MID-FLORIDA ESTATE PLANNING COUNCIL

Membership Categories
 

Accounting and Evaluation;. Must be a licensed CPA, CPA/PFS or hold a evaluation certificate such as a CVA or ABV.

Financial Planning and Insurance:  Must hold a CFP, ChFC, CFA or CLU designation and be significantly involved in the estate planning or administration.

Law:  Must hold a Juris Doctorate (JD) or Bachelor of Law (LLB) and belong to the Florida Bar Association,  be substantially engaged in estate planning or estate administration, or is employed by local Circuit Court.

Trust and Planned Giving:  Open to trust officers or those who work primarily in a fiduciary role, as well as professionals who's full-time focuses on charitable and planned giving.

Allied Prodessionals:   Open to academics or service specialist with expertise directly related to estate planning

Students/emerging professional:   Open to students or emerging professional professionals in estate planning and pursuing a designation.