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, and is non-transferrable. The annual membership year runs July 1st-June 30th. If you would like to renew an existing membership please use the "Member Renewal" link on the DEPC website. To join as a new member please use the "Application Form" link to submit your application. Once your application is approved, you must finalize your membership upon receipt of your approval notice sent via email.
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.
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:
Meeting/Speaker Schedule 2020-2021
Sep. 8, 2020-Virtual Meeting* - Topic: Effective Estate Planning and Legacy Giving with Appreciated Assets
Oct. 13, 2020-Virtual Meeting*-Topic: Covid-19 Vaccine - Current Status and Outlook
Nov. 10, 2020-Virtual Meeting*-Topic: The US Elections: Results and Implications for the Economy and Markets
Dec. 8, 2020-Virtual Meeting* - Topic: Donor Advised Funds and Impact Investing
Jan. 12, 2021-Virtual Meeting*-Topic: TBD
Feb. 9, 2021-Virtual Meeting*-Topic: TBD
Mar. 9, 2021-Virtual Meeting*-Topic: TBD
Apr. 27, 2021 (Date changed due to tax season)-Virtual Meeting*-Topic: TBD