The Estate Planning Council offers two annual awards:
- to provide a better understanding of estate planning and of the services that estate planners can render to the general public;
- to promote cooperation and to foster a better understanding of the proper relationship among estate planners of different professions; and
- to further the education of the members of the council and of the public in the field of estate planning.
Those eligible to receive the award must hold one of the following: Certified Financial Planner®, Certified Public Accountant, Trust Officer, Chartered Life Underwriter®, Chartered Financial Consultant®, Chartered Financial Analyst, Attorney (licensed to practice in State of Ohio), Chartered Advisor in Philanthropy®, and/or Certified Wealth Strategist®.
As such, the criteria for the award might include teaching, speaking, authorship, service to the Council, professional, civic or charitable service and creativity or accomplishment in development of services, products, solutions, legislation, etc.
Exceptional Service - In 2008, the Estate Planning Council of Cleveland board approved a discretionary Exceptional Service Award to be presented at its annual meeting. The purpose of the award is to recognize a member (or members) of EPC who has made a substantial impact on the estate planning community as a whole locally or on a statewide basis through his or her efforts during the past year. Consistent with the discretionary and exceptional nature of the award, the board envisions that it may not be awarded each and every year.
- Must be a current member of the EPC.
- May be either in active practice or retired.
- Must reflect, in practice, the goals for the EPC:
- Must be for exceptional service during the past 12 months (roughly from May 1st to April 30th) and it is intended not to be recognition of a lifetime of service.
Examples of the type of service to be considered might include the development or the expansion of services, products, solutions, education, and legislation in the fields of philanthropic planning, tax, insurance, estate planning, probate and trust law that have an impact on the estate planning and community at large.