The San Francisco Estate Planning Council is a highly recognized interdisciplinary organization established in 1953 for San Francisco professionals involved in estate planning, providing its members with opportunities to enhance their skills and expand their network through programs and interaction.
The Council has five (5) meetings each year…this fiscal year (2023-2024) we will meet on September 20th, November 29th, January 17th, March 20th and May 15th. The meetings will be held at the Omni Hotel, 500 California Street, San Francisco. Council members and their guests may attend the meetings. At each meeting, we have a speaker who will discusses a relevant topic.
The Council’s Bylaws provide for six membership categories: (1) Accountant, (2) Attorney, (3) Financial Services Provider, (4) Trust Officer, (5) At Large and (6) Academic.
Council Office Location
268 Bush St., #4222, San Francisco, CA 94104
Phone: 415-745-1417