This Application for Membership in the North County Estate Planning Council - San Diego will be given careful consideration by the Membership Committee. The candidate should be thorough and complete in answering the questions and demonstrating his or her qualifications and experience in the estate planning field.
The bylaws provide that each applicant must be endorsed by a minimum of two current Council members who are personally acquainted with the applicant. At least one of the recommenders must be from the same membership category as the applicant. All recommenders cannot be from the same category or firm. The recommenders will be sent a confidential questionnaire to verify the applicant's suitability for membership. The applicant holds the recommender and the Estate Planning Council harmless from the result of the recommender's responses.
If approved for membership, the annual dues are $300.00, including meals. Associate member anual dues are $250.00.
William Super CPAs & Consultants 2188 Saffron WayFallbrook, CA 92028Tel: 858-531-7232Email: [email protected]
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