The Marin County Estate Planning Council is an interdisciplinary organization for professionals involved in estate planning.
The Council strives to promote knowledge and interest in estate planning and related subjects, to provide a forum where estate planning professionals may exchange views and become better acquainted with one another and their work, to foster intelligent cooperation, and to promote a better understanding of how the work of each relates to that of the other.
We hold five (5) dinner meetings per calendar year, each including a speaker presenting on an estate-planning-related topic. Meetings are open to MCEPC members and their guests. For our 2017-18 season, meetings will take place September 13, November 8, January 10, March 14, and May 9.
MCEPC bylaws specify eight (8) membership categories: Accountant, Attorney, Charitable Planner, Fiduciary, Financial Planner, Investment Advisor, Insurance, and At Large/Other.