The presenter is Leticia "Letty" Maxfield: Letty is a founding partner with the firm Trust & Estate Advocates, LLP, where she regularly represents clients in a variety of disputed trust, estate, probate, gift and estate tax, and elder law matters. We will have in person options for the meeting in addition to the virtual option for October.
Please RSVP to the Evite if you plan to attend either way. We will send out information for the in person locations via direct email. Continuing education credits are generally available for approved courses for Attorneys, CFP Professionals, and Insurance Professionals. Attorneys are required to self-report CLE credits.
Please RSVP to the Evite if you plan to attend either way. We will send out information for the in person locations via direct email. Continuing education credits are generally available for approved courses for Attorneys, CFP Professionals, and Insurance Professionals. Attorneys are required to self-report CLE credits.
Services
By submitting your application, you agree not to use the membership roster as a source for solicitation and not to distribute the information regarding members in the directory. The WEPC Board of Directors will review your application at the next WEPC Board meeting and will notify you promptly of its decision.
The Women's Estate Planning Council meets the second Thursday of each month from 5:30 pm until 7:15 pm. At the meetings, we provide opportunities to network with other members and guests, followed by an educational program. The educational programs are presented by members and local and national speakers, and cover topics of interest to the membership at large.
Gun Trusts presented by Douglas A. Turner, Esq. of Douglas A. Turner, P.C.: Firearms are often an important part of a client's legacy and estate. Given that firearms are highly regulated at the federal and state levels, estate planners and fiduciaries need to take special precautions when dealing with an estate that includes firearms.
One 10 Minute Speaking Opportunity at a Meeting of Sponsor's Choice During Sponsorship Year. If you are interested in sponsoring a meeting or want more information, please contact one of the PR Committee co-chairs: Anda Pilmanis at agentanda@agentanda.com or Kelly St. George, at kstgeorge@presidentialwm.com.
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