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!

2021-2022 PRESIDENT'S MESSAGE
August 20, 2021

Dear Current and Former Members and Guests of the Council:

We are looking forward to our new season this fall after successfully navigating a virtual season last year due to the pandemic.  While many of us our fully vaccinated and the pandemic is more under control (but not necessarily gone),we are in the midst of the Delta surge which does add some uncertainty. We have decided as a board that it is more prudent to move to a hybrid model instead of moving back to all in-person meetings. Our plan is to alternate between in-person sessions and virtual sessions and allow members decide for themselves which format they prefer.

Our plan is to launch the new season in September with a virtual meeting. In October, we are planning on an event at Midland Hills with an afternoon presentation followed by a social. For November, we will host a virtual session. For October,we remain flexible and are open to moving this to a virtual meeting if conditions change meaningfully and we believe that we are not able to provide a safe gathering. Our plan is to poll members during the September virtual meeting and make a final determination at that time on the format for October.

Like last season, 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.

Very soon we will be emailing out invitations to renew membership for the upcoming 2021-2022 season. To reflect our additional administrative and technology costs, we will modestly increase our annual membership to $100. In addition, we will charge a modest $15 fee for members and $20 for guests for our virtual meetings to reflect our costs. Our regular in-person breakfast meeting costs at Midland Hills will increase this year so we will have to also increase our breakfast fee to $30 for members and $40 for guests. Again, this only reflects the additional costs that we are being charged by Midland Hills, which like a lot of businesses has higher costs due to the pandemic.

We believe that in order to remain relevant as an organization, it is important to bring fresh ideas to the group so that we can thrive and be at the cutting edge of the estate planning world. We remain committed to building our membership base and inviting members onto our board on a regular basis. If you are interested in joining our board, please reach out to an existing board member with your interest.

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.