Council Information

Membership in this Council shall be composed of professionals in the following classifications:

(i) attorneys who are licensed to practice law in the State of California;

(ii) accountants who are certified and licensed to practice public accountancy in the State of California;

(iii) planned giving officers who are employed by or consultant to institutions described in section 501(c)(3) of the Internal Revenue Code;

(iv) trust officers who are employed by corporations having trust powers or are engaged in the practice of independent professional fiduciaries; and

(v) financial services professionals, who are chartered life underwriters, chartered financial analysts and/or certified financial planners. 

 

For information about membership, please contact our Secretary, Steve Sorell, at Steven@sorellgroup.com.  An application for membership can be found in the Membership section of this website.