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, Certified 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 estate planning community.

The Council welcomes prospective new members and guests to attend our meetings which are held once a month. 

 

President's Welcome Message 2025-2026

Welcome to the 2025–2026 program year of the  Estate Planning Council of San Diego!

We’re excited to begin another dynamic year filled with high-quality continuing education and insightful presentations across the full spectrum of estate and legacy planning. This year’s schedule includes seven evening dinner presentations and three social events, beginning with our Fall Social in September, featuring Brazilian cuisine in Mission Valley.

For those who are new to the Council, we meet on the third Tuesday of most months (we’re dark in July and August) at the Legacy Convention Center in Mission Valley. You can find our full 2025–26 calendar online here:  www.epcsd.org

Email administrator@epcsd.org | Renew your membership here | Apply here

Membership & Fees

We are grateful to be able to keep our membership fees the same as last year.

  • Regular Membership: $525/year
  • Emeritus Members: $95 renewal fee + $100 per dinner presentation
  • Guest Fee: $110 per event 
  • No-Show Fee: $80 

Thank you for supporting the long-term health and sustainability of the Council.

We’re looking forward to a successful, rewarding year and hope your experience with the Estate Planning Council of San Diego helps you grow—professionally and personally. If you have questions, suggestions, or ideas, please don’t hesitate to reach out.

Warm regards,


Löan Shilinger

President
Estate Planning Council of San Diego