Membership Type Descriptions
The Cincinnati Estate Planning Council membership consists of three membership levels:
- Member, Cincinnati Estate Planning Council
- Affiliate Member, Cincinnati Estate Planning Council
- Student Member, Cincinnati Estate Planning Council
MEMBER, CINCINNATI ESTATE PLANNING COUNCIL
Members of the Cincinnati Estate Planning Council have access to the online membership directory, all member benefits provided through the National Association of Estate Planning Councils, are able to serve on the Board of Directors, are able to serve on committees, and can opt into appearing in the public online services directory hosted through the Cincinnati Estate Planning Council Website.
In order to qualify as a Member, Cincinnati Estate Planning Council applicants will consist of:
- Officers of trust companies or banks maintaining trust departments that are actively engaged in trust or estate operations and administration
- Chartered Life Underwriters
- Attorneys
- Certified Public Accountants
- Financial Planners with a CFP or ChFC designation
- Other Professionals engaged in a field of estate planning that the Board finds appropriate for inclusion in the Council.
Applicants for Membership with the Cincinnati Estate Planning Council must have significant current involvement in one of the six enumerated categories and must have prior experience in one or more qualifying categories aggregating five years. Additionally, each applicant shall be sponsored by a current member and shall certify to the Board that the membership qualifications have been met. Upon approval by the Board and payment of dues, the applicant shall become a member.
AFFILIATE MEMBER, CINCINNATI ESTATE PLANNING COUNCIL
Affiliate Members of the Cincinnati Estate Planning Council have access to the online membership directory and all member benefits provided through the National Association of Estate Planning Councils and can serve on committees. Affiliate Members are NOT able to serve on the Board of Directors, and can NOT opt into appearing in the public online services directory hosted through the Cincinnati Estate Planning Council Website.
In order to qualify as an Affiliate Member, Cincinnati Estate Planning Council applicants will consist of:
- Officers of trust companies or banks maintaining trust departments that are actively engaged in trust or estate operations and administration
- Chartered Life Underwriters
- Attorneys
- Certified Public Accountants
- Financial Planners with a CFP or ChFC designation
- Other Professionals engaged in a field of estate planning that the Board finds appropriate for inclusion in the Council. Applicants for Affiliate
Membership, Cincinnati Estate Planning Council must have significant current involvement in one of the six enumerated categories and must have prior experience in one or more qualifying categories aggregating in fewer than five years. Additionally, each applicant shall be sponsored by a current member and shall certify to the Board that the membership qualifications have been met.
STUDENT MEMBER, CINCINNATI ESTATE PLANNING COUNCIL
Student Members of the Cincinnati Estate Planning Council may attend Cincinnati Estate Planning Council Events at a discount, per the discretion of the Board of Directors, and can serve on committees. Student Members are NOT able to serve on the Board of Directors, and can NOT opt into appearing in the public online services directory hosted through the Cincinnati Estate Planning Council Website.
In order to qualify as a Student, Cincinnati Estate Planning Council applicants will consist of:
- Student Members must be enrolled full-time in law school or graduate school. Applicants for Student Membership must be able to prove their full-time student status with transcripts or a letter from the school.
