Derek Fletcher

Functions as a College/University

Operates as an association of attorneys

Dallas Estate Planning Council is a non-profit professional association affiliated with the National Association of Estate Planners & Councils. The private company is based in Dallas, TX. It comprises estate planning professionals such as attorneys, CPAs, financial planners, and trust officers. The organization provides members with tools, techniques, and educational programs, often qualifying for continuing education credits, to promote interdisciplinary cooperation and knowledge sharing within the estate planning community. The council offers resources including a member directory, leadership information, event calendars, meeting handouts, and online membership application and renewal. Membership runs annually from June 1 to May 31. The council supports an emerging professionals initiative targeting individuals under 40 or with less than five years in the field to foster education and networking. It hosts regular educational and social events focused on estate planning topics and engages in community outreach by partnering with organizations and offering public training and pro bono legal assistance to underprivileged populations. Financial support opportunities include a patron program and sponsorships for local organizations. The council’s website provides resources, event information, and avenues for member engagement while maintaining ethical standards regarding member contact information.

Functions as a College/University

Provides alternative assets investor services

Operates as an investment holding company for healthcare business sector

Operates as a technology-enabled financial services holding company