Loudoun Estate Planning Council

Loudoun 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.

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.

[05/12/20]   “Always do what is right. It will gratify half of mankind and astound the other.”
--Mark Twain, Writer and humorist

MISS YOU ALL! Looking forward to having our next event when we can. STAY TUNED!!

New COVID-19 Resource Alert!

State-by-State Business Reopening Guidance (U.S. Chamber of Commerce)

https://www.uschamber.com/article/state-by-state-business-reopening-guidance

biz.loudoun.gov

COVID-19 Business Interruption Fund - Loudoun County Economic Development, VA

Remember, application date OPENS TOMORROW, APRIL 29 for Loudoun Small Businesses to see about aid from the Loudoun Business Interruption Fund: https://biz.loudoun.gov/loudoun-business-fund/

biz.loudoun.gov The Loudoun County Board of Supervisors unanimously approved $1.15 million in grant funding for the COVID-19 Business Interruption Fund to support Loudoun businesses impacted by the coronavirus outbreak. The Loudoun Economic Development Authority added $250,000, raising the total to $1.4 million.

biz.loudoun.gov

COVID-19 Business Interruption Fund - Loudoun County Economic Development, VA

Info for Loudoun County small businesses

_________________________________

$1.15 Million Fund for Loudoun Businesses

Chamber Members,

Last night, the Loudoun County Board of Supervisors approved $1.15 million in funding to the new Loudoun Business Interruption Fund. This fund was created by the Department of Economic Development and the Loudoun Economic Development Authority to provide $7,500 - $10k in grant funding for businesses in need as they face lost revenues during the COVID-19 crisis.

A business will qualify for these funds if they:

• Have 3-100 employees (if you have less than 3 employees keep reading!).
• Demonstrate a loss of revenue of 25% or more directly related to COVID-19.
• Have less than $2,500,000 in gross receipts annually.
• Are licensed and operating business located in Loudoun County.

The application will go live on Thursday, April 29th, at LoudounBusinessFund.org. Applicants will have 72 hours to complete the application. Once complete a department staff member will contact the business directly to confirm application details and answer any questions they may have. Recipients of the grants through these funds will be chosen by a random drawing during the middle of the following week.

Details you need to know:
• Apply online when the application goes live on April 29th.
• Grant recipients will be chosen the following week by random drawing
• Funds are planned to be distributed by the first week of May.

Employees with less than three employees were also included through separate funding. The Board of Supervisors approved an additional $150,000 for businesses of this size with a total grant amount of up to $5,000. Please apply using the same link and you will be considered along with similarly classified qualifying businesses.

Apply here on April 29: https://biz.loudoun.gov/loudoun-business-fund/

biz.loudoun.gov The Loudoun County Board of Supervisors unanimously approved more than $1 million in grant funding for the COVID-19 Business Interruption Fund to support Loudoun businesses impacted by the coronavirus outbreak.

Face Mask Info – Here’s a link to the CDC with information on the use of cloth face coverings to help slow the spread of COVID-19.
Also, instructions on how to make your own.

https://www.cdc.gov/coronavirus/2019-ncov/prevent-getting-sick/diy-cloth-face-coverings.html?fbclid=IwAR0429VzqZfdNxbaM4JTG9CFtOQQyQ_yB732V8ZO_kYgjO6LJcWhvgbNAyk


Please continue to stay safe!

[03/31/20]   "Apparently there is nothing that cannot happen today.”

--Mark Twain, Humorist

[03/26/20]   April 14 Breakfast Meeting CANCELLED. Hope to see you May 12 for a talk on taxes! Watch your inbox for details in the coming weeks.

[03/10/20]   Thanks for joining us for Breakfast today! Coming April 14: Rory Clark (attorney--Legacy Elder Law Center) will present on Asset Protection. Sign up via our website starting next week!
www.LoudounEPC.org

events.r20.constantcontact.com

"SECURE Act - Insights & Answers: Understanding the New Legislation" presented b

Next Breakfast--we'll talk about the new SECURE Act--on March 10! All the info and RSVP here: http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07egwnjw9wb339ecc0

events.r20.constantcontact.com The Loudoun Estate Planning Council (LEPC) cordially invites you to attend its Educational Breakfast Meeting on March 10, 2020. Angela Bender, CFP, and managing partner of AMJ Financial Wealth Management, will present, 'SECURE Act - Insights & Answers: Understanding the New Legislation.' Join us Mar...

loudounepc.org

Meetings and Events – Loudoun Estate Planning Council

FEB 11 @ 8am--get the skinny on the area's Economic Outlook from the Fed Reserve--special guest, Ray Owens.
Reserve your seat today!
https://www.loudounepc.org/meetings-and-events/

loudounepc.org Meetings and Events DATE: Tuesday, February 11, 2020 TOPIC: “2020 ECONOMIC OUTLOOK” PRESENTER: Ray Owens, senior economist and policy advisory, Federal Reserve Bank of Richmond-Baltimore-Charlotte LOCATION: River Creek County Club, 43800 Olympic Blvd, Leesburg, VA REGISTRATION—8:00 A.M. NETWOR...

events.r20.constantcontact.com

"2020 Economic Outlook for the Greater Washington Area" - presented by Ray Owens

1st Breakfast Meeting of the year is Feb 11 2020. Please join us!

http://events.r20.constantcontact.com/register/event?oeidk=a07eguvijkp11e7ed9f&llr=sfdjm6rab

events.r20.constantcontact.com

February 11, 2020
"2020 Economic Update"
presented by Ray Owens, senior economist & policy advisor, Federal Reserve Bank Richmond-Baltimore-Charlotte
@ 8 am - River Creek Country Club, Leesburg

RSVP today! Sponsor a Table of 10!
http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07eguvijkp11e7ed9f

[01/07/20]   HAPPY NEW YEAR! Exciting and informative programs heading your way this year--our first one is in February. Stay tuned for the details and the link to RSVP!

[12/16/19]   Our kickoff event for 2020 will be our Breakfast Meeting in February. Watch your inbox in January for all the details on how to sign up!

[12/10/19]   Thanks for joining us for Breakfast today! Special THANKS to Mark Ewert with Legacy Philanthropy Group for being our Guest Speaker!

Join us in February at Breakfast to kick-off 2020!! Watch your inbox in January for details.

events.r20.constantcontact.com

Why Ask Why: Adding Value and Values to Your Client Relationships

Good stuff happening with the LEPC! Check us out next Tuesday--get your ticket today!!

http://events.r20.constantcontact.com/register/event?oeidk=a07egpzdoc656c4cb20&fbclid=IwAR08WSLR6_VcsFz773bNDhS935-twuFAONfGs4OBeEqnK_9qSort57o4oSY&llr=sfdjm6rab

events.r20.constantcontact.com Join the LEPC at its DEC 10 Breakfast Meeting and learn about adding value to your client relationships. Mark Ewert & Jay Weisman, Legacy Philanthropy Group, will present. Both are Chartered Advisors in Philanthropy® (CAP®). CE credit for CFP at this event! RSVP or Sponsor a Table today!!!!

events.r20.constantcontact.com

Why Ask Why: Adding Value and Values to Your Client Relationships

Earn CE at our final Breakfast Mtg for 2019--Join us DEC 10. Info and sign-up here: http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07egpzdoc656c4cb20

events.r20.constantcontact.com Join the LEPC at its DEC 10 Breakfast Meeting and learn about adding value to your client relationships. Mark Ewert & Jay Weisman, Legacy Philanthropy Group, will present. Both are Chartered Advisors in Philanthropy® (CAP®). CE credit for CFP at this event! RSVP or Sponsor a Table today!!!!

events.r20.constantcontact.com

"Special Needs Trusts--the Legal & Financial Collaboration"

Registration is OPEN! Learn all about Special Needs Trusts on NOV 12. CE for CLE. RSVP: http://events.r20.constantcontact.com/register/event?oeidk=a07ego06sco6d710390&llr=sfdjm6rab

events.r20.constantcontact.com

events.r20.constantcontact.com

"Special Needs Trusts--the Legal & Financial Collaboration"

1-Hour of Continuing Ed for CLE at Nov 12 Breakfast!! Register today: http://events.r20.constantcontact.com/register/event?oeidk=a07ego06sco6d710390&llr=sfdjm6rab

events.r20.constantcontact.com Join the LEPC at its NOV 12 Breakfast Meeting and learn from experts about Special Needs Trusts. Elizabeth L. Gray, Esq., and Stanley B. Corey, CFP, will share important info at this event. RSVP today!! Sponsor a Table of 10! Possible CE credit for CLE at this event.

[10/08/19]   Thanks for joining us for today's breakfast! Mark your calendars--Next Breakfast Meeting is Tuesday, NOV 12. Watch your inbox for your invitation and all the details! (We use Constant Contact to stay in touch.) OR, watch our website: www.LoudounEPC.org

[09/30/19]   Have you signed up yet? Breakfast Meeting with "Before & After the Box" panel discussion next Tuesday, OCT 8 @ 8am. SIGN UP HERE: http://events.r20.constantcontact.com/register/event?oeidk=a07egm1rmv9eea8a2a5&llr=sfdjm6rab

[09/24/19]   Happy Hour is tomorrow (Wed) SEP 25 at 5pm. King Street Oyster Bar in Leesburg. SEE YOU THERE!!!

SAVE the DATE: OCT 8. Next Breakfast Meeting at 8 am @ River Creek Country Club. Topic is "Multi-Generational Planning"--there is more to life and death planning than just wills, trusts, and wealth management. RSVP link coming soon!

events.r20.constantcontact.com

LEPC Annual Membership Meeting - 2019

All members and anyone interested in joining: See you next Tuesday! Don't forget to RSVP: http://events.r20.constantcontact.com/register/event?oeidk=a07egjx1nq5221a4740&llr=sfdjm6rab

events.r20.constantcontact.com

Thanks for joining us for Breakfast this morning! Our next one is on Tuesday, SEP 10 @ 8am--it's our Annual Membership Meeting and will also feature a special presentation by Scott Thoma of Edward Jones. Join us! RSVP here:http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07egjx1nq5221a4740

[08/22/19]   See you at Breakfast tomorrow (Friday!!)

Awesome networking and dynamic speaker on tap for next Friday. Sign up here today: http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07eghjfkci7ddebc7e

events.r20.constantcontact.com

"2019 Economic Update," presented by Philip Blancato, Pres. & CEO, Ladenburg Tha

Calling all CFPs! Earn 1-hour of CE at our AUG 23 Breakfast. Sign up here: http://events.r20.constantcontact.com/register/event?oeidk=a07eghjfkci7ddebc7e&llr=sfdjm6rab

events.r20.constantcontact.com

events.r20.constantcontact.com

"2019 Economic Update," presented by Philip Blancato, Pres. & CEO, Ladenburg Tha

Yay!! One hour of CE has been approved for CFP for those attending our upcoming AUG 23 Breakfast with special guest presenter, Philip Blancato, President & CEO of Ladenburg Thalmann Asset Management!

RSVP Today! http://events.r20.constantcontact.com/register/event?oeidk=a07eghjfkci7ddebc7e&llr=sfdjm6rab

events.r20.constantcontact.com

Happy hour with the LEPC crowd!

Reminder: Join us for Happy Hour at Matchbox in One Loudoun on Wednesday! 5pm!

LEPC Board Members at 2019 Polo in the Park at Morven Park!

See you tomorrow!!

Our Story

The Loudoun Estate Planning Council (LEPC) 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 Loudoun Estate Planning Council is a component of the Community Foundation for Loudoun and Northern Fauquier Counties, a 501(c)3. LEPC 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. LEPC is a member of the National Association of Estate Planners & Councils, joining with hundreds of similar community Councils across the U.S. LEPC 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 LEPC’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 LEPC, please email [email protected] or visit www.loudounepc.org

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Telephone

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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