Welcome to the web site of the Northeastern Michigan Estate Planning Council.
Due to Covid-19 concerns, the originally scheduled meeting for April 28 has been cancelled. It is anticipated that the planned speaker, Natalie Choate, will be rescheduled for later in the year, and that information will be provided as soon as it is available.
The Board of Directors has further concluded that the annual meeting, planned for May 21, should also be cancelled until it is determined that large gatherings may be safely held. It may be rescheduled for sometime in August, and the members will be notified of any new date and location for the annual meeting.
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.
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.
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.