WELCOME TO THE SAN ANTONIO ESTATE PLANNERS COUNCIL

The San Antonio Estate Planners Council is an interdisciplinary organization for professionals involved in estate planning or a related field.

Our members are life underwriters, trust officers, attorneys at law, certified public accountants, certified financial planners, and others in related fields who all practice in fields associated with estate planning.

We host our Mixer Kick-off each September and our programs run from October through May.  You are welcome to make reservations to join us every third Tuesday (unless otherwise noted) from October through May at the San Antonio Country Club, 4100 N. New Braunfels, San Antonio, Texas 78209. Reservations must be made no later than the Friday prior to our meetings.

Membership Fee: $315.00 (September through May)
Guest Fee: $50.00

Membership Benefits:
     Educational Events
     Professional Networking
     Monthly Luncheons
     Informative Speakers
(Return Policy: No Refunds) 

San Antonio Estate Planners Council
P.O. Box 780843, San Antonio, Texas 78278
SanAntonioEPC@gmail.com

THIS YEAR'S EVENTS:  All luncheons will be held at the San Antonio Country Club at 4100 N. New Braunfels Avenue, 78209 |  Registration opens at 11:30am – Program from 12:00pm to 1:00pm.

PLEASE NOTE:  Due to the construction at the club, please plan to arrive early!

PARKING & VALET MAP​

  • January 21, 2025 Luncheon with Jeff Gerold of the National Philanthropic Trust in Austin
  • February 12, 2025 Networking event with FPA of San Antonio & South Texas at San Antonio Area Foundation
  • February 18, 2025 Luncheon with Professor Gerry Beyer of Texas Tech University in Lubbock
  • March 18, 2025 Luncheon with Bryan A. Phillips of Ytterberg Deery Knull in Houston
  • April 22, 2025 Luncheon with Brad Trevino of New York Life in Addison
  • May 20, 2025 Luncheon with Richard Ramirez of Baker Botts in Houston

Please watch your emails for other ‘special’ events!

(NOTE: We ask that members and non-members refrain from using the member directory to send unsolicited e-mails, faxes and regular mail.)

San Antonio Estate Planners Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.