Central Bank & Trust Company

"The (Kentucky) Uniform Trust Code"

Date: Tuesday, March 3, 2015
Time: 11:30am - 1:00pm
Location: Portofino - 249 E. Main Street, Lexington
Speaker: Todd Lewis - Frost Brown Todd LLC, Lexington, KY

Date: Tuesday, March 3, 2015 
Time: 11:30am - 1:00pm 
Location: Portofino - 249 E. Main Street, Lexington 
Speaker: Todd Lewis - Frost Brown Todd LLC, Lexington, KY

Dear Bluegrass Estate Planning Council members:

We are pleased to present our next meeting as follows!

What: "The (Kentucky) Uniform Trust Code "

Who: M. Todd Lewis - Frost Brown Todd LLC, Lexington, KY

When: Tuesday, March 3rd - 11:30-1:00

Where: Portofino (party room), 249 E. Main Street, Lexington

Cost: $15 for members/$25 for guests - Cash, Check and all major Credit Cards accepted at the door only

Go to https://admin.naepc.org/events#event/10986 for more information.  

We are happy to have our very own BGEPC member and board Secretary, Todd Lewis, speaking to us on the newest and most updated information with regards to the Uniform Trust Code for Kentucky.  Todd is an Attorney who practices with the Lexington offices of Frost Brown Todd in their Personal and Succession Planning practices group.  He earned his LL.M. degree in Taxation from the University of Florida Levin College of Law, where he served as Coach of the Tax Moot Court Board. Prior to receiving his LL.M., Todd attended the Charleston School of Law in Charleston, South Carolina, where he served as the Associate Managing Editor of the Charleston Law Review and the Associate Justice for the Moot Court Board, and volunteered as a VITA Income Tax Preparer for low-income families in the Charleston area. He received his undergraduate degree in Accountancy from the University of Louisville in 2006.

It is IMPERATIVE that you RSVP by clicking the BGEPC website link above and completing the information under the “Register Now” button no later than Monday, March 2nd, at 12:00 PM. Alternately, you are welcome to reply directly to this e-mail if you prefer.  Please note that if you come to the meeting without RSVP'ing, you may or may not be admitted entrance based upon the number of those who RSVP. Please also be sure to provide me with the name of any guest(s) you may be bringing with me so that a nametag can be prepared for them. 

Cancellations will be accepted until 5:00 PM on Monday, March 2nd. If you do not cancel your reservation, you may be billed for the regular meeting fee as the Council becomes financially obligated to cover costs.

We look forward to seeing you on Tuesday, March 3rd!!

Melissa Gregory, Council Executive

P.S. Have a friend or colleague who might benefit from this meeting and/or our group? Please feel free to forward this to anyone who may be interested in joining us!

We would like to thank our 2014-2015 Corporate Sponsors:

Platinum - Central Bank, Community Trust and Investment Company and Frost Brown Todd LLC

Gold - Embry, Merritt, Shaffar & Womack, PLLC

Silver - MCF Advisors and Ray, Foley, Hensley and Company, PLLC

Bronze - PNC Wealth Management


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