SACRAMENTO ESTATE PLANNING COUNCIL

Application Form

SACRAMENTO ESTATE PLANNING COUNCIL

APPLICATION FOR MEMBERSHIP

Objectives of the Council

         To provide a forum where estate planning professionals in the Sacramento Valley area may exchange views and become better acquainted with each other and their work;

         To encourage better understanding and cooperation among professional individuals who participate in any of the various phases of estate planning; and

         Generally, to promote the best interest of members of the Council and those of the general public through helpful service in matters of estate planning.

Qualifications for Membership

         Applicant must be actively practicing in the area of estate planning within one of the following designated classifications:

1.         Accredited Valuation Experts
2.         Attorneys
3.         Certified Public Accountants
4.         CFP/ChFCs
5.         Chartered Financial Analysts
6.         Chartered Life Underwriters
7.         Educators
8.         Planned Giving Professionals
9.         Officer Representatives of Trust Companies
10.       Private Fiduciaries

         Applicant must be recommended by three professional Estate Planners (two references and a sponsor).  These three must all be current members of the Council, and only one of the three can be from the applicant's profession.

         Membership period runs July 1 through June 30.  For those applying from July through December of the current membership period, the annual dues for regular members are $325, and annual dues for members working for non-profits are $225. For those applying from January through June of the current membership period, regular membership dues of $162.50  or non-profit membership dues are $112.50 must be remitted with the completed application.  In either case, these dues will cover membership through the balance of the membership period ending June 30. Payment will be refunded if applicant is not accepted for any reason.  To pay for your new member dues please use this link, http://www.sacepc.org/events/event/15573.

       Applicant must attend two general membership meetings prior to consideration of the application by the Board of Directors.  The SEPC Estate Planning Forum counts as a meeting for this purpose. The Annual meeting and Holiday party do not qualify.  The sponsor must certify in writing or via email that the applicant qualifies for membership.

         After applicant’s membership has been approved, Applicant may be asked to provide a short Tax and Legislation update to the Council at one of the monthly dinner meetings. Participation by new members is highly encouraged.

If you have any questions please contact Raquel Altavilla at admin@sacepc.org.