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- Posted January 30, 2025
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JAEPC Meeting
(l-r) Chadwick Perrine, Southern Michigan Bank & Trust; Michael Falahee, president American Title Co. of Jackson; and Daniel Machnik, Willis & Machnik.
The Jackson Area Estate Planning Council met January 8 at the Cascades Manor House. Attorney Michael D. Shelton, Ferguson Widmayer & Clark, presented “Understanding Estate Tax Planning and Complex Strategies that are Commonly Used.”
(l-r) Speaker Michael D. Shelton, attorney - Ferguson Widmayer & Clark PC, Ann Arbor, and JAEPC President Nate Mahan, Northwestern Mutual.
(l-r) Attorneys Buzz Leach, Southern MI Bank & Trust, and Richard Mills, senior counsel, Smith, Haughey, Rice & Roegge, Ann Arbor.
JAEPC Immediate Past President Jill Patterson, assistant vice president and downtown branch manager at Comerica Bank; and attorney Martin Lozier.
(l-r) Jon Nowinski, CPA, Lally Group, and John Schultz, retired CPA.
(l-r) JAEPC President Nate Mahan, Northwestern Mutual; and Chris DeBacker and Jen DeBiasi from FM Financial.
(l-r) JAEPC Vice President Dylan Thomas, Generations Financial; JAEPC Director at Large and Chalgian & Tripp attorney Timothy Ehlert; and Erik Smith, Generations Financial.
(l-r) Jackson Interfaith Shelter Executive Director Stephen Castle; Erik Smith, Generations Financial; and attorney Trent Harris.
(l-r) Luke Miracle, Prudential; and Rich Ratts, Edward Jones.
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