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Northwest Suburban Estate Planning Council
Next Meeting

Thursday, September 16, 2010

Speaker:
Chris Wright, Managing Dir. Foundation Source

Topic:
Private Foundations-The Most Flexible Philanthropic Vehicles

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Membership Application

Fill in the information below to apply for Northwest Suburban Estate Planning Council membership.
 

  Personal Information
First Name:
Last Name:
Company Name:
Email Address:
Website Address:
  Office Information
Address:
City:
State:
Zip Code:
Phone:
Fax:
  Home Information
Address:
City:
State:
Zip Code:
Phone:
Fax:
  Personal History
  I have been a resident of for years.
  I have been actively engaged in Estate Planning for years.
  I am a member in good standing of the:
Bar Association
Institute of Accountants and am a Certified Public Accountant
Life Underwriters Association Chapter of Chartered Life Underwriters
  I have been admitted to practice law in for years.
  I have practiced accounting as a ...
Principal
Partner
Member of the Tax Department of an Accounting Firm ... in for years.
  I have been a Life Underwriter for years. I am an ...
Agent
Manager
General Agent
... of the company. I received my Chartered Life Underwriter designation in the year .
  I am a of the .
  Statement as to estate planning experience and ways in which applicant can contribute to the Council.
  Recommended by (At least 2 people - 1 must be from the same profession as the applicant):
1.
2.
3.
   
____________________________________________
(Signature of Applicant if printing)
Date: Sunday, September 05, 2010 
 

Please contact eliotr@msco.net with questions about council membership.

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