BLUEGRASS ESTATE PLANNING COUNCIL

We are excited to welcome current Bluegrass Estate Planning Council board member, Suzanne Shaffar, to speak to us for our March meeting.  Suzanne will be presenting some of the highlights from this year's Heckerling Institute on Estate Planning conference.

Suzanne is Trust Principal at Glenview Trust Company in Lexington, KY, with fifteen years of legal experience in Estate Planning, Probate and Trust Administration.  She earned her Juris Doctorate in 2005 from Temple University's Beasley School of Law, returning to Temple following graduation to complete her Estate Planning Certification through Temple Law School's LLM in Taxation program in 2007.  After relocating to Kentucky, Suzanne was a founding member and managing partner of the Estate Planning Group of Embry Merritt Shaffar Womack, PLLC before her move to Glenview Trust Co.  She is a member of the KY Bar Association, KY Bar Association Probate and Trust Law Section, PA Bar Association, American Bar Association, ABA Section of Real Property, Trust and Estate Law, as well as the Bluegrass Estate Planning Council.  She is admitted to practice before the US Supreme Court, US Court of Appeals, 6th Circuit, Eastern District of KY, Western District of KY, Eastern District of PA, District of NJ, Commonwealth of KY, Commonwealth of PA and NJ.  She is a current Board Member for the Bluegrass Estate Planning Council and the Blue Grass Community Foundation, and she has been recognized by several peer reviewed publications as a leader in the field of Estate Planning and Probate Law.

Please join us at the DoubleTree Guest Suites, 2601 Richmond Rd, for this meeting.  A buffet lunch with be served.  The cost of this meeting is $15 for members and $25 for guests. 

If you wish to attend this meeting, you must RSVP no later than 3:00 PM on Friday, March 3rd, by either clicking this link - https://www.bgepc.org/events/event/23096 - 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.

If you will be bringing a guest, please be sure that I have their name so that a nametag can be prepared for them.

***Be sure to bring a business card with you for our drawing - we will be giving away a $50 Visa Gift Card  at this meeting!  (Members only...board members are not eligible.)

We look forward to seeing you on Tuesday, March 7th, from 11:30-1:00 at the DoubleTree Guest Suites!

Melissa Gregory, Council Executive

~We LOVE our sponsors and thank them for their continued support!~

PLATINUM:  

Central Bank

Community Trust and Investment Company 

Stock Yards Bank and Trust

GOLD:  

Corporate Finance Associates

MCF Advisors

SILVER:

Wealthsouth