The purposes and goals of the Great Lakes Bay Estate Planning Council are to:
(1) Effect and promote the coordination of professional services necessary for proper estate planning;
(2) Improve the understanding, knowledge and skill of the member professional groups in their efforts on behalf of their clients and in appreciation of each specialized service;
(3) Raise the standards of cooperation between the professional groups for more effective application and employment of professional services in behalf of public interest; and
(4) Promote and encourage the appropriate use of the professional services available from the different groups comprising the membership of this Council.
Membership in the Council is open to the following persons:
(A) Any member of the Michigan Association of Certified Public Accountants who is actively engaged in the practice of public accounting in Michigan;
(B) Any member of the State Bar Association who is actively engaged in the practice of law in Michigan;
(C) Any financial Services Professional who is actively engaged in the fields of insurance and/or financial planning in Michigan and has at least one of the following designations - C.L.U., Ch.F.C., C.F.P.;
(D) Officers of the State and National Banks, or Trust companies who are actively engaged in the Trust field in Michigan; and
(E) Any development officer of a non-profit organization established to foster charitable giving or to receive and to accept charitable donations or gifts under the non-profit laws of the State of Michigan and pursuant to 1986 IRC Section 501(a) and 501(c)(3), or any successor laws, who is actively involved in the estate planning and/or planned giving area.
The Council has established a Junior Membership classification, at a reduced rate for dues, for those who do not qualify for full membership but are studying for or working toward a designation, certification or qualification in one of the five disciplines mentioned above. A junior member must be employed by and/or actively involved in one of those fields in the State of Michigan. A junior membership may be retained for a maximum of three years, with the expectation that, at or before that time, the junior member would meet the qualifications for full membership. An application for junior membership may be found in our Document Library.
If you would like further information about the GLBEPC, please contact us at firstname.lastname@example.org