Note: We ask that members and non-members refrain from using the member directory to send unsolicited e-mails, faxes and regular mail. Founded in 1946 as the Dallas Estate Council, incorporated in 1975 as the Dallas Estate Planning Council, we are a non-profit professional association. The primary mission of the Dallas Estate Planning Council is to provide our members with the latest tools and techniques in estate planning.
Our programs generally qualify for continuing education credit for attorneys, CPAs, insurance agents, CFPs and in the CTFA trust management program of the American Bankers Association. The Council strives to foster understanding of the proper relationship between the functions of the disciplines and to encourage co-operation of persons acting under those disciplines.
Our programs generally qualify for continuing education credit for attorneys, CPAs, insurance agents, CFPs and in the CTFA trust management program of the American Bankers Association. The Council strives to foster understanding of the proper relationship between the functions of the disciplines and to encourage co-operation of persons acting under those disciplines.
Services
As we enter the high tech era, our plans include many new and exciting opportunities for our members to gain more from membership in the Dallas Estate Planning Council. First and foremost, we plan to utilize the Internet to send our meeting notices to members via e-mail addresses. And since banks frown on accepting checks by fax or e-mail, we now accept MasterCard, Visa and American Express for meeting charges on our Web Site.
When we think of private philanthropy, we often think private foundation. But there a number of alternatives to private foundations including donor funds and supporting organizations. The presentation will discuss the alternatives to private foundations and situations where a client would want to use an alternative in place of or in combination with a private foundation.
Emerging professionals are considered to be age 40 and under (or less than 5 years in their respective discipline). We encourage you to "like" our Dallas Estate Planning Council Facebook page, which will routinely post event updates like this in the future. If you have any questions feel free to contact the DEPC Emerging Professionals Committee at DEPCEmergingProfessionals@gmail.com.
The following organizations provide DEPC members with opportunities to put their expertise to good use in addressing the estate planning related needs of the underprivileged in Dallas. Each of these organizations provides all of the training its volunteers will need to participate.
Please email Teresa Moore at dallasepc@yahoo.com if you have previously volunteered with any of these organizations and would like to be listed as a contact person willing to provide DEPC members with additional information on volunteering.
Please email Teresa Moore at dallasepc@yahoo.com if you have previously volunteered with any of these organizations and would like to be listed as a contact person willing to provide DEPC members with additional information on volunteering.
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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