KANSAS CITY ESTATE PLANNING SOCIETY
Downloads:
2011-2012 Dues Form
2011-2012 Program Schedule
For more information, contact:
johnmartin@higdonhale.com or 913-831-7000
An Invitation to Prospective New Members
In an effort to increase membership, we would like to extend an invitation to our members to bring one prospective member to the next meeting. There will be no meal charge for the prospective member. Please notify John Martin at johnmartin@higdonhale.com (or 913-831-7000) ahead of time with the name of the prospective member and your name, so that you and your guest may be properly recognized.
2011 – 2012 Officers and Directors
President: John Martin – johnmartin@higdonhale.com ; 913-831-7000
Vice President: Evie Curtis – ecurtis@countryclubtrust.com ; 816-751-9375
Secretary: Larry Langford – larry.langford.B5U9@statefarm.com ; 816-761-8729
Treasurer: Joe Price – jprice@bryanmarkgroup.com – 816-285-3601
First Year Directors (Program Chairs)
Trust/NonProfit – William (Bill) Hess – William.hess@commercebank.com – 816-234-2554
Legal – Debbie Wilkerson – Wilkerson@gkccf.org – 816-627-3461
Accounting – open (use ecurtis@countryclubtrust.com) – 816-751-9375
Insurance – Bob Criswell – bob@criswellwyatt.com – 913-390-9111
Second Year Directors (Membership Chairs)
Trust/NonProfit - Jeff Keiser – Jeffrey.d.keiser@ustrust.com ; 816-292-4389
Legal - Donald Friend – dfriend@friendcooper.com ; 913-387-2066
Accounting - Rich Toftness – rtoftness@simscompany.com ; 913-341-1102
Insurance - Jim Lipari – James_Lipari@ml.com ; 816-932-9968
If you know someone who SHOULD be a member, please submit your nomination to the appropriate Second Year Director (emails and phone numbers are listed below). Make sure you include an email address for your nominee.
The qualifications for membership according to Section 7 of the By-Laws are as follows:
A. General Requirements. Membership shall be by invitation only, and shall be extended only to individuals who shall have had at least three (3) years' experience in estate planning activities as one or more of the following:
(1) accountant, (2) lawyer, (3) life underwriter, (4) employee of a trust department, (5) certified financial planner, or (6) planned giving officer. In addition, the individual must be currently devoting a substantial portion of his professional time to estate planning matters or administration. In addition, to be eligible for membership, a person must meet the specific requirements of membership relating to his/her Section.
Once someone wishes to join the Society, a sponsoring member of the section to which the person would belong should send a copy of the proposed member's bio, a short paragraph about the person and the e-mail address of the proposed member to the appropriate Second Year Director.
Reservation System
There is no need to cancel or call in your reservation except for the Holiday Celebration and Spring Fling.
Meeting Notices
Future meeting announcements will be sent to you via e-mail. If your e-mail address changes, please notify Larry Langford at larry.langford.b5u9@statefarm.com .
