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; or to join as a new member please use the "Application Form" link to submit your application.  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" button to the left.


Meeting Schedule

5:30pm-6:15pm: Registration & Networking

6:15pm-6:50pm: Dinner, Introductions & Silver Sponsor 10 minute presentation

6:50pm-7:45pm: 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 2017-2018
9/12/17 -   Scott A. Anderson, Ph.D., Chief Economist
10/10/17 - Kathy Johnson, Forensic Accountant
11/14/17 - Howard Sanger, Attorney Taxation Law
12/12/17 - Holiday Mixer, includes 1 guest per member
1/9/18  -    Bud Spencer, FBI Agent
2/13/18 -   Xiliary Twill, Art Asset Management Grp., Inc.
3/13/18 -   Richard Lutringer, Attorney & Professional Mediator
4/24/18 -   Kae Hammond, President-Dementia Help Center
5/8/18 -     Year End Party, Includes 1 guest per member

Join us for our Monthly "Cocktails & Connections" Mixers!
Time: 5:00pm-7:00pm

(See the Event Calendar for more info)
  9/5/2017 at Draughtsman in Palm Springs;
10/3/2017 at Fox and the Fiddle in Palm Desert;
11/9/2017 at Bonta in Cathedral City (off 111); and 
12/5/2017 at Sullivans in Palm Desert