Membership Categories and Criteria
Our New Membership Application may be downloaded by clicking below:
Application: New Member Application
The completed application should be sent to the Secretary with a $300 check made payable to “Estate Planning Council of Broward County, Inc.” The application will be considered for approval at the next regular meeting of the Board of Directors. Annual dues include the cost of four educational dinner meetings and two social events.
An applicant for active membership must meet the following criteria:
- An applicant must devote a substantial part of his or her professional practice or employment to some area of estate planning.
- An applicant must be actively practicing his or her profession primarily in Broward County, Palm Beach County, or Miami-Dade County, Florida.
- An applicant must be an individual licensed or otherwise certified by a licensing or certifying authority to practice in any of the following Professions:
Attorney: Must be a member in good standing of the Florida Bar.
Certified Public Accountant: Must be a member in good standing of the Florida Institute of Certified Public Accountants (FICPA).
Trust Officer: Must be employed full-time by a national or stat chartered bank or savings association having trust powers and providing general trust services or a trust company licensed to do business in Florida, which maintains an office in Broward County, Florida. Applicant must have either (a) primary responsibility in estate planning, administration of estates, or personal trusts, or (b) be the chief administrative or executive officer of an organization described in the preceding sentence.
Life Underwriter: Must be a member in good standing of the National Association of Life Underwriters or a member in good standing of a chapter of the American Society of Chartered Life Underwriters, Inc.
Development Officer: Must be a giving or fund raising professional employed full time by an organization qualified as a 501(c)(3) charity which maintains an office in Broward County, Florida working in a position with planned giving or fund-raising responsibilities.
Financial Planner: Must be a certified financial planner holding an active CFP credential in good standing who practices in the area of estate planning.
Retired Members: Active members who have ceased the active practice of their profession and continue to reside in Broward County may apply for retired membership status.
Honorary Members: The council welcomes the judges and staff attorneys of the Seventeenth Judicial Circuit of Florida as honorary members.
For more information. Please e-mail firstname.lastname@example.org