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 2018 - 2019, please mark your calendars for:

 


September 5, 2018

Attacking or Defending Trusts in a Divorce
Speakers: Justin Miller

October 3, 2018

LGBTQ Estate Planning
Speaker: Alma Soongi Beck

November 7, 2018

Cyber Security
Speaker: Michael Price

December 5, 2018

Charitable Giving
Speaker: Cary Blanchette

January 9, 2019

Estate Planning Tools for Special Needs Families
Speaker: Ellen Cookman, Esq.

February 21, 2019

Post-Heckerling (special luncheon presentation)
Speakers: Laurelle Gutierrez, Charles Packer & Mark Shepherd

March 6, 2019

Tax Updates
Speaker: Robert Caplan, CPA.

April 2019

No meeting

May 1, 2019

Guide to Palliative Care
Speaker: Redwing Keysar


 

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 2018-19 member year:

 

Platinum Sponsors
sgcfinancial

bostonprivate_new

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