Welcome to the Peninsula Estate Planning Council! 

 

PEPC provides an educational and social forum for those professionals on the Peninsula in the San Francisco Bay Area who are most active in personal estate and financial planning. We are an affiliate of the National Association of Estate Planners and Councils and are an approved California State Bar Continuing Legal Education (MCLE) provider.

 

We have over 125 members and our meetings are well-attended, fun and educational. Typically, we have 80 to 100 members and their guests attending each of our regular dinner programs throughout the year.

 

Speakers at each meeting discuss topics of relevance in estate planning and of interest to the PEPC membership.  Meetings take place at the Foster City Crowne Plaza on the first Wednesday of most months. For 2017 - 2018, please mark your calendars for:

 


September 6, 2017

Got Risk? Uncovering Insurance Errors made by Individuals and Small Business
Speakers: Bernard Lauper

October 4, 2017

How Knowledge Of Hospice And Palliative Care Can Help You Best Serve Your Clients
Speaker: Libby Hagman, RN

November 1, 2017

Inbound Planning for Silicon Valley's Foreign Clients
Speaker: Sophie Alcorn, Esq.

December 6, 2017

Impact Investing
Speakers: Bert Feuss & Stephanie Cohn Rupp

January 10, 2018

Advanced Care Planning
Speakers: J. Redwing Keyssar

February 15, 2018

Post-Heckerling (special luncheon presentation)
Speakers: TBD

March 7, 2018

Estate Planning Mistakes
Speaker: Walt Shjeflo, Esq.

April

No meeting

May 2, 2018

Annual Tax Update: Estate Tax
Speaker: Elizabeth Sevilla


 

You are cordially invited to join us. For more information on topics and speakers, please refer to our Programs page.

 

 

We are grateful for the support from the following companies during the 2017-18 member year:

 

Platinum Sponsors
sgcfinancial

bostonprivate

bdlaw

bnymellon

logo_mcdlawyers
Gold Sponsors
Hopkins & Carley

Home Care Assistance
& Senior Seasons

 

Interested in joining?

New applicants are required to attend at least one meeting before submitting their application for membership, and will need the endorsement of two current members (which may be sought at our meetings). We look forward to getting to know you!

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Thank you for your interest in the
Peninsula Estate Planning Council