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The Citrus Estate Planning Council for the greater San Gabriel Valley is an interdisciplinary organization for professionals involved in estate planning and it's related service industries.
The Citrus Estate Planning Council strives to foster understanding of the proper relationship between the functions of the Life Underwriter, Trust Officer, Attorney, Accountant, Financial Planner, Fiduciary and any other party or parties having to do with estate planning, and to encourage cooperation of persons acting under those disciplines. The Council meets 5 times a year (February, May, August, October and December) at 5:45pm on the 1st TUESDAY of the month at the AZUSA PACIFIC UNIVERSITY, located in the Presidents Dining Room unless otherwise indicated @ 901 E. Alosta Ave. Azusa, CA 91702.
Citrus Estate Planning 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.
