An interdisciplinary organization for professionals involved in estate planning
PRESIDENT'S MESSAGE:
Dear members and guests:
The officers and directors of The Estate Planning Council of Delaware, Inc. welcome you to participate in this year's meetings and events. As you know, one purpose of the Council is to promote educational programs that help keep our membership informed on the latest developments in estate planning. Participation also provides networking opportunities that foster a multi-disciplinary approach as we work with mutual clients. For this very reason, we encourage all members to actively participate in the Council and join one of the committees. Members benefit professionally and personally from the experience. Active participation and feedback will also help your directors deliver programs that are of interest. Leimberg Information Services is available through membership and we hope that you take advantage of this benefit as well.
If you desire to participate with the National Association of Estate Planners and Councils, the annual meeting will be held in San Diego, CA November 17 through November 19, 2010. The NAEPC annual meeting is an excellent educational and networking opportunity. We encourage our members to qualify for the Accredited Estate Planner (AEP) designation which is managed through the National Association.
Please take some time to view our website for information on our upcoming meetings, social events, calendar for neighboring councils and information from the NAEPC. Below is the list of our committee chairs, along with their email addresses. Please contact them directly with your interest and feedback.
Your officers and directors look forward to another successful year.
Sincerely,
Todd A. Flubacher
Council President
Your Officers and Directors for 2010-2011:
OFFICERS:
President: Todd A. Flubacher, Esq.
Vice President: OPEN
Secretary: Susan Fisher, CPA, CTFA
Treasurer: Mary Hopkins. Esq.
PAST PRESIDENT: Anthony M. Jasienski
EXECUTIVE DIRECTOR: Melissa Brooks
BOARD OF DIRECTORS:
(in alphabetical order)
Marisa Facciolo
Susan Fisher CPA, CTFA
Todd A. Flubacher, Esq.
Anthony Jasienski
James W. Hayes, CFP, ChFC, AEP, CLU, CMFC
H. Jeanne Higley, CTFA
Mary Hopkins, Esq.
Bryan E.Keenan, Esq.
G. Ward Keever IV, CLU, ChFC, RHU, AEP, CFS
William H. Lunger, Esq.
Kathy Schultz, CPA
COMMITTEE CHAIRS:
Membership Chair: James W. Hayes
Program Chair(s): Todd A. Flubacher, Susan Fisher, Mary Hopkins
Sponsorship Chair: Bryan Keenan, Esq.
Social Chair: Diane Durban
Website Chair: William H. Lunger, Esq.
New: Exclusive benefit for members only!
Members of the Estate Planning Council of Delaware can now get pre-paid Access to Leimberg Information Services (LISI), a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts. LISI is also home to a very powerful engine that will help subscribers create customized searches and past and future cases more easily and quickly than ever before possible.
