About Us

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 representitives, 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 2020-2021 & COVID-19 Update:

EPCSD members and potential members, it is our mission to continue our status as a high-quality, professional organization that we can all be proud of.  We value each member and hope that you are pleased with the quality of our programs and your overall experience in the Council over the past year.  We welcome all feedback and suggestions for improvement.

We are, of course, for the time being in remote/Zoom mode for our council meetings.  We hope to resume in-person meetings as soon as possible with the health and safety of members being our primary concern.  Unfortunately, it is impossible to predict with certainty when this will occur.  We will depend upon government guidance regarding COVID-19 safety in order to determine when to reconvene.  In the meantime, we appreciate your patience and continued participation.  As an optimist, I feel that we will be able to return sooner rather than later and I am very excited about our organization’s possibilities in the coming year.

Despite the challenges of the Zoom meetings, I hope that you are impressed, as I am, with the delivery of our speakers presentations.  We have many notable, interesting and relevant presentations coming up this year.  I know that you will be pleased with the line-up of speakers and topics.

With respect to finances, we will be charging $30 per meeting for dues while we are in remote mode as there will not be any meals and our only costs are to cover administrative time, national estate council dues, software and website costs.  When it looks as if we can resume in-person meetings the fees will be adjusted, formal member renewals will take place and we expect that will be similar to last year’s levels which were $425 per year.  This covers dues and meals for regular members.  The annual cost will, of course, be prorated on the basis of a partial year at that time.  In the meantime, registration and payments will take place on a monthly basis.   We will keep you posted!  In addition, we expect to vigorously promote sponsorships from quality firms and companies and we  are working on methods to integrate sponsorships with our remote meetings.

With respect to membership, we certainly will make every effort to continue growth of membership that reflects the wonderful standards of our organization.  Ironically, our remote meeting status presents some opportunity in this regard.  This would be a great time to welcome potential members as guests.  The fee to join the remote meeting is much less burdensome with the $30 outlay versus the in-person cost which was $90 per meeting before we changed to remote status.

The Executive Committee will be working diligently to provide programs and speakers of interest for the 2020-2021 year.  Suggestions for programs are always welcome.  Please contact Jan McDonough, our Vice President for Programs at Janet.McDonough.Law@Live.com, with your suggestions.

We will continue to use the website as a place to post meeting schedule information. 

Estate Planning Council meeting dates for 2020-2021 are as follows:

  • No September Meeting
  • Tuesday, October 20, 2020 at 4:30pm
  • Tuesday, November 17, 2020  at 4:30pm
  • No Meeting in December 2020
  • Tuesday, January 19, 2020 at 4:30pm
  • Tuesday, February 16, 2021 at 4:30pm
  • No Meeting in March 2021
  • Tuesday, April 27, 2021 at 4:30pm
  • Tuesday, May 18, 2021 at 4:30pm
  • Tuesday, June 15, 2021 at 4:30pm

Should you need to reach our administrator, Jessica Vito Cruz, who coordinates our membership and meetings, you can reach her at (760) 803-5522 or jessica.epcsd@gmail.com

 

Best Regards,

Barbara Leinenweber, Realtor

President, Estate Planning Council of San Diego