The San Antonio Estate Planners Council is an interdisciplinary organization for professionals involved in estate planning or a related field. Our members are life underwriters, trust officers, attorneys at law, certified public accountants, certified financial planners, and others in related fields who all practice in fields associated with estate planning.
We host our Mixer Kick-off each September and our programs run from October through May. You are welcome to make reservations to join us every third Tuesday from October through May at the San Antonio Country Club, 4100 N. New Braunfels, San Antonio, Texas 78209. Reservations must be made no later than the Friday prior to our meetings.
We host our Mixer Kick-off each September and our programs run from October through May. You are welcome to make reservations to join us every third Tuesday from October through May at the San Antonio Country Club, 4100 N. New Braunfels, San Antonio, Texas 78209. Reservations must be made no later than the Friday prior to our meetings.
Services
The Bylaws provide that the Board of Governors must consist of sixteen (16) members and four (4) nominated officers from each of the four designated groups (disciplines) comprising the Council. The four (4) officers of the Council are elected annually. The Bylaws provide that no two officers shall be from the same discipline so that at all times one of the officers is a representative of each of the four designated groups.
It is the Mission of the San Antonio Estate Planners Council (SAEPC) to: Promote the multi-disciplinary approach to estate planning by supporting our local SAEPC members. To that end we are committed to encourage attainment of the Accredited Estate Planner (AEP) and Estate Planning Law Specialist (EPLS) designations by qualified estate planning professionals.
The National Association of Estate Planners & Councils (NAEPC) provides this offering of Value Partners as a resource to its membership of designees, affiliated local estate planning councils, and members of affiliated local estate planning councils. Reference within this website or newsletter of a specific product, process, or service does not constitute an endorsement or recommendation by NAEPC.
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