Annual Sponsors

Welcome to the Official Website of the
  Estate Planning & Trust Council

The Estate Planning & Trust Council is a multi-disciplined organization that supports the team concept of estate planning.  First established in 1953, membership includes attorneys, trust officers, accountants, insurance, wealth and financial planners and planned giving professionals, as well as allied professionals.   

What We Do

The Council hosts meetings that provide our members and guests with opportunities for learning and networking.  We help members stay abreast of the latest developments in the always changing estate planning field. 

Our members can enhance their skills and expand their professional presence through:

  • Educational presentations, which usually include CE credits
  • Networking with fellow Council  members and professionals from other organizations
  • Exchanging estate planning best practices and new ideas
  • Cost-efficient promotional resources

Meetings

Our regular luncheon meetings are held on the first Thursday of each month, September through June (Dark in January) at The Grand in Long Beach (Buffet Lunch 12:00 – 12:30 p.m. / Meeting 12:30 – 1:30 p.m.)  We welcome prosepective new members and guests to attend our meetings. Guest fees are $60 and are payable via cash, check or credit card payable at the door.  Most months, no RSVPs are needed.

Each meeting highlights select sponsors, has a formal presentation by a noteworthy speaker, and often includes CE credits.

Why Join

Members benefit from insightful educational presentations, networking among industry peers and special marketing opportunities.  Many friendships and collaborations among our members began at council events.  These relationships help foster a team approach to estate planning that, in the long run, benefits professionals, clients and the community at large.

Estate Planning Professionals who join our organization enjoy benefits such as:

  • Monthly luncheon meetings from September to June
  • An impressive variety of speakers, topics and educational opportunities - including continuing education credits
  • Outstanding networking with Council members and professionals from other local associations

Unique opportunity to promote your business:

  • Become a sponsoring patron and get additional exposure at Council meetings, on our website and in marketing materials.

Fees:

  • General membership: $350 per year
  • Corporate Membership: $600 per year
  • One-time application fee: $50
  • Guest fee: $60 each meeting
  • Meeting sponsorship: email for details

For information contact: 
Mary Sramek, Administrative Director
5555 Stearns St. #107-112, LB, CA 90815
Phone: 469-909-0815 
BEST METHOD: Email: admin@eptclb.org

 

Estate Planning and Trust Council of Long Beach 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.