Upcoming Events

Tuesday, October 29 The Tampa Bay Estate Planning Council Presents Insight and Integration: When Collaboration Sparks Innovation

Friday, December 13 The Tampa Bay Estate Planning Council Presents Annual Holiday Social and Sweater Soiree

Tuesday, April 29 Community Foundation Tampa Bay Presents Tax Smart Giving, Especially with Retirement Assets

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

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

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

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

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

Thanks to Our Council Partners

           
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