Welcome to the Estate Planning Council of Diablo Valley

The Estate Planning Council of Diablo Valley was founded over 30 years ago with over 60 members and a vision. Our mission is to provide opportunities for the practitioners of multiple disciplines to meet for education designed to improve the level of proficiency regarding estate planning, as well as to foster relationships.

 

The Council meets at the Lafayette Park Hotel on the third Wednesday of each month, September through May unless otherwise indicated. Members and their guests enjoy dinner and a relevant speaker in the field of Estate Planning.

 

We are now offering meeting sponsorship and advertising opportunities in our membership directory. Please use the following link for more info.

ADVERTISING

Special Thanks to our Member Supporters

Joseph Doherty - Gagen McCoy

Elizabeth Engh - Donahue Fitzgerald LLP

Jessica Franke - Rubens Partners LLP

Heather Hamilton - Fiduciary Accounting Services, LLC

Joel Harris - Law Offices of Joel A. Harris

Matthew Hart - Law Offices of Matthew Hart

Rita Holder - Law Office of Rita Holder

Kirsten Howe - Absolute Trust Counsel

Jeff JudsonNorthwestern Mutual

Michael Low - Doyle Low LLP

Steven Minchen - Compass/Elevated Living Network
Stacie Nelson - Holland Knight LLP

Mark Palmer - Edelman Financial Engines

Bert Payne - Insurance Review Services

Rick San Vicente - Mutual of Omaha

Erin Silva - Rubens Partners LLP

Lisa Soloway - Soloway Fiduciaries, Inc.

Michael Strohl - Open Advisors

Ellen Torres - Johnston, Gremaux & Rossi, LLP

Francesca Vogel - Home Care Assistance

Jennifer Wallis - Law Office of Joan Grimes

Steven Way - Way Financial