the Board has scheduled a virutal annual meeting for the members by Zoom on Wednesday, July 22, 2020 at 12:00 noon for the purpose of electing new members to the Board of Directors and announcing the slate of officers for the 2020-21 program year. The Board is currently working on planning for the fall meetings, keeping in mind the COVID-10 concerns and restrictions. At this point, the fall meetings are scheduled for September 24 and October 22, 2020. As soon as plans are determined, they will be posted.
The Council is currently comprised of about 115 members from five disciplines: CPAs, Attorneys, Financial Service Professionals, Trust Officers and Development Officers of non-profit organizations. Meetings are generally scheduled to be held on the last Thursday of September, October, January, February, April and May, unless some flexibility is required to accommodate a speaker who must fly in to attend the meeting. The meetings begin with a lunch buffet at noon. The presentations begin at 12:30 and conclude at 1:30 p.m.
The purpose of the Northeastern Michigan Estate Planning Council is:
- To effect and promote the coordination of professional services necessary for proper estate planning.
- To improve the understanding, knowledge and skill of the member professional groups in their efforts on behalf of their clients and in appreciation of each specialized service.
- To raise the standards of cooperation between the professional groups for more effective application and employment of professional services in behalf of public interest.
- To promote and encourage the appropriate use of the professional services available from the different groups comprising the membership of the Council.
The Council recently established a Junior Membership classification for people who do not qualify for full membership but are studying for or working toward a designation, certification or qualification in one of the five disciplines. A junior member must be employed by and/or actively involved in one of those fields in the State of Michigan. A junior membership may be retained for a maximum of three years, with the expectation that, at or before that time, the junior member would meet the qualifications for full membership. An application for junior membership may be found in our Document Library.
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 entire 2020-21 program year will be $125 and include all lunches and programs. Applications received during the year will have reduced dues depending on the date received.
If you have any questions, please contact us at email@example.com. Thank you.
Northeastern Michigan Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.