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

 

 

Fall, 2021

The Council currently plans to return to in-person meetings in the fall, with the option to join by Zoom still available for members who cannot attend in person.  Currently scheduled are meetings for Thursday, September 23, and Thursday, October 28, 2021, at the Great Hall in Midland.  Isabella Bank in Mt. Pleasant will continue to host in-person meetings for those who are closer to that venue.  Details on the speakers will be provided as soon as available.  The Renewal Notice and Dues Invoice will be mailed to members about July 1, 2021.

 

May 27, 2021 - Annual Meeting

The annual meeting was held on May 27, 2021, through Zoom.  Members were provided with a GrubHub gift card for lunch, if they wished to participate.  A short business began at 12:30.  Proposed new members to the Board of Directors, Jane Hagen (Tri-Star Trust Bank) and Mark Pasquali (Attorney in Mt. Pleasant), were presented to and approved by the members.  The slate of officers for the 2021-22 program year was announced, including Sharon Mortensen, President (Midland Area Community Foundation); Angela Lund, Vice-President (CPA, Andrews Hooper Pavlik); and Kevin Scorsone, Secretary/Treasurer (Tri-Star Trust Bank).  Ivan Peruski, CFP (Northwestern Mutual) will become the Past President.  The speaker was Bridgette Gransden, Administrator/Controller for Midland County, Michigan, on “What's Right With You? Plenty!.”  Members were encouraged to take a "Character Strengths" survey and have results in hand to compare with others. 

                                                                                                                                                                                                   

 

 

 

 

 

MEMBERSHIP:

The Council is currently comprised of about 103 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 safely held in person, the Great Hall at Valley Plaza in Midland, Michigan, is the main venue, with a satellite location at Isabella Bank in Mt. Pleasant also available.  Lunch is provided at the in-person meetings.

 

PURPOSE:

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 this Council.

 

APPLICATION FORMS:

If you would like to join the Council, please click here for an application form.  Our mailing address is:  NMEPC, P.O. Box 2598, Midland, MI 48641-2598.  Dues for the entire 2021-22 program year are $125.  Applications submitted during the year will have prorated dues depending on the date received.

The Council has established a Junior Membership classification 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 discplines.  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.  Please click here for a Junior Membership Application form.

 

QUESTIONS:

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