About Us
Objectives and Nature of the Council
The objectives of the Council are:
- To foster intelligent cooperation and a cordial understanding among the members as to the proper relationship between the functions of the attorney, accountant, life underwriter, trust representative, and other individuals in the field of estate planning.
- To assist its members in keeping abreast of laws and conditions affecting business and personal taxation and the problems of estate accumulation and conservation so as to improve the knowledge of each member within his sphere.
- To encourage its members to have as their ultimate goal the rendering of the best professional services to the public.
Membership Qualifications
Members of the Augusta Estate Planning Council consist of persons who are interested in and actively practicing estate planning in Augusta, and who are actively practicing in one of the following professions or businesses:
- Estate Law
- Trust and Fiduciary Services
- Accounting
- Financial Services
- Academics
To Start the Application Process Contact:
Danielle Wilson
Phone: 762-383-6238
Danielle.Wilson@qnbtrust.bank
