Sonoma County · Since 1967
The estate planning professionals of the Redwood Empire.
A nonprofit council of attorneys, financial planners, certified public accountants, trust officers, private fiduciaries and life insurance agents — sharpening the work each of us brings to our clients.
1967
Founded, and meeting through every season since.
91
Members across every estate planning discipline.
Eight
Dinner meetings a season — first Wednesday, October through May.
Why join
Where the plan comes together.
An estate plan is never one profession’s work. The council is where the professions meet.
Colleagues you can stand behind
A directory of colleagues you have sat across a table from, not a search result. Eight dinners a season, plus the socials in between, are how you meet them before you need them.
Programs that count
Working sessions on the law and practice as they actually change — asset protection, Proposition 19, directed trusts, special needs planning.
A standing record
Program materials, speaker outlines and meeting recaps stay available to members after the evening ends.
Recent programs
What the council has been working through.
Impacts of Proposition 19, Trusts & Property Reassessment
Deva Marie Proto & Rhiannon Yeager
Difficult Estate‑Planning Conversations: Navigating Conflict with Clarity and Confidence
Caitlin Meredith
Trust and Tax Planning for Business Owners: From Inception to Exit
Ryan J. Szczepanik
Bridging Perspectives: Estate Planning Across Cultures & the Value of the AEP® Designation
Kit Mac Nee
Inside the Appraisal Process: What Estate Planners Need to Know (But Rarely Hear) — A 360° View
Panel (Louis Cionci, Marcus Wardell, Ryan C. Ward)
Membership
Join the council.
Open to professionals practicing in estate planning across Sonoma, Mendocino, Lake and Napa counties.
Apply for membershipNot a practitioner? Sponsorship opportunities
Newsletter
Meeting announcements by email.
The speaker, the topic and how to book a seat, once a meeting is set. You do not have to be a member to receive them.