Council Information

The purpose for which the Council is organized is to foster better understanding of estate planning among its members. Those persons who make contributions to this Council and are in the following occupations or have one of the following professional designations who spend a significant portion of their professional time in the estate planning process shall be eligible for membership in this Council:Attorney at LawTrust Company/Division/Department EmployeeChartered Life UnderwriterChartered Financial ConsultantCertified Public AccountantCharitable Organization ExecutiveCertified Financial PlannerAccredited Estate PlannerEmeritus (Retired from any of the above mentioned designations)