WELCOME TO THE WEBSITE FOR THE NORTHEASTERN MICHIGAN ESTATE PLANNING COUNCIL.

 

Our most recent meeting was held on October 22, 2020, on the Zoom platform.   An informative and timely presentation was given by John Augustine, CFA, Chief Investment Officer of Huntington Private Bank, and Dan Griffith, Senior Vice President and Director of Wealth Strategy for Huntington Private Bank.  Their program was titled:

ECONOMIC UPDATE FOR THE 2020 PANDEMIC AND ELECTION LANDSCAPE 

                                                                                    

Topics covered included an economic update and trends, political update, market update and trends for investors, tax and estate planning update, potential changes to the tax laws, and opportunities with low interest rates.

The next meeting of the NMEPC is currently scheduled for January 28, 2021.  Details regarding the speaker and the topic will be provided when available.

 

ANNUAL NAEPC  ADVANCED ESTATE PLANNING STRATEGIES VIRTUAL CONFERENCE

The annual conference of the National Association of Estate Planners & Councils will be virtual this year and will be held for only one day on November 10, 2020. It is free of charge this year due to sponsors and exhibitors and is open to every member of every estate planning council and all estate planning professionals. Details regarding the speakers and their topics can be found on their website at https://www.naepc.org/conference.  The registration form can be found at https://www.naepc.org/forms/conference-registration/.  Continuing education credit will be requested for CFP and CTFA designees and will be available for AEP designees.

 

MEMBERSHIP:

The Council is currently comprised of about 100 members from five disciplines:  CPAs, Attorneys, Financial Service Professionals, Trust Officers and Development Officers of non-profit organizations.  Meetings are generally scheduled for the last Thursday of September, October, January, February, April and May.  When meetings can again be held safely in person, the Great Hall at Valley Plaza in Midland, MI, is the main venue, with a satellite location at Isabella Bank in Mt. Pleasant also available.  Lunch is provided at the in-person meetings.

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.

 

APPLICATION FORMS

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 are $125. Applications submitted during the year will have reduced dues depending on the date received.

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.   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 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.

 

QUESTIONS:

If you have any questions, please contact us at admin@nmepc.org.  Thank you.