Mission Statement: The mission of the Estate Planning & Trust Council of Long Beach is to enhance the education, skills, and network of Professional Advisors in the Estate Planning and Trust field that furthers the profession and benefits the community.
EP&TCLB was originally organized in 1953, for the purpose of promoting cooperation and sharing of knowledge among attorneys, CPA's, financial planners, trust officers, and insurance advisors who are active in the field of estate planning or trusts. Membership is also open to other financial services professionals who take an active role in estate planning on behalf of their clients. We offer MCLE, CPA and continuing education credit to professionals who self certify. All members are required to have at least five years experience in their profession. (You may qualify for an Associate Membership if you have less than five years experience - please be sure to check the appropriate area on the membership application.)
Regular luncheon meetings are held on the first Thursday of each month from September through June (Dark in January) of each year at The Grand in Long Beach (Buffet Lunch is from 12:00 - 12:30; the meeting runs from 12:30 - 1:30pm). Each meeting features a well known speaker on current issues in estate planning and trusts. Guest fees are $60 and are payable via cash, check or credit card.