Welcome to the San Fernando Valley Estate Planning Council!
The San Fernando Valley Estate Planning Council’s mission is to provide continuing education to its members and foster professional working relationships within the estate planning community.
Who We Are
We are lawyers, accountants, financial advisors, insurance agents, private fiduciaries, trust officers, appraisers and others whose businesses focuses on estate planning, trust, and probate related services. The council membership is approximately 65% attorneys, 6% accounting professionals, 7% financial advisors, 6% insurance agents, and 16% other services. We are decidedly not a networking group, and marketing and promotional activities are prohibited.
General Information
The San Fernando Valley Estate Planning Council holds 10 dinner meetings a year, and each meeting has an informal round table discussion and a main program presentation. The council is proud of the quality of the speakers and programs we have been able to bring to our members. Please take a minute to review the website for a list of past and future speakers and programs.
Continuing Education
The SFVEPC is approved by the California State Bar to provide Mandatory Continuing
Legal Education (MCLE). Most, if not all, of our programs are approved for California Legal Specialization Credits in Estate Planning, Trust and Probate Law, MCLE and CPE Credit.
Additionally, most meetings offer Continuing Education credit to CPAs.
Occasionally, continuing education credit is available for financial professionals,
insurance agents, private fiduciaries, or other allied professionals.