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 once a month.
The President's Letter for year 2021-2022 & COVID-19 Update:
President’s Letter to Estate Planning Council members:
As I begin my role as the new President of the Estate Planning Council of San Diego, I want to thank those who have led this organization in the past. They have structured and maintained a well-organized and solid organization which continues to thrive after 66 years!
OUR MISSION & PURPOSE: Established in 1955, our mission statement says it all –
The Council is an interdisciplinary organization for professionals involved in estate planning. 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 are designed to 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.
This is what we are all about!
As we return to a routine of semi-normalcy after the worst of the pandemic has passed, the member survey results show a desire to go back to in-person meetings with safety measures in place. We are planning a full fiscal year of in-person meetings and events.
NEW MEETING VENUE. Our board of directors has decided to try a new meeting facility this fiscal year at the new Legacy Hotel and Spa at 850 Hotel Circle South in Mission Valley. This venue will be a more convenient and centrally located sit with easy access and parking, outstanding quality food choices, brand new and larger meeting space including an outdoor reception area for our pre-meeting networking time and most of all much lower prices. This will allow us to save money, keep our membership dues at the same pre-covid rates and to offer a new range of quality food choices. We welcome your feedback about the facility as we consider making this our permanent meeting space. More information will follow. If you have other suggestions for new, more cost-effective meeting venues, please let one of our board members know.
PLEASE BRING A PROSPECTIVE MEMBER TO THE SOCIAL EVENT!
Spouses, partners, and significant others are welcome to attend.
MEETINGS: Networking is at the center of all business. We are working on making our meetings more structured to provide more meaningful networking opportunities with the goal of members and guests getting to know one other. We hope that you will join in the events. Katie Swafford is our speaker chair and is working on a line-up of compelling speakers to appeal to all members. Continuing Education Credits will be announced later. Please calendar all of our meeting dates on your calendars for the whole fiscal year and plan to attend - we meet on the 3rd Tuesday of month except for March and April.
- 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 – panel with Attorney, CPA & Financial Planner
- December – DARK for our regular meeting
- December 7, 2021 - NEW! Holiday Networking Event at a local restaurant/bar - TBD
- January 18, 2022 - Living Legend Program – Speaker TBD
- February 15, 2022 - Non-profit onsite 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 - Speaker TBD
- May 17, 2022 - Speaker TBD
- June 21, 2021 - Speaker TBD
Even if you are not interested in the staying for the speaker, please come for the pre-meeting cocktail reception and networking events which begin at 4:30 p.m. Bring your business card and your elevator pitch.
NEW ADMINISTRATOR: We welcome Lorin Silva as the new Administrator as Jessica Vito Cruz moves on. Lorin can be reached at firstname.lastname@example.org after 3 p.m. on most days and will greet you at our first event. Please give her a warm welcome.
MEMBERSHIP DUES. On behalf of the Executive Board of Directors, we would like to thank you for your continued membership in this high-quality, professional organization. To make sure that you are included in our Council’s activities, it’s important that you renew your membership by October 10, 2021, to avoid late fees.
With the hard work of our board and our new Administrator and the change of venue, I am pleased to announce that our membership dues will remain the same as pre-covid rates:
Regular member: $425.00 per year (includes all meetings from Oct to June)
Associate member (less than 5 years’ experience): $350.00 per year (includes all meetings from Oct to June)
Emeritus member: $75.00 per year plus $75.00 per meeting attended
Guests: $90.00 per meeting
After October 10, 2021, the rates increase $25.00 per category except for guests, of course.
SPONSORSHIPS: Please consider being an annual sponsor or a meeting/bar sponsor. We have opportunities for annual sponsorship levels at the $5,000 (GOLD LEVEL) and $2,500 (SILVER LEVEL) which will include benefits beginning in October and lasting until June 30, 2022.
We also have $350.00 sponsorships for our monthly meetings including the bar service for members.
Please contact our sponsorship chair, Tom Gotfredson at email@example.com (858) 361-2874
OFFICERS & BOARD OF DIRECTORS: Here’s our new slate of officers for the Executive Board of 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 Worldwide, LLP Catherine.Swafford@withersworldwide.com (619) 564-6213
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,
firstname.lastname@example.org (619) 222-0375
Sponsorship Chair & Director: Thomas L. Gotfredson, Attorney at Law, Gotfredson Law Firm email@example.com (858) 361-2874
Immediate Past President & Director: Barbara Leinenweber, Realtor, Coldwell Banker Residential Brokerage BLeinenweber@coldwellbanker.com (619) 981-0002
Secretary/Administrator: Lorin Silva firstname.lastname@example.org (619) 663-7134
I continue to be amazed at the wealth of knowledge, education, experience, and talent of our members as we work together as teams of advisors to achieve our clients’ common estate planning goals.
I look forward to seeing you this year and remember to BRING A PROSPECTIVE MEMBER TO OUR NEXT EVENT!
Janet H. McDonough, Estate Planning Attorney
McDonough Law Firm
Your President (2021-2022)