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: firstname.lastname@example.org or phone us at 763-208-9119. We look forward to hearing from you!
2020-2021 PRESIDENT'S MESSAGE
July 27, 2020
Dear Current and Former Members and Guests of the Council:
The world has changed due to the COVID-19 pandemic and with it, the Twin Cities Estate Planning Council will be changing as well. For the health and well-being of all, we have decided to conduct virtual Zoom meetings for the indefinite future.
By popular demand, the Twin Cities Estate Planning Council is pleased to announce that we will be applying for continuing education credits for CFP®, Minnesota insurance, and CLE (attorneys). Watch the invitations for updates on the type of CE being offered for each program.
After four years as the TCEPC President, Chrissy Ambrose will be moving to an At Large board position, and Jonathan Scharlau will be the new President. We believe that in order to remain on the leading edge of the estate planning world and to bring fresh ideas to the group, it is important to invite new members onto our board on a regular basis. If you are interested in joining our board, please reach out to an existing board member to let us know.
Thank you for being a part of the group, we hope you will embrace these changes and help us bring in new membership. As always, we welcome your input on programs/topics or anything else for that matter.
If you are a past member or guest, please consider joining. We’d love to have you back.
Chrissy Ambrose, TCEPC outgoing president
Jonathan Scharlau, TCEPC incoming president
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.