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Our purpose is to study, educate, opine, and collaborate on appropriate issues of mutual interest.
Member organizations include:
American Academy of Attorney-Certified Public Accountants
(AAA-CPA)
American Bar Association - Real Property, Trust and Estate Law
(ABA RPTE)
American Bar Association - Tax Section (Estate and Gift Tax Committee)
(ABA Tax: Est Gft)
American Institute of Certified Public Accountants - Personal Financial Planning
- (AICPA-PFP)
American Institute of Certified Public Accountants - Tax Section
(AICPA-Tax)
National Academy of Elder Law Attorneys
(NAELA)
National Association of Estate Planners & Councils
(NAEPC)
Partnership for Philanthropic Planning
(PPP)
Society of Financial Service Professionals
(FSP)
Society of Trusts and Estate Practitioners
(STEP USA)
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