Welcome to the official website of the ESTATE PLANNING COUNCIL OF SAN DIEGO
The Estate Planning Council of San Diego is an interdisciplinary organization for professionals involved in estate planning.
Since its inception in 1955, the Council's primary objective has been to provide a better understanding of the services performed by attorneys, Certifiied Public Accountants, financial planners, life insurance agents, appraisers trust officers, private professional fiduciaries, planned giving professionals, realtors, caregiving agencies and others substantially involved in estate planning and to promote cooperation among them.
Our meetings provide a medium for discussion of various, up-to-date estate planning topics of common interest.
In addition to the excellent educational information and technical content, our meetings afford our members the opportunity to network, meet old friends and make new ones within the San Diego professional community.
The Council welcomes prospective new members and guests to attend our regular monthly meetings which are held on the third Tuesday of each month, October through June, with the exception of December and May which are dark and April meets on the the Tuesday of the month.
We start at 4:30 p.m. with cocktails and networking activities and end the meeting around 7:00 p.m...
4:30 to 5:30 p.m. Cocktails and networking activities
5:30 p.m. Dinner begins
5:45 p.m. Meeting, announcements and introductions
6:00 to 7:00 p.m. Speaker and program
Click on the link for the event on the left tab and that will take you to the link for registration.
Meeting dates - 2021-2022
- October 19, 2021 - 1st official meeting of the year, in-person transition to new presidency –
Speaker: Joel Bryant, Esq. and Rob Dieringer, Esq. – Prosecuting Civil & Probate Financial Elder Abuse Cases.
- November 16, 2021 – Year-End planning with Attorney Andy Pharies of DLA Piper and Jon Beyer, Blankinship & Foster
- December – DARK for our regular meeting
- December 7, 2021 - NEW! No Host Holiday Networking Event at Brigantine Portside Pier (San Diego Harbor) 4 p.m. to 5:30 p.m. - enjoy the sunset and get to know your colleagues
- January 18, 2022 - Financial and Economic Forecast - Christian Tresse, Bernstein Wealth Advisors
- February 15, 2022 - Non-profit off-site event – Jacobs Center for Neighborhood Innovation 404 Euclid Avenue San Diego, CA 92114
- March 2022 – DARK in honor of our CPAs and tax professionals
- April 26, 2022 - Charitable Gift Planning, Speaker TBD
- May 17, 2022 - Family Wealth Transfer for Real Estate, Speaker TBD
- June 21, 2021 - San Diego Foundation on-site meeting - panel of charitable planning speakers (tentative)
We've Moved: The new location for general meetings is:
Legacy Resort Hotel & Spa
850 Hotel Circle South, San Diego, California 92108
in the heart of Mission Valley
NEW MEMBERS OFFER: Our board of directors has approved the following policy for new members:
The price of your guest registration ($90) will be applied toward your annual dues if you complete your membership application and your sponsors submit their sponsorship questionnaires within one week after the paid guest meeting.
Our 2021-2022 Officers and Directors:
President : Janet H. McDonough, Attorney at Law, McDonough Law Firm
firstname.lastname@example.org (619) 234-6534
Vice President & Programs Chair : Catherine M. Swafford, Attorney at Law, Withers, LLP
Treasurer : Jennifer Reardon, CPA, MBA, JD, LL.M, Attorney at Law, Reardon Law Firm
email@example.com (619) 930-9420
Membership Chair & Director : Jenica McClure, Financial Advisor, Edward Jones
Sponsorship Chair & Director : Thomas L. Gotfredson, Attorney at Law, Gotfredson Law Firm
firstname.lastname@example.org (858) 361-2874
Past President, Sponsorship & Director : Barbara Leinenweber, Coldwell Banker
Administrator : Lorin Silva email@example.com 619-663-7134
Photos from 1st Meeting of the Year - October 19, 2021 at the Legacy Resort & Hotel - Mission Valley
New Meeting Space
The Bartender is ready for you.
Photo right - Annual Sponsor Jay Robinson Duff First American Trust and Barbara Leinenweber with President Janet McDonough
Photos from Summer Social 9/21/2021 at Brigantine Portside Pier - Ketch Deck
Top Left: Immediate Past President Barbara Leinenweber, Realtor, President Janet McDonough, Estate Planning Attorney
Top Right: President Janet McDonough and Incoming President Catherine Swafford, Attorney, Withers LLP
Bottom Left: Janet McDonough, President, Jennifer Reardon, Treasurer and Board Member, Attorney and CPA
Bottom Right: Left: EPCSD Guest, Middle: Janet McDonough, President, Right: Jenica McClure, Membership Chair, Financial Planner
Contact our Administrator, Lorin Silva, at firstname.lastname@example.org for meeting registration and membership information.
Annual Gold Sponsor
858.410.5755 | email@example.com
Estate Planning Council of San Diego is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.