Membership Qualifications

Attorney Members. Each active attorney member shall be at all times during his or her active membership in good standing and admitted to practice before the Court of Appeals of Maryland, and actively engaged in estate planning.

All applicants for attorney membership shall be sponsored by two (2) active Council members, one of whom shall be an attorney member who shall not be affiliated with the law firm, if any, with which the applicant is associated at the time of filing of the application.

Certified Public Accountant Members. Each active CPA member shall be at all times during his or her active membership in good standing and duly licensed as a certified public accountant in Maryland, and actively engaged in estate planning.

All applicants for CPA membership shall be sponsored by two (2) active Council members, one of whom shall be a CPA member who shall not be affiliated with the accounting firm or other entity, if any, with which the applicant is associated at the time of filing of the application.

Financial Advisor Members  Each active financial advisor member shall be at all times during his or her active membership a financial professional who is actively engaged in estate planning in the State of Maryland. 

All applicants for financial advisor membership shall be sponsored by two (2) active Council members, one of whom shall be a financial advisor member who shall not be employed by or affiliated with the entity with which the applicant is associated at the time of filing of the application.

Philanthropic Professional Members.  Each active not-for-profit professional member shall be currently employed in any aspect of estate planning by a local or national level educational, medical, religious, cultural or charitable organization as defined in Section 501(c) (3) of the Internal Revenue Code of 1986, as amended. 

All applicants for philanthropic professional membership shall be sponsored by two (2) active Council members, one of whom shall be a philanthropic professional member not employed by the same organization as the applicant at the time the application is filed.

Trust Members Except as otherwise provided herein, each active trust member shall be at all times during his or her active membership, employed by a bank, brokerage or other financial institution with trust powers, as a trust officer or other designation pertaining to estate planning. 

All applicants for trust membership shall be sponsored by two (2) active Council members, one of whom shall not be employed by the same bank, brokerage or other financial institution as the applicant at the time of filing of the application.

Valuation Members.  Each active valuation member shall be at all times during his or her active membership in good standing and duly licensed if required  in Maryland, and actively engaged in valuation in connection with estate planning and/or administration of estates and trusts. 

All applicants for valuation membership shall be sponsored by two (2) active Council members, one of whom shall be a valuation or CPA member who shall not be affiliated with the valuation or accounting firm or other entity, if any, with which the applicant is associated at the time of filing of the application.