Welcome to the web site of the Northeastern Michigan Estate Planning Council.
Due to Covid-19 concerns, the September and October meetings will be virtual through the RingCentral Meetings platform. The speakers for the September 24 meeting are Jude Avelino, of Avelino Law, LLP, with offices in Summit, NJ and New York, NY, and Alan Ponce, Assistant Vice President with Aon in Atlanta, Georgia. Their program is titled "Business Liquidations Happen." They will present and review a case study that will set forth estate planning techniques and provide various scenarios around the sale of a privately-held business. Speakers for the October 22 meeting are John Augustine and Dan Griffith, from Huntington Bank. They will provide a review and update of the economic landscape for all professionals.
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 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.
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.
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.