Council Information
Please open attachment for application for membership:
CHARLESTON ESTATE
PLANNING COUNCIL
Affiliated with the National Association of Estate Planning & Councils
APPLICATION FOR MEMBERSHIP
The undersigned hereby applies for membership in the Charleston Estate Planning Council:
NAME _______________________________________________________
ADDRESS _______________________________________________________
HOME TELEPHONE ___________________________________________
EMAIL ADDRESS ___________________________________________
Profession (check one)
_____Attorney _____CPA _____CLU _____Trust Officer _____Other*
* If “other” is checked, please attach a short narrative of your involvement in estate planning.
FIRM _______________________________________________________
ADDRESS _______________________________________________________
TELEPHONE _________________________________________________
EMAIL ADDRESS _________________________________________________
_____________________________________
SIGNATURE
_____________________________________
DATE
Please mail this application with a check in the amount of $140 (which includes annual dues of $125 and a name badge fee of $15) made payable to Charleston Estate Planning Council to:
Charleston Estate Planning Council
PO Box 326
Charleston, WV 25322
Board of Directors – 2011-2012
Yolanda L. Tam, President (757-5526) Marlin Witt (346-0441)
Mary H. Fischer, Vice President (343-0168) Marc Arnold (352-8200)
Kelly A. Holt, Secretary (347-2451) Richard E. Boyle, Jr., Past Pres (304-345-8900)
Katie H. Monroe (357-9967)
Please open attachment for dues notice:
CHARLESTON ESTATE
PLANNING COUNCIL
Affiliated with the National Association of Estate Planning & Councils
DUES STATEMENT – 2011-2012
NAME _______________________________________________________
NAME OF EMPLOYER ___________________________________________
ADDRESS _______________________________________________________
TELEPHONE ___________________________________________
EMAIL ADDRESS ___________________________________________
DUES PAYABLE $125 ($140 For New Members which
Includes $15 for your name badge)
If you are a current member and would like a new magnetic badge, please indicate here ____ Yes and include an additional $15 for a total of $140
Benefits of Council Membership Included in Annual Dues:
6 Four meetings with excellent program
6 Low cost continuing education credits
6 Meals and beverages at each meeting
6 Discount on “Trusts and Estates” magazine
6 Personal listing on website
6 Affiliation with National Association of Estate Planners and Councils
Please remit checks and dues forms by November 1 to:
Charleston Estate Planning Council
PO Box 326
Charleston, WV 25322
Board of Directors – 2011-2012
Yolanda Tam, President (757-5526) Marlin Witt (346-9967)
Mary Fischer, Vice President (343-0168) Marc Arnold (352-8200)
Kelly Holt, Secretary (347-2451) Richard Boyle, Jr. Past President (345-8900)
Katie Monroe, Treasurer (357-9967)
The first meeting of the Charleston Estate Planning Council will be Thursday, October 20, at Edgewood Country Club. There will be a reception, beginning at 5:30, with dinner served at 6:15. The speaker will be Jennifer Scraggs, Putnam County Attorney and Fiduciary Supervisor. She will discuss issues in estate administration.
The October 20th meeting will constitute the Annual Meeting of the Council per the By-Laws. A Nominating Committee has been appointed and John Allevato has been nominated to fill the current attorney vacancy in the Executive Committee. John is a member of Spilman Thomas & Battle PLLC and has been an active member of the council for many years. Note that any five members of the Council, by written notice filed with me at least five (5) days prior to the October 20th meeting may nominate additional candidates to fill this vacancy in the Executive Committee.
Reservations may be made by responding to this email. Reservations must be received by noon, October 18.
The dates of the 2011-2012 scheduled meetings are as follows:
January 19, 2012
March 15, 2012
May 17, 2012
Please mark your calendars accordingly.
Also, please check your personal contact information including e-mail addresses to confirm that this information is correct. This will ensure that you are receiving the updated estate planning e-mails and notices of all meetings.
Members may invite a guest (an individual who has not previously been a member of the CEPC) to attend the first meeting. The fee for a guest at this meeting will be $20, which is half the usual cost.
Please include the name of any guests with your reservations.
If you have not paid your membership for 2011-2012, an application for renewal or for new members is attached. The fee for renewing members is $125 and for new members $140, which includes your name badge.
Dues must be received by 10/03 to be included in The Charleston Gazette during National Estate Planning Awareness week and Wills week.
If there are any dues or new application fees submitted prior to September 16th, that were forwarded back “return to sender” this “glitch” has been corrected and you can resubmit your payment to the P.O. Box 326 as specified. I apologize for any inconvenience.
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