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DTSTART:20220201T163000Z
DTEND:20220201T180000Z
LOCATION:DoubleTree Suites, 2601 Richmond Rd, Lexington
UID:2154420220201T163000ZA Multi-Disciplined Approach to Planning in 2022
DTSTAMP:20260523T172955Z
DESCRIPTION:\nWHAT:    A Multi-Disciplined Approach to Planning in 2022 \n \nWHO:     Suzanne Shaffar, Doug Dean and Bill Stone - Glenview Trust Co, Louisville, KY \n \nWHERE:    DoubleTree Guest Suites, 2601 Richmond Rd, Lexington \n \nWHEN:   Tuesday, February 1, 2022 - 11:30 \n AM-1:00 PM \n \nCOST:  $15 for members, $25 for guests  \n \nWe are excited to have one of our own members speak to us for our February meeting!  Suzanne Shaffar is a long-time member of the Bluegrass Estate Planning Council.  She will be bringing her vast knowledge back to Lexington to talk about the current state of estate planning and how things might change - or stay the same - for 2022.  This topic is planning to cover the Smaldino case and step transactions.  Also covered will be trust income tax elections and the markets in 2022 and how they can affect planning. \n \n \nSuzanne has nearly fifteen years of legal experience in Estate Planning, Probate and Trust Administration. A founding member of and previously the managing partner of the Lexington Estate Planning practice of Embry Merritt Shaffar Womack, PLLC, she is now Trust Principal at Glenview Trust Co.  She has been recognized by several peer reviewed publications as a leader in the field of Estate Planning and Probate Law.  She received her Juris Doctorate and completed her Estate Planning certification through Temple University. \n  \nJoining Suzanne will be her colleagues, Doug Dean, Managing Principal of Glenview Trust, and Bill Stone, Chief Investment Officer of Glenview Trust. \n   \n \nPlease join us at the DoubleTree Guest Suites, 2601 Richmond Rd, for the remainder of our meetings this year.  A buffet lunch with be served.  The cost of this meeting is $15 for members and $25 for guests. \n \n***BACK BY POPULAR DEMAND: Our $500 Visa gift card giveaway is coming back for the remainder of this program year.  Bring a business card to put in the box when you check in to any in-person meeting and become entered to win this awesome prize, which will be drawn for at our May 3rd meeting.  The more you attend, the more chances you have to win!\n \nIf you wish to attend this meeting, you must RSVP no later than 12:00 PM NOON on Monday, January 31st,  by either clicking this link - https://www.bgepc.org/events/event/21544   - or by replying directly to this email.  Please be sure to RSVP so that we have plenty of space and food for everyone.  Those who come to the meeting having not RSVP'd may run the risk of being turned away at the door if there is not enough space, so please be sure to RSVP even if you have pre-paid your lunches for the year.\n \nIf you will be bringing a guest, please be sure that I have their name so that a nametag can be prepared for them.\n \nWe look forward to seeing you on Tuesday, February 1st, from 11:30-1:00 at the DoubleTree Guest Suites!\n \nMelissa Gregory, Council Executive\n \n~As always...we would like to thank our wonderful sponsors:~\n \nPLATINUM:  \n \nCentral Bank\n \nCommunity Trust and Investment Company \n \nStockyards Bank  \n \nGOLD:  \n \nMCF Advisors  \n \nBRONZE:  \n \nWealthSouth \n
SUMMARY:A Multi-Disciplined Approach to Planning in 2022 - Bluegrass Estate Planning Council 
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