Active members shall reside or engage in business in the East Bay area of California in one of the five categories listed below, and shall meet and maintain the following criteria appropriate to their respective categories.
Once a member has been assigned to a category, a member will not be reassigned to a different category unless an application is made to the board of directors and approved. Notwithstanding the foregoing, the Board has discretion to re-categorize members as appropriate.
Attorneys: Attorneys may be accepted for membership if licensed in any of the 50 states or the District of Columbia.
Accountants: Certified Public Accountants (CPA) and Enrolled Agents (EA) may be accepted for membership if licensed in any of the 50 states or the District of Columbia.
Financial Services Provider: A financial services provider may be accepted for membership if the provider has achieved a designation such as Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) or other designations that the Board, at its discretion, deems similar.
Trust Officer and Professional Fiduciary: A trust officer or professional fiduciary may be accepted for membership if that person meets any of the following criteria: (1) has achieved the Certified Trust and Financial Advisor (CTFA) designation; (2) qualifies to act as a professional fiduciary under the California Professional Fiduciaries Act; or (3) is employed as a trust officer by a trust department.
Member-at-large: An applicant may be admitted as a member-at-large at the discretion of the Board based upon the applicant’s demonstrated qualifications, including, but not limited to, the type and length of employment related to the estate planning process, level of formal education, and activities in the estate planning arena as demonstrated by memberships in other organizations, speaking and/or teaching engagements, published articles, and general stature in the business and/or academic community.