Council Information

DUE TO COVID-19: The Board of Directors has decided to waive Membership Dues for 2020-2021. 
Please Renew Your Membership for 2020-2021 at no cost. Members login to view the Opening Letter from the Board for 2020-2021 in the Document Library. 

We are accepting new Applications for Membership, no cost to join.

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.  Each membership is individual, (including corporate membership), and is non-transferrable. Annual membership runs July 1st-June 30th. To join as a new member please use the "Application Form" on our website to submit your application for the upcoming term.  If you would like to renew an existing membership, please use the "Member Renewal" link on our website after July 1st for the upcoming term

If you wish to write to the Council, send your correspondence to: 


74998 Country Club Drive

Suite 220, Box #291

Palm Desert, CA 92260


MEETINGS *We are hosting Monthly Virtual Zoom Meetings for the 2020-2021 Term (Sept.-May)


The Council holds monthly meetings on the 2nd Tuesday 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 April. Please RSVP for upcoming meetings online by using the "Event Calendar" Links.


Meeting Schedule for all Virtual Zoom Meetings:


Time: 6:00pm-7:15pm


Meeting Schedule 2020-2021 (See our Event Calendar for Topics and Speakers)

Sep. 8, 2020-Virtual Meeting* 
Oct. 13, 2020-Virtual Meeting*
Nov. 10, 2020-Virtual Meeting*
Dec. 8, 2020-Virtual Meeting* 
Jan. 12, 2021-Virtual Meeting*
Feb. 9, 2021-Virtual Meeting*
Mar. 9, 2021-Virtual Meeting*
Apr. 27, 2021 (Date changed due to tax season)-Virtual Meeting*
May 11, 2021-Virtual Members-Only Year-End "Yacht Rock" Party!