Must be a licensed CPA in public practice.
Must be an active member of the State Bar of California and actively engaged in the practice of law.
Must have substantial educational background in law, tax, financial planning or related field, and substantial experience in advising donors/clients about the philanthropic and tax advantages of planned gifts, including bequests, life income and other split-interest gifts, and how to integrate these charitable giving techniques with their estate and financial planning.
Must be employed by a state or national institution with trust powers in California (i.e., bank or trust company), or must be a private professional fiduciary, or must be a Certified Trust and Financial Advisor (CTFA), and must have interaction with clients.
Must be a Certified Financial Planner (CFP) or a Chartered Financial Consultant (ChFC).
Must be a Chartered Life Underwriter (CLU).
Must be a Registered Investment Advisor or hold a Series 7
registration. However, individuals who provide investment advisory services and whose primary duty is the procurement of assets and/or portfolio management, but who are not significantly involved in the formulation and/or implementation of estate planning strategies and techniques may not be approved for membership.
Members who do not fit into another membership category, but who clearly are engaged in estate planning as described above. For example, individuals who have ongoing client relationships which include being significantly involved in the formulation and/or implementation of estate planning strategies and techniques may be approved for membership in the At Large category.