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.  A $400 membership fee is paid annually by each member. You may also join at the Corporate level for $1000, (which includes 3 persons in your company). Each membership is individual, and is non-transferrable. The annual membership year runs July 1st-June 30th. Dinner is included at all of our meetings with your paid annual dues. If  you would like to renew an existing membership please use the "Member Renewal" link to the left. To join as a new member please use the "Application Form" link to submit your application. Once your application is approved, you may pay your membership dues with a credit card, or by sending a check to: 


74998 Country Club Drive

Suite 220, Box #291

Palm Desert, CA 92260




The Council holds monthly dinner meetings 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. With a pre-paid annual membership, the cost of the dinner meeting is included. Guest fees are additional.  Please RSVP for upcoming meetings online by using the "Event Calendar" Link to the left.


Meeting Schedule

5:30pm-6:00pm: Registration & Networking

6:00pm: Seating for dinner, member & guest introductions

6:30pm: Silver Patron Sponsor (10 min. presentation)

6:40pm-7:30pm: Main Speaker, including Q & A

Meeting Location *(unless otherwise noted)

Vue Grille & Bar Restaurant
44-500 Indian Wells Lane
Indian Wells, CA 92210

Meeting/Speaker Schedule 2019-2020
 9/10/19   -   U.S. Attorney Robert S. Brewer, Jr.
10/08/19  -   James D. McFarlin: - Cyber Security
11/12/19  -   William C. Moyers - Substance Abuse
12/10/19  -  Holiday Party (Members Only)
1/14/20   -   Jeff Witt - Economic Outlook 20/20 Vision 
2/11/20   -   Judge Harold W. Hopp & Judge John G. Evans
3/11/20   -   *Eisenhower Medical Center-Gold Meeting Sponsor (*2nd Wednesday in March) *On Site-Cancelled Due to Covid-19 Pandemic
4/22/20*   -   Valerie Powers Smith (*4th Wednesday in April) - Considerations for Families w/children w/Special Needs & Attorneys w/clients w/Special Needs-Cancelled Due to Covid-19 Pandemic

Join us for our "Cocktails & Connections" Mixers!
Time: 5:00pm-7:00pm (See Event Calendar for details)
♦ Sept. 4, 2019 - Tommy Bahama Marlin Bar, Palm Springs
♦ Sept. 19, 2019 - Sullivan's Steakhouse, Palm Desert
♦ Oct. 1, 2019 - Stuft Pizza Bar & Grill - Palm Desert