Jay Robinson-Duff | First American Trust | 858.410.5755

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

Reservations are required

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, 2021Year-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 eventJacobs Center for Neighborhood Innovation  404 Euclid Avenue San Diego
  • March 2022NEW! Spring Mixer at the LOT in La Jolla
  • April 26, 2022 -  Family Wealth Transfer for Real Estate, Doulgas Wilson
  • May 17, 2022  -  Charitable Gift Planning, Elise Wald
  • June 21, 2022 -  San Diego Foundation on-site meeting - panel of charitable planning speakers (tentative)

  LOCATION

  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 | janet.mcdonough.law@live.com | (619) 234-6534

Vice President & Programs Chair: Catherine M. Swafford, Attorney at Law, Withers, LLP | catherine.Swafford@withersworldwide.com | (619) 564-6213  

Treasurer : Jennifer Reardon, CPA, MBA, JD, LL.M, Attorney at Law, Reardon Law Firm | jennifer@reardonlawfirm.com | (619) 930-9420

Membership Chair & Director : Jenica McClure, Financial Advisor, Edward Jones | jenica.mcclure@edwardjones.com | (619) 222-0375

Sponsorship Chair & Director : Thomas L. Gotfredson, Attorney at Law, Gotfredson Law Firm | tlg@gotfredsonlawfirm.com | (858) 361-2874

Past President, Sponsorship & Director : Barbara Leinenweber, Coldwell Banker | BLeinenweber@coldwellbanker.com (619) 981-0002

Administrator : Lorin Silva administrator@epcsd.org 619-663-7134

 


Photos from 1st Meeting of the Year - October 19, 2021 at the Legacy Resort & Hotel - Mission Valley

 

 

 

Photos from Summer Social at Brigantine Portside Pier - Ketch Deck

 

Past President Barbara Leinenweber, Realtor

  

 

 


 

Contact our Administrator, Lorin Silva, at lorin.epcsd@gmail.com for meeting registration and membership information.


Annual Gold Sponsor

858.410.5755 | jrobinson-duff@firstam.com

https://www.firstamtrust.com/our_team/93

Annual Silver Sponsor

619.873.7851 | Rosella.Saucier@cancer.org
www.cancer.org


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.