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Kenneth R. Samuelson, CLU, ChFC
2024-2025 President  
Charlotte Estate Planning Council

As incoming President for the 2024-2025 term, it is truly an honor to serve such a vibrant and dynamic community of professionals dedicated to the field of Estate Planning (CEPC). Our Council has a rich history and a bright future, thanks to the dedication of the Board and staff. First and foremost, I want to express my gratitude for your continued support and engagement, which has been instrumental in driving the growth and success of our Council. Read the full presidents letter below.

Presidents Letter


  2024 Annual Meeting Wrap Up!

The Charlotte Estate Planning Council's 2023 Annual Meeting was a resounding success! Members from all over gathered at the Myers Park Country Club for an evening of networking and dinner. The highlight of the event was a presentation by Andrew Fussner, Vice President of Estate Settlement for the American Heart Association.

Mr. Fussner provided invaluable insights on handling a client's charitable bequest, detailing the planning process and addressing common challenges faced by both attorneys and charities during probate or trust administration. His expert advice on navigating these pain points once a client has passed away was highly appreciated by all attendees.

2024 Annual Meeting photo

During dinner, incoming Kenneth R. Samuelson, welcomed everyone, and guests participated in the 2024 Annual Business Meeting where the 2024-2025 board members were voted in.

Annual Meeting Photo 2

 

Thank you to everyone who came out and joined us at the Myers Park Country Club. Visit our Upcoming Events page for information on all upcoming CEPC programs and events.

Event Photos

Mission Statement

The mission of the Charlotte Estate Planning Council (CEPC) is to promote the interest of the public by providing an educational forum for estate planning professionals from various disciplines and to foster cooperation and share ideas relevant to the estate planning process. Learn more about our organization at the button link below.

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CEPC is a local affiliate of the National Association of Estate Planners & Councils (NAEPC), a national organization of professional estate planners and affiliated estate planning councils, focused on establishing and monitoring the highest professional and educational standards. Click Here for CEPC's Diversity, Equity and Inclusion Statement

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