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Charlotte Estate Planning Council
Next Meeting

Tuesday, February 21, 2012

Speaker:
Susan Porter

Topic:
Exercising Discretion in Discretionary Trusts

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Council Information

Save the date for the following meetings in 2011-2012!

  Date

Time

Speaker

Topic

Date

Notes

TUESDAY, September 27, 2011

Dinner (5:30)

Charles D.  "Skip"  Fox, IV

Onshore, Offshore, or Unsure:  Current Issues in Asset Protection Planning  

TUESDAY, September 27, 2011

 

MONDAY, October 17, 2011

Dinner (5:30)

Foundation for the Carolinas Panel

“Changing the Donor Conversation in Charlotte”

MONDAY, October 17, 2011

Approved for .75 hours of CLE Credit!

TUESDAY, January 24, 2012

Lunch (11:30)

Mike Godwin

 The Legal and Practical Aspects of Private Trust Companies and Family Offices.

TUESDAY, January 24, 2012

 Approved for 1 hour of CLE Credit!

TUESDAY, February 21, 2012

Dinner (5:30)

Susan Porter

“Exercising Discretion in Discretionary Trusts”

TUESDAY, February 21, 2012

 

 
Please note that we will be holding our meetings at Charlotte Marriott City Center

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