Council Information

CRITERIA FOR MEMBERSHIP

Regular Member applicants are required to have a minimum of 5 years of experience in estate planning (i) as a lawyer, certified public accountant, chartered life underwriter, chartered financial consultant, certified financial planner or (ii) as a director, officer, manager or its equivalent of a business or organization performing estate planning in connection with (A) trust and estate administration, (B) wealth management, (C) planned giving, (D) valuation services.

Associate Member applicants must have a minimum of 2 years of experience in estate planning and meet the same general qualifications as a regular member. Years of experience are measured from the date the applicant meets the genereal qualifications, and not necessarily from the date a professional designation is received. Associate members do not have voting rights.

2018 DUES AND MEETING CHARGES

The cost of Regular Annual Membership Dues is $225.00

Luncheon fees are $35.00 for non members