The Greater Kanawha Valley Foundation

Council Information

CHARLESTON ESTATE

PLANNING COUNCIL

www.chaswv-epc.org

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 $100 made payable to Charleston Estate Planning Council to:

 

Charleston Estate Planning Council

PO Box 326

Charleston, WV  25322

 

Board of Directors – 2020-2021

                       

Ed Bailey, President (343-5503)                                 Terry Mathias, Past President (741-0045)

Jennifer Willits, Vice President (348-7214)                 Ruth Cannon Still (343-4188)

James O’Connor, Secretary (347-2519)                     Rusty Hudnall (347-2465)

J. E. White, Treasurer (340-1302)                              C.W. Pace (345-8900)

 
 
 
 
 Please open attachment for dues notice:
 
CHARLESTON ESTATE
PLANNING COUNCIL
Affiliated with the National Association of Estate Planning & Councils
 
DUES STATEMENT – 2020-2021
 
 
 
            NAME             _______________________________________________________
 
            NAME OF EMPLOYER         ___________________________________________
 
            ADDRESS       _______________________________________________________
 
            TELEPHONE                         ___________________________________________
 
            EMAIL ADDRESS                  ___________________________________________
 
            DUES PAYABLE                    $100   
 
 
 
 
Benefits of Council Membership Included in Annual Dues:
 
1.    Periodic meetings with excellent program
2.    Meals and beverages at each in-person meeting
3.    Discount on “Trusts and Estates” magazine
4.    Personal listing on website
5.    Affiliation with National Association of Estate Planners and Councils
 
Please remit checks and dues forms by January 1 to:
 
Charleston Estate Planning Council
PO Box 326
Charleston, WV 25322
 

Board of Directors – 2020-2021

                       

Ed Bailey, President (343-5503)                               Terry Mathias, Past President (741-0045)

Jennifer Willits, Vice President (348-7214)                Ruth Cannon Still (343-4188)

James O’Connor, Secretary (347-2519)                      Rusty Hudnall (347-2465)

J. E. White, Treasurer (340-1302)                               C.W. Pace (345-8900)

           
                                  
 
The dates of the 2020-2021 scheduled meetings are as follows:
January 21, 2021
March 18, 2021
May 20, 2021
 
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.
 
Please include the name of any guests with your reservations.
 
If you have not paid your membership for 2020-2021, an application for renewal or for new members is attached. The fee for membership is $100.