Welcome to the
WNC Estate Planning Council
Please see additional pages of this site for information about WNCEPC.
The Council is composed of professionals in Western North Carolina who are actively involved in assisting clients with estate planning. The Council meets four times per year, September through May.
Meetings begin with a social reception at 5:00 pm followed by dinner. After a welcome and an opportunity to introduce yourself, we all benefit from an informative talk by an estate planning expert or panel discussion.
Council membership is open to accountants, attorneys, Certified Financial Planners, CLU insurance agents, trust officers and other qualified professionals, including those working in the nonprofit sector. Prospective members must have at least two years experience in their field and complete a membership application. Meeting and dinner reservations may be made by clicking on Calendar or responding to the email invitiation sent prior to each meeting.
Below is the calendar of events for the 2025-2026 year which runs from July 1st, 2025 to June 30th 2026:
- September 18th - Overview: One Big Beautiful Bill Act - Lynn Wilson and George Gabler - Double Tree
- November 13th - Business Valuations - Sara Maddox - Double Tree
- February 19th - TBD
- May 21st - TBD
Here are the dates for the three socials we have planned for this year as well:
- October 22nd - 5:00pm - location TBD
- March 12th - 5:00pm - location TBD
- June 4th - 5:00pm - location TBD
WNC Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.
