Estate Planning Council

//Estate Planning Council
Estate Planning Council2019-04-17T16:30:04+00:00

Estate Planning Council

Ferrum College E-term in London

The Ferrum College Estate Planning Council (EPC) is a group of respected professionals who provide valuable external input on up-to-date policies, procedures and legalities of estate planning. They are selected for their expertise in subjects regarding accounting, law, and financial planning and assist the Board of Trustees and the Institutional Advancement staff in achieving the gift planning mission of the College.

The objectives of the EPC are to:

  • Advocate for the College through public and private support, including the cultivation and stewardship of external relationships.
  • Give advice and/or professional services regarding estate tax planning strategies, wills, trusts, annuities and other topics that impact the donors, endowments and investments held by Ferrum College.
  • Provide a forum to exchange ideas and to discuss common problems particular to the discipline of estate planning as it pertains to higher education.
  • Share new developments in the constantly changing field of estate planning and facilitate continued staff development of estate planning knowledge and expertise.
  • Promote positive public relations for the College

Structure

The EPC consists of at least twenty (20), but no more than thirty (30) members. Members will serve four-year renewable terms. Members will consist primarily of attorneys, trust officers, private fiduciaries, certified public accountants, insurance professionals, and financial planners whose professional careers have all been centered on helping others achieve their estate planning goals. It is intended that the EPC will convene two times per year.

Mr. John W. “Jay” Inge, IV ’73  –  Estate Planning Council Chair
Capital Strategies of Virginia, LLC | Roanoke, VA

Mrs. Susan Ackley, CPA
Brown, Edwards & Company
Lynchburg, VA

Mr. Nick A. Ammar, Jr.
Spilman, Thomas & Battle, PLLC
Roanoke, VA

Mr. Roger Anglin
Brown, Edwards & Company
Roanoke, VA

Mr. Jeff Barbour, CPA
Brown, Edwards & Company
Roanoke, VA

Mr. Neil V. Birkhoff
Woods, Rogers PLC
Roanoke, VA

Mr. Bill Clingenpeel
American National Bank
Martinsville, VA

Ms. Nan L. Coleman
Coleman & Massey, P.C.
Roanoke, VA

Mr. Glenn G. Dillon
Stifel, Nicolaus & Company, Inc.
Lynchburg, VA

Mr. Wayne M. Epperly
First Citizens Bank
Roanoke, VA

Mr. Eric H. Ferguson
Rhodes, Ferguson & Stone, Ltd.
Rocky Mount, VA

Mr. Everett R. Foxx ’92
New York Life
Ruther Glen, VA

Mr. David A. Furrow
Furrow & Keen, Attorneys at Law
Rocky Mount, VA

Mr. Chris Gibson
Franklin Community Bank
Moneta, VA

Mr. John C. Gurley ’89
Premier Advisors
Roanoke, VA

Mr. James E. “Jim” Hall, Jr.
Dixon, Hubbard, Fineour
Roanoke, VA

Mr. Eddie F. Hearp, CLU
National Financial Services, Inc.
Roanoke, VA

Mr. Courtney Hoge, CLU
Courtney Hoge, CLU
Roanoke, VA

Mr. James Paul Kent, Jr.
Kent & Kent, PC
Altavista, VA

Mr. Alton L. Knighton, Jr.
Woods, Rogers PLC
Roanoke, VA

Mr. Stephen W. Lemon
Martin, Hopkins & Lemon, P.C.
Roanoke, VA

Mr. Ryan McEntire
Brown, Edwards & Company
Lynchburg, VA

Mr. Brad E. Mullins
The Trust Company of Virginia
Roanoke, VA

Mr. Jaret Mutter
Valley Bank
Roanoke, VA

Ms. Lynanne Newman
BB&T Wealth
Martinsville, VA

Mr. J. Lee Osborne
Woods, Rogers PLC
Roanoke, VA

Mr. Bill Pullen
Bill Pullen & Associates
Ferrum, VA

Mr. Alexander I. Saunders
Woods, Rogers PLC
Roanoke, VA

Mr. Ricky L. Scott
BB&T
Ferrum, VA

Mrs. Deanna P. Stone
Rhodes, Ferguson & Stone, Ltd.
Rocky Mount, VA

Mr. William Stone
BB&T
Roanoke, VA

Mr. Zach J. Wimmer
Edward Jones
Rocky Mount, VA

Mr. Chris Wingfield
Brown, Edwards & Company
Roanoke, VA