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) dinner meetings each year…this fiscal year (2022-2023) we will meet on September 28th, November 16th, January 18th, March 15th and May 17th. The September meeting will be held at the Omni Hotel, 500 California Street, San Francisco. See the meeting Newsletter for subsequent meeting locations. Council members and their guests may attend the meetings. At each meeting, we have a speaker who 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.