QC Estate Planning Council

Meet the 2019-2020 Board!

(effective 9.1.19)

 

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

                                   Partner

                                   Pepping, Balk, Kincaid & Olson, Ltd.

                                 

Immediate Past          Sam Skorepa, JD

President:                   Partner

                                   Lane & Waterman, LLP

 

About Us

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.