CENTRE REGION ESTATE PLANNING COUNCIL

To foster intelligent cooperation and a cordial understanding among the members as to the proper relationship between the functions of the estate planning team. To Assist member sin keeping abreast of laws and conditions affecting business and personal taxation and the problems of estate accumulation, conservation, charitable planning, and distribution so as to improve the knowledge of each member within his/her sphere; and with these objectives encourage members to have their ultimate goal of rendering the best professional service to the public. In 2022 we have 35 members consisting of attorneys, wealth advisors, trust officers, and accountants. We create a great networking system for in estate planning within Centre County.