MEMBER Requirements
Prospective members must be actively and professionally involved in providing estate planning and/or estate administration services to clients, including the formulation and/or implementation of estate planning strategies and techniques or, in the case of academic members, in teaching and/or scholarship. This requirement must be met regardless of the applicant’s membership category. As examples, neither asset selection nor management, such as the sale, disposition, procurement and management of assets, nor mere fund-raising for charities (current or endowment) are considered estate planning strategies and techniques.
The applicant should have a minimum of five (5) years experience in estate planning in a professional capacity as described above, and must be a resident of or doing business in Marin County.