About Us

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:

  • Accounting
  • Appraisal
  • Charitable Giving
  • Estate Planning
  • Financial Planning
  • Insurance
  • Legal
  • Tax
  • 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. The majority of our educational meetings will be held on the 4th Tuesday of the month. Most of our events will be breakfast and lunch meetings at Midland Hills Country Club in Roseville. We will also participate in a joint session with the Twin Cities Metro Area Exit Planning Institute.

This year to kick off the season, our first session will be held Tuesday, October 2nd at Brit's Pub with a presentation on Medicare and then a fun evening of lawn bowling and a social. 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 October 2nd invite!

Breakfast meetings begin at 7:30 am; the speaker will end at 9:00 am. 
Lunch meetings begin at 11:30 am; the speaker will end at 1:00 pm.
Dinner meetings start with social time at 4:30 pm, speaker at 5:00 pm and dinner at 6:00 pm with the event ending at 7:00 pm.

 

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.

Each renewing member will receive one free guest pass.  We encourage you to use this to bring a prospective member.
 

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.   
2018-2019 New Member Application Form

Members - To RENEW your membership, follow this link.