Affiliated with the National Association of Estate Planners & Councils
Membership Benefits
PEPC provides a forum to maintain and strengthen:
- Cutting-edge awareness of continually changing and expanding opportunities to serve our clients and community.
- Communication and development of a common language among the various disciplines.
- A unified approach to best practices and cooperation among our local professional community.
Our regular dinner meetings are fun, social and educational events where we build relationships in our professional community while learning the latest developments in our fields from our speakers.
Categories of Membership
Members will be listed in only one category, as shown below. If an applicant or member does not meet any applicable criteria to be listed in their primary profession, they may be admitted as a Member At Large until they meet the applicable criteria.
- Legal: Must be an attorney and have practiced law for three (3) years with an emphasis on estate planning or trust and probate law.
- Accounting: Must be a Certified Public Accountant, (CPA); or Public Accountant, (PA); or an Enrolled Agent, (EA).
- Insurance: Must be a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) or have five (5) years as a life insurance agent or broker.
- Fiduciary: Must have been active in the Trust field for three (3) years and be currently employed by a Corporate Trust Company, or hold the designation of CTFA or be currently licensed to practice as a Private Fiduciary by the State of California.
- Charitable Giving: An individual employed by a Charitable Organization or whose private philanthropic practice is focused on planned giving.
- Financial Planning: Must be a Chartered Financial Consultant, (ChFC); a Certified Financial Planner, (CFP); a Chartered Financial Analyst, (CFA); or have five (5) years experience as a financial advisor or planner.
- Business Appraiser: Must be one of the following recognized categories of Appraiser: ASA, ABV, CBA, MCBA, AIBA, CVA, GVA and AVA.
- Member at Large: Persons active in estate planning who do not fall within any of the other categories. The Board of Directors shall decide whether such person who applies for membership in the Council is sufficiently involved in the Estate Planning to warrant membership in the Council.
Membership Levels
Member.
A Member is an individual who meets certain experience and category requirements. Each Member will be listed in the PEPC website directory and is entitled to vote for Board Members and Officers and to attend the PEPC dinner programs at the membership pricing. Additionally Members will periodically receive emails about upcoming special events and opportunities. The annual fee for basic membership is $100.
Executive Member. An Executive Member must meet the requirements of a Member and will be given all benefits of a Member. Additionally an Executive Member’s portrait, a brief introduction to the Executive Member’s business, and a link to the Executive Member’s business website will be included in the PEPC website directory. At least once a year each Executive Member will be recognized at a PEPC meeting. The annual fee for Executive membership is $200.