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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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Past Presidents

Brett Sovine, LLM, CPA
Paul Kohut
David Finnie
Luther Lockwood, CLU, ChFC
Victoria S. Windell, Esq.
Scott Fligel, CLU, ChFC
David J. Cathcart
Kerri Lynn Pierce, CPA, AEP
Laura Yaeger
Gerald Applefield, JD, CLU, ChFC
Christy Eve Reid
C. Barry McCrory
Herbert H. Browne, Jr.
Ken Samuelson

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