MEMBER LOG IN IS NOT REQUIRED TO ACCESS THE LOCAL WEBSITE
THE MEMBERSHIP FORM FOR MEMBERSHIP RENEWALS AND NEW MEMBERS WILL BE AVAILABLE IN JUNE! THE MEMBERSHIP YEAR IS JUNE 1 - MAY 31.
MEMBER RENEWALS: For credit card payments online, please click on the "Member Renewal" under the drop down Membership Menu or print the Application Form to mail a check.
NEW MEMBERS: Please print and complete the Application Form under the drop down Membership Menu
Note: We ask that members and non-members refrain from using the member directory to send unsolicited e-mails, faxes and regular mail.
Founded in 1946 as the Dallas Estate Council, incorporated in 1975 as the Dallas Estate Planning Council, we are a non-profit professional association.
The primary mission of the Dallas Estate Planning Council is to provide our members with the latest tools and techniques in estate planning. Our programs generally qualify for continuing education credit for attorneys, CPAs, insurance agents, CFPs and in the CTFA trust management program of the American Bankers Association.
The Council strives to foster understanding of the proper relationship between the functions of the disciplines and to encourage co-operation of persons acting under those disciplines. This web site will provide our members with new services and opportunities to share resources and information not only with our own members but also with other estate planning councils throughout the country.
Looking for a Council document (handouts, etc.)?
Click on this link: https://www.dallasepc.org/council/documents
We would like to thank the 2019-2020 sponsors (see column on right with logo/link).
We would like to thank the following 2019-2020 Patrons:
BISIGNANO HARRISON NEUHOFF LLP
CARTER MALOUF - PRIVATE JEWELER
MCBRIDE & ASSOCIATES at MERRILL LYNCH WEALTH MANAGEMENT
DAVIS STEPHENSON PLLC
GOLDIN, PEISER & PEISER, LLP
PROBITY ADVISORS, INC.
SOUTHERN WEALTH MANAGEMENT
DEPC COMMUNITY OUTREACH EVENTS FOR 2019-2020
- GOBBLE HOBBLE on Nov. 23 @ 8:00 am in Richardson benefitting Boys & Girls Clubs
- TOYS FOR TOTS in Dec. (collection of gifts and money, delivery) benefitting CASA. Collection Box will be available at November and December mtgs.
- Stuffing BACKPACKS for High School Senior going to College (April 2020), benefitting under-served communities in the Greater Dallas area
Join the Richardson Gobble Hobble in celebrating the Thanksgiving season! Whether you are a local runner or walker, this event offers family friendly races including a 1-mile Fun Run, a 5k (3.1 miles), and a 10k (6.2 miles)……….. November 23rd 8:00 a.m.- 12 p.m.
Sign up on Website: https://runsignup.com/Race/TX/Richardson/GobbleHobbleRichardson
$15-$45 entrance fee, depending upon race entered. Bring your family, friend, or just yourself!
Location: 2351 Performance Drive, Richardson TX 75082 (Eisemann Center Plaza, Galatyn Park area)
If not a runner/walker, volunteers are needed to assist at the registration table, water/cheering stations, course marshals, handing out medals at the finish line, and event clean up. If interested in volunteering, please call Tiffany Nicholas at (469) 995-1328, or email: email@example.com
If you are running, packet pick-up will be at Fitness Together, 208 W Campbell Rd, Richardson 75080, on Wed. 11/20 and Thurs. 11/21 from 11 am – 7 pm.
If you sign up for the Race or volunteer, please let Teresa Moore (firstname.lastname@example.org) know so we have a DEPC headcount. Contact Carla Gale (214) 220-6176 or Laura Brown (214) 520-4763 if you have questions or need more information.
Dallas 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.