PLEASE COMPLETE THIS ONLINE APPLICATION TO APPLY FOR MEMBERSHIP. Once submitted, your application will be reviewed by the Board of Directors. You will be notified once that review process is complete. Thank you very much for your interest in joining the Conejo Valley Estate Planning Council!
Fill in the information below to apply for Conejo Valley Estate Planning Council membership.
Please indicate what discipline(s) you practice. You may select up to 5 disciplines.
(Signature of applicant, if printing)
Date: Tuesday, October 04, 2022
Conejo Valley Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.
October 18, 2022
Business Succession Planning – “Succession by Design – Successful Succession of the Family Business and Wealth”
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP