Estate Planning Council of St. Louis @EPCSTL
Established in 1959, The Estate Planning Council of Saint Louis is an interdisciplinary organization for professionals involved in estate planning. epcstlouis.org St. Louis, Missouri Joined December 2013-
Tweets192
-
Followers208
-
Following544
-
Likes31
Congratulations to new EPCSTL members Alison Carnie, CFP® and Lauren Wagner! We are very excited to welcome you both to the Estate Planning Council of St. Louis! lnkd.in/eZR-CNe
Charles A. (Clary) Redd's presentation to EPCSTL yesterday drew a large crowd and rave reviews! Thank you Clary! (Pictured here with EPCSTL President Jason P. Thein) lnkd.in/g6h3dkz
Many thanks to our featured speaker, @charles A. (Clary) Redd, for a fantastic presentation on the basis consistency rules. In addition, thank you to the 120+ attendees from yesterday's meeting. Happy Holidays and see you in 2019! lnkd.in/grZkGsq
Don't miss EPCSTL's December meeting with featured speaker, Clary Redd! Register here: lnkd.in/d4Qt7Bm lnkd.in/ePSQ--Q
Don't miss EPCSTL's December meeting where Clary Redd will provide guidance on obtaining stepped-up basis in the most efficient manner possible for your clients. You can register here: lnkd.in/d4Qt7Bm lnkd.in/eZz85iU
Not a member of EPCSTL yet? Download the application here: lnkd.in/eD8e4yA lnkd.in/e5YRmQe
Register Here: lnkd.in/d4Qt7Bm lnkd.in/d8ejtCd
Many thanks to Michael Downey for his fantastic multi-discipline presentation today on ethics. The content was great and the delivery was outstanding! Thanks Michael...and thanks to today's 80+ attendees! lnkd.in/e-bjqhY
Welcome to EPCSTL's newest members Lauren Surdyke, Lindsey Lang, Stephanie Martinez and @jmchallis, pictured here with EPCSTL Vice President @BrianSeigel. Congratulations and welcome to the Council! lnkd.in/eGDM32W
Don't miss out! Register here: lnkd.in/esEwTuJ lnkd.in/ef2i6cb
Register Here: lnkd.in/esEwTuJ lnkd.in/ekEjbWk
Many thanks to Curtis Kimball - Experienced Valuation Expert, for a VERY informative presentation on recent trends and issues in valuation at today's EPCSTL luncheon meeting! lnkd.in/d8yvvRb
Welcome to EPCSTL new members Elizabeth Windeknecht, CTFA, Meredith Murphy, Mary Schmidt, Robert Horton, CFP® and Jennifer Belmont Jennings, JD, pictured here with EPCSTL Vice President @@BrianSeigel. Congratulations and welcome to the Council! lnkd.in/dS92zc4
Register Here: lnkd.in/gYuGWNz lnkd.in/g9DviMr
Members and Guests, Don't miss out on the opportunity to see nationally recognized speaker, Curtis Kimball - Experienced Valuation Expert, present to the STLEPC on October 22nd. Register Here: lnkd.in/gYuGWNz lnkd.in/dKFw_jM
Register here lnkd.in/gYuGWNz to learn how recent trends in business valuation affect your business owner clients. Speaker: Curtis Kimball - Experienced Valuation Expert Monday, October 22, 2018 12:00 p.m. to 1:15 p.m. Missouri Athletic Club 40…lnkd.in/dcp2kgC
Not an EPC STL member yet? Apply for membership today by submitting your application: lnkd.in/eD8e4yA lnkd.in/e5cKyrq
Do your business owner clients have questions about the valuation of their businesses? Join us on Monday, October 22nd, to hear about ongoing valuation issues that are frequently seen during disputes between taxpayers and the Inte…lnkd.in/gNDRd2A lnkd.in/gYuGWNz
Congratulations to EPCSTL member Elliot Dole CFP®, EA, AEP®, MST, for earning his Accredited Estate Planner (AEP®) designation! (Pictured here with EPCSTL President Jason P. Thein) lnkd.in/gTGp24T

Fuiawu @Fuiawu6770
0 Followers 311 Following
Estate Planning @EstateP57050
1 Followers 2 Following
Raquel Stoltenberg @stoltenber3659
19 Followers 2K Following
Lukas O'Hara @LukasOHara2118
28 Followers 2K Following
Columbus Greenholt @greenholt7708
29 Followers 2K Following
Hulda Pfeffer @HuldaPfeff44518
50 Followers 3K Following
E @IlyaTorchinsky
0 Followers 44 Following
RenataJoseph @j0F9Ldxoo4dxed
72 Followers 7K Following
Milo the Pilgrim @PilgrimMilo
40 Followers 128 Following
LetitiaGrey @s8pVmyW6VXcAd71
54 Followers 7K Following
Evelyn @KoImg9g8wzWmz
45 Followers 4K Following
Dexit, Natalia @parker_nat63387
248 Followers 2K Following Co-founder @Dexitcorp/#DigitalAssets:#OnlineLegacy:#EstatePlanning:#WealthManagment. Helping estate planners to incorporate digital assets into estate plans.
Dexitplan.com @Dexitchixs
147 Followers 2K Following Digital Asset Planning Advocate | Helping families & professionals protect online assets & legacies | Founder https://t.co/ONek9EWjoS https://t.co/SzY8KPXIL8
Warren @haketaasuk90628
65 Followers 7K Following
IvyRosalind @9777sNO5c85Byy1
26 Followers 2K Following
Theeshe @Theeshe223867
65 Followers 7K Following A strong woman is one who is determined to do what others are determined not to do.
Estate Transition Ser... @EstateTranSrvcs
26 Followers 72 Following An estate concierge service, offering comprehensive support throughout all phases of estate transitioning. Compassionate, confidential, nonjudgmental.
Estate Planning Counc... @Canada_EPC
31 Followers 10 Following National Association of Canadian Estate Planning Professionals - open to Lawyers, Accountants, Bankers, Financial Planners, Trust Officers ,Insurance Agents
David Brody @gooblatt
49 Followers 738 Following
Jeff Milam @milam45
56 Followers 177 Following
B.Martin Equity @EquityMartin
24 Followers 252 Following Genuine, down to earth, loyal to a fault and an advocate almost always for fairness, compassion and most of all for the underdog…
Jennifer Belmont Jenn... @BelmontJennings
166 Followers 306 Following Estate Planning Attorney | Speaker | Writer | Guest News Analyst | Cooler on LinkedIn
Executorium.com @Executorium
76 Followers 620 Following A resource for executors and beneficiaries and estates
Mike McKitrick @Mikejmckitrick
6 Followers 4 Following
Sio @SioKelleher1
8 Followers 1K Following
Abby Tonkin @abbyjtonkin
3 Followers 63 Following
Tim McGrath @TimMcGrath2
88 Followers 3K Following
IconTrust, LLC @IconTrustNV
967 Followers 5K Following "Advisor-friendly" trust company. Trust administration w/ attorneys & advisors under the favorable laws of Nevada. 1st to have a flat fee schedule.
jason uetrecht @jasonuetrecht
41 Followers 144 Following CPA, CFP®, AEP® with RubinBrown Wealth Advisors
Jason Haldiman @stljake
18 Followers 308 Following
Vic Skvarna @VSkvarna
1K Followers 4K Following Probate, Estate Planning, Trust Administration, Wills, Conservatorships, Guardianships
Medicaid Answers @MedicaidAnswers
1K Followers 3K Following We keep our finger on the pulse of long-term care Medicaid and Medicaid Planning issues. Plus, some occasional conservative commentary. Sic Semper Tyrannis
jack straw @rawillis3
93 Followers 108 Following freelance writer, wealth transfer and tax planning consultant, transportational bicyclist, no pronoun preference also at @[email protected]
Sean Ridley @SRidley
149 Followers 720 Following Gadget geek. Health nut. Baseball fan. Music lover. Coffee drinker.
Jimmy Monken, CEPA® @JimmyMonkenMS
120 Followers 328 Following Morgan Stanley Financial Advisor coordinating wealth management, retirement & business planning needs. For information, please visit my website. NMLS#: 1279575
SCOTT SEEK @seeekme
75 Followers 302 Following
Roger Morris @RogerMorris92
45 Followers 1K Following @ukcollegeoflawUK Alum. Father to Obi and Teddy and Henry. Opinions are my own. COYS
Dan Schindler @dschindler510
363 Followers 954 Following Partner/CPA + Tax Services at Anders CPA + Advisors. Huge fan of Mizzou, Cardinals and Blues. Diehard sports fan all around
The Tax Nerd @TheTaxNerd
86 Followers 249 Following Nearly 30 years tax planning experience - JD and Masters in Taxation
Drew Sullivan @PacificTax_
199 Followers 1K Following CPA/PFS | Tax advisor to solo and small service-based entrepreneurs, executives and private investors.
Julie Harrison @jharrisonnaifa1
559 Followers 2K Following Government Relations State Chapter Director at @NAIFA by day/ CEO of Harrison Household by night.
Sean Ridley @SRidley
149 Followers 720 Following Gadget geek. Health nut. Baseball fan. Music lover. Coffee drinker.
Cindy Dolniak @cdolniak
15 Followers 29 Following
Wes Kozeny @wkozeny
13 Followers 79 Following Attorney at Law - MO,KS,NE,OK,TX,IL,NY NFA Gun Trust, Estate Planning Corporate Real Estate Litigation #KozenyMcCubbin #ExecutiveArmory #NFAguntrust #NFAtrust
Brant Steck @cbsteck
18 Followers 104 Following
EisenLaw @EisenLawToronto
184 Followers 168 Following Toronto Estate Lawyers focused exclusively on Estate Litigation, Trusts, Guardianship, and Elder Law
Yeti Law @LegalSherpa
115 Followers 241 Following Yeti Law is here to assist you with a wide range of legal needs. We specialize in wills, trusts, estate law, real estate and business services.
The Bar Plan @thebarplan
375 Followers 460 Following The Bar Plan writes lawyers' #professionalliability insurance in MO, KS, NM, TN and IN. We write #CourtBonds in all 50 states. #malpractice #insurance #lawyers
Tracey A. L. Ingle @traceyingle
936 Followers 1K Following I help frustrated Estate Planning Attorneys who are tired of working harder and more than ever, are ready for a change & want full-time pay on part-time hours.
Suzanne R. Fanning @annarborprobate
182 Followers 681 Following Trusted and experienced probate trust and estate attorney in Ann Arbor, MI. Professional fiduciary. Guardianships, Conservatorships, probate litigation. Go Blue
Welch Law LLC @welchlawllc
278 Followers 458 Following Welch Law helps clients solve real life problems with integrity, compassion, and zealous advocacy. 636-352-1222 (Tweets are not legal advice!)
Bob Horton @BobHortonMWA
123 Followers 532 Following Wealth Advisor at Mariner Wealth Advisors in St.Louis, MO. 314-227-2462
Vault Estate Planning @vaultestateplan
54 Followers 308 Following Utah Estate Planning #Wills #Trusts and #EstatePlanning #401k Utah Estate Planning Lawyer
Heritage Law, A Divis... @775HeritageLaw
3 Followers 15 Following
Genex Consulting STL @genexstl
10 Followers 85 Following Genex was founded on being independent & family first. We provide holistic wealth planning & consulting services to a select group of clients for a fee.
Catherine Hodder, Esq... @sandgenlife
662 Followers 631 Following Author of "#EstatePlanning for the #SandwichGeneration: How to Help Your #Parents and Protect Your #Kids." Not your lawyer but your friend.
Schenewerk&Finkenbind... @SFLawBranson
47 Followers 446 Following Law firm serving Southwest Missouri including Taney, Stone, Christian, Greene, Douglas, and Ozark Counties.
The Inskip Law Firm @Inskiplaw
823 Followers 654 Following Contact us for Estate Plans, Wills, Trusts, Probate & Probate Avoidance (And traffic tickets). Appointments: https://t.co/aIwSNHLOov (314) 818-0344
Jim Milton, trust & e... @oktrustlaw
308 Followers 589 Following Trusts & Estates Attorney. Fellow, American College of Trust & Estate Counsel. Guardianships, Probates, Trusts, Estate Planning. #oklahomatrustlaw #lawtwitter
MPK @Rongesq
436 Followers 935 Following Exit Strategies Advisor || Retweets = Amusement || SWAG available👇
Andrew Mitchell @trustlawyer_stl
22 Followers 47 Following Estate planning, wealth transfer, and asset protection lawyer licensed in MO, IL, and KY. Christian, husband, and father of two. Also @Pitino_F3. Views my own.
Sivia Law @Sivia_Law
211 Followers 393 Following Law firm serving Edwardsville & St. Louis in Business Law, Estate Planning, Real Estate, Special Needs Planning, Litigation & Personal Injury.
National Philanthropi... @nptrust
4K Followers 1K Following A public charity and the largest national independent #donoradvisedfund sponsor. 930,000 #charitable grants exceeding $37.7 billion since 1996.
AmatoFamilyLaw @AmatoLaw
116 Followers 972 Following The attorneys of Amato Family Law focus on resolving family law disputes, through mediation, collaborative practice and litigation.
Cumberland Trust @CumberlandTrust
152 Followers 520 Following We are a family-focused independent trust company. Since 2001 we've provided exceptional trust and estate administration for clients and their advisors.
Cheri McLaughlin @CheriMcLaughli7
2 Followers 64 Following systems thinker, cat herder, risotto maker, wife and mom
rebecca daming @rebeccadaming
110 Followers 992 Following
Austin Fuemmeler @austinfuemmeler
205 Followers 303 Following
Rachel Hirshberg @RachelHirshberg
37 Followers 103 Following Lady lawyer, @jhirshberg ‘s partner, Pug mom, wino.
Harold Haberman @HaroldHaberman
41 Followers 58 Following Trust Officer - Personal Trust, Institutional Trust, Investment Management || Open to New Opportunities
Lori Lea Shelley @llsbondcounsel
57 Followers 390 Following Attorney practicing in the areas of Municipal Finance, Estates, Trusts, Corporate, Real Estate and Intellectual Property.
Rich Immesberger @RichImmesberger
1K Followers 3K Following National Head of Trust at BMO Harris Bank, Chair and CEO of BMO Delaware Trust Company, art enthusiast, painter and writer.
Zach Sharkey @TheValue_Expert
1 Followers 0 Following International valuation expert helping closely-held business owners fulfill their dreams. CFA, CPA/ABV
mike shanahan jr @mikeshanahanjr
50 Followers 126 Following
Rick Sems @RickSems
353 Followers 379 Following Husband, father of 6, history buff and avid STL Cards fan. Grove City College and University of Michigan MBA. Matthew 22: 37-39
Kathy Selinger @k_selinger
7 Followers 5 Following
SCOTT SEEK @seeekme
75 Followers 302 Following
Mark Sears @MarkSears32
65 Followers 220 Following
Tyler Schwieterman @tyschwieterman
38 Followers 58 Following
Donna Schumell @donnaschumell
37 Followers 39 Following Brainbased Executive Coach, Change Agent, Keynote Speaker, Community Builder, Cancer Survivor, Packer Fan, Fun & Funny, Action-Oriented Driver, Lover Of Leaders
Amanda Schmidt @amandaschmidty
153 Followers 130 Following
kelly schmidt @jkellyschmidt
97 Followers 194 Following
mimi b. schmid @mimibschmid
14 Followers 63 Following
Matt Schellman @stlmofa
3 Followers 29 Following
Amy Sajko @AmySajko
59 Followers 12 Following Long time fundraiser and small time philanthropist - dedicated to changing lives through philanthropy.
Justin Rueter @jrueter10
257 Followers 24 Following