The membership of the council consists of Officers of trust companies or banks maintaining trust departments which are actively engaged in trust of estate operations and administration and Attorneys, Accountants, Development Officers, Financial Services Professionals. All members must be interested in and actively practicing estate planning or related subjects.
The Objective of the Centre Region Estate Planning Council is to:
(1) Foster intelligent cooperation and a cordial understanding among the members as to the proper relationship between the functions of the estate planning team;
(2) Assist members in keeping abreast of laws and conditions affecting business and personal taxation and the problems of estate accumulation, conservation, charitable planning, and distribution so as to improve the knowledge of each member within his/her sphere; and with these objectives;
(3) Encourage its members to have as their ultimate goal the rendering of the best professional services to the public.