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 (2020-2021) we will meet on September 16th, November 18th, January 27th, March 17th and May 19th. We meet at The Omni Hotel, 500 California Street at Montgomery. 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.
Council Office Location
767 Brannan Place, Concord, CA 94518
Phone: 925.566.8590
Fax: 925.566.8590