WELCOME TO THE WEBSITE FOR THE NORTHEASTERN MICHIGAN ESTATE PLANNING COUNCIL.
April 22, 2021
The speaker for our April 22, 2021, meeting will be Kathleen M. Rehl, Ph.D., CFP, CeFT, Emeritus, who will present a webinar entitled, Working Well with Widows. She strives to empower widows financially and to inspire their advisors. Dr. Rehl lives in New York and is the author of an award-winning book entitled, Moving Forward on Your Own: A Financial Guidebook for Widows.
The speaker for the February 25, 2021, meeting was Richard C. Mills, a shareholder with Marcoux Allen P.C. in Ann Arbor and Jackson, Michigan. His presentation addressed Post-Death Planning, including dealing with repairing an estate plan after death or irrevocability. Tools such as trust decanting, modification, reformation, termination, cy-pres, and Agreements to Alter Shares will be explored when a trust or will does not work as intended. Our members can find Mr. Mills' presentation material in our Document Library.
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 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.
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.
If you would like to join the Council, please click here for an application form. The application form may also be found in our Document Library. 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 prorated dues depending on the date received.
The Council recently 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.
If you have any questions, please contact us at email@example.com. Thank you.