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EPCROCHESTER.ORG

Estate Planning Council of Rochester

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CONTACTS AT EPCROCHESTER.ORG

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2016-2017 Meetings

http://www.epcrochester.org/meetings

Saturday, 08 April 2017. National Association of Estate Planners and Councils Minute. ESTATE PLANNING COUNCIL OF ROCHESTER. 2016 - 2017 Meeting Schedule. Use blue hyperlinks to register for upcoming meeting, those meeting in red have already taken place. If you are a first time guest use the promo code FIRSTTIME, all others leave promo code blank. Estate Planning for Dysfunctional Families. Followed by the Holiday Reception. Doug Miller, Coordinator. Locust Hill Country Club. DUE TO STORM WARNING FOR WNY.

2

Books

http://www.epcrochester.org/books

Wednesday, 24 August 2016. National Association of Estate Planners and Councils Minute. Please click on the links below for content and purchase information. Powered by Phoca Gallery. Phone: (585) 586-6906 Fax: (585) 385-6053 E-mail: epc@riversorg.com. PO Box 227, East Rochester, NY 14445.

3

Officers

http://www.epcrochester.org/officers

Wednesday, 24 August 2016. National Association of Estate Planners and Councils Minute. Estate Planning Council of Rochester has 7 registered members. Martin F. Palumbos. CLU, ChFC, CFP. PS&E Plan to Prosper. Jennifer N. Weidner. Canandaigua National Bank and Trust Company. 1st Vice President Regular Programs. Douglas K. Miller. Alliance Advisory Group Inc. 2nd Vice President Special Programs. BEST TIMES Financial Planning, Inc. Lynn M. Carleton. Canandaigua National Bank and Trust Company.

4

Membership

http://www.epcrochester.org/membership

Wednesday, 24 August 2016. National Association of Estate Planners and Councils Minute. TO PAY ONLINE FOR YOUR MEMBERSHIP RENEWAL USE BUTTON BELOW. NOTE: If not using members credit card please enter members name under "Add special instructions to the seller:" section of form. NOTE: New Members must be approved by Membership Committee before making membership Payments. Regular Membership $190.00 USD. Senior Membership $110.00 USD. Phone: (585) 586-6906 Fax: (585) 385-6053 E-mail: epc@riversorg.com.

5

About

http://www.epcrochester.org/about

Wednesday, 24 August 2016. National Association of Estate Planners and Councils Minute. Origins of the Estate Planning Council of Rochester. During the late 1920's and early 1930's it became apparent to trust officers in the banks and to life underwriters that clients were not being served adequately due to a lack of cooperation between the two groups. Boston had organized a Life Insurance Trust Council on September 11, 1930. In 1998 the Estate Planning Council acknowledged five different professions for...

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LINKS TO THIS WEBSITE

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Lorraine P. Wolch, CPA, MBA - LP Wolch, CPA’s P.C.

http://www.lpwolch.com/lorraine-p-wolch-cpa-mba

Lorraine P. Wolch. Donald J. Onimus. Danielle M. Montean. Carol A. Cotterman. Lorraine P. Wolch, CPA, MBA. Lorraine P. Wolch, CPA, MBA. Lorraine P. Wolch. 40 Office Park Way,. Pittsford, NY 14534. NYS Certified Women-Owned Business.

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2014 Tax Year in Review - LP Wolch, CPA’s P.C.

http://www.lpwolch.com/news/2015/01/27/2014-tax-year-in-review

Lorraine P. Wolch. Donald J. Onimus. Danielle M. Montean. Carol A. Cotterman. 2014 Tax Year in Review. 2014 Tax Year in Review. January 27, 2015. 40 Office Park Way,. Pittsford, NY 14534. NYS Certified Women-Owned Business.

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David C. Pettig & Associates, P.C. | Wealth Preservation Attorneys

http://www.pettig.com/our-team.php

David C. Pettig, Esq. David C. Pettig, Esq. has been practicing trust and estate law for more than 30 years. Prior to that, he was employed as a trust officer at the Lincoln Rochester Trust Company (now JPMorgan Chase) where he was responsible for overseeing the administration and settlement of estates and trusts, while concurrently serving as secretary to the Management Committee of the Trust Division. David is admitted to the practice of law in New York and Florida. He is also a member of the American.

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Personal Law

http://www.boylancode.com/personal-law

Client Profile: Drew W. Blum. Client Profile: Robert W. Smith. Client Profile: John Piccirilli. Client Profile: Martin L. Aman. Client Profile: Warren and Nancy Sinclair. Here are some of the many areas in which we help people like you:. Bankruptcy and debt workouts. Contract drafting and negotiation. Estate and tax planning. Labor and employment issues. Litigation and dispute resolution. Personal injury and medical malpractice claims. Real estate acquisitions, sales, financing, and leases. Litigation an...

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2014 Tax Prevention Act - Business and Investments - LP Wolch, CPA’s P.C.

http://www.lpwolch.com/news/2014/12/17/2014-tax-prevention-act-business-and-investments

Lorraine P. Wolch. Donald J. Onimus. Danielle M. Montean. Carol A. Cotterman. 2014 Tax Prevention Act - Business and Investments. 2014 Tax Prevention Act - Business and Investments. December 17, 2014. 40 Office Park Way,. Pittsford, NY 14534. NYS Certified Women-Owned Business.

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MaryBeth Onimus, AOS - LP Wolch, CPA’s P.C.

http://www.lpwolch.com/marybeth-onimus-aos

Lorraine P. Wolch. Donald J. Onimus. Danielle M. Montean. Carol A. Cotterman. MaryBeth Onimus, AOS. MaryBeth Onimus, AOS. MaryBeth was her company team leader for the Making Strides for Breast Cancer October breast cancer awareness walk in Rochester for ten years, and is carrying on her community spirit at LPWolch, CPA's, P.C. 40 Office Park Way,. Pittsford, NY 14534. NYS Certified Women-Owned Business.

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Carol A. Cotterman, AAS - LP Wolch, CPA’s P.C.

http://www.lpwolch.com/carol-a-cotterman-aas

Lorraine P. Wolch. Donald J. Onimus. Danielle M. Montean. Carol A. Cotterman. Carol A. Cotterman, AAS. Carol A. Cotterman, AAS. Carol A. Cotterman. 40 Office Park Way,. Pittsford, NY 14534. NYS Certified Women-Owned Business.

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About Us - LP Wolch, CPA’s P.C.

http://www.lpwolch.com/about-us

Lorraine P. Wolch. Donald J. Onimus. Danielle M. Montean. Carol A. Cotterman. The mission of LPWolch, CPA's, P.C. is to make a difference by helping our clients achieve control over various aspects of their financial lives. LPWolch CPA's P.C. has been in existence for over 30 years. Our firm of experienced professionals offers quality accounting, tax, bookkeeping, and planning services with a continuity that provides benefits for small businesses and individual clients. Both Lorraine and Don believe in g...

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2014 Tax Prevention Act - Individuals - LP Wolch, CPA’s P.C.

http://www.lpwolch.com/news/2014/12/17/2014-tax-prevention-act-individuals

Lorraine P. Wolch. Donald J. Onimus. Danielle M. Montean. Carol A. Cotterman. 2014 Tax Prevention Act - Individuals. 2014 Tax Prevention Act - Individuals. December 17, 2014. 40 Office Park Way,. Pittsford, NY 14534. NYS Certified Women-Owned Business.

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