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 Law
- Trust Officer/Certified Trust and Fiduciary Advisor (CTFA)
- Chartered Life Underwriter
- Chartered Financial Analyst
- Chartered Financial Consultant
- Certified Public Accountant
- Charitable Organization Executive
- Certified Financial Planner
- Accredited Estate Planner
- Emeritus (Retired from any of the above mentioned designations)
