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Tuesday, June 13, 2023

June Luncheon Virtual “Multi-Disciplinary Teaming – A Best Practices Approach.”

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Charlotte Estate Planning Council

CHARLOTTE ESTATE PLANNING COUNCIL

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Document Library

Document Name Date Added
Asset Protection by David Holmes
David Holmes-Asset Protection Presentation (2018) (Estate Planning Counsel).pdf (1345K)
2018-11-14
Florrie Willis Bio
2019 Willis Bio.pdf (882K)
2019-03-26
Tax Law Update - B. McMillan
Estate Planning Council 2018 tax update.pdf (232K)
2018-05-08

UPCOMING EVENTS

June 13, 2023

June Luncheon Virtual “Multi-Disciplinary Teaming – A Best Practices Approach.”

Jordon N. Rosen, CPA, MST, AEP®

See Event Details

October 10, 2023

October Luncheon - How to Handle Firearms in Estates

George Herl - Federal Firearms Dealer

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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  • Guide To Teaming

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