Welcome to the Santa Barbara Estate Planning Council website. The Council was established in 1979 to help equip our members to render the highest quality of service to their clients and to develop a closer cooperation and better understanding of the proper relationship between our multi-disciplined members and between our members and the public. To that end, we offer educational programs and the opportunity for members to expand their network through personal interaction. Our meetings provide a forum for estate planning professionals to become better acquainted with one another and with the activities of each of the professions in the estate planning field.
The Council is composed of local attorneys, certified public accountants (CPA), trust officers, certified financial planners (CFP), chartered life underwriters (CLU), chartered financial consultants (ChFC), and Professional Fiduciaries. The Council has eight dinner meetings a year, generally on the fourth Tuesday of the following months: January, February, March, April, May, September, October, and November. Council members and their guests may attend the meetings. A one hour educational program is presented on a timely and relevant estate planning topic.
Through our website, you may access our calendar of events, membership application, and a list of the current members and the Board of Directors.
If you are interested in making a presentation to the Council, please contact our Vice President and Programs Director Andrew Walton at Andrew.Walton@Schwab.com. Please address all inquiries to:
Santa Barbara Estate Planning Council
PO Box 91730 · Santa Barbara, CA 93190