Thank you for your interest in joining the VAEPC. We are a group of professionals that meet regularly to discuss estate planning, taxes, and financial matters that affect our clients. Our meetings generally are held in Venice, Florida from 12pm-1pm. To request to join our group, please complete the membership application.

Membership Categories

Cost: $125 per year

Trust Officers

Certified Financial Planners


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.


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.


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.

group of attorneys meeting

Become a VAEPC Member

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