The qualifications for membership according to Section 7 of the By-Laws are as follows:
- General Requirements. Membership shall be by invitation only, and shall be extended only to individuals who shall have had at least three (3) years’ experience in estate planning activities as one or more of the following:
(1) accountant, (2) lawyer, (3) life underwriter, (4) employee of a trust department, (5) certified financial planner, or (6) planned giving officer. In addition, the individual must be currently devoting a substantial portion of his professional time to estate planning matters or administration. In addition, to be eligible for membership, a person must meet the specific requirements of membership relating to his/her Section.