The Estate Planning Council of Southern Alameda County is an interdisciplinary organization for professionals involved in estate planning.

 

The Estate Planning Council of Southern Alameda County strives to foster understanding of the proper relationship between the functions of the Attorney, Accountant, Trust Officer, Life Underwriter and any others practicing in the estate planning profession, and to encourage cooperation of persons acting under those disciplines.

 

The Council has dinner meetings 5 times a year at 6:30 p.m. on the 2nd Thursday of the months of September, November, January, March and May at Massimo's, located at 5200 Mowry Avenue in Fremont, California. Click on "Next Meeting" at the left to see what topic the next guest speaker will be presenting at the next meeting. Non-members are welcome to attend as first time guests.

 


Estate Planning Council of Southern Alameda County is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.