President's Letter

“It ain’t over ‘til it’s over.” – Yogi Berra

CEPC ‘s fiscal year is coming to a close, coinciding with what may be the most challenging world environment we have been part of. In spite of this, our mission to promote the interest of the public, by providing an educational forum for estate planning professionals from various disciplines, to foster cooperation and share ideas relevant to the estate planning process, remains strong.

I want to thank each of our members for the support you have given this organization year after year. It is our strong member involvement and sponsor support that helps make our events possible.  The fiscal year 2019-20 was a successful year implementing new initiatives and strategically addressing new challenges. Some of our key accomplishments this year include:

  • Recruited a cohort of exceptionally knowledgeable and relevant speakers including Thomas McGraw, J.P. Morgan; Tom Myrick, counsel for the Kimberley Rice Kaestner Trust; and Jeffrey D. Haskell, Foundation Source.
  • Support from valuable meeting sponsors; Foundation Source, South Park Advisors, and Culp Elliott and Carpenter.
  • Successfully hosted our 2nd Annual Members-Only Networking Event at Lenny Boy Brewing Co., sponsored by Hatcher Law Group.
  • Created and published industry appropriate and useful information to CEPC’s LinkedIn Page.
  • Simplified and framed a new sponsorship offering to be effective in fiscal year 2020-2021.
Read more.

Andy Young
2019-2020 President
Charlotte Estate Planning Council

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The Charlotte Estate Planning Council (CEPC) is a local affiliate of the National Association of Estate Planners & Councils (NAEPC), a national organization of professional estate planners and affiliated estate planning councils, focused on establishing and monitoring the highest professional and educational standards.

The mission of CEPC is 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.

Join Today