Welcome to the North County Estate Planning Council
San Diego Chapter!

Upcoming Events

Oct 6

Monthly Membership Meeting

Connecting Wealth, Purpose, and Legacy: How Philanthropy Strengthens the Advisor-Client Relationship

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Nov 3

Monthly Membership Meeting

Best Practices for Planning and Avoiding Pitfalls of Legacy Vacation Homes

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Dec 1

Monthly Membership Meeting

The Upstream Shuffle: Redirecting Assets, Resetting Basis

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