Catoctin Estate Planning Council

Catoctin Estate Planning Council non-profit dedicated to educating the public on the importance of estate planning. We offer members a forum to network, stay up-to-date on emerging topics of interest, complete continuing education requirements and give back to our community.
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The Catoctin Estate Planning Council (CEPC) is a non-profit organization located in Loudoun County, Virginia dedicated to educating the public on the importance of estate planning. We offer members a forum to network, stay up-to-date on emerging topics of interest, complete continuing education requirements and give back to our community through various initiatives. The Catoctin Estate Planning Council is a component of the Community Foundation for Loudoun and Northern Fauquier Counties, a 501(c)3. CEPC was founded in October 2013 to provide estate planning professionals in Loudoun County with a local organization dedicated to educating the public on the importance of estate planning. Founding members realized a need for the organization to have strong ties to the community with a focus on giving back. A volunteer Board of Directors oversees the presentations, policies, membership process, and community programs. CEPC is a member of the National Association of Estate Planners & Councils, joining with hundreds of similar community Councils across the U.S. CEPC invites accountants (CPAs), attorneys, trust officers, financial institution professionals (bankers, advisors), development officers, financial planners, insurance professionals, valuation specialists, and charitable giving advisors to join. Non-members are welcome to attend CEPC’s events to learn more about the council prior to joining. Does your practice have the capacity to increase its business? Would networking with colleagues from the estate planning profession enhance the services you are able to offer your clients? Are you interested in supporting charitable and educational programs to advance the values of our collective professions? For more information on joining CEPC, please email [email protected] or visit www.catoctinestateplanning.org.

Mission: Our mission as a nonprofit association is to provide an inclusive and interdisciplinary forum for estate-planning professionals to foster relationships and enhance their proficiency in the field, and to promote charitable programs that educate the public about the importance of estate planning.

LEPC's Networking Happy Hour--Next week!!  MAY 22 (Wed.) from 5-7pm @ Delirium Cafe in downtown Leesburg.  See you there...
05/17/2019

LEPC's Networking Happy Hour--Next week!! MAY 22 (Wed.) from 5-7pm @ Delirium Cafe in downtown Leesburg. See you there!!!!

Thanks for joining us for Frank's presentation today!  Mark your calendars for next week's Happy Hour (5/22 - 5-7pm) at ...
05/14/2019

Thanks for joining us for Frank's presentation today! Mark your calendars for next week's Happy Hour (5/22 - 5-7pm) at Delirium Cafe in Leesburg. Also, June 11 is our next Breakfast Meeting. Topic: "Estate Planning During Divorce." Hope to see you there!!

03/26/2019

LEPC Happy Hour is tomorrow, MARCH 27, from 5-7 pm at Copperwood Tavern (One Loudoun). Please come!

Sign up today for the APRIL 9 LEPC Breakfast Meeting! The Honorable Gary Clemens, Clerk of the Circuit Court, Loudoun Co...
03/19/2019
"To Probate or Not to Probate...Is that the Question?" - presented by The Honora

Sign up today for the APRIL 9 LEPC Breakfast Meeting! The Honorable Gary Clemens, Clerk of the Circuit Court, Loudoun County, VA will present, "To Probate or Not to Probate...Is That the Question?" YOU DON'T WANT TO MISS IT! RSVP here: http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07eg6fo0z6655e6f3c

The Loudoun Estate Planning Council (LEPC) cordially invites you to attend its APRIL 9 Breakfast Meeting. The Honorable Gary M. Clemens, clerk of the circuit court, Loudoun County, will present, 'To Probate or Not to Probate...Is that the Question?' Please make plans to attend! Sponsor a Table! RSVP...

Loudoun Estate Planning Council's cover photo
03/19/2019

Loudoun Estate Planning Council's cover photo

03/12/2019

Thanks for joining the LEPC for Breakfast this morning and learning all about planning for Medicare/Healthcare! Special thanks to our guest speaker, Joe Carbone with Fidelity. Next event is LEPC Happy Hour on MARCH 27, then Breakfast Mtg on APRIL 9--Gary Clemens, Clerk of Courts--Loudoun is slated to speak. Mark your calendars and plan to join us! www.LoudounEPC.org.

Earn CE credit and learn about "Planning for Healthcare/Medicare" with Joe Carbone, Fidelity Investments at our MARCH 12...
02/28/2019
"Planning for Healthcare/Medicare" - presented by Joe Carbone, Fidelity Investme

Earn CE credit and learn about "Planning for Healthcare/Medicare" with Joe Carbone, Fidelity Investments at our MARCH 12 Breakfast Meeting. All the details and RSVP link here: http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07eg45vqo13a10f6a6. TELL A FRIEND!

The Loudoun Estate Planning Council (LEPC) cordially invites you to attend its MARCH 12 Breakfast Meeting. Joe Carbone, Fidelity Investments, will present, 'Planning for Healthcare/Medicare.' 1-hour of CE credit available for CFP and CPE attending this event. Please RSVP by MARCH 6. Bring a friend!....

01/29/2019

Tidbit from the National Association's new president: "... let’s consider what excellence in estate planning is NOT. We know...that 70% of the time, the family wealth, family values and family itself are dissipated within the second generation, and only survive the third generation 9% of the time." JOIN your Loudoun Estate Planning Council and help us spread the word about the importance of quality ESTATE PLANNING. Our next event is FEB 19. Sign up to attend via our website: www.LoudounEPC.org

12/11/2018

Thank you for joining us for our Breakfast Meeting this morning to learn all about CYBER security. We'll revisit that topic in 2019--there's always something new (and very important!) to learn about it.

A big THANKS to Dave Kile with Ease Technologies, our presenter.

Loudoun Estate Planning Council
12/05/2018

Loudoun Estate Planning Council

Catoctin Estate Planning Council's cover photo
12/05/2018

Catoctin Estate Planning Council's cover photo

Catoctin Estate Planning Council's cover photo
12/05/2018

Catoctin Estate Planning Council's cover photo

12/04/2018

Make sure to register for our upcoming meeting on CYBER Security!!!

Loudoun Estate Planning Council
09/10/2018

Loudoun Estate Planning Council

Loudoun Estate Planning Council
08/22/2018

Loudoun Estate Planning Council

We are looking for new members.  Tag someone that you think would benefit from joing the Catoctin Estate Planning Counci...
05/25/2018

We are looking for new members. Tag someone that you think would benefit from joing the Catoctin Estate Planning Council. If they join, your next cup of coffee is on us!

05/23/2018

We look forward to seeing everyone this evening at our networking happy hour! Baker's Crust
5pm

Is Estate Planning Dead? Thanks to the new tax law, that's what some people may think. But estate planning is about a lo...
05/21/2018
Is Estate Planning Now Dead?

Is Estate Planning Dead? Thanks to the new tax law, that's what some people may think. But estate planning is about a lot more than just taxes.

Thanks to the new tax law, that's what some people may think. But estate planning is about a lot more than just taxes.

We welcome all Accountants, CPAs, Directors of Development, Certified Financial Planners, Attorneys, Insurance and Finan...
05/18/2018

We welcome all Accountants, CPAs, Directors of Development, Certified Financial Planners, Attorneys, Insurance and Financial Institution Representatives, Financial Advisors, and Trust Officers to join our Council.

05/13/2018
Mother's day can be painful time for clients.  Here are some tips to help navigate this upcoming holiday with your clien...
05/07/2018
When Mother’s Day Is Painful for Your Clients

Mother's day can be painful time for clients. Here are some tips to help navigate this upcoming holiday with your clients.

You do the right thing for your clients when you recognize and address these difficult situations.

Is "More Networking" a 2018 goal?  Join our group!
05/04/2018

Is "More Networking" a 2018 goal? Join our group!

Loudoun Estate Planning Council's cover photo
04/30/2018

Loudoun Estate Planning Council's cover photo

We are looking for new members.  Tag someone that you think would benefit from joining the Catoctin Estate Planning Coun...
04/27/2018

We are looking for new members. Tag someone that you think would benefit from joining the Catoctin Estate Planning Council. If they join, your next cup of coffee is on us!

7 Reasons To Revisit Your Estate Plan, Trump Tax Law Aside
04/25/2018
7 Reasons To Revisit Your Estate Plan, Trump Tax Law Aside

7 Reasons To Revisit Your Estate Plan, Trump Tax Law Aside

Trump may have recently passed the “Tax Cuts and Jobs Act” (TCJA), but here are the 7 nontax reasons you should revisit your estate plan and possibly update your prior documents.

We are looking for like minded professionals to join our growing council.  Please send us a PM if you are interested in ...
04/20/2018

We are looking for like minded professionals to join our growing council. Please send us a PM if you are interested in learning more.

8 Signs Your Estate Plan May Be Worthless.
04/18/2018
8 Signs Your Estate Plan May Be Worthless

8 Signs Your Estate Plan May Be Worthless.

If it's been a few years since you completed your estate plan, chances are your documents could need some serious updating. Here are some key areas of your estate where potentially perilous gaps can crop up.

Great quote from this article: "The reluctance to confront one’s own mortality and the deferral of timely and appropri...
04/16/2018
Estate and Tax Planning Use of Trusts for Qualified Plan Assets | New Jersey Law Journal

Great quote from this article: "The reluctance to confront one’s own mortality and the deferral of timely and appropriate action can lead to unnecessary tax problems and other unintended consequences."

The goal is to enable the trustee to defer income taxes on the benefits while coordinating the requirements of the client the trustee the plan administrator and the IRS.

We are looking for new members.  Tag someone that you think would benefit from joining the Catoctin Estate Planning Coun...
04/13/2018

We are looking for new members. Tag someone that you think would benefit from joining the Catoctin Estate Planning Council. If they become a member, we'll treat you to coffee!

We look forward to seeing you at our breakfast meeting tomorrow.  It is not too late to RSVP.
04/09/2018
The Certainties of Life � Death and Taxes. And, sometimes Divorce!

We look forward to seeing you at our breakfast meeting tomorrow. It is not too late to RSVP.

The Catoctin Estate Planning Council's April breakfast presentation. The Financial Divorce Expert, Joan Coullahan, CDFA, will discuss tax and financial issues as they relate to divorce. We hope that you are able to attend this informative event.

Happy Easter from your friends at the Catoctin Estate Planning Council.
04/01/2018

Happy Easter from your friends at the Catoctin Estate Planning Council.

Read about how the new tax law upends estate planning.
03/30/2018
How the new tax law upends estate planning

Read about how the new tax law upends estate planning.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

Have you signed up for Friday's breakfast presentation?  What are you waiting for?
03/21/2018
Tax Cuts and Jobs Act: Catalyst or Catastrophe?

Have you signed up for Friday's breakfast presentation? What are you waiting for?

The Catoctin Estate Planning Council's March breakfast presentation will cover the recent tax cuts and Jobs Act and what it means for your business and your money. We hope that you are able to attend this informative event.

Should your estate plan aim to avoid probate or not?
03/19/2018
7 Big Estate Planning Mistakes - The Power Of Attorney Trap

Should your estate plan aim to avoid probate or not?

A power of attorney (POA) is an essential estate planning document. But your work isn’t done when you leave the estate planner’s office. A little more work is needed to ensure your affairs are handled smoothly and your loved ones don’t have to climb multiple obstacles to pay your bills.

Happy St. Patrick's Day! 🍀
03/17/2018

Happy St. Patrick's Day! 🍀

Address

44160 Scholar Plaza Suite 350
Leesburg, VA
20176

General information

Estate planning isn't truly about things.. it's about people. At the heart of estate planning, people aren't as concerned about what happens to their assets as they are concerned about what will happen to their family. The Loudoun Estate Planning Council is a component of the Community Foundation for Loudoun and Northern Fauquier Counties, a 501(c)3.

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