Organizations Filed Purposes:
TO ADVOCATE AND ASSIST IN THE SPREADING OF KNOWLEDGE CONCERNING ESTATE PLANNING AND THE ADMINISTRATION OF TRUSTS AND ESTATES (I.E."FIDUCIARY ADMINISTRATION") AMONG MEMBERS OF THE COUNCIL AND, IF DEEMED APPROPRIATE, FROM TIME TO TIME, TO OTHERS. TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTION OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, ACCOUNTANT, FINANCIAL ADVISOR AND ANY OTHER PARTY OR PARTIES, HAVING TO DO WITH ESTATE PLANNING AND FIDUCIARY ADMINISTRATION, AND TO ENCOURAGE THE CO-OPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES. TO SUPPORT AND PROMOTE PROPER ETHICAL STANDARDS IN DEALING WITH ONE ANOTHER, MUTUAL CLIENTS AND THE PUBLIC. TO HELP THE MEMBERS RENDER THE HIGHEST TYPE OF SERVICE TO CLIENTS AND CUSTOMERS AND TO DO ANY AND ALL OF THOSE THINGS THAT WILL AID AND IMPROVE THE PROCESS OF CAREFUL AND PROPER ESTATE PLANNING.
TO PROVIDE PROFESSIONALS INVOLVED IN ESTATE PLANNING, BOTH MEMBERS AND NON-MEMBERS, WITH OPPORTUNITIES TO ENHANCE THEIR SKILLS AND EXPAND THEIR NETWORK THROUGH PROGRAMS AND INTERACTION.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Richard Schwartz | IMMEDIATE PAST PRESIDENT | 2 | $0 |
| Scott Isdaner | VICE PRESIDENT | 2 | $0 |
| Eric Hildenbrand | SECRETARY | 2 | $0 |
| Andrew Haas | TREASURER | 2 | $0 |
| Jr Burke | PRESIDENT | 2 | $0 |
| Tim Zeigler | DIRECTOR | 2 | $0 |
| Anthony Weiss | DIRECTOR | 2 | $0 |
| Stephanie Sanderson-Braem | DIRECTOR | 2 | $0 |
| Jim Revels | DIRECTOR | 2 | $0 |
| Josh Niles | DIRECTOR | 2 | $0 |
| Erin Mcquiggan | DIRECTOR | 2 | $0 |
| Thomas Mcdonnell | DIRECTOR | 2 | $0 |
| Kevin Manning | DIRECTOR | 2 | $0 |
| Scott Lillis | DIRECTOR | 2 | $0 |
| Glenn Henkel | DIRECTOR | 2 | $0 |
| Rachel Gross | DIRECTOR | 2 | $0 |
| Jill R Fowler | DIRECTOR | 2 | $0 |
| Leanne Evans | DIRECTOR | 2 | $0 |
| Christopher Borden | DIRECTOR | 2 | $0 |
| Jacklynn Barras | DIRECTOR | 2 | $0 |
| Fareeha Arshad | DIRECTOR | 2 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/201913249349300506_public.xml