The San Francisco Estate Planning Council is a highly recognized interdisciplinary
organization established in 1953 for San Francisco professionals involved in estate
planning, providing its members with opportunities to enhance their skills and expand
their network through programs and interaction.
The Council has five (5) dinner meetings each year…this fiscal year (2014-2015) we will
meet on September 17th, November 19th, January 21st, March 18th, and May 20th. We
meet at The Omni Hotel, 500 California Street at Montgomery. Council members and
their guests may attend the meetings. At each meeting, we have a speaker who discusses
a relevant topic.
The Council’s Bylaws provide for six membership categories: (1) Accountant,
(2) Attorney, (3) Financial Services Provider, (4) Trust Officer, (5) At Large and
Council Office: 767 Brannan Place, Concord, CA 94518