Boise Estate Planning Council

Membership Application

The Boise Estate Planning Council requires its applicants to hold at least one of the following designations; J.D., L.L.B., C.P.A., C.L.U., C.F.P., Ch.F.C., C.T.F.A., A.E.P. or M.S.F.S.

  
Click on this link to obtain a copy of the Boise Estate Planning Council's ByLaws.

BOISE ESTATE PLANNING COUNCIL
APPLICATION FOR MEMBERSHIP

NAME:     ___________________________________________________________

BUSINESS ADDRESS:

    FIRM:                         ________________________________________________
    ADDRESS:                 ________________________________________________
    CITY, STATE, ZIP:    ________________________________________________
    PHONE:                     ________________________________________________
    FAX:                          ________________________________________________
    E-MAIL (required):   ________________________________________________
    WEBSITE:                 ________________________________________________

PROFESSION (Pick 1):  Attorney  Accountant  Trust Admin.  Financial Services

PROFESSIONAL DESIGNATION (Mark all that apply):  J.D.  C.P.A.  C.L.U.  C.F.P. 
                                                                                 Ch.F.C.  C.T.F.A.  A.E.P.  M.S.F.S.

DATE(S) OF PROFESSIONAL DESIGNATION(S): ________________________

Are you currently engaged in some facet of Estate Planning? ______: If so, describe in an accompanying letter the nature of the estate planning activities in which you have been engaged and intend to pursue. The letter must accompany your application.


DATED: _________________________     ___________________________________
                                                        SIGNATURE OF APPLICANT

Endorsement of five members of the Boise Estate Planning Council in the same field as applicant

We, the undersigned, believe that the above applicant for membership will be an active member and an asset to the Council.

 

________________________________     ____________________________________
SPONSOR                                                     ENDORSER

 

________________________________     ____________________________________
ENDORSER                                                    ENDORSER

 

________________________________
ENDORSER

 

Submit this application to the Council Secretary with a check in the amount of $200.00 for first year dues.

 

_______________________________
DATE RECEIVED BY SECRETARY

MEMBERSHIP COMMITTEE

We, the membership committee do _____ do not _____ recommend this applicant.

 

_______________________________     ________________________________

 

_______________________________     ________________________________    

 

DATE MEMBERSHIP
APPROVED: _____________                     ________________________________
                                                            SECRETARY

 Please return the application and nomination form, resume, and any statement to:

Boise Estate Planning Council
c/o Paul R. Hyde, EA, CBA, ASA

For Questions, call Paul Hyde at (208) 722-7272 

For Further Information or Questions - Please Contact Webmaster, Paul Hyde at prh@hydevaluations.com.