<%@LANGUAGE="VBSCRIPT"%> <% set Recordset1 = Server.CreateObject("ADODB.Recordset") Recordset1.ActiveConnection = MM_swmiestateplanning_STRING Recordset1.Source = "SELECT * FROM EstatePlanCouncil ORDER BY LastName ASC" Recordset1.CursorType = 0 Recordset1.CursorLocation = 2 Recordset1.LockType = 3 Recordset1.Open() Recordset1_numRows = 0 %> <% Dim Repeat1__numRows Repeat1__numRows = 10 Dim Repeat1__index Repeat1__index = 0 Recordset1_numRows = Recordset1_numRows + Repeat1__numRows %> <% ' *** Recordset Stats, Move To Record, and Go To Record: declare stats variables ' set the record count Recordset1_total = Recordset1.RecordCount ' set the number of rows displayed on this page If (Recordset1_numRows < 0) Then Recordset1_numRows = Recordset1_total Elseif (Recordset1_numRows = 0) Then Recordset1_numRows = 1 End If ' set the first and last displayed record Recordset1_first = 1 Recordset1_last = Recordset1_first + Recordset1_numRows - 1 ' if we have the correct record count, check the other stats If (Recordset1_total <> -1) Then If (Recordset1_first > Recordset1_total) Then Recordset1_first = Recordset1_total If (Recordset1_last > Recordset1_total) Then Recordset1_last = Recordset1_total If (Recordset1_numRows > Recordset1_total) Then Recordset1_numRows = Recordset1_total End If %> <% ' *** Recordset Stats: if we don't know the record count, manually count them If (Recordset1_total = -1) Then ' count the total records by iterating through the recordset Recordset1_total=0 While (Not Recordset1.EOF) Recordset1_total = Recordset1_total + 1 Recordset1.MoveNext Wend ' reset the cursor to the beginning If (Recordset1.CursorType > 0) Then Recordset1.MoveFirst Else Recordset1.Requery End If ' set the number of rows displayed on this page If (Recordset1_numRows < 0 Or Recordset1_numRows > Recordset1_total) Then Recordset1_numRows = Recordset1_total End If ' set the first and last displayed record Recordset1_first = 1 Recordset1_last = Recordset1_first + Recordset1_numRows - 1 If (Recordset1_first > Recordset1_total) Then Recordset1_first = Recordset1_total If (Recordset1_last > Recordset1_total) Then Recordset1_last = Recordset1_total End If %> <% ' *** Move To Record and Go To Record: declare variables Set MM_rs = Recordset1 MM_rsCount = Recordset1_total MM_size = Recordset1_numRows MM_uniqueCol = "" MM_paramName = "" MM_offset = 0 MM_atTotal = false MM_paramIsDefined = false If (MM_paramName <> "") Then MM_paramIsDefined = (Request.QueryString(MM_paramName) <> "") End If %> <% ' *** Move To Record: handle 'index' or 'offset' parameter if (Not MM_paramIsDefined And MM_rsCount <> 0) then ' use index parameter if defined, otherwise use offset parameter r = Request.QueryString("index") If r = "" Then r = Request.QueryString("offset") If r <> "" Then MM_offset = Int(r) ' if we have a record count, check if we are past the end of the recordset If (MM_rsCount <> -1) Then If (MM_offset >= MM_rsCount Or MM_offset = -1) Then ' past end or move last If ((MM_rsCount Mod MM_size) > 0) Then ' last page not a full repeat region MM_offset = MM_rsCount - (MM_rsCount Mod MM_size) Else MM_offset = MM_rsCount - MM_size End If End If End If ' move the cursor to the selected record i = 0 While ((Not MM_rs.EOF) And (i < MM_offset Or MM_offset = -1)) MM_rs.MoveNext i = i + 1 Wend If (MM_rs.EOF) Then MM_offset = i ' set MM_offset to the last possible record End If %> <% ' *** Move To Record: if we dont know the record count, check the display range If (MM_rsCount = -1) Then ' walk to the end of the display range for this page i = MM_offset While (Not MM_rs.EOF And (MM_size < 0 Or i < MM_offset + MM_size)) MM_rs.MoveNext i = i + 1 Wend ' if we walked off the end of the recordset, set MM_rsCount and MM_size If (MM_rs.EOF) Then MM_rsCount = i If (MM_size < 0 Or MM_size > MM_rsCount) Then MM_size = MM_rsCount End If ' if we walked off the end, set the offset based on page size If (MM_rs.EOF And Not MM_paramIsDefined) Then If (MM_offset > MM_rsCount - MM_size Or MM_offset = -1) Then If ((MM_rsCount Mod MM_size) > 0) Then MM_offset = MM_rsCount - (MM_rsCount Mod MM_size) Else MM_offset = MM_rsCount - MM_size End If End If End If ' reset the cursor to the beginning If (MM_rs.CursorType > 0) Then MM_rs.MoveFirst Else MM_rs.Requery End If ' move the cursor to the selected record i = 0 While (Not MM_rs.EOF And i < MM_offset) MM_rs.MoveNext i = i + 1 Wend End If %> <% ' *** Move To Record: update recordset stats ' set the first and last displayed record Recordset1_first = MM_offset + 1 Recordset1_last = MM_offset + MM_size If (MM_rsCount <> -1) Then If (Recordset1_first > MM_rsCount) Then Recordset1_first = MM_rsCount If (Recordset1_last > MM_rsCount) Then Recordset1_last = MM_rsCount End If ' set the boolean used by hide region to check if we are on the last record MM_atTotal = (MM_rsCount <> -1 And MM_offset + MM_size >= MM_rsCount) %> <% ' *** Go To Record and Move To Record: create strings for maintaining URL and Form parameters ' create the list of parameters which should not be maintained MM_removeList = "&index=" If (MM_paramName <> "") Then MM_removeList = MM_removeList & "&" & MM_paramName & "=" MM_keepURL="":MM_keepForm="":MM_keepBoth="":MM_keepNone="" ' add the URL parameters to the MM_keepURL string For Each Item In Request.QueryString NextItem = "&" & Item & "=" If (InStr(1,MM_removeList,NextItem,1) = 0) Then MM_keepURL = MM_keepURL & NextItem & Server.URLencode(Request.QueryString(Item)) End If Next ' add the Form variables to the MM_keepForm string For Each Item In Request.Form NextItem = "&" & Item & "=" If (InStr(1,MM_removeList,NextItem,1) = 0) Then MM_keepForm = MM_keepForm & NextItem & Server.URLencode(Request.Form(Item)) End If Next ' create the Form + URL string and remove the intial '&' from each of the strings MM_keepBoth = MM_keepURL & MM_keepForm if (MM_keepBoth <> "") Then MM_keepBoth = Right(MM_keepBoth, Len(MM_keepBoth) - 1) if (MM_keepURL <> "") Then MM_keepURL = Right(MM_keepURL, Len(MM_keepURL) - 1) if (MM_keepForm <> "") Then MM_keepForm = Right(MM_keepForm, Len(MM_keepForm) - 1) ' a utility function used for adding additional parameters to these strings Function MM_joinChar(firstItem) If (firstItem <> "") Then MM_joinChar = "&" Else MM_joinChar = "" End If End Function %> <% ' *** Move To Record: set the strings for the first, last, next, and previous links MM_keepMove = MM_keepBoth MM_moveParam = "index" ' if the page has a repeated region, remove 'offset' from the maintained parameters If (MM_size > 0) Then MM_moveParam = "offset" If (MM_keepMove <> "") Then params = Split(MM_keepMove, "&") MM_keepMove = "" For i = 0 To UBound(params) nextItem = Left(params(i), InStr(params(i),"=") - 1) If (StrComp(nextItem,MM_moveParam,1) <> 0) Then MM_keepMove = MM_keepMove & "&" & params(i) End If Next If (MM_keepMove <> "") Then MM_keepMove = Right(MM_keepMove, Len(MM_keepMove) - 1) End If End If End If ' set the strings for the move to links If (MM_keepMove <> "") Then MM_keepMove = MM_keepMove & "&" urlStr = Request.ServerVariables("URL") & "?" & MM_keepMove & MM_moveParam & "=" MM_moveFirst = urlStr & "0" MM_moveLast = urlStr & "-1" MM_moveNext = urlStr & Cstr(MM_offset + MM_size) prev = MM_offset - MM_size If (prev < 0) Then prev = 0 MM_movePrev = urlStr & Cstr(prev) %> Southwestern Michigan Estate Planning Council
Southwestern Michigan Estate Planning Council - Quallity Estate Planning

 
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Develop a Plan with Local Professionals

A sound estate plan cannot be developed and signed in one day or in one quick meeting.  You need a professional who will take the time to listen to your desires and understand your personal  situation, present your legal options, and give you time to think about which type of  estate plan is best for you and your heirs.  Professionals who live and work in your community care enough to make sure your legal documents reflect your wishes. 

 

WHO WE ARE

 

2008-2009 OFFICERS:

  • President: Candy Keysor-Oudman, Trust Officer

  • Vice President: Lucas Brown, Insurance

  • Treasurer:  Nanette Keiser, Ed.D., Planned Giving

  • Secretary:  Sara Bell, Attorney

Board Members at Large:         

  • Linda Cooper, CPA (Past President)

  • Michael Damschroder, Certified Financial Planner

  • Linda Elie, CPA

  • Melinda Graham, Planned Giving

  • Al Opas, Jr., LPL, Insurance

  • Reinhold Schroeder, CPA/Attorney

  • Karl Smith, CFP

  • James Welch, Trust Officer

  • William Westerbeke, Attorney

 

 

 

2007-2008 Membership

 

 The following is an alphabetic list of members as of October 1, 2007. Members joining after October 1are listed at the bottom of this page. 

Membership in the Southwestern Michigan Estate Planning Council is limited to individuals within the following professional disciplines:  Attorney, Certified Financial Planner, Certified Public Accountant, Insurance/Investment Professional, Planned Giving Specialist, and Trust Officer. 

 

                The Southwestern Michigan Estate Planning Council is not responsible for advice given by its members.

 

 John Beall

 President, CFP/ChFC

 JSB Investments

 5120 Naomi Road

 Eau Claire,  MI  49111

 Phone:  (269) 944-4849

 Fax:  (269) 944-4894

 Email:  john.beall@natplan.com

 

 Sara Bell

 Attorney

 Desenberg, Colip & Bell, PC

 223-225 E. Front St., P.O.Box 72

 Buchanan,  MI  49107

 Phone:  (269) 695-1500

 Fax:  (269) 695-2004

 Email:  sara@dcblawfirm.com

 

 Stacy Berndt

 Owner

 Stacy L. Berndt, CPA

 5675 Fairview St., Suite #2

 Stevensville,  MI  49127

 Phone:  (269) 556-9600

 Fax:  (269) 556-0799

 Email:  slbcpa@sbcglobal.net

 

 Randy Bettich

 Vice President-Investments

 A.G. Edwards & Sons

 4035 Hollywood Road

 St. Joseph,  MI  49085

 Phone:  (269) 408-1776

 Fax: 

 Email:  randy.bettich@agedwards.com

 

 Karen Brown

 CPA, PLC

 Karen Brown, CPA, PLC

 422 State Street

 St. Joseph,  MI  49085

 Phone:  (269) 983-5566

 Fax:  (269) 983-6699

 Email:  cpakaren@qtm.net

 

 Lucas Brown

 VP, Financial Advisor

 CUNA Mutual Group

 2807 South State Street

 St. Joseph,  MI  49085

 Phone:  (269) 982-4705

 Fax:  (269) 982-1419

 Email:  luke.brown@cunamutual.com

 

 Kathleen Confer

 CFP

 Confer Financial Services

 505 Pleasant Street

 St. Joseph,  MI  49085

 Phone:  (269) 983-3030

 Fax:  (269) 983-5619

 Email:  conferfinancial@qtm.net

 

 Linda Cooper

 Tax Manager, CPA

 Barnes & Ross

 500 Renaissance Drive, Ste. 104

 St. Joseph,  MI  49085

 Phone:  (269) 983-2851

 Fax:  (269) 983-2892

 Email:  lcooper@barnesross.com

 

 Katherine Cotter

 V.P & Trust Officer

 1st Source Bank, Personal Asset Management Group

 1600 Hilltop Road

 St. Joseph,  MI  49085

 Phone:  (269) 982-2845

 Fax:  (269) 983-3120

 Email:  cotterk@1stsource.com

 

 Michael Damschroder

 CFP,CLU,ChFC,AEP

 Northwestern Mutual Financial Network

 811 Ship Street

 St. Joseph,  MI  49085

 Phone:  (269) 983-2969

 Fax:  (269) 983-5667

 Email:  mike.damschroder@nmfn.com

 

 Frank DeFrancesco

 Attorney at Law

 DeFrancesco Law Office, P.C.

 3073 West John Beers Road

 Stevensville,  MI  49127

 Phone:  (269) 429-9000

 Fax:  (269) 429-9004

 Email:  frank@dd-law.com

 

 Pamela Dolezan

 Vice President & Trust Officer

 Chemical Bank & Trust Company

 720 Pleasant Street

 St. Joseph,  MI  49085

 Phone:  (269) 983-3992

 Fax:  (269) 983-8785

 Email:  pam.dolezan@chemicalbankmi.com

 

 Lynda Elie

 CPA

 Rendel Elie & Associates

 1010 Main Street, Ste B

 St. Joseph,  MI  49085

 Phone:  (269) 983-1069

 Fax:  (269) 983-3606

 Email:  LyndaElie@MyCPAFriend.com

 

 Pete Emmerson

 Executive Director

 Twin-Cities Area Catholic School Fund

 P.O. Box 32

 St. Joseph,  MI  49085

 Phone:  (269) 861-3108

 Fax: 

 Email:  tcacsf@comcast.net

 

 Jason Engram

 Attorney

 Armstrong Law Office

 511 Renaissance Drive, #110

 St. Joseph,  MI  49085

 Phone:  (269) 983-5777

 Fax:  (269) 983-5839

 Email:  jengramatty@earthlink.net

 

 Jim Everett

 Senior Financial Advisor

 Everett & Associates

 2603 Niles Avenue, Suite B

 St. Joseph,  MI  49085

 Phone:  (269) 983-2700

 Fax:  (269) 983-7132

 Email:  jimmy.n.everett@ampf.com

 

 David Farkas

 VP & Trust Officer

 Chemical Bank & Trust Company

 720 Pleasant Street

 St. Joseph,  MI  49085

 Phone:  (269) 983-3792

 Fax:  (269) 983-8785

 Email:  david.farkas@chemicalbankmi.com

 

 Vance Fisher

 Attorney

 Fisher Law Office

 811 Ship Street, P.O. Box 83

 St. Joseph,  MI  49085

 Phone:  (269) 983-5511

 Fax:  (269) 983-5571

 Email:  fisherv@fisherlaw.com

 

 Robert Gerbel

 Certified Public Accountant

 Gerbel & Company, PC

 830 Pleasant St., P.O. Box 44

 St. Joseph,  MI  49085

 Phone:  (269) 983-0534

 Fax:  (269) 983-7050

 Email:  rgerbel@qtm.net

 

 Robert Habicht

 President/CEO

 Michigan Gateway Community Foundation

 111 Days Avenue

 Buchanan,  MI  49107

 Phone:  (269) 695-3521

 Fax:  (269) 695-4250

 Email:  rhabicht@sbcglobal.net

 

 Brian Holt

 Attorney

 Passaro & Kahne Law Office, P.L.L.C.

 2900 S. State St., Suite 3 East

 St. Joseph,  MI  49085

 Phone:  (269) 983-0325

 Fax:  (269) 983-0328

 Email:  brian@passarokahne.com

 

 Duane Janka

 Financial Advisor

 Edward Jones

 4221 Lake Street

 Bridgman,  MI  49106

 Phone:  (269) 465-4606

 Fax:  (888) 661-8140

 Email:  duane.janka@edwardjones.com

 

 Howard Kahne

 Attorney

 Passaro & Kahne Law Office, P.L.L.C.

 2900 S State Street, Suite. 3 East

 St. Joseph,  MI  49085

 Phone:  (269) 983-0325

 Fax:  (269) 983-0328

 Email:  howard@passarokahne.com

 

 Nanette Keiser, Ed.D.

 President

 Berrien Community Foundation

 2900 S. State St., Suite 2 East

 St. Joseph,  MI  49085

 Phone:  (269) 983-3486

 Fax:  (269) 983-4939

 Email:  NanetteKeiser@BerrienCommunity.org

 

 Pattie Keith

 Personal Trust Officer

 Chemcial Bank & Trust Company

 720 Pleasant Street

 St. Joseph,  MI  49085

 Phone:  (269) 983-8086

 Fax:  (269) 983-8785

 Email:  pattie.keith@chemicalbankmi.com

 

 John Kenyon

 Christian Giving Counselor

 Wisconsin Evangelical Lutheran Synod

 2600 Ravine Way

 Stevensville,  MI  49127

 Phone:  (269) 422-5280

 Fax:  (269) 422-5280

 Email:  john.kenyon@sab.wels.net

 

 Candy Keysor-Oudman

 Assistant Vice President & Trust Officer

 Chemical Bank & Trust Company

 720 Pleasant Street

 St. Joseph,  MI  49085

 Phone:  (269) 983-3791

 Fax:  (269) 983-8785

 Email:  candy.oudman@chemicalbankmi.com

 

 Kathleen Kiesselbach

 Director of Development & Marketing

 Krasl Art Center

 707 Lake Blvd.

 St. Joseph,  MI  49085

 Phone:  (269) 983-2071, 21

 Fax:  (269) 983-0275

 Email:  kkiesselbach@krasl.org

 

 Marilyn Klawiter

 Attorney

 Marilyn Klawiter, PLC

 715 Market Street, Suite A

 St. Joseph,  MI  49085

 Phone:  (269) 982-1189

 Fax:  (269) 982-1759

 Email:  mk@klawiterlaw.com

 

 Michael Layher

 CPA

 Schaffer & Layher

 P.O.Box 47/805 Van Brunt Ave.

 St. Joseph,  MI  49085

 Phone:  (269) 983-0131

 Fax:  (269) 983-0335

 Email:  mikel@slcpa.biz

 

 William Mashke

 Financial Consultant

 Thrivent Financial For Lutherans

 815 Main Street, Ste 2

 St. Joseph,  MI  49085

 Phone:  (269) 429-0800

 Fax:  (269) 983-0217

 Email:  bill.mashke@thrivent.com

 

 Donna Metz

 Executive Director

 Krasl Art Center

 707 Lake Blvd.

 St. Joseph,  MI  49085

 Phone:  (269) 983-0271

 Fax:  (269) 983-0275

 Email:  dmetz@krasl.org

 

 Bruce Nitz

 Regional Support Associate

 Thrivent Financial For Lutherans

 800 Ship Street

 St. Joseph,  MI  49085

 Phone:  (269) 983-7095

 Fax:  (269) 983-0422

 Email:  bruce.nitz@thrivent.com

 

 Alfred Opas, Jr.

 CLU, LIC, LUTCF

 Reg. Rep.; LPL

 815 Main Street

 St. Joseph,  MI  49085

 Phone:  (269) 985-1600

 Fax:  (269) 985-9500

 Email:  aj.opas@lpl.com

 

 Roberta A. Otto

 CPA, PLC

 1301 M-43 Hwy, Suite 5B

 PO Box 271

 South Haven, MI 49090

 Phone:  (269) 639-2255

 Fax:  (269)  639-2266

 Email:  bobbie@rottocpa.com

 

 Tim Passaro

 Attorney & CPA

 Passaro & Kahne Law Office, P.L.L.C.

 2900 S State Street, Suite 3 East

 St. Joseph,  MI  49085

 Phone:  (269) 983-0325

 Fax:  (269) 983-0328

 Email:  tim@passarokahne.com

 

 Roger Petzke

 Attorney

 Troff, Petzke & Ammeson

 811 Ship Street #202

 St. Joseph,  MI  49085

 Phone:  (269) 983-0161

 Fax:  (269) 983-0166

 Email:  rpetzke@tpalaw.com

 

 Raymond Roberts

 President/Owner

 Raymond D. Roberts, CPA, PC

 208 West Ferry Street, PO. Box 246

 Berrien Springs,  MI  49103

 Phone:  (269) 471-7789

 Fax:  (269) 471-5910

 Email:  rdrcpa@ameritech.net

 

 Jonathan Sauer

 President/Attorney

 Sauer & Sauer, PLC

 414 Main Street, P.O. Box 378

 St. Joseph,  MI  49085

 Phone:  (269) 983-0531

 Fax:  (269) 983-1936

 Email:  jbsauer@qtm.net

 

 Laurie Schmidt

 Attorney

 Tagli, Fette, Dumke, & White, P.C.

 720 State St., PO Box 890

 St. Joseph,  MI  49085

 Phone:  (269) 983-0755

 Fax:  (269) 983-0774

 Email:  laurie@tagliafirm.com

 

 Reinhold Schroeder

 Reinhold Schroeder, CPA, Attorney

 505 Pleasant Street, Ste. 204

 St. Joseph,  MI  49085

 Phone:  (269) 983-3338

 Fax:  (269) 983-2226

 Email:  rscpajd@aol.com

 

 David Seaman

 Agent

 Prudential Financial

 3450 W. Centre Avenue, Suite A

 Portage,  MI  49024

 Phone:  (269) 327-0720

 Fax:  (269) 327-1689

 Email:  david.seaman@prudential.com

 

 Kate Seaman

 Email:  seaman.kate@yahoo.com

 

 Karl Smith

 Vice President

 1st Source Bank

 1600 Hilltop Road

 St. Joseph,  MI  49085

 Phone:  (269) 982-2906

 Fax:  (269) 983-3120

 Email:  smithk@1stsource.com

 

 Jason Spaulding

 JSB Investments

 5120 Naomi Road

 Eau Claire,  MI  49111

 Phone:  (269) 944-4849

 Fax:  (269) 944-4894

 Email:  lloyd1970@yahoo.com

 

 Donald Stone

 Attorney

 Donald Paul Stone, P.C.

 1004 Tomahawk Lane

 Niles,  MI  49120

 Phone:  (269) 684-0504

 Fax:  (269) 684-0504

 Email:  Use fax or mail

 

 Sally Taylor

 Attorney

 Passaro & Kahne Law Office, P.L.L.C.

 2900 S State Street, Suite 3 East

 St. Joseph,  MI  49085

 Phone:  (269) 983-0325

 Fax:  (269) 983-0328

 Email:  sally@passarokahne.com

 

 Lori Thompson

 Attorney

 Passaro & Kahne Law Office, P.L.L.C.

 2901 S. State St., Suite 3 East

 St. Joseph,  MI  49085

 Phone:  (269) 983-0325

 Fax:  (269) 983-0328

 Email:  lori@passarokahne.com

 

 James Welch

 First Vice President & Trust Officer

 Chemical Bank & Trust Company

 720 Pleasant Street

 St. Joseph,  MI  49085

 Phone:  (269) 983-8943

 Fax:  (269) 983-8785

 Email:  jim.welch@chemicalbankmi.com

 

 Deborah West

 Asst. VP and Employee Benefits Officer

 Chemical Bank & Trust Company

 720 Pleasant Street

 St. Joseph,  MI  49085

 Phone:  (269) 983-8914

 Fax:  (269) 983-8785

 Email:  deborah.west@chemicalbankmi.com

 

 William Westerbeke

 Attorney & CPA

 Passaro & Kahne Law Office, P.L.L.C.

 2900 S State Street, Suite 3 East

 St. Joseph,  MI  49085

 Phone:  (269 983-0325

 Fax:  (269) 983-0328

 Email:  bwesterbeke@passarokahne.com

 

 Amy White

 Vice President

 Fifth Third Bank

 830 Pleasant St.

 St. Joseph,  MI  49085

 Phone:  (269) 982-7585

 Fax:  (269) 982-7506

 Email:  amy.white@53.com

 

Members Joining After October 1, 2007

 Melinda Graham

 Director of Development

 Hospice at Home

 4025 Health Park Lane

 St. Joseph,  MI  49085

 Phone:  (269) 429-7100

 Fax:  (269) 429-1307

 Email:  mgraham@hospiceathome.org

Christina Hardy

Associate

Plante & Moran

511 Renaissance Drive, Ste. 120

St. Joseph, MI 49085

Phone:  (269) 982-6058

Fax:  (248) 233-8753

Email:  Christina.Hardy@plantemoran.com

 David Hawkins

 Investment Executive

 Chemical Bank-CFC Investments

 720 Pleasant Street