Next Meeting
Monday, February 09, 2009
Speaker:
Dennis I. Belcher
Topic:
Recent (or Proposed) Estate and Income Tax Legislative Developments Affecting Wealthy Clients
See Event Details
See Complete Calendar
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Welcome to the Charlotte Estate Planning Council Website!
We hope you find this site helpful, informative, and easy to use. We welcome any comments or suggestions you may have.
MISSION STATEMENT:
The mission of the Council shall be to promote the interest of the public by providing an educational forum for estate planning professionals from various disciplines and to foster cooperation and share ideas relevant to the estate planning process.
Letter from the President
I look forward to serving as your President for the 2008-2009 fiscal year. Much has been accomplished by those who have served before me and I will try to keep the momentum going. I want to thank our immediate past president, Luther Lockwood, for the outstanding job he did in leading the Council last year. Thanks to Luther we were able to enjoy some special events the past two Annual Meetings – Hugh McColl’s personal tour of his gallery and the always entertaining Jay Bilas. Needless to say, I have a tough act to follow. I’d also like to thank Emily Crespo and her firm, TH Mgmt, Inc., for the outstanding job they did coordinating all of our activities and handling the numerous administrative responsibilities that go along with that. Thankfully, Emily and her team will be there to support us again this year.
I feel very fortunate to have the following Board members to work with this year:
- Paul Kohut, Vice President
- Kathy Habluetzel, Secretary
- Brett Sovine, Treasurer
- Susan McCrory, Executive Committee
- Phillips Bragg, Executive Committee
- Luther Lockwood, Immediate Past President
Thanks to their efforts we have an exciting group of educational speakers scheduled for the coming year. The mix of speakers should provide insight into some interesting and challenging issues, as well as some perspective on the post election legislative changes we can expect to see. I also want to thank our sponsors that support our ability to provide these educational opportunities.
| Date | Speaker | Company | Topic | Sponsor | | 9/9/2008 | Jeff Pennell | Emory University School of Law | Estate Planning for the Next Generation(s) of Clients: It’s Not Your Father’s Buick Any More | Bragg Financial Advisors | | 10/13/2008 | Andrew P. Mehalko, CFA | GenSpring Family Offices | Investor Psychology: Managing Our Own Cognitive Limitations | GenSpring Family Offices | | 01/05/2009 | John J. (“Jeff”) Scroggin, JD, LLM, AEP | Scroggin & Company, PC | Unexpected Consequences for Baby Boomers | Altavista Trust, a Division of National Independent Trust Company | | 02/09/2009 | Dennis I. Belcher | McGuireWoods, LLP | Recent (or Proposed) Estate and Income Tax Legislative Developments Affecting Wealthy Clients | The Bledsoe Cathcart Group & Merrill Lynch Trust Company |
If you are interested in attending an upcoming meeting and have any questions, please go to the “contact us” link and let us know how we can help you. I encourage you to bring guests to our meetings to share in the fellowship and education.
I look forward to seeing you in the months to come, and please let me or a board member know if you have any questions or if we can be of service to you.
Thanks,
David R. Finnie, President
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