Welcome to the website of the Woodland Hills Tax & Estate Planning Council, Inc. (Please scroll down)
We are a nonprofit organization whose specific purpose is to promote the common interests of estate and tax planning professionals in and around the West San Fernando Valley. The mission of the Woodland Hills Tax & Estate Planning Council, Inc. is to promote the highest quality estate and tax planning services – by developing and improving the capabilities of Council members. Our organization consists of attorneys, accountants, trust officers, insurance and financial planners, planned giving professionals, and others whose businesses are related to or include a strong interest in estate and tax planning.
Please consider this website as your resource for Estate and Tax Planning professionals in and around the West San Fernando Valley. Please use our Member Directory to search for professionals by name or location or specialty.
The Woodland Hills Estate & Tax Planning Council is a member of the National Association of Estate Planners & Councils (NAEPC). Our partnership with the NAEPC provides members with new services and opportunities, as well as providing information on other estate planning councils and their members throughout the country. Please browse our website for more information about our Council and a link to the NAEPC website.
Please direct any inquiries regarding any
specific legal or tax question to an individual member.
Location / Schedule
Woodland Hills Country Club
21150 Dumetz Road
Woodland Hills, CA 91364
Click here to go to Woodland Hills Country Club Website
Roundtable 5:30 p.m. to 6:00 p.m.
Dinner 6:00 p.m. to 8:00 p.m.
Dinner speaker from around 7:00 p.m. to 8:00 p.m.
Woodland Hills Tax & 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.