Membership

Thank you for visiting the website of the Venice Estate Planning Council.  columns

We are a group of professionals that meet regularly to discuss estate planning, taxes, and financial matters which affect our clients. Our meetings are held in Venice FL from 12pm -1pm.

If you have an interest in joining our group, please complete the membership application which is attached.

Membership Categories 

  • Trust Officers
  • Certified Financial Planners
  • Attorneys
  • Certified Public Accountants
  • Charitable Endowment Members

Membership Requirements

Trust Officers: must have obtained their CTFA designation. However current members are exempt from this requirement as long as they are employed by a trust company or trust department of a bank.

Certified Financial Planners(CFP)

Attorneys- must be admitted to the Florida Bar and have practiced in Florida for a minimum of 12 consecutive months, primarily in the area of wills, trusts and estates.

CPA’s-must be licensed by the state of Florida and have practiced in Florida for a minimum of 12 consecutive months.

Charitable Endowment Members- any public foundation may designate an employee of the foundation to be its representative, however this representative’s role should be to work primarily with donors and estate, tax and financial planning professionals.

Cost

$60 per year

To further explore membership, contact Fletcher Rush at This email address is being protected from spambots. You need JavaScript enabled to view it.