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, life insurance agents and representatives, trust officers, accountants, financial advisors, planned giving professionals 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 meetings which are held on the third Tuesday of each month, October through May with the exception of December. Cocktails begin at 4:30 p.m. and dinner at 5:30 p.m., and speaker at 5:45 p.m. Reservations are required.
Contact our Administrator, Lorin Silva at lorin.EPCSD@gmail.com for meeting registration and membership requirements.
The location for general meetings is: Legacy Hotel & Spa at 850 Hotel Circle South in Mission Valley
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.