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 memberships), and is non-transferrable. Annual membership runs July 1st-June 30th. Individual Membership is $400; Corporate Membership is $1,100 (up to 3 members in the same organization). 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.
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 Speaker/Dinner meetings on the 2nd Tuesday, at which keynote Speakers are invited to speak on specific issues of interest to estate planners. See the details for the upcoming meeting by visiting the calendar section of our website. Speaker meetings are held from September through April. Please RSVP for upcoming meetings online by using the "Event Calendar" Links. Guests are welcome to RSVP & attend our monthly Speaker meetings.
Monthly Speaker Meetings:
Location: The Vue Grille & Bar, 44-500 Indian Wells Lane, Indian Wells, CA
2022-2023 Meeting Schedule (See our Event Calendar for Speakers & Topics, and to RSVP)
Sep. 13, 2022
Oct. 11, 2022
Nov. 08, 2022
Dec. TBD, 2022 - Members-Only Holiday Mixer!
Jan. 10, 2023
Feb. TBD, 2023
Mar. 14, 2023
Apr. 25, 2023 (4th Tuesday due to tax filing deadlines)
May TBD, 2023 Members-Only Year-End Party!
*Social Networking Mixers (more info to come)