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 29, 2024
Dear Current and Former Members and Guests of the Council:
We are excited that our 2024-2025 season starts next month in September!
We will continue to hold our regular monthly breakfast meetings at Midland Hills Country Club as it is centrally located and convenient for many of our members. A majority of our meetings will be breakfast meetings on the fourth Tuesday of each month. We will be kicking off the season on September 24th with a legislative review by Rep. Tim O’Driscoll. In October, we will have a Social at the Urban Growler Barrel Room in St. Paul. More details are to come, but the Social will be on the afternoon of Thursday, October 17th. This event will be free to members and guests and Revere Auctions is generously sponsoring the event. Last year’s event was a lot of fun, so I would highly recommend coming this year– and please invite a guest!In November, we will have our annual tax update, presented by member and board member Greg Carlson. Like last year, we will 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. The winter was mild last year, which of course might mean a tougher winter this year. And finally, we are planning to add two additional socials this year with a Winter Social on February 13th and a Spring Social on May 27th. We would like our members to have the opportunity to have more social events to network along with our educational programming. As always, feel free to bring guests! Also, if you would potentially like to have your company sponsor one of the socials, please let us know as we are in the planning stage for those events.
We are in the process of emailing out invitations to renew membership for the upcoming season. Like everything else, costs have continued to increase, but we are holding the line with our membership fee at $100. Costs at Midland Hills have also increased but we will also maintain fees at $30 for members and $35 for guests for the breakfast meetings and remote meetings.
I wanted to let everyone know that Casey Marshall will be the Vice President this year and will help me in this transition year with Casey taking over the reins next year. In addition, we have created a membership committee, and we are exploring ways to increase our membership so that we can enhance our education and networking value to our members. The board would like to extend an invitation to any who would like to become more involved, whether it would be to join the board, become involved in the membership committee or help with our upcoming social events.
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
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.
