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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 2009-2010 fiscal year. I thank our immediate past President, David Finnie for his leadership of the Council last year. I also extend thanks to our Board, as well as Emily Crespo and her firm TH Mgmt, Inc., for their coordination of our activities.
The Board members who will be serving on the Council's Board this year are:
- Paul Kohut, Johnston Allison & Hord, PA, President
- Brett Sovine, Brown Brothers Harriman Trust Co., NA, Vice President
- Kathy Habluetzel, Grant Thornton, LLP, Secretary
- Phillips Bragg, Bragg Financial Advisors, Treasurer
- Carl Rogers, Rogers & Associates, Executive Committee
- Heidi Royal, Robinson, Bradshaw, & Hinson, PA, Executive Committee
- David Finnie, Pesta Finnie & Associates, LLP, Immediate Past President
| Date |
Speaker |
Company |
Topic |
Sponsor |
| 09/21/2009 |
Ed Graves CLU, ChFC |
The American College, Bryn Mawr, PA |
Impact of recent economic woes on the life insurance industry and the issues of individual company financial strength |
Johnston, Allison & Hord, PA |
| 10/26/2009 |
Michael Paschall |
Banister Financial, Inc. |
Current Business Valuation Issues |
GenSpring Family Offices |
| 01/11/2010 |
Frances Schafer |
Executive Director, National Tax Office, Grant Thornton, LLP |
Finally, Finality for Estate Planners (at least we hope so) |
Grant Thornton, LLP |
| 02/08/2010 |
John Goldsbury |
US Trust, Bank of America Private Wealth Management |
Education Planning for High New Worth Clients |
Altavista Trust - A Division of National Independent Trust Company |
If you are interested in attending an upcoming meeting or have any questions, please go to the 'Contact Us" link and let us know how we can help you. We encourage all members to bring guests to our meetings to share in the fellowship and education. Please be sure to let me or a board member know if you have any questions or we can be of any service to you.
Very truly yours,
Paul A. Kohut
2009-2010 CEPC President
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