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About The Houston
Estate and Financial Forum |
The Houston Estate and Financial Form (HEFF) was organized on
June 27, 1960, for the purpose of assisting the development and extension of
professional skills in the field of estate planning and to foster cooperation
among its members. HEFF was incorporated September 1, 1979.
Since its founding, HEFF has emphasized programs of educational interest
for its members in recognition that such programs are the best means
with which to assist its members in the development and extension
of their skills in the field of estate planning.
HEFF's membership is comprised of individuals actively involved in
the following professions: Certified Public Accountants (CPA), Attorneys,
Trust Officers, Chartered Life Underwriters (CLU), Certified Financial
PlannersTM (CFP®), Chartered Financial Consultants
(ChFC), Accredited Senior Appraisers (ASA) and development Officers
of organizations exempt from federal income taxation under section
501(c)(3) of the Internal Revenue Code of 1986 as amended. |
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