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 also 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 currently working on developing Virtual Zoom meetings beginning Sept. 2020. (More Info to Come!)


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  *(More Info to Come!)

Sep. 8, 2020-Virtual Meeting* - Topic: Effective Estate Planning and Legacy Giving with Appreciated Assets
Oct. 13, 2020-Virtual Meeting*-Topic: (TBD)
Nov. 10, 2020-Virtual Meeting*-Topic: (TBD)
Dec. 8, 2020-Virtual Meeting* - Topic: (TBD)
(We will consider dinner meetings beginning Jan. 2021, based on current social distancing guidelines. A fee will be charged to attend.)
Jan. 12, 2021
Feb. 9, 2021
Mar. 9, 2021
Apr. 27, 2021 (Date changed due to tax season)


Join us for our Virtual "Happy Hour" Mieetings! (More Info to Come!)