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Pinellas County Estate Planning Council, Inc.

PINELLAS COUNTY ESTATE PLANNING COUNCIL, INC.

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Application Form

Please complete the application and sponsor letter, print/scan and return to info@pinellascountyepc.org 

  • Membership Application

Pinellas County Estate Planning Council, Inc. 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.

FEATURED EVENTS

October 19, 2026

How AI Impacts your practice from a professional panel perspective!

Panel Presentation

See Event Details

November 4, 2026

Coffee and Conversation

Open Group Discussion

See Event Details

November 16, 2026

Charitable Planning: How to Talk to Client about Charitable Giving.

Panel Presentation

See Event Details

February 18, 2027

Heckerling Presentation- Joint with Suncoast Estate Planning Council

Heckerling Presenter

See Event Details

March 15, 2027

IRS Presentation

Crown and Company CPAs

See Event Details

April 19, 2027

Transitioning from Owner to Operator Phase

Jingyi Blank from INB Bank

See Event Details

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National Association of Estate Planners & Councils

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