Our Mission

The South Bay Estate Planning Council is a non-profit association dedicated to enhancing the proficiency of advisors who are active in the field of estate planning and who share a commitment to professional growth through education and cooperation.

About the Organization and Its Members

The Council is devoted to the betterment of the professional skills of its members, through education and the sharing of information about changes in the law, issues of importance to clients, legal and financial strategies, the drafting of documents and the preparation of tax returns.

Members range from those with three years of experience to well-known, seasoned practitioners with established speaking and writing credentials. They include attorneys, certified public accountants, certified financial planners, insurance professionals and allied professionals.

Many members of the South Bay Estate Planning Council work exclusively with estate planning issues.  These issues include planning for clients' lifetime care (physically and financially) and the disposition of assets following death in keeping with clients' wishes, the administration of trusts and estates and pertinent tax issues that arise.  Tax issues include gift, estate, generation-skipping transfer, income and property tax considerations.

 Notice to non-member visitors to the website:  Each member's biography was provided by the member. Its listing here does not constitute an endorsement by the South Bay Estate Planning Council. It is important that you interview a member before retaining him or her as an advisor and verify his or her credentials independent of the information contained on this web site.

Monthly Meetings

The central activity of members is participation in the monthly meetings from September through June. Meetings are scheduled for the second Thursday of each month from 7:00 – 9:00am. A typical agenda includes socializing, formal self-introductions,

60-minute featured presentation by qualified speakers in matters which directly impact our clients and our professional practices.

A series of study groups have been formed to further focus on various specific topics.

Annual dues are currently $250, which includes all breakfast meetings as well as continuing education credits where applicable. There is a one time initial administrative fee of $50 for new member enrollment. Dues will be collected after an application has been approved.

Contact

Administrator Marlowe Kepner……………………………………….. 310/375-6300