Upcoming Events

Wednesday, June 11 The National Association of Estate Planners & Councils Presents Look What You Made Me Do

Wednesday, August 20 The Tampa Bay Estate Planning Council Presents Integrating the Life Settlement Solution

Wednesday, September 17 The Tampa Bay Estate Planning Council Presents Buy-Sell Agreements: Why Every Estate Planning Professional Should Pay Attention

Wednesday, October 15 The Tampa Bay Estate Planning Council Presents Ethical Crossroads: Navigating Professional Duties in Estate Planning

Wednesday, November 19 The Tampa Bay Estate Planning Council Presents Council Meeting: Save the Date

Wednesday, December 10 The Tampa Bay Estate Planning Council Presents Holiday Ugly Sweater Soriee

Search for all upcoming and past event details in our Event Calendar


We believe
in Community

The Tampa Bay Estate Planning Council is comprised of a diverse group of estate planning professionals in our area. Our membership consists of attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents, and valuation experts.

Learn About Becoming a Member

NAEPC
Affiliate

Members of the National Association of Estate Planners & Councils and members of affiliated local councils are entitled to purchase publications and software at discount prices.

Learn About NAEPC Benefits

Journal of Estate
& Tax Planning

The Journal is one of the flagship benefits of membership. Each quarterly publication includes content from leading practitioners and NAEPC Estate Planning Hall of Fame® members and a wealth of practice-based information.

Read the Journal

Collaboration Leads
to Excellence

We believe the team concept of estate planning best serves the client. Everything we do builds upon this single principle. No two clients are alike, nor are their planning needs.

Guide to Teaming

Council Partners Make A Difference

Our Council Partners assist us in providing quality educational opportunities to our members and to promote collaboration between all the disciplines involved in estate planning.

Become A Council Partner

Thanks to Our Council Partners

             
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