Council Information


Membership is open to all estate planning professionals; attorneys, accountants, business valuators, financial planners, investment advisors, life underwriters, pension administrators, stock brokers, trust officers and other related professionals.  A $400 membership fee is paid annually by each member. You may also join at the Corporate level for $1000, (which includes 3 persons in your company). Each membership is individual, and is non-transferrable. The annual membership year runs July 1st-June 30th. Dinner is included at all of our meetings with your paid annual dues. If  you would like to renew an existing membership please use the "Member Renewal" link to the left. To join as a new member please use the "Application Form" link to submit your application. Once your application is approved, you may pay your membership dues with a credit card, or by sending a check to: 


74998 Country Club Drive

Suite 220, Box #291

Palm Desert, CA 92260




The Council holds monthly dinner meetings at which keynote speakers are invited to speak on specific issues of interest to estate planners. See the detail for the next meeting by visiting the calendar section of our website. These events are held from September through May. With a pre-paid annual membership, the cost of the dinner meeting is included. Guest fees are additional.  Please RSVP for upcoming meetings online by using the "Event Calendar" Link to the left.


Meeting Schedule

5:30pm-6:00pm: Registration & Networking

6:00pm: Seating for dinner, member & guest introductions

6:30pm: Silver Patron Sponsor (10 min. presentation)

6:40pm-7:30pm: Main Speaker, including Q & A

Meeting Location *(unless otherwise noted)

Vue Grille & Bar Restaurant
44-500 Indian Wells Lane
Indian Wells, CA 92210


Meeting/Speaker Schedule 2018-2019
 9/11/18   -   Howard Sanger: ABC's of Estate Planning
10/09/18  - *On campus at College of the Desert: Gold Meeting Sponsor - Dinner & Discovery
11/06/18  -  William J. Healey III: Tax Strategies Under the New Tax Law (Special Note: This meeting is the First Tuesday in Nov.)
12/11/18  -  Holiday Mixer, (Members Only), including one guest per member (At CGC Accountants & Advisors)
1/08/19   -   Steve Barlam: Elder Fiduciary Abuse: Mitigating the Risk and Making a Difference
2/12/19   -   Hon. Judge Harold W. Hopp & Hon. Judge John G. Evans: Elder Law Issues & Civility and Admin. Aspects of the Probate Court Process
3/12/19   -   Diane Kelly: Talking About Death Won't Kill You
4/23/19   -   Stephanie Buckley: Exploring Charitable Real Estate Options Under the New Tax Regime
5/14/19   -   *Year End Party, (Members Only) including one guest per member (At The Living Desert)

Join us for our "Cocktails & Connections" Mixers!
Time: 5:00pm-7:00pm (See Event Calendar for details)
♦ Sept. 4, 2018 - Stuft Pizza - Westfield Mall, Palm Desert
♦ Oct. 4, 2018  -  Sullivan's - The Garden's on El Paseo