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 for the foreseeable future who cannot attend in person.  Currently scheduled are meetings for Thursday, September 23, and Thursday, October 28, 2021, from 12:00 noon to 1:30 p.m. at the Great Hall in Midland and at Isabella Bank in Mt. Pleasant.  The Renewal and Dues Notice has been mailed to members requesting renewal forms and the payment of dues by September 1, 2021.

 

September 23, 2021

Speaker:            David Bennett, President of the Community Foundation Research and Training Institute.  After working as a tax lobbyist in the Indiana General Assembly, Mr. Bennett served as the Executive Director of the Community Foundation of Greater Fort Wayne for 22 years.

Program:           Taxes, Charitable Giving and The New Normal

Mr. Bennett's presentation is designed to provide information on the following topics:

  • Recent Federal Income Taxes Changes
  • The New Standard Deduction - What does it mean for charitable giving?
  • The Estate Tax – Does it still matter?
  • Donor Advised Funds as Planning Tool
  • Donating Retirement Assets
  • Gifts with Income and their Tax Consequences
  • Proposed Tax Changes in the Biden Administration

 

October 28, 2021

Program:       Great Lakes Bay Regional Philanthropy Panel Discussion

The Great Lakes Bay Region is fortunate to have a culture of collaboration, creativity and philanthropy among our corporate, foundation and individual philanthropists.  The NMEPC and the Association of Fundraising Professionals: Mid-Michigan Chapter will jointly present a panel discussion.  Philanthropic leaders from across our area will discuss current funding trends and their plans to address the obstacles and opportunities that come from this uniquely challenging time. 

Speakers:  The panelists currently include:  Bobbie Arnold, President and CEO of the Charles J. Strosacker Foundation; Heather Gallegos, Director of GLBR Communicatons and Community Affairs and USA North and Canada Communications at Dow; Renee Johnson, President and CEO of the Saginaw Community Foundation; and B.J. Humphreys, Philanthropic Leader, Wickson-Link Foundation, Nickless Foundation, and Turner Memorial Trust.

 

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.