Council Information
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 $160 made payable to Charleston Estate Planning Council to:
Charleston Estate Planning Council
PO Box 326
Charleston, WV 25322
Board of Directors – 2022-2023
J.E. White, Jr., President (340-1302) C.W. Pace (345-8900)
Jamie O'Connor, Vice President (347-2519) Barry Hunter (343-5419)
Kelli Vance, Treasurer (343-4188) Kristin Mounts (346-3623)
Rusty Hudnall, Secretary (347-2465) Zach McCoy (348-8415)
Board of Directors – 2022-2023
J.E. White, President (340-1302) C.W. Pace (345-8900)
Jamie O'Connor, Vice President (347-2519) Barry Hunter (343-5419)
Kelli Vance, Treasurer (343-4188) Kristin Mounts (346-3623)
Rusty Hudnall, Secretary (347-2465) Zach McCoy(348-8415)