MENU

Next Meeting:

Thursday, August 14, 2025

LCEPC Summer Social Event

Site Links:

  • Home
  • Events
    • Event Calendar
    • Gallery
  • About
    • About Us
    • Council Information
    • Sponsors
    • Documents
    • Links
  • Directory
    • Member Directory
    • Services Directory
    • Leadership
    • Past Presidents
  • Membership
    • Member Home
    • Member Benefits
    • Application Form
    • Member Renewal
    • Membership - Additional Information
  • Contact
    • Contact Us
    • Login
Lake County Estate Planning Council

LAKE COUNTY ESTATE PLANNING COUNCIL

MEMBER LOGIN
MEMBER LOGIN
  • HOME
    • Home
    • Login
  • EVENTS
    • Event Calendar
    • Gallery
  • ABOUT
    • About Us
    • Council Information
    • Sponsors
    • Documents
    • Links
  • DIRECTORY
    • Member Directory
    • Services Directory
    • Leadership
    • Past Presidents
  • MEMBERSHIP
    • Member Home
    • Member Benefits
    • Application Form
    • Member Renewal
    • Membership - Additional Information
  • CONTACT
    • Contact Us
    • Mailing List
    • Logo/Website, Events Sponsorships

Leadership

President

Nimisha Patel, CPA, CAA, AEP®
Pinnacle Worldwide
847-680-3829
Send Message to Member

Vice President

Michael L. Ralph Jr, Jr.
Ralph, Schwab & Schiever, Chtd.
847-367-9699
Send Message to Member

1st Vice President/Membership

David Stachowiak, CPFA, CFF®
Simply Sophisticated Wealth Planning
773-742-1959
Send Message to Member

Secretary

Carrie Zuniga
Lesser Lutrey Pasquesi & Howe LLP
8472958800
Send Message to Member

Treasurer

Kate Krallitsch
Care Navigators
847-268-4415
Send Message to Member

Immediate Past President

Jeffrey O'Kelley
Lesser Lutrey Pasquesi & Howe, LLP
847-295-8800
Send Message to Member

Chair - Media, Relations & Sponsorship

Delante Greer, ChFEBC
Opulentia LLC
7085059719
Send Message to Member

Chair - Young Professional Committee

Jordan Fraser
Longwall Family Office
2146836381
Send Message to Member

UPCOMING EVENTS

August 14, 2025

LCEPC Summer Social Event

Sponsors

See Event Details

August 21, 2025

LCEPC - Young Professional Networking Meeting

Event Calendar - Young Professional Networking

See Event Details

September 11, 2025

How to Supersize Grantor Trust

James S. Farmer - CLU & ChFC - Managing Director

See Event Details

November 6, 2025

TBD

TBA

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

  • For the Public
  • For Professionals
  • Guide To Teaming

Join our Mailing List!

Home Event Calendar Gallery About Us Council Information Sponsors Documents Links Member Directory Services Directory Leadership Past Presidents Member Home Member Benefits Application Form Member Renewal Membership - Additional Information Contact Us Mailing List Login

© National Association of Estate Planners & Councils. See Privacy Policy and Terms of Use.