The Marin County Estate Planning Council is an interdisciplinary organization for professionals involved in estate planning.

 

The Council strives to promote knowledge and interest in estate planning and related subjects, to provide a forum where estate planning professionals may exchange views and become better acquainted with one another and their work, to foster intelligent cooperation, and to promote a better understanding of how the work of each relates to that of the other.

 

Next MEETING

NOVEMBER 13, 2024
stacey Turner
Special Needs Planning Basics After Elimination of the Medi-Cal Asset Test


About

Find out who we are and what we do.

Learn More →

 

events

We hold five bi-monthly meetings per year. View the schedule and the topics.

View the Calendar →

membership

Interested in becoming a member? 

Find Out How →

 

find a professional

MCEPC members include professionals in the following categories: accountants, attorneys, charitable planners, fiduciaries, financial planners, investment advisors, and insurance.

Find a Professional →

Welcome to our newest members!

Cara barr, parallel advisors
Debbie Campas, Exchange bank
Christine Thibodeaux, Farther finance