Who We Are
The Twin Cities Estate Planning Council was established in 1978 to promote multi-disciplinary education, understanding, and cooperation among professionals who are involved in estate planning. It is organized to help its members render the highest possible service to the public by presenting excellent educational programs and networking opportunities. The programs we offer feature high quality local professionals with insights that appeal to a broad segment of our membership and nationally recognized speakers.
Our membership is comprised of professionals who practice in the following areas:
- Charitable Giving
- Estate Planning
- Financial Planning
- Trust Services
When We Meet
We have eight great sessions planned. The majority of our educational meetings will be held on the 4th Tuesday of the month. Six of the meetings will be breakfast meetings at Midland Hills Country Club in Roseville. The other two will be late afternoon meetings followed by a social networking event.
This year to kick off the season, our first session will be held Tuesday, September 17th at Pinstripes in Bloomington with a presentation on College Planning by Cozy Wittman and then a fun evening of networking, bocce ball and bowling. We highly encourage members to bring a guest to enjoy this fun evening! This meeting is FREE to anyone renewing their membership after August 1st! Watch your email for the September 17th invite!
Breakfast meetings begin at 7:30 am; the speaker will end at 9:00 am.
Dinner meetings begin with registration at 3:30 pm, a speaker at 4:00 pm and networking/socializing from 5:00-7:00 pm.
September 17, 2019: Family Strategies for College and the Strategic Use for Loans followed by Networking Social
October 22, 2019: Minnesota Legislative Update
November 12, 2019 (2nd Tuesday): Tax, Lessons Learned/Tax Cuts/Job Acts
January 28, 2020: Private Risk Management for High Net Worth Families
February 25, 2020: Heckerling Review
March 24, 2020: You and YOur Aging Clients - Long Term Care and Critical Illness Planning
April 28, 2020: Qualified Opportunity zones
May 19, 2020: MN Demographics/Residency/Flight/Impacts, State of the Market, followed by Networking Social
Membership & Meeting Fees
There are three categories of membership:
-Professionals who actively practice and exhibit a minimum of five years experience in estate planning;
-Provisional membership for those with two years of experience; and
-Associated professional membership for those with two plus years of experience.
The cost of Annual Membership is $75, with the membership year starting every September.
For Members, the meeting fees are $20 Breakfast, $35 Lunch, and $45 Dinner.
For Non-Member Guests, the meetings fees are $35 Breakfast, $50 Lunch, and $60 Dinner.
How to Become a Member
New Members - To become an active member of the Council, please download and submit an application to the Twin Cities Estate Planning Council. Applicants must be sponsored by a current member.
2019-2020 New Member Application Form
Members - To RENEW your membership, follow this link.