About Us
Who We Are
The Twin Cities Estate Planning Council was established in 1978 to promote multi-disciplinary education, understanding, and cooperation among professionals who are involved in estate planning. It is organized to help its members render the highest possible service to the public by presenting excellent educational programs and networking opportunities. The programs we offer feature high quality local professionals with insights that appeal to a broad segment of our membership and nationally recognized speakers.
Our membership is comprised of professionals who practice in the following areas:
- Accounting
- Appraisal
- Charitable Giving
- Estate Planning
- Financial Planning
- Insurance
- Legal
- Tax
- Trust Services
When We Meet
We have eight great sessions planned. The majority of our educational meetings will be held on the 4th Tuesday of the month. When meeting in-person again Six of the meetings will be breakfast meetings at Midland Hills Country Club in Roseville. The other two will be late afternoon meetings followed by a social networking event. For the time being we are holding virtual morning meetings.
The cost of Annual Membership is $100 (New BREAKFAST Prices: $30 Members $35 Non-Members), with the membership year starting every September. We have eight great sessions planned.
This year to kick off the season Tuesday, September 24th at Midland Hills (all events held in the Small Turnberry Room). We highly encourage members to invite a guest to enjoy this great program! Watch your email for the September 24th invite!
The Twin Cities Estate Planning Council will be applying for continuing education credits for CFP®, Minnesota insurance, and CLE (attorneys). Watch the invitations for updates on the type of CE being offered for each program.
Breakfast meetings: Announcements will start at 7:30 am; with speaker presentation from 8:00 am to 9:00 am.
September 24, 2024: Legislative Review with Rep. Tim O'Driscoll
October 17, 2024: Fall Social Event (sponsored by Revere Auctions) – “Auctions 101” - Urban Growler, Barrel Room
November 19: Tax Topic, with Greg Carlson CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS
January 28, 2025: 2025 Economic Outlook and Market Update
February 2025: Winter Social Event at The Local – West End
February 25, 2025: Heckerling Update
March 25, 2025: Mediation Panel
April 22, 2025: Trustee Panel
May 27, 2025: Spring Social Event - (Sponsored by Union Bank & Trust)
July 2025: St. Paul Saints Game
Membership & Meeting Fees
There are three categories of membership:
-Professionals who actively practice and exhibit a minimum of five years experience in estate planning;
-Provisional membership for those with two years of experience; and
-Associated professional membership for those with two plus years of experience.
The cost of Annual Membership is $100, with the membership year starting every September.
For Members, the meeting fees are $30 Breakfast.
For Non-Member Guests, the meetings fees are $35 Breakfast.
How to Become a Member
New Members - To become an active member of the Council, please download and submit an application to the Twin Cities Estate Planning Council. Applicants must be sponsored by a current member.
New Member Application Form
Members - To RENEW your membership, follow this link.
