Message from the Chairperson

M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Semper Trust Company
King of Prussia, PA

Earlier this month we celebrated Independence Day. At this time of year we are reminded of the sacrifices that were made by the great founders of our country. Their vision and courage resulted in the very life, liberty and pursuit of happiness that we are privileged to enjoy today. Our founding fathers learned how essential it is to work as a team to attain a goal. I humbly submit that this message has not been lost on our family of AEP® designation holders today.

As we know, the mission of NAEPC is to promote excellence, professionalism and the team concept of estate planning among credentialed professionals. With this spirit, I am delighted to remind you of the fantastic talk we have planned, in Orlando, FL, during our annual conference that is reserved for AEP® designees, only. Our presenter is the very well-respected national speaker, Albert E. Gibbons, CLU®, ChFC®, AEP®. Al will discuss the topic of how AEP® designees can work effectively as collaborative team members and why this is so essential for the best outcome for our clients. While Al has spoken and written on numerous topics over the course of his career, this is a point that he is very passionate about, and we are delighted that he can join us this year. His presentation will be from 5:00 to 6:00 PM on Thursday, November 8, 2012. Giving credit where credit is due, Al's resume is far too long to summarize here, but I will note that he is a past president of the Philadelphia Estate Planning Council and holds the Distinguished Estate Planner Designation from that council. He has made presentations in person, on radio and on television. His topics have ranged from technical issues concerning life insurance and estate planning to the many ethical issues faced by professionals today. Do yourself a favor and don't miss this event. If you have not yet signed up for the conference, please use this link to explore the itinerary of wonderful speakers and topics. I hope to see you there!

We often make reference to "member benefits" when we discuss NAEPC. If you have been too busy before to review all the great products and services that are available to you, at a discount, don't be shy, use the following link to see what you might be missing: NAEPC Member Benefits.

This month in "The Technical Corner," we are privileged to bring you an article written by Jeff Scroggin, JD, LL.M., AEP®, titled "Jeff Scroggin & the Seven Realities of Family Business Succession." This article first appeared in the Leimberg Information Services, Inc., so we thank Steve Leimberg for permission to reprint it in our newsletter so that we might share it with you.

In closing, this month's Spotlight is on a valued member of our AEP® Committee, Paul Pantano, CLU®, ChFC®, AEP®, CASL, MSFS. Paul works in Pittsburg, PA, and has a very serious commitment to maintaining the integrity of the AEP® designation. Thanks for all you do for us, Paul!

Sincerely,
Eileen
 

We congratulate those new AEP® designees and celebrate with them their accomplishment:

Jeff Scroggin & the Seven Realities of Family Business Succession

"...but in this world nothing can be said to be certain, except death and taxes." Ben Franklin

Jeff Scroggin believes that there are seven important realities that need to be understood when it comes to considering the passage of a family business. According to Jeff, clients who realize the existence of these seven realities will reduce future heartaches and avoid the potential loss of the family business to family conflicts and taxes.

Read complete article.

Reproduced with Permission from Leimberg Information Services, Inc. (LISI) at http://www.leimbergservices.com.

John J. ("Jeff") Scroggin, has practiced as a business, tax and estate planning attorney (and as a CPA with Arthur Andersen) in Atlanta for 34 years. He is a member of the Board of Trustees of the University of Florida College Of Law. He holds a BSBA in accounting, J.D., and LL.M (Tax) from the University of Florida. Jeff served as founding editor of the NAEPC Journal of Estate and Tax Planning and was co-editor of Commerce Clearing House's Journal of Practical Estate Planning. He was a member of the Board of the National Association of Estate Planners and Councils from 2002 to 2010. Jeff is the author of over 230 published articles and columns. He has been named as a 2012, 2011, 2010 and 20009 Georgia Super-Lawyer and as a 2011, 2010 and 2009 Five Star Wealth Advisor. Jeff is a nationally recognized speaker on estate, business and tax planning issues and has been quoted extensively, including in the Wall Street Journal, CNN Headline News, MSNBC, National Public Radio, Fortune Magazine, Forbes Magazine, Kiplinger's, Money Magazine, Worth Magazine, Financial Advisor, National Underwriter, Bloomberg Wealth Management, Smart Money Magazine, Journal of Financial Services Professionals, Wall Street Magazine, BNA Estates Gifts & Trusts Journal, Financial Planning, the New York Times, the International Herald Tribune, the Chicago Tribune, the South China Post, the LA Times, the Miami Herald, the Atlanta Journal/Constitution and Newsday. Jeff owns one of the largest private collections of tax memorabilia in the US.

In the Spotlight:
Paul J. Pantano

Paul J. Pantano, financial planner (ChFC®), Chartered Life Underwriter (CLU®), Chartered Advisor in Senior Living (CASL) and Accredited Estate Planner (AEP®), is a member of the Luttner Financial Group in Pittsburgh, Pa. For almost two decades, Paul has practiced in the areas of business planning and personal planning. He has been an adjunct instructor for The American College for many years conducting CFP® curriculum courses for prospective CFP® candidates. He has a strong belief in the reinvestment of his practice which has led him to receive his Masters Degree in Financial Services from The American College (MSFS). A member of the Pittsburgh Estate Planning Council, Paul has held officer positions and is currently treasurer. He has been a consistent member of MDRT, Presidents Council and Leaders Club with various insurance companies.

Paul is a member of the NAEPC board of directors as well as serving on various committees within the NAEPC, primarily the AEP® committee which oversees the growth, administration and integrity of the designation program.

Subscription Options

You are receiving this message because you hold the AEP® accreditation.

If you want to receive more frequent and timely communication about the NAEPC and its educational programming and member benefits, please be sure to subscribe for more frequent communications.