The Estate Planning Council of the Emerald Coast, Inc.
(the "EPCEC")

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Calendar (2005)

Formal Meetings

The EPCEC meets for dinner and a featured guest speaker on a bi-monthly basis on the third Tuesday evening of each even month (February, April, June, August, October, and December) from 5:30 PM to 7:30 PM at the Embassy Suites Hotel in Destin.  These dinner meetings represent the EPCEC's "formal" meetings.  Each estate planning profession within the EPCEC will rotate in inviting speakers from his or her discipline to address the EPCEC, resulting in a variety of perspectives and topics.  The first/inaugural meeting of the EPCEC was held on Thursday, December 16, 2004, and featured internationally-known tax attorney Jonathan G. Blattmachr, Esq. of Milbank, Tweed et al., New York, New York.

Formal Meeting Calendar

  • October 7, 2004: Organizational meeting

  • December 16, 2004: Inaugural meeting: "Hot Estate Planning Topics for 2004" by Jonathan G. Blattmachr, Esq. (invited by J. Havens)

  • February 15, 2005: "Valuing Undivided Partial Interests" by Walter H. Humphrey, IFAC (invited by D. Muldowney, CPA & P. Weathers, CPA)

  • April 19, 2005: "The Nuts and Bolts of a 'Legacy-Based' Planning Process -- Working under the Estate Planning Council Umbrella" by Kirk Wimberly, CLU, ChFC, AEP (former president, Atlanta Estate Planning Council, Inc.) (invited by D. Barton, CLU)

  • June 21, 2005: "Estate Planning -- A New Option Available for Unequal Estates" by Christopher T. Graham, Esq. and "Binary Option GRATs -- Insuring the Results with Non-recourse Premium Loan Life Insurance Financing" by Doug Liptak, CPA, CFP (invited by L. Kelley, CPA)

  • August 23, 2005: "A Tale of Two Charitable Lead Trusts" by Dan Rice, National Director of Gift Planning (World Vision) (member of EPCEC)

  • October 18, 2005: "Using the Gift That Keeps on Giving: A Discussion of Charitable Trusts and Giving Techniques That Benefit the Client and Charity" by J. Scot Kirkpatrick, Esq. (invited by D. Barton, CLU)

  • December 13, 2005 (at Kelly Plantation Clubhouse): "Effective Communication among the Estate Planning Team" by Mona Wade, CPA

 

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Appreciation to Formal Meeting Sponsors

The EPCEC would like to thank SunTrust Banks of Florida, Inc. for sponsoring the EPCEC's inaugural meeting featuring Jonathan G. Blattmachr, Esq. *

Reminders Regarding Meetings

The EPCEC will attempt to remind its members of all meetings.  These reminders are sent via e-mail and/or facsimile in order to save costs for the EPCEC and to ensure prompt delivery.  However, this page and site are intended to serve as a means to access the EPCEC's calendar and to obtain nearly all general information about the EPCEC.  Therefore, the EPCEC encourages its members (and prospective members) to visit this site and to bookmark it so that everyone can access information about the EPCEC easily and at their convenience via the Internet.

*Trademark used with express permission of SunTrust Banks of Florida, Inc.

Informal Meetings

On alternating months (that is, each odd month), the EPCEC offers informal “brown-bag” lunches.  These informal meetings, which are completely optional to attend, occur at various locations.  They are intended to facilitate the exchange of information and the sharing of ideas and techniques among the membership of the EPCEC.  Topics include follow-up commentary and questions on regular/formal meetings, discussions about estate planning techniques, discussions on estate planning articles or newsletters, and other practical topics.  These informal brown-bag lunches are intended to be very practical and also a way for the membership to build their relationships.  All brown-bag lunches begin promptly at noon and end at 1:00 PM (Central), although members may generally arrive earlier or remain later if desired.

Informal Meeting Calendar

  • January 18, 2005: Inaugural brown-bag lunch at boardroom of Destin (main) office of Carr, Riggs & Ingram, LLP (Regatta Commons)

  • March 22, 2005: Brown-bag lunch at DAG Architects in large conference room (Destin office of Havens & Miller, P.L.L.C.)

  • May 17, 2005: Brown-bag lunch at A.G. Edwards (Destin office, in the Old South Centre behind O'Sullivan, Creel's Destin office; organized by members Chris Poate, CFP, ETSC)

  • July 19, 2005: Brown-bag lunch at Jane Burns' Edward Jones office in Blue Mountain Beach (2166 W. County Rd. 30A)

  • September 20, 2005: Brown-bag lunch at SunTrust's Destin office

  • November 15, 2005: Brown-bag lunch (location TBD)
 

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