The Coral Gables-South Dade Estate Planning Council is an organization that meets for seven meetings (alternating breakfast and dinner) every season beginning in September every year. We are an organization of attorneys, estate planners, accountants, insurance specialists, trust and banking officers, and other professionals with an interest in the overall field of Estate Planning.
Our meeting topics do not focus only on estate planning but encompass other areas of interest to our members as well.
Past Topics have included: incapacity and elder abuse, planning for digital assets, navigating the affordable care act, pre and post nuptual planning, as well as many other topics in the areas of: insurance planning, trust and probate matters, and tax updates, to name a few.
We look forward to the continued tradition of providing educational, social, and thought provoking sessions and meetings for our members.
Please come and join us one morning or one evening! We would love to meet you.
Coral Gables / South Dade Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.