Estate Planning Council of Metro Louisville
Our purposes are:
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.
To keep the members advised of changes in tax and other laws relating to estates and trusts.