To promote cooperation among legal, tax, financial services and charitable endowment professionals who represent clients in the estate planning process.
To foster a better understanding of the responsibilities that each group has to the client
To provide a better understanding of the services and products which the legal, tax, financial services and charitable endowment professionals provide to their clients which enhance the coordination between the professionals
To promote interests, growth and scope of its members and the general public
To provide a continuing education forum for members
To keep our members current with the changes and trends in the estate, tax, and financial planning arena