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.

 

© CAEPC 2006-2007