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.

Make sure to Sign up for our August 11th meeting to get the LINK to our Meeting!  https://www.loudounepc.org/meetings-an...
08/04/2020
Meetings and Events – Loudoun Estate Planning Council

Make sure to Sign up for our August 11th meeting to get the LINK to our Meeting! https://www.loudounepc.org/meetings-and-events/

Meetings and Events DATE: Tuesday, August 11, 2020 TOPIC: “Estate Litigation & Bankruptcy – A Case Study” PRESENTER: Randal Borden This presentation will assist an executor, trustee, or other fiduciaries who receive notice of a bankruptcy. In this presentation, you will learn: When to litigate...

06/23/2020

Next Breakfast Meeting - AUG 11 - via Zoom. Stay tuned for info!

06/16/2020

Hope everyone is doing well! Our Breakfast Meetings will meet virtually for the remainder of 2020--we will kick off our meetings again on Tuesday, AUGUST 11 via Zoom. Watch this space and your inbox for more details on how to sign up. Thanks!

05/12/2020

“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!!

Remember, application date OPENS TOMORROW, APRIL 29 for Loudoun Small Businesses to see about aid from the Loudoun Busin...
04/28/2020
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/

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.

Info for Loudoun County small businesses_________________________________$1.15 Million Fund for Loudoun BusinessesChambe...
04/24/2020
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/

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.

03/31/2020

"Apparently there is nothing that cannot happen today.”

--Mark Twain, Humorist

03/26/2020

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.

03/10/2020

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

Next Breakfast--we'll talk about the new SECURE Act--on March 10!  All the info and RSVP here: http://events.constantcon...
02/18/2020
"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

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...

FEB 11 @ 8am--get the skinny on the area's Economic Outlook from the Fed Reserve--special guest, Ray Owens.Reserve your ...
01/28/2020
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/

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...

01/07/2020

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!

12/16/2019

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!

12/10/2019

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.

Good stuff happening with the LEPC!  Check us out next Tuesday--get your ticket today!!http://events.r20.constantcontact...
12/03/2019
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

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!!!!

Earn CE at our final Breakfast Mtg for 2019--Join us DEC 10.  Info and sign-up here:  http://events.constantcontact.com/...
11/17/2019
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

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!!!!

1-Hour of Continuing Ed for CLE at Nov 12 Breakfast!! Register today:  http://events.r20.constantcontact.com/register/ev...
10/22/2019
"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

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.

10/08/2019

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

09/24/2019

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 Plannin...
09/19/2019

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!

09/10/2019
08/22/2019

See you at Breakfast tomorrow (Friday!!)

Happy hour with the LEPC crowd!
07/24/2019

Happy hour with the LEPC crowd!

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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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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