ABOUT US: The Central Arizona Estate Planning Council was established in the 1960s as a professional organization for the diverse practitioners involved in the estate planning process. With emphasis on the estate planning team, our focus is to gain a broader perspective of pertinent issues and ideas, in order to construct and protect our clients’ financial estates and to achieve a smooth transition of wealth from one generation to another. Estate planning is one of today’s fastest-evolving professional disciplines, as ever-changing tax laws and volatile market values have created opportunities for practitioners and clients alike. The Council regularly presents top national speakers at a power-packed dinner meeting offering both continuing education and networking opportunities. Council
members further benefit from an afternoon seminar with a national strategist, an ice cream social, a spouses’ night and a golf outing - - all designed to promote professionalism and reciprocal associations among the Council professionals.

A member of the National Estate Planning Council, the Central Arizona Estate Planning Council is an incorporated 501 (c) organization.  Our bylaws and articles spell out the mission of the CAEPC and membership criteria.