About Us
The Lake County Estate Planning Council, Inc., located in the far north suburbs of Chicago, Illinois, was incorporated in 2008 after forming in the mid 1960's. The council was formed to provide a better understanding of estate planning and of the services that estate planners can render to the general public.
Our "Vision and Objective" is to seek to provide opportunities for education and learning for our Members and the general public so as to promote proper estate planning methods and to provide confidence and guidance in the estate planning process.
The specific purposes of the Council are:
a. To foster intelligent cooperation and a cordial understanding among the members as to the proper relationship between the functions of the attorney, certified public accountant, certified financial planner, chartered life underwriter, charitable fundraising executive,trust representative and other qualified professionals in the field of estate planning.
b. To assist its members in keeping abreast of laws and conditions affecting business and personal taxation and the problems of estate accumulation and conservation so as to improve the knowledge of each member within his/her sphere; and with these objectives.
c. To encourage its members to have as their ultimate goal the rendering of the best professional services to the public.
Any individual applying for Membership in the Council shall be actively practicing estate planning in his/her particular Profession for at least three of the past five years. Membership in the Council shall be available to individuals licensed or otherwise certified by a licensing or certifying authority to practice in any of the following Professions:
(1) Officers of trust companies or banks maintaining trust departments which are actively engaged in trust or estate operations and administration;
(2) Chartered Life Underwriters;
(3) Attorneys;
(4) Certified Public Accountants;
(5) Financial Planners (Certified Financial Planners (CFPs) certified through the Certified Financial Planner Board of Standards, Inc.; Chartered Financial Consultants (ChFCs) certified by the American College; Personal Financial Specialist (PFS) certified by the American Institute of Certified PublicAccountants; or, other analogous designations sponsored by similar professional organizations);
(6) Charitable Fundraising Executives (certified through the National Society of Fundraising Executives, Association of Fundraising Professionals, or other similar professional organizations);
(7) Other professionals who are actively involved in the estate planning process, as determined on a case-by-case basis in the sole opinion of the Board of Directors.
Annual dues for membership are $150 per year. Dues include the costs of meals for all meetings and the annual social gathering, as well as other membership benefits and discounted Estate and Trust magazine subscription rates.
Our Events tab will have the meeting schedules. While the dates will usually not vary once posted, check it frequently for any updates to the speakers and topics of interest.
