About the Southwest Florida Estate Planning Council

Our purpose is to encourage the highest level of professional service in the Estate Planning field around Southwest Florida.

OUR PURPOSE

Our purpose is to encourage the highest level of professional service in the Estate Planning field by mutual involvement in:

• Understanding the role of each discipline in the total planning process.
• Fostering the team concept to provide broad input based on the experience and knowledge of each member.
• Understanding the client and his or her potential problems in depth.
• Providing continuing educational opportunities related to Estate Planning at regularly scheduled monthly meetings.
• Cooperating with organizations of the various disciplines as sponsors for formal educational opportunities within our geographical area.
• Appreciating one another more as the result of regular fellowship.

OUR PROUD HISTORY

Allow us to share with you the history of the Southwest Florida Estate Planning Council. Its inception was the result of conversations among several practitioners in the various disciplines involved in Estate Planning. By exchanging ideas and their concerns for enhancement of the professional service available to existing and future clients, a conclusion became apparent – the West Coast of Florida, south of the Skyway Bridge, was ready for its own Estate Planning Council.

There was continuing mutual interest and confidence in the premise that the client is best served by competent members of each discipline, who understand and respect one another’s role, working as a team to solve the client’s problems. Some months later the Southwest Florida Estate Planning Council was organized in 1964.

Membership with our Southwest Florida Estate Planning Council affords quality educational, networking, mentoring and fellowship opportunities.

The membership of this Council shall consists of Financial services professionals, Attorneys, Certified Public Accountants, Charitable Endowment Members, and those who are retired from the professions listed. We would like you to join us and be part of our organization.