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.  Each membership is individual, (including corporate membership), and is non-transferrable. Annual membership runs July 1st-June 30th.  Individual Membership Renewal is $400; Corporate Membership is $1,000 (for 3 ppl in the same organization); New First-Time Membership by Sept. 1st is $300. If you would like to renew an existing membership, please use the "Member Renewal" link on our website beginning July 1st - Oct. 15th for the upcoming term to retain active member status. To join as a new member please use the "Application Form" on our website to submit your application for the upcoming term. We are offering a one-time Introductory Rate for First-Time Members if you join by Sept. 1, 2021. 

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


74998 Country Club Drive

Suite 220, Box #291

Palm Desert, CA 92260




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 Virtual Zoom Meetings: Time: 6:00pm-7:15pm


*Meeting Schedule for In-Person Dinner Meetings: Time: 5:30pm-7:45pm, Location: The Vue Grille & Bar, Indian Wells


Monthly Meeting Schedule for 2021-2022 (See our Event Calendar for Speakers & Topics)

Sep. 14, 2021 Virtual Meeting* 
Oct. 12, 2021  Virtual Meeting*
Nov. 10, 2021  Virtual Meeting*
Dec. __, 2021  (Date TBD) - Members-Only Holiday Event
Jan. 11, 2022  Tentative In-Person Dinner Meeting
Feb. 08, 2022  Tentative In-Person Dinner Meeting
Mar. 08, 2022  Tentative In-Person Dinner Meeting
Apr. 26, 2022  (4th Tuesday due to tax filing deadline)
May __, 2022 (Date TBD) - Members-Only Year-End Event


*Social Networking Mixers (more info to come)

  • May 2022