The Central Arizona Estate Planning Council was
established in the 1960s for the benefit of the diverse professionals
involved in the estate planning process Our focus is to gain a
broader perspective of pertinent issues and ideas in order to
better shape and protect our client's financial estates. We
place particular emphasis on the estate planning team-reviewing
appropriate configurations, refining cooperative processes, and
regularly hosting top national strategists and practitioners. Council
members further benefit from reciprocal associations with other
members, who are quick to respond to queries from fellow Council
Professionals.
Estate Planning is one of today's fastest evolving
financial environments. Ever-changing tax laws and volatile
market values have created opportunities for practitioners and
clients alike. No longer can the necessary solutions be
effectively provided by a sole practitioner acting alone.
A member of the National Estate Planning Council,
the Central Arizona Estate Planning Council is an incorporated
501 (c) organization. Our bylaws and articles spell
out the mission of the CAEPC and membership criteria.
| Download Bylaws (PDF format) |
bylaws |
| Download Articles (PDF Format) |
articles |
For information on joining the CAEPC please refer to the Membership page
on this website. |