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

End of Life Options: Dying with Dignity is a Choice
Speaker: Libby Hagman

November 1, 2017

Inbound Planning for Silicon Valley's Foreign Clients?
Speaker: Sophie Alcorn

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

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 2016-17 member year:

 

Diamond Sponsors
sgcfinancial

bostonprivate

bdlaw

bnymellon

homecare
Gold Sponsors

 McDowall Cotter, APC

Hopkins & Carley

 

 

 

Thank you for your interest in the
Peninsula Estate Planning Council