About Us

 

HISTORY OF THE COUNCIL

The El Paso Estate Planning Council was established 65 years ago in 1952 by a group of accountants, life underwriters, trust officers, and attorneys. Since that time, the Council has presented monthly programs to promote a better understanding of the interrelated functions of these professions as well as those of secruity dealers and certified financial planners as they relate to estate planning. Any licensed accountant, any licensed attorney, any member of the El Paso Chapter of Certified Public Accountants, any member of the El Paso Chapter of Chartered Life Underwriters and Chartered Financial Consultants, any member of the El Paso Association of Insurance and Financial Advisors, any five year member of the National Association of Securities Dealers, any certified financial planner, any member of any trust department and any trust company, and any legal assistant who is sponsored by an attorney who is a member of the Council is eligible for membership. Other professionals are eligible for membership at the discretion of the Board of Directors.

 

The Council presents an impressive slate of speakers who will discuss a wide variety of interesting subjects related to estate planning.

 

The membership term extends from September through May (excluding December). Meetings are conducted at a luncheon on the third Wednesday of the month at the El Paso Club in the Chase Bank Building downtown. Guests are welcome at all meetings. Each member may invite one guest in each Council year to attend one meeting at no cost to the guest or member.