Message from President Shacklett
July 1, 2017
Dear Members and Guests:
Welcome to the official website of the Estate Planning Council of Cleveland. Our website is designed primarily to keep you apprised of upcoming Council events and to assist you in finding qualified professionals and resources related to the field of estate planning.
Founded in the 1930s, The Estate Planning Council of Cleveland boasts nearly 430 members, making it the sixth largest estate planning council affiliated with NAEPC in the country. Our membership includes a diverse array of professionals working in the greater Cleveland, Ohio area, including attorneys, accountants, bankers & trust officers, financial planners, insurance agents, appraisers and representatives from various charitable organizations. We are a diverse group of professionals committed to expanding estate planning knowledge and expertise, growing professional contacts & relationships, and, ultimately, enhancing the community by facilitating superior client service.
As we move into the 2017-18 year, our council can reflect on an admirable history centered primarily on keeping its membership uniquely and comprehensively informed of cutting-edge estate planning developments and established strategies. Over the years, this has been accomplished by attracting national figures to address the membership; showcasing prominent local practitioners at educational monthly luncheons; providing monthly updates on significant recent estate planning developments; publishing an annual Estate Planning Supplement in Crain’s Cleveland Business; and, in 2003, co-hosting the National Association of Estate Planners & Councils 40th Annual Conference. In addition, the Estate Planning Council of Cleveland has proudly honored leading local practitioners with its annual Distinguished Estate Planner Award, which recognizes outstanding achievement in the estate planning field. (Congratulations to our 2017 recipient, Patrick J. Saccogna!)
The Estate Planning Council of Cleveland is excited to continue and build upon these fine programs and traditions during the coming year. The monthly agenda is, as always, ambitious, practical, and balanced among our membership disciplines. This season we are excited to offer our members more networking time at each luncheon, new breakfast events on the east and west sides of Cleveland, and special "basics" breakouts at some downtown luncheons.
Please feel free to browse our website for more information on our council and its members, as well as events planned for the season, membership criteria & applications and website links of particular interest.
Very truly yours,
Emily N. Shacklett, CPA, AEP®
Fairport Asset Management
2017-18 Council President