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. We have a healthy mix of virtual, in-person and social events planned each season.

The cost of Annual Membership is $125 (BREAKFAST Prices: $30 Members $55 Non-Members),  with the membership year starting every September. We have eight great sessions planned.   

This year to kick off the season Tuesday, September 22nd at Midland Hills (all events held in the Small Turnberry Room). We highly encourage members to invite a guest to enjoy  this great program! Watch your email for the September 22nd invite!

The Twin Cities Estate Planning Council will be applying for continuing  education credits for CFP®, Minnesota insurance, and CLE (attorneys).  Watch the invitations for updates on the type of CE being offered for  each program.

Breakfast meetings: Announcements will start at 7:30 am; with speaker presentation from 8:00 am to 9:00 am.

July 23, 2026: Saint Paul Saints Baseball Game
September 22, 2026: Inflection Points - What’s driving today’s housing market?
October 27, 2026: Luncheon & Networking Social at Pizza Lucé - Eden Prairie
January 26, 2027: Zoom Meeting 
February 23, 2027: Zoom Meeting
March 23, 2027: Breakfast Meeting at Midland CC
April 27, 2027: Breakfast Meeting at Midland CC
May 25, 2027: Breakfast Meeting at Midland CC
July 2027: St. Paul Saints Game
September 28, 2027: Breakfast Meeting at Midland CC
October 27, 2027: Luncheon & 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  $125, with the membership year starting every September. 
For Members, the meeting fees are $30 Breakfast.
For Non-Member Guests, the meetings fees are $55 Breakfast.

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.