• Human Services - Multipurpose & Other N.E.C.

• 28.

Estate Planning Council of Rochester

To provide a means whereby members, duly qualified on the basis if experience and interest, can discuss mutual problems arising in their respective fields of work, and can become informed of developments and ideas in the areas of estate planning and administration, to the end that they, cooperatively, may better serve the interests of their customers and clients.

• Promotion of Business (Chambers of Commerce)

• 29.

Charlotte Estate Planning Councilinc

Next Meeting Wednesday March 5 2025 March Luncheon Divorce Facts and Fiction for Estate Planning Site Links CHARLOTTE ESTATE PLANNING COUNCIL 20242025 Gold Sponsors Crews Bank and Trust The Charlotte Estate Planning Council is an association dedicated to enhancing the proficiency of advisors who are active in the field of estate planning and who share a commitment to professional growth through education and cooperation.

• Community/Neighborhood Development, Improvement

• 30.

Santa Clara County Estate Planning Council

Next Meeting Tuesday March 18 2025 March 2025 Dinner Meeting Site Links SANTA CLARA COUNTY ESTATE PLANNING COUNCIL The Santa Clara County Estate Planning Council is a networking and continuing education organization for members of the various professions involved in estate planning including attorneys accountants trust officers private professional fiduciaries and life underwriters.

Southern Arizona Estate Planning Council

continuing education for estate planning consultants Next Meeting Wednesday April 16 2025 Taxing Topics Fundamental Income Tax Issues Every Advisor Should Know Site Links SOUTHERN ARIZONA ESTATE PLANNING COUNCIL Thank you to our Sponsors Welcome to the Southern Arizona Estate Planning Council We are Southern Arizonas leading association for professionals involved in estate planning trust administration tax and estate law.

• Promotion of Business (Chambers of Commerce)

• 32.

Fox Valley Estate Planning Council Inc

Next Meeting Thursday March 20 2025 Business Valuation Site Links FOX VALLEY ESTATE PLANNING COUNCIL Welcome from the Fox Valley Estate Planning Council.

• Human Services - Multipurpose & Other N.E.C.

• 33.

Washington D C Estate Planning Council

THE PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED ARE AS FOLLOWS: TO HELP ITS MEMBERS TO RENDER THE HIGHEST POSSIBLE SERVICE TO THEIR CLIENTS AND CUSTOMERS; TO ACQUAINT THOSE IN NEED OF ESTATE PLANNING WITH THE ADVANTAGES OFFERED THEREBY; TO PROVIDE TO THE MEMBERS A FORUM FOR THE DISCUSSION OF SUCH TOPICS; TO FOSTER INTELLIGENT UNDERSTANDING OF THE PROPER RELATIONSHIP WHICH EACH PARTICIPATING MEMBERSHIP GROUP BEARS TO THE OTHERS; TO PROMOTE ACQUAINTANCESHIP AND COOPERATION AMONG THE PARTICIPATING GROUPS; AND TO ENCOURAGE STUDENTS FROM DIVERSE BACKGROUNDS TO ENTER THE FIELD OF ESTATE PLANNING; ALL TO THE END THAT THE CLIENTS OF THE MEMBERS AND THE GENERAL PUBLIC MAY BE BETTER SERVED.

• Private Independent Foundations

• 34.

Jack Satter Foundation Tr

The Jack Satter Foundation is a private foundation established by Jack Satter during his lifetime.

• Single Organization Support

• 35.

Winderweedle Haines Ward & Woodman PA Empls Benefit Health Plan Trust

To hold, administer and process the funds of the Winderweedle, Haines Ward & Woodman, P.

• Legal Services

• 36.

Attorneys for Family-Held Enterprises

BE THE LEADING RESOURCE FOR THE ON-GOING ADVANCEMENT, COLLABORATION AND EDUCATION OF PRACTICING ATTORNEYS AND OTHER PROFESSIONALS WHO PROVIDE MULTI-DISCIPLINARY COUNSEL TO FAMILY-HELD ENTERPRISES The Leading Source for MultiDisciplinary Counsel AFHEs mission is to be the leading resource for the ongoing advancement collaboration and education of practicing attorneys and other professionals who provide multidisciplinary counsel to familyheld enterprises.