The membership of this Council shall consist of:
Financial services professionals with a significant portion of their business focused on the coordination of the client's financial plan \Vith the client's estate plan and tax plan. Financial services professionals must reside and practice in Florida and must demonstrate qualification by obtaining and maintaining one or more of the following applicable certifications:
Attorneys who are admitted to the Florida Bar, who reside in Florida as their
primary residence and who:
Certified Public Accountants who are licensed by the State of Florida, who reside
in Florida as their primary residence, and who:
Charitable Endowment Members. Any public foundation may designate an
employee of that foundation as its member representative. The member representative
shall be the CEO, DFO or COO (or equivalent position) of the public foundation, or the
officer (or equivalent position, such as the Chief Development Officer) whose role is to
primarily work with donors and estate, tax and financial planning professionals. The
member representative of a Charitable Endowment member shall not be entitled to serve
as an officer of the Council.
Members who are retired from the professions listed above and who are not actively pursuing another profession may be members. A retired member shall not have any voting rights and shall not be entitled to serve as an officer. A retired member must have been an active member for three years prior to becoming a retired member.