Character & Fitness |
No felonies, regulatory discipline, suspension of a license, or published customer complaints within a regulatory format, within the last 5 years. These would be self-certified for now. A member has to adhere to our Code of Ethics and Member Best Practices and so state each year when annual dues are paid. |
No felonies, regulatory discipline, suspension of a license, or published customer complaints within a regulatory format, within the last 5 years. These would be self-certified for now. A member has to adhere to our Code of Ethics and Member Best Practices and so state each year when annual dues are paid. |
No felonies, regulatory discipline, suspension of a license, or published customer complaints within a regulatory format, within the last 5 years. These would be self-certified for now. A member has to adhere to our Code of Ethics and Member Best Practices and so state each year when annual dues are paid. |
Education: |
None required. |
Continuing education related to trust administration, estate planning, investments, elder law, or special needs would need to be at least 15 hours a year, with at least two of those hours dedicated to ethics or trustee litigation. These would be self-certified for now with annual dues statement. |
Continuing education related to trust administration, estate planning, investments, elder law, or special needs would need to be at least 15 hours a year, with at least two of those hours dedicated to ethics or trustee litigation. These would be self-certified for now with annual dues statement. |
Character and Professional References |
Application and verification form. |
5 professional references in addition to application and verification form. |
10 professional references in addition to application and verification form. |
Fees |
Annual dues only |
$125 one time fee + $300 annual dues. |
$125 one time fee + $400 annual dues. |
Approval in ITA |
Membership Committee |
Membership Committee |
Membership Committee and Board Approval |
Academic |
None |
BA or BS |
BA or BS |
Continuing Education |
None |
50 hours in previous five years |
100 hours in previous ten years |
Exam |
None |
None for now |
None for now |
Experience |
None |
A) 5 years serving as trustee in three family branches, & 3 different administrative environments, or
B) 3 years experience having passed three Cannon courses or their equivalent
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A) 10 years serving as trustee with JD, CPA, CFP, CTFA, or
B) 10 years serving for at least 10 trusts with different families, in 5 different administrative environments.
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