Centre Region Estate Planning Council
To foster intelligent cooperation and a cordial understanding among the members as to the proper relationship between the functions of the estate planning team. To Assist member sin keeping abreast of laws and conditions affecting business and personal taxation and the problems of estate accumulation, conservation, charitable planning, and distribution so as to improve the knowledge of each member within his/her sphere; and with these objectives encourage members to have their ultimate goal of rendering the best professional service to the public. In 2022 we have 35 members consisting of attorneys, wealth advisors, trust officers, and accountants. We create a great networking system for in estate planning within Centre County.
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State College
Centre Region Estate Planning Council - Membership Association in State College, PA Next Meeting Site Links CENTRE REGION ESTATE PLANNING COUNCIL Welcome to the Centre Region Estate Planning Council Site. We are a group of professionals working to better serve the Centre County area. Our goal is to provide educational resources to our members and the public. Our purpose is to assist the public and estate planning community in makingmore informed decisions regardingclient assets both now and in the future.
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