Membership Requirements

As adopted on June 28, 2011

In order to be approved for membership in the Council, the applicant's current business activities must be significantly involved in the formulation, implementation, and/or explanation of estate planning strategies and techniques or in litigation relating to estates, trusts and beneficiaries.  

The sale, disposition, procurement and management of assets, without more, shall not be sufficient to support an application for membership.

The applicant must have a minimum of five (5) years experience in estate planning activities, as defined above.

In accordance with Article II, Section 2 of the Council’s current Bylaws, all members shall be of good reputation, and, except for academic members, shall be residents of or regularly conducting business in the City and County of San Francisco.

Applicants shall possess an appropriate graduate degree and/or professional certification or designation, to include but not necessarily be limited to JD, CPA, CTFA, CFP, CLU, or ChFC. An MBA degree alone shall not be sufficient.