Objectives of the Council
1. To provide a better understanding of the services which accountants, attorneys, development officers, life underwriters, trust officers, financial planners, and others involved in estate planning can render to the general public.
2. To increase the public's awareness of the facilities and services available to aid individuals in the management, planning, and settlement of their estates.
3. To promote cooperation between each of the planning groups and to foster a better understanding of the proper relationship which each group bears to the other, to their clients, and to the general public.
4. To provide its members with a better understanding of estate planning through presentation of lectures and other programs.
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Upcoming Events10/12/2010
Business Exit Options with Imminent Tax Increases
Charles Schultz, Hilton Garden Inn, 4351 17th Ave S, Fargo
11/17/2010
Planning for Illiquid Assets
Thomas Pauloski, Holiday Inn, 3803 13th Ave S, Fargo
1/21/2011
Issues in Guardianships and Conservatorships
Eric Jonsgaard, Dr. Rod Swenson, Mary Watson, Holiday Inn, 3803 13th Ave S, Fargo
2/23/2011
Recent Developments
Thomas W. Abendroth, Holiday Inn, 3803 13th Ave S, Fargo
3/24/2011
Regional Economic Outlook
Toby Madden, Dean Junkans, Beth Opperman, Hilton Garden Inn, 4351 17th Ave S, Fargo
more events...
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