Membership Meeting September 22, 2016

The Brewery

mulcahy-m_204_204_90_s_c1
39950 Hayes Road
Clinton Township, MI 48038
(586) 286-3020

5:30pm – Cocktails
6:30pm – Dinner
7:00pm – Presentation

Price

Member – $30
Non-member – $35
*MEMBERS ARE ENCOURAGED TO BRING ONE GUEST FREE OF CHARGE*

Featured Speaker – Michael J. Mulcahy, Esq.

What’s New and What’s Anticipated in the Federal Estate Law

Mike Mulcahy is Counsel at Varnum law firm in the Metro Detroit office. Mike concentrates on estate planning, estate and trust administration and estate taxation. He is frequently called upon as a valuation expert and spends a great deal of time reviewing and critiquing appraisals of closely held businesses and real estate. Prior to entering private practice, Mike worked for the Internal Revenue Service in the estate and gift area, serving as Estate and Gift Tax Manager and later as estate and gift tax Appeals Officer. As an Appeals Officer, it was his responsibility to settle unagreed estate and gift tax cases before they reached the Tax Court.

Download Meeting Notice

Annual Joint Meeting with the St. Clair County Estate Planning Council

Thursday, May 19, 2016

MacRay Harbor Banquet Center

Commodore West, First Floor
30675 North River Road
Harrison Township, MI 48045
(586) 468-1900

5:30pm – Cocktails
6:30pm – Dinner and Presentation

Price

Member – $30
Non-member – $35
*Each member may bring one free guest to the meeting. Please identify the guest in your response.*

Featured Speaker – Christopher A. Keller

Senior Vice President and Investment National Practice Leader of First Merit Bank

Download Meeting Notice

Chris Keller Bio

Director and Officer Nominations

Membership Meeting March 3, 2016

Ike’s Restaurant

38550 Van Dyke Ave
Sterling Heights, MI 48312
(586) 979-0980

5:30pm – Cocktails
6:30pm – Dinner and Presentation

Price

Member – $30
Non-member – $35

Featured Speaker – Paul Garvey, Esq.

Current Status of Estate Recovery

Mr. Garvey received his Bachelor’s decree in 1969 and law degree in 1976, both from the University of Detroit. He received an M.A in English Literature from Wayne State University in 1976. He was admitted to the Michigan bar in 1976. Thereafter he began work on a masters of Law in Taxation at Wayne State University.

Mr. Garvey practices in Macomb County in the areas of estate planning, business planning and probate law with the law office of Thomas, Garvey and Garvey, PLLC.

He is a past adjunct professor of taxation at Walsh College, a member of the Macomb County Bar Association, a past member of its board of directors, and past President of the Macomb County Bar Foundation, the charitable arm of the Bar Association. Mr. Garvey is also chairman of a hearing panel 107 of the Michigan Attorney Disciplinary Board, and a contributing author to the Michigan Bar Journal.

Download Meeting Notice

Membership Meeting November 19, 2015

Villa Penna

marlinga1
43985 Hayes Road
Sterling Heights, MI 48313
(586) 566-9900

5:30pm – Cocktails
6:30pm – Dinner and Presentation

Price

Member – $30
Non-member – $35

PLEASE NOTE – EACH MEMBER MAY BRING ONE FREE GUEST TO THE MEETING. PLEASE IDENTIFY THE GUEST IN YOUR RESPONSE.

Featured Speaker – Hon. Carl J. Marlinga, Macomb County Probate Court Judge

Download Meeting Notice

Membership Meeting September 24, 2015

First Membership Meeting of the 2015-2016 Year

The Brewery

4025996_1
39950 Hayes Road
Clinton Township, MI 48038
(586) 286-3020

5:30pm – Cocktails
6:30pm – Dinner
7:00pm – Presentation

Price

Member – $30

PLEASE NOTE – EACH MEMBER MAY BRING ONE FREE GUEST TO THE MEETING. PLEASE IDENTIFY THE GUEST IN YOUR RESPONSE.

Featured Speaker – David K. Pontes

Advising Clients on No-Fault Insurance Coverages and Benefits and Coordination with Umbrella Insurance Policies

Dave’s practice focuses on personal injury law and he will address issues and answer questions which are important for client financial well being in an area which is complex and often misunderstood.

Dave Pontes Bio

Download Meeting Notice

FEPCOM Special Joint Meeting May 14, 2015

Special Joint Meeting with the St. Clair County Estate Planning Council

MacRay Harbor Banquet Center

JCvetanoski
30675 North River Road
Harrison Township, MI 48045
(586) 468-1900

5:30pm – Cocktails
6:30pm – Dinner & Presentation

Price

Member – $30
Non-Member – $35

Featured Speaker – Joe Cvetanovski

Life Insurance, Past, Present, and Where It Is Heading!

Joe Cvetanovski is Owner of Visionary Marketing Group and a principal at Insurance Designers of America. He is a veteran in the insurance industry of over 20 years and his primary discipline is in the field of life insurance, with a vast working knowledge of all the various other planning disciplines as they relate to life insurance. Mr. Cvetanovski assists financial advisors, attorneys, trust officers, wealth management advisors, and CPA’s with developing, implementing, and reviewing complex estate and business plans utilizing life insurance as one of the funding /protection vehicles.

Download Meeting Notice

FEPCOM Membership Meeting March 5, 2015

Ike’s Restaurant

38550 Van Dyke Ave
Sterling Heights, MI 48312
(586) 979-0980

5:30pm – Cocktails
6:30pm – Dinner & Presentation

Price

Member – $30
Non-Member – FREE!
**Please note that each member may bring one non-member free of charge to this meeting. Please indicate on the attached Meeting Notice**

Featured Speaker – Paul Garvey, Esq., of Thomas, Garvey and Garvey, PLLC

Issues to Consider When Funding Trusts with IRAs: Cautionary Tales and Traps for the Unwary

Mr. Garvey received his Bachelor’s degree in 1969 and law degree in 1976, both from the University of Detroit. He received an M.A. in English Literature from Wayne State University in 1976. He was admitted to the Michigan Bar in 1976. Thereafter he began work on a masters of Law in Taxation at Wayne State University.

Mr. Garvey practices in Macomb County in the areas of estate planning, business planning and probate law with the law office of Thomas, Garvey and Garvey, PLLC.

He is a past adjunct professor of taxation at Walsh College, a member of the Macomb County Bar Association, a past member of its board of directors, and a past President of the Macomb County Bar Foundation, the charitable arm of the Bar Association. Mr. Garvey is also chairman of a hearing panel of the Michigan Attorney Discipline Board and a contributing author to the Michigan Bar Journal.

Download Meeting Notice

FEPCOM Membership Meeting November 13, 2014

Villa Penna & Restaurant

marlinga1
43985 Hayes Road
Sterling Heights, MI 48313
(586) 556-9900

5:30pm – Cocktails
6:30pm – Dinner
7:00pm – Presentation

Price

Member – $30
Non-Member – FREE!
**Please note that each member may bring one non-member free of charge to this meeting. Please indicate on the attached Meeting Notice**

Featured Speaker – Macomb County Probate Court Judge Carl Marlinga

Download Meeting Notice