HAMPTON ROADS ESTATE PLANNING COUNCIL

 

HAMPTON ROADS ESTATE PLANNING COUNCIL

SCHOLARSHIP OF MEMBERSHIP

Estate planning is the process of anticipating and arranging for the protection, orderly administration, and disposition of a client’s wealth in accordance with their wishes upon the occurrence of major events such as birth, marriage, divorce, incapacity, and death.  Significant attention is paid to minimizing taxes and administration expenses.  Estate planning requires the knowledge of state property, probate, and trust laws, as well as federal and state income, gift, inheritance, estate, and generation-skipping transfer tax laws.

The purpose of the Hampton Roads Estate Planning Council (“HREPC”) is to promote a multi-disciplinary approach to estate planning.  The council  encourages cooperation among members to create a comprehensive estate plan for their clients with a better understanding of the role each member plays in the process.   HREPC also provides education and learning opportunities for its members and increases public awareness of the importance of estate planning by a team of professional advisers. 

The HREPC members include professionals in the following fields: accounting, law, financial planning, trust administration, planned giving, and insurance, as well as allied professionals.  The HREPC meets five times per year (typically the third Tuesday of the month, every other month – excluding July – from 5:30 to 7:00 p.m.) for dinner and a one hour continuing education presentation.

The Hampton Roads Estate Planning Council is pleased to announce its scholarship for an honorary one-year membership in this Council, which includes an invitation to attend each of our five dinner and educational meetings (currently a value of $275).  The scholarship shall cover the fiscal year June 1, 2025, through May 31, 2026.

In order to be eligible, a student must:

1.  Be studying or have studied accounting, finance, or law/prelaw.

2.  Be either:

a. In the final year of a bachelor’s degree during the school year that covers the period of the scholarship;

b. Attending a business or accounting master’s program during the school year that covers the period of the scholarship; or

c. Attending law school during the school year that covers the period of the scholarship.     

3.  Be 21 years of age or older as of September 2025.

4.  Submit the Applicant Information and Certification & Official Release form, copy of official transcript, and a brief essay of 500 words or less answering one of the following questions: (1) What interests you about exploring estate planning as a career? (2) How does estate planning fit in with your studies and career aspirations at this point?

5.  Agree to manage their schedule to the best of their ability in order to attend all five dinner/educational events (September, November, January, March, and May).​

Applications are due by May 1, 2025.  Scholarship awards will be announced shortly thereafter.

Submission Checklist: 

• Applicant Information and Certification & Official Release Form
• Copy of Transcript
• Essay

Please Note - Applications will only be accepted electronically. Email all materials to admin@hrepc.org.  If you have questions regarding the application, please send them to admin@hrepc.org.

 

Applicant Information

 

Full Name: ___________________________________________________________________________

 

Address: _____________________________________________________________________________

 

City, State, Zip: _______________________________________________________________________

 

Contact Phone Number: _________________________________________________________________

 

Email Address: ________________________________________________________________________

 

Name of School: _______________________________________________________________________

 

Field of study (Accounting, Finance, Law, Prelaw): ___________________________________________

 

Anticipated Degree: ____________________________________________________________________

 

Expected Graduation Date: ______________________________________________________________

 

Current Cumulative Grade Point Average: _________________________________________________

 

Will you be 21 years old on or before September 2025?           ____Yes            ____No

 

Certification & Release

 

By signing this form, I certify that all the information in this application packet is complete, accurate, and my original work.  

 

Furthermore, if awarded the Hampton Roads Estate Planning Council Scholarship of Membership, I agree to:

 

• Give the Hampton Roads Estate Planning Council the right to release my name, school, and town in which I live in promotional materials (website, newspapers, etc.).

 

• Give the Hampton Roads Estate Planning Council the right to use my photo in promotional materials.

 

• Manage my schedule to the best of my ability in order to attend the five dinners/educational events.

 

 

Signature ___________________________________________________________ Date_____________