Washington DC Estate Planning Council

“Name of management company: association of excellence services provided to organization: provide management services for the council including, but not limited to bookkeeping, website support, meeting and event management, support for board of directors and committees, strategic planning, project management, membership dues billing and retention, event marketing and communications. None of the organization's current or former officers, directors, trustees, key employees or highest compensated employees were compensated by the management company.”

“The organization has active, emeritus, student and associate membership categories”

“The council has 4 classes of members - -active members - these members are currently engaged in estate planning on a regular basis in the greater washington, d.c. Metropolitan area and have the ability to collaborate with colleagues in a variety of disciplines to strategically further the client's estate planning goals. Active members can vote. -emeritus members - these members are retired and are either 65 years old or have completed 20 years as an active members in good standing. Emeritus members can vote. -student members - these members are students who are at least 21 years old and currently enrolled in a degree program at an accredited college or university in a field of study closely alighted with the professional disciplines associated with those required to become active members. Student members are not eligible to vote. -associate members - these members are student members whose membership has terminated due to graduation from the degree program that initially qualified the student for membership. The membership lasts until the earlier of 5 years or the end of the fiscal year when the associate member has met the requirements for active membership. Associate members are not eligible to vote.”

“Reviewed by treasurer and president; shared with board.”

“Board members are asked to review the council conflict of interest policy and sign an attestation at the annual summer board retreat. If a conflict is reported, the president would work with the executive director and vice president to determine if the board member would need to be recused from any decision making.”

“The association does not make their governing documents, conflict of interest policy, and financial statements available to the public.”