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.

2026 - 2027 Upcoming Events:​

  • ​Kick-Off Mixer – September 24, 2026 at Crème Coffee & Wine Bar at the Creamery - 5:30 - 7:00pm
  • October 20, 2026 Luncheon - with Mark Auten of ClarkHill
  • November 17, 2026 Luncheon - "What is Family Governance and How Can it Benefit Your Clients" with Barbara Hauser
  • December 15, 2026 Luncheon - TBD
  • January 19, 2027 Luncheon - "Failures of Rights of First Refusal and Options and Their Perils for the Family Farm" with Garrett Couts
  • February 16, 2027 Luncheon - TBD
  • March 16, 2027 Luncheon - "Uses & Benefits of Married Couples with Non-Taxable Estates Utilizing Joint Revocable Trusts with Marital and/or Bypass Sub-Trusts" with Nathan Ziegler
  • April 20, 2027 Luncheon - TBD
  • May 18, 2027 Luncheon - with Hannah Hembree Bell of Hembree Bell Law

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.