Annual Membership Meeting - Centre Region Estate Planning Council
2015-12-01 21:30 - 2015-12-02 00:00 UTC | Toftrees Resort and Conference Center
CREPC Annual Membership Meeting

Dec. 1, 2015

Toftrees Golf Resort and Conference Center

4:30 - 6:00 pm Member Meeting, Board Elections, Discussion

Discussion Topic: The Why and How of Appraisals in Estate Planning & Administration: Discussion of the need for appraisals for tax reporting, downsizing, distribution to heirs and the specific steps that are taken by the certified professional to arrive at the appropriate value and to produce the appraisal document. Presented by: Bridget Donnelly, Certified Personal Property Appraiser, Donnelly's Estate Liquidation & Appraisal Services, LLC and Diane Allen Jordan, Director of Estate & Trust Administration, McQuaide Blasko Law Office

6:00 - 7:00 pm Social Hour

Please RSVP - Chris Carver at carverlawllc@gmail.com

Meeting Sponsored by: McQuaide Blasko Law Office
