Estate Planning Council of San Diego
ORGANIZATION PROVIDES CHARITABLE GIVING EDUCATION TO PROFESSIONALS INVOLVED IN THE ESTATE PLANNING INDUSTRY.
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Estate Planning Council of San Diego - Membership Association in San Diego, CA Next Meeting Tuesday April 15 2025 Spring Mixer Site Links ESTATE PLANNING COUNCIL OF SAN DIEGO Welcome to the official website of theESTATE PLANNING COUNCIL OF SAN DIEGOThe Estate Planning Council of San Diego is an interdisciplinary organization for professionals involved in estate planning. Who We Are Since its inception in 1955 the Council39s 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. What We Do The Estate Planning Council of San Diego holds monthly meetings that provide a medium for discussion of various uptodate 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.
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