President's Message


Dear Fellow PEPC Members,


It is my honor to serve as President of the Peninsula Estate Planning Council (PEPC) for the 2017-2018 year. I am grateful to have been tutored in my position by Jennifer George, who did such a fantastic job providing PEPC members with a distinctive blend of educational and networking events. I am thankful that I have an opportunity to lead and grow this organization, along with the officers and board of directors. It is the Board and its members that make this organization such a pleasure to serve! 


I joined the PEPC at least a couple of decades ago when I was seeking to develop a richer understanding of estate planning and a network of like-minded individuals to share ideas and clients with. While these relationships did not form overnight, I found that the more time and effort I put into the organization, the more I got out of it. In fact, many PEPC members have become great referral resources for clients of my firm. Before each meeting, attendees have an opportunity to network with each other and learn about the various professionals that make up this dynamic group. Most of our meetings include receptions co-sponsored by a PEPC member who, in return for cosponsoring the evening, is given the opportunity to address a captive audience and talk about their particular profession.


The purpose of PEPC is set forth in our Articles of Association which state:

"The objects and purposes of the Council shall be to promote knowledge of and interest in estate planning and related subjects; to provide a forum where trust officers, attorneys, accountants, life underwriters and other professionals whose practice pertains to the arena of estate planning may exchange views and become better acquainted with each other and their work; to foster intelligent cooperation among practitioners in these fields and to promote a better understanding of the proper relationship which the work of each bears to the others; and generally to promote the best interests of the members and that of the general public through helpful service in matters of estate planning." 


In keeping with these precepts, we have expanded our educational opportunities to include a Post-Heckerling session during which the highlights of the annual Heckerling Institute Conference are shared by excellent speakers. In recent years, networking opportunities have been expanded to include an organized tailgate and Giant’s Game, a Mid-Summer Mixer with the California Society of CPAs and the San Mateo County Bar Associations' Estate Planning & Probate Section. Both events offer excellent platforms for collaboration and just plain fun.

In addition to networking opportunities, each monthly meeting includes a presentation by one or more professionals addressing relevant areas of interest to the members. In addition to our annual presentations on tax updates and charitable giving, we have presentations with specialists who address timely issues across multiple disciplines. We have a Speaker Committee made up of board members as well as general members tasked with inviting speakers to educate and address topics of interest to the membership.


If you are interested in becoming more involved with PEPC, there are many different opportunities available to the general members. In addition to serving as an officer or board member, you can now join a committee. In the last several years, we have organized several different committees, including a Speaker Committee, Membership Committee, Networking / Collaboration Committee, Facilities Committee and Sponsorship Committee. We welcome membership participation in any one of these groups and if you have questions about a group or have an idea you would like to share, you can contact me or any other officer or board member. The names and contact information for each officer and board member are easily accessible on our website which I invite you to explore.


Our meetings are held monthly and are usually on the first Wednesday of each month through May. The exceptions are in January of 2018 when the meeting will be on the second Wednesday of the month, in February of 2018 when we will join the San Mateo County Bar Associations’ Estate Planning & Probate Section for the Post Heckerling lunch program on February 15, 2018 and April of 2018 when there will be no meeting out of respect to our hard-working tax professionals.


It is with great pleasure and pride in our organization that I invite you to come to our next meeting and experience what has led so many to join this dynamic organization.  


So, please sign up to come to our next meeting to appreciate all aspects of our organization and I look forward to having you involved!



Bob Vale