Annual Dues run July 1st-June 30th: Individual Member-$400.00. Corporate Membership-$1,100.00 (up to 3 individual members from one company) Membership is non-transferrable. Annual Dues are due upon application approval.
Fill in the information below to apply for Desert Estate Planning Council, Inc. membership.
Please indicate what discipline(s) you practice. You may select up to 5 disciplines.
(Signature of applicant, if printing)
Date: Wednesday, October 05, 2022
Desert Estate Planning Council, Inc. is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.
October 11, 2022
Retirement Planning with Charitable Remainder Unitrusts and Deferred Charitable Gift Annuities