Central Florida Estate Planning Council

Member of The National Association of Estate Planners & Councils (NAEPC)

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(407) 621-6271

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The Central Florida Estate Planning Council, Inc. is a local chapter of the National Association of Estate Planning Councils.  The purpose of the organization is to foster intelligent cooperation and cordial understanding among members as to the proper relationship between the functions of the attorney, certified public accountant, life underwriter, trust representative, and financial planner in the field of estate planning, to assist its member in keeping abreast of laws and conditions affecting business and personal taxation and the problems of estate accumulation and conservation so as to improve the knowledge of each member and to encourage its members to have as their ultimate goal the rendering of the best professional services to the public.

Join CFEPC or renew your membership now!  Visit the Membership page to access current CFEPC membership forms and to read the latest information from the NAEPC.

Members: Your membership gives you access to Leimberg Services. Do you have your Leimberg log in information? If not, please follow these instructions to gain access: Leimberg Instructions for Council Members

 

Save the Dates for our 2017-2018 Meetings!


August 22, 2017

New Member Happy Hour

As appreciation, the Board is hosting a reception at Ferg’s Depot on August 22 (see the attached flyer). If this is your first year as a member, we cordially invite you to attend the reception and mingle with us. If you are a renewing member, we encourage you to attend and bring one or more local professionals who may be interested in becoming members of this Council. The purpose of the reception is to welcome new members, and introduce prospective members, to the CFEPC.  
 
Importantly, please note that as part of our effort to grow the membership of the CFEPC, we have reduced the annual membership dues for first-time members to $200!
 
We look forward to seeing you at the reception on August 22.

September 7, 2017

Mark Brewer, CAP

Charitable Wealth Transfer Planning

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November 9, 2017

Barry H. Horowitz, CPA, MST

Tax Consequences of a Change in Residency

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January 25, 2018

Bernard A. Krooks, JD, CPA, LLM, CELA, AEP (Distinguished)

Problems of Elderly Clients and Elder Law Solutions

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March 15, 2018

Lina R. Storm, CLU, ChFC, MBA

Fundamentals of Distribution Planning for Retirement Plans

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The Five-Minute Update

To further our purpose of assisting our members in keeping abreast of laws and conditions affecting business and personal taxation, we will present the latest developments at each meeting via the Five-Minute Update.  Kyle C. Griffin, of Dead, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A., will acquaint us with these matters at each meeting.

The Five-Minute Update


Meeting Location – The Citrus Club

255 S. Orange Ave.
Suite 1800
Orlando, FL 32801
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Cocktail/Social Hour begins at 5:45 p.m. with Dinner/Presentation beginning at 6:15 p.m. Guests are welcome. The guest fee is $65 each. Reservations can be emailed to Mia Drury at: MiaatMK@aol.com

Continuing Education credits are available for attendees.