The Atlanta Estate Planning Council, Inc. (AEPC), was organized in 1978 to provide education and fellowship for the members of various interrelated estate planning disciplines (chartered life underwriters, trust officers, estate planning attorneys, certified public accountants and certified financial planners). The AEPC has more recently opened up its membership eligibility to probate judges, academics and other affiliated professionals who devote a substantial portion of their time to estate planning and trust activities.
Through the years, both the quality of membership in the AEPC and the caliber of its programming, as well as the opportunities it provides for professional fellowship and education, have continued to grow. The recent expansion of membership eligibility to probate judges, academics and affiliated professionals has further enhanced the professional composition of the AEPC. The high quality of membership is evidenced by the frequent recruitment of AEPC members as speakers at major estate planning seminars in Georgia and around the country.
Membership is by invitation only. AEPC members are encouraged to extend membership invitations to other estate planning professionals who meet the qualifications set forth in the AEPC Bylaws and who are outstanding professionals in their fields. The member extending the invitation acts as sponsor for the applicant seeking membership in the AEPC. Please refer to the AEPC Membership Application for a complete description of the application process.
Applicants approved by the Board of Directors complete the enrollment process by paying an initial fee of $200 and a prorated portion of the $295 annual dues for the current year. Thereafter, annual dues are payable in advance of July 1.
Life member status is awarded by the Board of Directors after a member satisfies prerequisites for age and years of membership and completes the application process. Life members may elect to pay the regular annual dues or pay $75 per meeting the life member attends.
Guests of members are welcome at any open meeting. If paying by check, host members should include the guest reservation confirmation with a $75 check. Alternatively, host members may submit payment electronically for each named guest through an online reservation. After a named guest has attended three meetings, the fee for each meeting thereafter increases to $125 for that guest. Payment for guest attendance must be received by the Executive Director at least four days before a meeting.