Welcome to the web site of the Northeastern Michigan Estate Planning Council.
The next meeting is scheduled for Thursday, February 27, at 12:00 noon. The main meeting is held at the Great Hall Banquet & Convention Center, Valley Plaza, 5121 Bay City Road, Midland, Michigan 48642. A satellite location is available at Isabella Bank, 139 East Broadway, Mt. Pleasant, MI. A luncheon buffet will be served at noon. The program will begin at 12:30 and conclude at 1:30 p.m.
Our speaker will be Michelle Wooddell, PhD. She is An Assistant Professor and Coordinator of the Master of Philanthropy and Nonprofit Leadership Program at Grand Valley State University. Her presentation will address the questions facing philanthropists and the individuals who advise them, including estate planners, trust officers and investment consultants. Topics such as the desire for both long-term and short-term impact, concerns about power dynamics in donor-nonprofit relationships and the overwhelming choices that philanthropists have will be discussed. She will explore some of the innovative ways that organizations and individuals are responding and evolving in response to community needs from the perspective of today’s donors and the need for their advisors to be aware of the current issues and trends.
The next meeting of the NMEPC is currently scheduled for April 30, 2020. Confirmation of that date and details on the proram will be provided when available.
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 is currently comprised of about 110 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 luncheon meetings begin with a lunch buffet at noon, with the presentation beginning at 12:30 and concluding by 1:30 p.m.
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 2019-20 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. A first-time guest may attend a meeting at no charge to learn more about the Council.
If you have any questions, please contact us at firstname.lastname@example.org. 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.