This discussion is reserved for members of The Estate Planning Council of the Emerald Coast, Inc. (EPCEC) to discuss issues pertaining to estate and charitable gift planning.

The EPCEC includes members from all estate planning disciplines: attorneys, CPAs, life insurance professionals, trust officers, charitable planning professionals, and financial professionals. The EPCEC is affiliated with the National Association of Estate Planners and Councils (NAEPC).

For more information on The EPCEC, please visit our website, which is listed again below.

Members are encouraged to discuss and exchange their views. However, all members are required to conduct their discussion with utmost respect. Further, all messages and opinions expressed on this list are those of the author(s) and are not the opinions of The EPCEC, its sections or committees, officers, principals, employees, or general members.

Please remember that one of several additional benefits included in an EPCEC membership is access to the Leimberg Information Services, Inc. (LISI) newsletters. A link to the LISI log-in page is located in the "Links" area of this group.

Please also note that this group allows us to share files among our membership. We have already created several subfolders, which you may view under the "Files" area of this group. We will add more, especially as a result of exchanges at our "brown bag" lunches.

Finally, please use the "Calendar" function, which allows all of us to use a shared online calendar in addition to our access to the dates posted on our website.

This discussion list is generally moderated by Jason E. Havens. Please e-mail any questions or concerns.