“We bring together trusted professionals from across disciplines to elevate estate planning in Greater Louisville through expert education and collaboration — enhancing our members’ skills and strengthening the financial well-being of the clients we serve, while helping them achieve their personal, financial, and charitable goals.”
Membership Meeting Dates:
September 18, 2025
November 20, 2025
January 15, 2026
March 19, 2026
Networking Event Dates
August 21, 2025
May 14, 2026
August 2026 TBD
The purpose of The Estate Planning Council of Metro Louisville, Inc. shall be as follows:
To improve the skills and knowledge of the members in the Greater Louisville Metropolitan area involved in the creation, preservation and distribution of clients' wealth for the benefit of the clients, their families and the community.
To enhance the awareness of the community's knowledge of the members and of their abilities, qualifications and skills to serve their clients and the community.
To provide meaningful continuing educational opportunities to members which fulfills requirements of their professional organizations and regulatory licensing organizations.
To promote awareness and coordination of different disciplines within the membership which ultimately enhances the financial well being of clients, their families and the community.
To educate, increase the knowledge and abilities of members to find the most satisfactory solution to estate planning problems and to keep the members advised of changes in tax and other laws relating to estates and trusts.
Executive Committee
Greg Condra, President
Laurie Beth Baird, Treasurer
Jennifer Fust-Rutherford, Vice President
John Collett
Dani Fowles
Shawn Fox
Phillip Pearson
Linda Speed