CHARLOTTE ESTATE PLANNING COUNCIL by wyf14327

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									                                           MEMBERSHIP APPLICATION
                                                         FOR
                                      CHARLOTTE ESTATE PLANNING COUNCIL

Name: __________________________________________________________ Designation(s): ___________________________
Firm: _______________________________________________________________________________________________________
Business Mailing Address: ___________________________________________________________________________________
____________________________________________________________________________________________________________
Phone: __________________________ Fax: __________________________ E-Mail: _________________________________

I am and have been active in the field of estate planning since approximately ______________________________.
I practice in _______________________________ County of North Carolina.

Please check the appropriate category for which you are applying:
 Attorney: I am duly licensed to practice law in               insurance policies and have been awarded the
  North Carolina and am actively engaged in the                 CLU or ChFC designation by The American College
  private practice of law. My practice involves (at             of Bryn Mawr, Pennsylvania. I am a member of the
  least in part) the preparation of trust instruments,          Charlotte (or other) ___________ Association Of
  preparation of wills, tax planning, or administration         Insurance & Financial Advisors.
  of estates.
                                                               Trust Officer: I am an employee of a bank or
 CPA: I am a Certified Public Accountant actively              banking institution and am actively engaged with
  engaged in the practice of public accounting. My              its trust department in the planning for or
  practice involves (at least in part) the tax planning         administration of trusts or decedents’ estates.
  of trusts of decedents’ estates from an income, gift
                                                               At Large: Professionals not described in a, b, c, d & e
  or estate tax standpoint.
                                                                above and whose responsibilities are directly related to
 CFP: I am a Certified Financial Planner actively              the field of estate planning. Examples include valuation
  engaged in the field of financial planning. My                experts, charitable foundation employees, family office
  practice involves providing analysis and advice to            managers, probate judges, and professors..*
  the public on income tax management, employee  Transfer: I wish to transfer my membership from
  benefits, retirement planning, estate planning,    ___________________ EPC where I have been a
  investment management, and insurance. I have       member for ________ years. A letter of
  been awarded the CFP designation by the            recommendation with current member status
  Certified Financial Planner Board of Standards of  verification is attached from an Executive
  Denver, CO and am a member in good standing        Committee member of my current Estate Planning
  of The Financial Planning Association.             Council.**
 CLU/ChFC: I am an insurance advisor actively
  engaged in the writing, sale or analysis of life

I currently belong to the following professional associations: _________________________________________________
____________________________________________________________________________________________________________

___________________________________                            ____________________________________________________
Date                                                           Applicant Signature

I have received sponsorship from the following CEPC member who is in my membership category (Please note
that all applicants MUST have a sponsoring member):

______________________________________________________         _______________________________________________
Council Member of Your Membership Category (Please Print)      Signature of Sponsoring Council Member

*  Applicants from At Large category may obtain sponsorship from any CEPC member in good standing who is not an
   Executive Committee member.
** Applicants wishing to transfer their membership from another EPC need only submit a letter of recommendation from a
   member of their current EPC Executive Committee.
SPONSORING MEMBER SECTION
This section is to be completed by your sponsoring member. Transfer applicants do not need to complete this
section. All information will be held in strict confidence by the Executive Committee.

1.    How long have you known the applicant? ____________________________________________________________

2.    Please describe any business or professional relationship you have with the applicant? ___________________
      _______________________________________________________________________________________________________
      _______________________________________________________________________________________________________
      _______________________________________________________________________________________________________
      _______________________________________________________________________________________________________


3.    Do you believe the applicant would attend meetings of the Charlotte Estate Planning Council and make
      contributions to the Council and its members? Please explain ___________________________________________
      _______________________________________________________________________________________________________
      _______________________________________________________________________________________________________
      _______________________________________________________________________________________________________
      _______________________________________________________________________________________________________
      _______________________________________________________________________________________________________


4.    Please add any additional comments you may wish to make.
      _______________________________________________________________________________________________________
      _______________________________________________________________________________________________________
      _______________________________________________________________________________________________________
      _______________________________________________________________________________________________________
      _______________________________________________________________________________________________________


_____________________________________________________               _________________________________________
Signature of Sponsoring Member                                      Date



MEMBERSHIP PROCESS

Complete entire application by obtaining signature and      Completed applications are reviewed quarterly by the
responses to questions on page two from your sponsoring     Executive Committee. 2009-2010 meetings will be held in
member.                                                     September, October, January and March. Your
                                                            completed application should be submitted by the 1 st
          Mail or fax completed application to:
                                                            day of scheduled meeting months.
                       Emily Crespo
                                                            Do not submit monies with your application. You will
            Charlotte Estate Planning Council
                                                            receive written notification of approval with an invoice
               400 East Boulevard, Suite 210
                                                            for annual dues of $225 and one time new member
                   Charlotte, NC 28203
                                                            initiation fee of $100.
         (704) 940-7382 (Ph)/(704) 365-3678 (Fax)
     emily@associationoffices.com (Email Address)

								
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