Message from the Chairperson

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

It's baseball season again! As Chair of this exciting committee, I invite you to also think about whether you have hit a home run by taking advantage of all of the benefits afforded to you by your status as an AEP®! The paragraphs below outline just a few of the special benefits available to our designated individuals.

The AEP® tri-fold brochure is available to all active designees as a way to communicate the primary message, mission, and commitment of both NAEPC and the designation program – that YOU support the team approach to estate planning. This unique brochure can be downloaded online for electronic use or ordered in a polished, hard-copy format for a nominal fee. Visit "Information for AEP® Designees" to learn more. You won't find a swing and a miss here!

All designees are offered both the member rate and a discount to attend the Annual Conference, but did you know that there is also a very special and private educational opportunity just for you? This year we are grateful to Stephan R. Leimberg, JD, AEP® (Distinguished) for agreeing to present his outstanding program, "Six Magic Steps to Power Marketing," at the 50th Annual Conference on Thursday, November 21st. Full conference information can be found online at http://www.naepc.org/conference. The bases are loaded – are you ready to run home with all of this exciting new information?

Perhaps the grand slam of benefits, the NAEPC Value Partner program offers designees and members of affiliated local estate planning councils alike a dynamic and growing list of software, educational programs, subscriptions and publications, and much more, all at a discounted rate (and some are even complimentary!) If you have not recently done so, please visit our website to take a look at the list today.

Finally, National Estate Planning Awareness Week will take place this October 21st through 27th. Are you prepared to get involved? Our goal is to alert, educate, motivate, and assist the American public to cost-effectively establish and keep their estate and financial plans up to date through the outreach of media, nonprofits, financial service organizations, and financial professionals just like you! You are invited to participate by encouraging your estate planning council to host community–wide programs, by placing estate and financial planning editorial content and checklists onto your website and within your newsletter, social media groups, local newspapers, and with the media, and by talking to friends and colleagues about the exceptionally important event. Please note, during the month of October you are welcome to use, at no cost, any of the estate and financial planning feature articles from www.EstatePlanningAnswers.org as content or research for your content. With your help, we'll be batting 1,000!

Thank you for supporting our mission!

Sincerely,

M. Eileen Dougherty
 

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

Please plan on joining NAEPC & The NAEPC Education Foundation this November in Las Vegas, Nevada. The hosting property, The Cosmopolitan of Las Vegas, is the newest property on the Las Vegas Strip and the annual conference provides the perfect opportunity for just a little extra time away! Plan now to join the celebration of 50 years of exceptional conferences and educational programming!

BREAKING NEWS! The 50th Annual Conference program has been released, our speakers are:

Thursday, November 21, 2013

• Jeffrey N. Pennell, JD / Current Developments
• Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished) / A Portable Guide to the Portability Election
• Paul S. Lee, JD, LL.M. / Family Investment Partnerships: Structure, Design, Issues & Problems (Beyond the Valuation Discount)
• Nancy B. Rapoport / Social Science, Human Error & Behavior
• David A. Handler, JD, AEP® (Distinguished) / Structuring Trusts or Trust Design Strategies
• Breakout Session: David A. Handler, JD, AEP® (Distinguished), Stephan R. Leimberg, JD, AEP® (Distinguished), and Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) / How to Get Your Clients to Proceed with Their Planning
• Breakout Session: Christopher R. Hoyt, JD, AEP® (Distinguished) / So You Want to Be a Philanthropist?
• Breakout Session: Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® / Special Needs Trusts: What Every Estate Planning Professional Needs to Know
• Private Session for Active Accredited Estate Planner® Designees Only: Stephan R. Leimberg, JD, AEP® (Distinguished) / Six Magic Steps to Power Marketing

Friday, November 22, 2013

• David H. Kirk / Section 1411 - The Tax Version of the Twilight Zone
• Carlyn McCaffrey, LL.B., LL.M., AEP® (Distinguished) / Using Defined Value Clauses to Reduce Gift Tax Valuation Risk
• Steven J. Oshins, JD, AEP® (Distinguished) / Hybrid DAPT
• John W. Porter, B.B.A., JD, AEP® (Distinguished) / Using Defined Value Clauses to Reduce Gift Tax Valuation Entities
• Robert S. Keebler, CPA, MST, AEP® (Distinguished) / Innovative Income Tax Strategies for Estate Planners
• Breakout Session: Vincent M. D'Addona, CLU®, ChFC®, AEP®, Robert S. Keebler, CPA, MST, AEP® (Distinguished), and Steven J. Oshins, JD, AEP® (Distinguished) / Choice of Wealth Shifting Strategies
• Breakout Session: Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) Nominee, Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM, and Robert C. Slane, CLU®, AEP® / Let's Get Ready to Rumble: Fundamentals of Life Insurance
• Breakout Session: Jeremiah W. Doyle IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished) / Estate Planning for Divorces

The Annual Conference Committee prides itself on choosing exciting companion programs for those that accompany Council Leadership Day and Educational Package registrants to the conference! Three thrilling programs are planned for this year:

• Wednesday, November 20, 2013 - The Cosmopolitan of Las Vegas Food Tour & Cooking Class
• Thursday, November 21, 2013 - Day Trip to Hoover Dam and Boulder City, NV
• Friday, November 22, 2013 - Historic Las Vegas, including the Freemont St. Zip Line Adventure

The registration brochure will provide a full description of each program. Two- and three-day registration packages are available and include the Welcome Reception, breakfasts, and tours.

Online early bird registration is open now! Visit http://www.naepc.org/conference for more information.

Finally, the Annual Conference provides a fantastic opportunity to reach NAEPC members face-to-face at our only in-person event each year. Sponsoring or exhibiting provides an opportunity for your organization have a presence for as little as $1,250, with the ability to gain national exposure to estate planning professionals! Visit http://www.naepc.org/conference for complete information today!

Deepening Client Relationships with Life Planning" offered by WealthCounsel
George D. Kinder, CFP®, Moderated by Randy Gardner, JD, LL.M., MBA, CPA, CFP®
Wednesday, May 15, 2013 at 12:00 noon ET
This program qualifies for one CFP® credit.

Register online HERE.

About the program…
Authentic relationships are the key to healthy and thriving lives and businesses. The new paradigm in the advising and estate planning professions is Life Planning.

• Listening skills and goal exercises from the Seven Stages of Money Maturity workshop.
• The EVOKE® method, a paradigm-shifting technology that allows you to uncover your clients' most profound, meaningful, exciting and fulfilling aspirations and engage them in the work of creating their own vibrant futures, living their legacies based on a solid financial architecture.
• How Life Planning makes an advisor's practice richly fulfilling.
• Integrate a client's life and legacy vision with practical financial strategies.
• Building deeper longer-lasting relationships with clients.

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 "Planning for Non-Traditional Couples":

• Part I    The Impact of Federal and State Laws
• Part II   Common Tax Planning Obstacles and Opportunities

Information provided with the permission of The Guardian Life Insurance Company of America.

In the Spotlight:
Hartman Axley CLU®, ChFC®, JD, CFP®, MSFS, RHU, AEP®

Hartman Axley has served NAEPC as a board member since 1969, was president of the association in 1975/76, and has been an active member of the Accredited Estate Planner® Designation Committee since its inception. One of our original designees, he holds AEP® certificate number 6! His service to NAEPC is so extensive, the NAEPC Board of Directors created an award in 2004 to honor those that have been highly active in the estate planning community and crucial to the development of the association, The Hartman Axley Lifetime Service Award. Hart's thoughtful approach to issues and initiatives has been a critical component in the success of NAEPC and we are grateful for his historical recollections, past and current service, and ongoing support.

• ABA Book Publishing / The ABA Checklist for Family Heirs
• Acquire Direct Marketing
• Advisys
• AfterSteps
• American Dream Planner LLC
• Amicus Creative Media & Legal Vault
• BizActions LLC
• Business Valuation Resources, LLC
• CBData™
• Charitable Planning Desk Reference for Advisors / Strategic Philanthropy
• CrummeyService
• Discuss Directives, LLC - Heart2Heart Workbook & Deck of Cards
• DocuBank
• Estate Planning Smarts / Pensworth
• EstatePlanningBinders.com
• Family Business Magazine
• Fiserv Investment Services

• Florida Domicile Handbook
• International Genealogical Search Inc.
• Klark Proposal Software
• Konica Minolta Business Solutions
• Lawgic, LLC
• LegacyQuest, LLC
• Midwest Transaction Group
• My Perfect Will
• My Personal DataSafe LLC
• Oswald Companies Personal Excess Liability
• Private Wealth Magazine
• PS Awards
• Ruby Receptionists
• Sterling Cut Glass
• The Ultimate Estate Planner
• Trusts & Estates
• Wall Street Cards
• WealthManagement.com

Subscription Options

You are receiving this message because you are an active Accredited Estate Planner® designee in good standing.

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 here.