TWIN CITIES ESTATE PLANNING COUNCIL

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. When meeting in-person again 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. For the time being we are holding virtual morning meetings.

This year to kick off the season, our first session will be held Tuesday, September 22nd with a presentation on You and Your Aging Client: Long Term Care and Critical Illness Planning by Kelly Decker and then a fun evening of networking and socializing. 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 22nd invite!

Breakfast in-person meetings begin at 7:30 am; the speaker will end at 9:00 am. Virtual Morning meetings run from 7:45 am - 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 22, 2020:  You and Your Aging Clients - Long Term Care and Critical Illness Planning followed by Networking Social
October 27, 2020:  Qualified Opportunity Zones
November 10, 2020:  Residency and Relocation
January 26, 2021: Connecting with Clients in a Disconnected World
February 23, 2021: Tips for Avoiding Family Controversy and Will Contests
March 23, 2021:: MN Estate and Local Taxes re: Trusts
April 27, 2021: Program Related Investments
May 25, 2021:  Heckerling Review
September 28, 2021:  TBD
October 26, 2021:  TBD
November 23, 2021:  TBD

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.   
New Member Application Form

Members - To RENEW your membership, follow this link.