WELCOME TO THE WEBSITE FOR THE NORTHEASTERN MICHIGAN ESTATE PLANNING COUNCIL.
Thursday, January 26, 2023
PREVENTING FINANCIAL EXPLOITATION OF VULNERABLE ADULTS
Thursday, February 23, 2023
Michael Gregory, ASA, CVA, is a Qualified Mediator with the Minnesota Supreme Court. He had 28 yearsof experience with the IRS in a variety of capacities from specialist to executive level. During his last years with the IRS, he was a territory manager with responsibilities for up to 23 states with an emphasis in business valuation and specialist issues nationally. After giving a brief background on the IRS as it relates to the Estate and Gift Tax program, he will address pertinent changes at the IRS, describe how classification works at the IRS on estate and gift tax audits, how to avoid an audit, and how to work with IRS personnel if audited and resolve any conflict.
The NMEPC is currently comprised of about 100 members from five disciplines: CPAs, Attorneys, Financial Services Professionals, Trust Officers, and Development Officers of non-profit organizations. Annual dues are $150, which includes the program materials and a buffet luncheon.
A junior membership has been established for those 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. Annual dues are $75. 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 renewed for a maximum of three years, with the expectation that, at or before othat time, the junior member would meet the qualifications for full membership.
The NMEPC meets on the last Thursday of September, October, January, February, April and May. Meetings are held in person at the Great Hall in Midland and at Isabella Bank in Mt. Pleasant. Joining by Zoom is an option, except for the annual meeting in May, which is generally held at a different venue. Lunch is served at 12:00 noon, with the program beginning at 12:30 and concluding at 1:30 p.m.
♦ To effect and promote the coordination of professional services necessary for proper estate planning including charitable giving.
♦ 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 coomprising the membership of this Council.
If you would like to join the Council, please click here for an application form or contact us at firstname.lastname@example.org. Our mailing address is: NMEPC, P.O. Box 347, Freeland, MI 48623. For an application for a Junior Membership, please click here.
If you have any questions, please contact us at email@example.com.