WELCOME FROM THE TWIN CITIES ESTATE PLANNING COUNCIL!
Our website is intended to help you find qualified professionals, informative articles and other resources related to estate planning in the Twin Cities of St. Paul and Minneapolis, Minnesota. Please check out our calendar of events, as well as the members section to familiarize yourself with our ogranization.
Inquiries from individuals outside the Twin Cities area are encouraged. We ask that you send any questions or suggestions to: admin@twincitiesepc.org or phone us at 763-208-9119. We look forward to hearing from you!
2023-2024 PRESIDENT'S MESSAGE
August 15, 2023
Dear Current and Former Members and Guests of the Council:
We are excited that our 2023-2024 season starts next month in September! We will continue at Midland Hills Country Club for our regular monthly meeting as it is more centrally located and convenient for our members on the east side as well as the west side of the Twin Cities metro area. Our meetings will generally be breakfast meetings on the fourth Tuesday of each month. We will be kicking off the season on September 26th with a review of Estate and Trust Litigation by Casey Marshall. In October we will have a Social at the Urban Growler Barrel Room in St. Paul. More details to come, but it will be held on the afternoon of Thursday, October 24th. In November, we will have our annual tax update. While a majority of our meetings will be in-person, we have decided to hold our January Economic Outlook and Market update virtually as well as doing the annual Heckerling Review in February remote to attract a wider audience for this review.
We remain committed to providing continuing education credits for CFP®, Minnesota Insurance, and CLE (Attorneys). Watch for updates in the invitations on the type of CE being offered for each program.
We will be emailing out invitations to renew membership for the upcoming 2023-2024 season. While our costs have increased in the past year due to inflation, we will hold the line and maintain our membership fee at $100. Costs at Midland Hills have increased but we will maintain pricing from the prior year. Our in-person breakfast meeting fee will be $30 for members and $35 for guests.
We are welcoming several new members to the board this upcoming year but would like to extend an invitation to any who would like to become more involved. We remain committed to building our membership base and inviting additional members onto our board on a regular basis. Certainly let us know if you would be interested in joining the board, or perhaps would like to help on projects if joining the board is too big of a commitment for you.
Thank you for being part of our group! We appreciate your continued interest and support and remain committed to meeting your needs. As always, we welcome your input on programs/topics, meeting formats or anything else that is important to your experience.
If you are a past member or guest, please consider joining. We would love to have you back!
Best Regards,
Jonathan Scharlau
TCEPC President
JOSEPH LARKIN
November 29, 1956-December 9, 2019
Our deepest sympathy goes out to the family of Joe Larkin, past president of the Twin Cities Estate Planning Council. Joseph Dominic Larkin passed away peacefully in his sleep on December 9, 2019, in Key West, Florida. Joe was extremely instrumental in the success of the Councils and we are grateful for his many contributions and long-time service.
Joe loved people, flying, sailing, water, travel, and sunsets. He helped many people achieve financial security, and he did so honestly and diligently, with patience and integrity. Family was central to his life, and he was always at the center of planning parties and the annual family reunion, and taking anyone who was interested for a boat ride. He especially loved his two granddaughters. He’ll always be fondly remembered for captaining sunset pontoon boat cruises at every opportunity; for the “big picture” advice he gently gave his children, nephews, nieces, and quite a few of his siblings; and for his willingness to lend a hand when someone needed help. Rest in peace, Joe. We hope you’re sailing in heaven.
Twin Cities Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.
