Southwest Florida
Estate Planning Council

Our purpose is to encourage the highest level of professional service in the Estate Planning field.

Membership Categories

The membership of this Council shall consist of:  

Financial services professionals with a significant portion of their business focused on the coordination of the client's financial plan \Vith the client's estate plan and tax plan. Financial services professionals must reside and practice in Florida and must demonstrate qualification by obtaining and maintaining one or more of the following applicable certifications:

  • Certified Trust and Financial Advisor (CTFA® American Bankers Association);
  • Certified Financial Planner® (CFP® Certified Financial Planner Board of Standards, Inc.);
  • Chartered Life Underwriter® (CLU® The American College);
  • Chartered Financial Consultant® (ChFC® the American College);
  • Juris Doctor degree, irrespective of membership in the Florida Bar;
  • Any Trust Officer, Investment Officer or Business Development Officer
    of a Florida bank or Florida trust company who is currently:

    1.  Administering trusts or investing trust assets; or
    2.  Spending at least 90% of his or her time developing trust business in Florida

Attorneys who are admitted to the Florida Bar, who reside in Florida as their
primary residence and who:

  1. Practice law in Florida primarily in the area of ·wills, trusts and estates; or
  2. Are employed by or working in a Florida trust company or trust
    department doing business in Florida.

Certified Public Accountants who are licensed by the State of Florida, who reside
in Florida as their primary residence, and who:

  1. Practice accounting in Florida; or
  2. Are employed by or working m a Florida trust company or trust
    department doing business in Florida.

Charitable Endowment Members. Any public foundation may designate an
employee of that foundation as its member representative. The member representative
shall be the CEO, DFO or COO (or equivalent position) of the public foundation, or the
officer (or equivalent position, such as the Chief Development Officer) \Vhose role is to
primarily work with donors and estate, tax and financial plmming professionals. The
member representative of a Charitable Endowment member shall not be entitled to serve
as an officer of the Council.

Members who are retired from the professions listed above and who are not actively pursuing another profession may be members. A retired member shall not have any voting rights and shall not be entitled to serve as an officer. A retired member must have been an active member for three years prior to becoming a retired member.

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Upcoming events

Tuesday, January 18, 2022 4:30 PM • Michael's On East
Tuesday, February 08, 2022 5:15 PM • Michael's On East
Tuesday, March 08, 2022 11:30 AM • Michael's On East

Address: PO Box 2098, Sarasota, FL 34230     


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