Morse William - William A Morse Law Office is a part of the Worthington Estate Planning Council, which was established in the late 1980s by a group of professionals in the legal, financial, and planning fields in the Worthington area. Since its inception, the council has experienced steady growth in its membership, now totaling between 140-150 members, consisting of attorneys, financial planners, accountants, and more.
Membership in the council is diverse, open to a range of professionals without limitations based on profession or location. Meetings are held monthly, typically on the third Wednesday at the Worthington Hills Country Club, with a focus on substantive presentations related to estate planning, charitable planning, and occasionally financial or investment planning. The council aims to keep membership dues reasonable, currently set at $120 per year with additional fees for guests and no-shows.
Leadership within the Worthington Estate Planning Council is managed by a Planning Committee, which convenes biannually to organize speakers, topics, dues, and other administrative matters. The current committee includes professionals from various backgrounds, such as attorneys, CPAs, and financial advisors. The council's commitment to providing educational and informative meetings underscores its dedication to serving its members and the community.
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