QC Estate Planning Council
Meet the 2019-2020 Board!
President: Adam Kunkel, CPA, MST
Tax Director, Principal
Rock River Family Office, LLC
Vice President: Erie Johnson
Senior Fiduciary Relationship Specialist
Wells Fargo Wealth Management
Secretary: Joshua Robinson, MSFS, AIF, CFS
Co-Founder and Managing Director
PR Wealth Management
Treasurer: Jennifer Kincaid, JD
Pepping, Balk, Kincaid & Olson, Ltd.
Immediate Past Sam Skorepa, JD
Lane & Waterman, LLP
Since 1962 the Quad City Estate Planning Council (QCEPC), now with a membership of over 100, has been committed to advancing the goals of estate planning in Scott, Clinton, Jackson, & Muscatine counties in Iowa and Rock Island, Henry, Knox, Mercer, & Whiteside counties in Illinois. The Board of the Quad City Estate Planning Council provides timely educational opportunities to our membership comprised of attorneys, certified public accountants, chartered life underwriters, trust officers, financial advisors, development officers, and other professionals actively practicing estate planning. Historically four to five of our five yearly Programs are submitted for Iowa continuing legal education credits (CLEs) approval.
Striving to keep our membership abreast of changes in the estate planning arena, the QCEPC incoming Board President annually attends the National Association of Estate Planners and Councils (NAEPC) Annual Conferences. Several of our yearly Program Speakers have been and continue to be a direct result of contacts made at the conferences.
Quad City Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.