The Power of Community

The Council provides a forum where members may exchange views and become better acquainted with each other and their work.

We benefit from the presentation of technical and practice management subjects, but more importantly, from the business relationships and friendships we enjoy while attending Council events. It is from these relationships that the "team concept" develops so that clients receive the expertise of the various disciplines working together.

Preliminary Qualifications

    • All applicants must be sponsored by two (2) members of the Council. One member within your discipline and one member outside your discipline. A letter of recommendation must also accompany each membership application.
    • Be actively engaged in the field of estate planning or estate administration with at least three years’ experience in Tampa Bay area, in one or more of the professional categories of members listed below, and
    • Has always been in good standing with, and meets all ethical requirements of, their respective profession(s), and not currently suspended (or previously removed) by the governing body or bodies overseeing any of the professional categories of members listed below to which they now belong or to which they may have belonged in the past.

Membership Classifications

Must be a Certified Public Accountant (CPA), licensed by the State of Florida, Certified Public Accounts/Personal Financial Specialist (CPA/PFS), or hold certifications in valuation such as Certified Valuation Analyst (CVA), Accredited Business Valuation (ABV).

Must hold the professional designation(s) CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), Charted Financial Analyst (CFA) designation, hold the Chartered Life Underwriter® (CLU®) designation and hold an active insurance license in the State of Florida, and who is engaged, in substantial part, in the field of estate planning or estate administration.

Must hold a Juris Doctor (JD) or Bachelor of Laws (LLB) and belong to the Florida Bar Association, be engaged, in substantial part, in the field of estate planning or estate administration, or is employed with a local Circuit Court.

Limited to trust officers or other individuals working significantly in a fiduciary capacity as well as individuals who, on a full-time basis, are actively engaged with respect to charitable and planned giving matters. Although not required to hold any professional designation, the Certified Trust and Financial Advisor (CTFA), Certified Specialist in Planned Giving (CSPG), and/or Chartered Advisor in Philanthropy® (CAP®) are desirable.

Must be an academician or service specialist whose expertise is directly relevant to estate planning. The Membership Committee will review all applications on a case-by-case basis. Eligibility shall be construed narrowly and the total number of members in this classification shall be limited to not more than 10% of the Council membership and is nonvoting.

Must be at least 62 years of age, retired (no longer engaged in the conduct of business or a professional), and have at least 10 years of active membership in the Council and is nonvoting.

A member must be either: 1) a currently enrolled student who is pursuing a degree which would lead them toward eligibility in another membership classification, or 2) an Emerging Professional who is currently employed in the estate planning field and who is actively working to obtain a professional designation which would make them eligible in another membership classification. Membership in this classification is limited to a period of 36 months (after which a member must either qualify for another classification or resign) and is nonvoting.

The Board of Directors may in its discretion bestow honorary membership upon an individual having made significant and important contributions to the field of estate planning. Honorary Members shall not be eligible to vote on matters brought before the Members, and shall not be eligible to be elected as a director or an officer.

Membership is not transferrable from one person to another.

   Tampa Bay Estate Planning Council - Membership   ©  2024   TBEPC   |  All Rights Reserved  |   Contacts  |   Contact Form  |   Terms  |   Privacy  |