About Us

The purpose of this Council is to educate certified public accountants, attorneys, trust officers and professional fiduciaries, planned giving officers, and financial services professionals about estate planning principles and changes in the tax law affecting those principles.

Our objectives are:

  • To equip our members to render the highest type of service to the public;
  • To acquaint those in need of estate planning service of the protection and advantages afforded by expert guidance; and
  • To develop a closer cooperation and better understanding of the proper relationship which certified public accountants, attorneys, trust officers, planned giving officers, and financial services professionals bear to the others and to the general public.