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Message from the Chairperson

M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Hawthorn - PNC Family Wealth
Philadelphia, PA

Welcome to the first issue of the AEP Alert for 2013! As we all take a sigh of relief after a very hectic end to 2012, let's see what we can plan for 2013.

Your AEP® Committee continues to mirror the mission of NAEPC in providing excellence, professionalism and supporting the team concept of estate planning. At the start of 2013 we welcomed three new members to our AEP Committee; Lawrence A. Schwartz, CPA, MST, AEP®, practicing certified public accountant in Boston, MA; S. Mark Alton, CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS, a wealth advisor with the Armory Group, part of Morgan Stanley in Syracuse, NY; and Christine S. Bell, CTFA, AEP®, Vice President and Trust Officer with Center State Bank in Jacksonville, FL. At this time I would also like to thank R. Mark Kirkpatrick, Esq., EPLS, AEP® of Mobile, AL for his past service to this committee. Mark will now be working directly with the Estate Law Specialist Board, Inc. and the Estate Planning Law Specialist designation and we congratulate him as he makes this transition.

In November 2012, at our 49th Annual Conference, we welcomed our latest inductees into the NAEPC Estate Planning Hall of Fame® as a Distinguished AEP® of the Class of 2012. Awards were presented and the acceptance speeches were a clear indication of how moved our recipients and their families were by this wonderful honor.

Please join me in congratulating those honored for 2012:

• Herbert Chasman, JD, CLU®, ChFC®, AEP® (Distinguished),  Irvine, CA
• Colin Coombs, CLU®, CFP®, AEP® (Distinguished),  Longview, WA
• Jeremiah W. Doyle IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished),  Boston, MA
• David A. Handler, JD, AEP® (Distinguished), Chicago, IL
• Carol A. Harrington, JD, AEP® (Distinguished), Chicago, IL
• Jerome M. Hesch, JD, AEP® (Distinguished), Aventura, FL
• Christopher R. Hoyt, JD, AEP® (Distinguished), Kansas City, MO
• Louis A. Mezzullo, JD, AEP® (Distinguished), Rancho Santa Fe, CA
• Barry C. Picker, CPA/PFS, CFP®, AEP® (Distinguished), Brooklyn, NY
• Samuel H. Tannebaum, CPA/PFS, AEP® (Distinguished)

This is a fine time of the year to make travel plans, and I would strongly suggest that you join us in Las Vegas for our 50th Annual Conference this November 20 - 22, 2013! You'll continue to hear more about the conference through the year and in our next AEP Alert we'll further discuss the special AEP®-only session. This will be the third session in the series.

I recently had a wonderful talk with a council leader from California, looking for ways to discuss the AEP® designation with his council and how to use the council nomination process. We know that you are all creative in your approach to this issue and welcome your comments. As a reminder, our tri-fold AEP® consumer brochure is available as a printed edition or as a download from our website. This is an excellent way to show your clients how your AEP® designation brings value to their relationship with you as a trusted advisor.

In our committee member spotlight this month, you will find information about three of our shining stars.

In our Technical Corner this month Paul Pantano brings us a fine article by Edwin I. Grinberg, read more below!

Sincerely,

M. Eileen Dougherty
 

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

The Technical Corner is provided only to active designees as a resource. Within each issue, one can expect to see articles related to estate planning, provided by top practitioners, and available just to you—the Accredited Estate Planner®. Our thanks to Paul J. Pantano, CLU®, ChFC®, AEP®, CASL, MSFS for serving as editor of this section of the AEP® Alert.

This month, please take some time to review "Permission Slip" by Edwin I. Grinberg, one estate planning attorney’s lesson in retirement/wealth replacement helped him overcome major losses in the stock market and increase his post-retirement income by 35 percent.

Article offered with permission from SourceMedia Inc. and CPA Wealth Provider.

In the Spotlight:
Robert G. Alexander, JD, LL.M., AEP®, EPLS

Robert G. Alexander entered private practice in 1978 and concentrates in the areas of domestic and international wealth transfer, asset protection and family business planning, including federal estate and gift taxation, trust and estate administration, fiduciary income taxation, life insurance planning, retirement planning, charitable planning, business organization and succession planning and international tax planning. Bob is a graduate of the University of Wisconsin - Madison (B.A. English, 1971), the University of Wisconsin - Madison Law School (JD, 1976), and DePaul University (LL.M. Taxation, 1984). In addition to serving on the NAEPC board of directors and AEP® designation committee, Bob is a nationally-known author and speaker who lectures and teaches extensively.

In the Spotlight:
Robert E. Fox, CLU®, AEP®

After 20 years in a family held business, Bob became a life insurance agent in 1968 and was "taken in" by one of the senior agents. While much was learned from the senior agent, his advice was "don't bring the attorney in until you have closed the case." For some reason, this advice didn't sit well with Bob and he has always been comfortable working with attorneys to a point of providing referrals back and forth, believing that respect shown comes back! Bob feels that his experience is at the very heart of the philosophy of the AEP® designation. He became a CLU® in October of 1982, an AEP® in 1994, and has attended about ten annual conferences of NAEPC (he plans to attend the annual conference as long as he is able and "should love to be 40 years younger.")

In the Spotlight:
John T. Midgett, JD, AEP®

John T. Midgett is a Principal in the Law Firm of Midgett & Preti PC. His practice is concentrated in the areas of estate planning, administration and taxation, estate and fiduciary litigation, and family business planning. John is a graduate of the University of Virginia, where he attained a Bachelor of Arts degree with Distinction in 1975, and a 1978 graduate of the T. C. Williams School of Law at the University of Richmond, where he was a member of the Law Review. Mr. Midgett is a former instructor for the estate planning and administration programs at Tidewater Community College and is dynamic and nationally-known speaker on topics relating to estate planning, taxation, probate, elder law, and family businesses. John has also written and lectured to other attorneys, accountants, and trust officers in the related areas of estate planning, taxation and administration for the continuing education required in the various professions. In addition to his practice and speaking schedule, John is actively involved in the Hampton Roads Estate Planning Council (President 2010-2011) and the Duke University Estate Planning Council. John served as Chair of the Trusts & Estates Section of the Virginia State Bar in 2008-2009, and is a current member of the Virginia Bar Association's Trusts & Estates Legislative Committee. John is also a Past President of the Hampton Roads Gift Planning Council. He is a Fellow in the American College of Trust and Estate Planning Counsel, has been included in the 2006-2013 editions of The Best Lawyers in America®, and was recently named the Best Lawyers' 2013 Norfolk Litigation - Trusts & Estates "Lawyer of the Year". He has been rated as "AV" in the areas of estate planning and administration, the highest designation available to attorneys in the Martindale-Hubbell® Law Directory. John has been named to Virginia Business Magazine's Legal Elite and designated as a Super Lawyer.
 

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