National Association of Estate Planners and Councils

Council of Excellence Award

Created in 2014, the National Association of Estate Planners & Councils Council of Excellence Award is designed to recognize those councils affiliated with the NAEPC that are positioned toward success.  The program criteria were carefully developed with all council sizes in mind by a task force of council leaders, past presidents of NAEPC, and current board members.

The Council of Excellence Award is named for two individuals who truly sought to strengthen the bond between NAEPC and its affiliated councils during their terms on the board.  Walter Lee Davis, Jr. served as president of the association in 2008 and was instrumental in forming the Council Relations Committee, a group of volunteer members who are charged with being a liaison between affiliates and the national association.  Leonard H. Neiman served the association as a board member for over fifteen years.  He worked tirelessly to gather information about estate planning councils from around the country, both affiliated and unaffiliated, and to make contact with their leadership to help explain the benefits of affiliating with NAEPC. 

The 2017 award ceremony took place in New Orleans on Wednesday, November 15, 2017 at the NAEPC Annual Advanced Estate Planning Strategies Conference during Council Leadership Day. > View a list of recipients and photos.

2018 Application
> Download the 2018 Council of Excellence Application, due back to the national office by Friday, May 25, 2018

Interested in learning more about the Council of Excellence Award?  Download a brief informational PowerPoint presentation, "Achieving Excellence", HERE or contact the NAEPC office to obtain a copy of the 2017 application.

What Councils are Saying...
"As winners of the Council of Excellence Award two years in a row, we have capitalized on the ability to listen to the periodic NAEPC webcasts at no cost for a group. We have had very good attendance by our membership for the webcasts with lively discussions. Our members commented on the positive aspects of multi-disciplined members sharing their approaches to the speakers’ presentation." - Baltimore Estate Planning Council