AEP Alert

Message from the Chairperson

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

As I write to you from Philadelphia, I am reminded of what a great gift it is to be in our country. As we celebrated Independence Day on July the 4th, it is my hope you remembered those who went before us to ensure our way of life with their sacrifices. Fly our flag with pride and thank our veterans for their service!

Before we know it, we will be in Las Vegas celebrating the 50th anniversary of the annual conference. When you review the roster of speakers and the topics, you will be amazed at the value you receive for the dollars spent on your own education. I am always surprised when people mention to me that they did not know they could attend the annual conference without being a member of the leadership of their council. That is just not true! As a member of an affiliated local estate planning council, you are very warmly invited to join us and to participate in this wonderful celebration, and we hope you will also attend annual conferences in the future. AEP® designees will be treated to a special session with Stephan R. Leimberg, JD, AEP® (Distinguished) titled "Six Magic Steps to Power Marketing." Don't miss this great opportunity to meet Steve in person!

This month, in the "Spotlight" section of this newsletter, we highlight those outstanding professionals being inducted into the Estate Planning Hall of Fame® in 2013. These individuals will be honored during the annual conference on Friday, November 22nd. This is a very special part of our proceedings so please join us for this remarkable event. All of the members of the Class of 2013 are shining examples of leadership in the estate planning field and they share their passion for the NAEPC and AEP® mission, to work as a team member in achieving client goals.

For those that have recently completed the Expert Research Questionnaire, which offers an opportunity to make a significant impact on ongoing efforts to increase estate and financial awareness within the nonprofit community and among practitioners within the financial services communities, thank you. It's not too late to share your opinion! Those that have not yet responded will be given one last opportunity to provide feedback or you may reference a previously received email for your personalized link to the survey.

Finally, please stop by the Technical Corner of this newsletter for an excellent article, "The History of Estate Tax."

Thank you for supporting our mission!

Sincerely,
Eileen Dougherty
M. Eileen Dougherty
 

NAEPC National Website

 

 

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

Frederick L. Brown, CLU®, ChFC®, MSFS, AEP®Pottstown, PA
Alfred W. Hovis, Jr., ChFC®, CLTC, LUTCF, AEP®Stuart, FL
Allan F. Koswick, CLU®, CFP®, AEP® Boston, MA
Tucker M. Smith, CFP®, CTFA, CWS®, AWMA, AEP® Phoenix, AZ
Joy T. Soulier, CPA, MBA, CLPF, AEP® Oakland, CA
John Francis Stadsvold, CTFA, AAMS, AWMA, AEP® O'Fallon, MO
Daniel L. Tasciotti, CFP®, CLU®, ChFC®, MBA, AEP® Miami, FL
Tolen C. Teigen, CFA, CFP®, ChFC®, CASL, AEP® San Diego, CA
Luke P. Travis, JD, AEP® Fall River, MA

 

Annual Conference

Vegas
November 20 – 22, 2013

The Annual Conference offered by NAEPC and The NAEPC Education Foundation may just be the best-kept secret in conferences! 

Top 10 Reasons to Attend the 50th Annual Conference

  1. Two full days of educational sessions offered by national experts
  2. Multi-disciplinary continuing education credit
  3. Networking time with conference speakers and estate planning professionals
  4. Ample opportunity to meet with conference supporters and vendors
  5. Top-notch companion program
  6. Experience Las Vegas and The Cosmopolitan of Las Vegas
  7. Reasonable registration fee with most meals included
  8. Special $50 discount just for Accredited Estate Planner® designees, which can be combined with $50 early bird discount
  9. Private session just for active designees
  10. Recognition for Accredited Estate Planner® designees throughout the event

Please plan on joining us for this extra-special conference.  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 to build in a little extra time away!  Plan now to join the celebration of 50 years of exceptional conferences and educational programming (and don't delay, the early bird discount expires September 30, 2013.)


The Technical Corner

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:

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

The Spotlight

Please join us in congratulating the 2013 entrants into the Estate Planning Hall of Fame®:

Frank S. Berall, Atty, LL.M., AEP® (Distinguished) Nominee Hartford, CT
Gail E. Cohen, JD, AEP® (Distinguished) Nominee New York, NY
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) Nominee Villanova, PA
Tim Kochis, JD, CFP®, AEP® (Distinguished) Nominee San Francisco, CA
Lawton M. Nease III, Ph.D., CLU® AEP® (Distinguished) Nominee Atlanta, GA
Duncan E. Osborne, JD, AEP® (Distinguished) Nominee Austin, TX
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished) Nominee Tenafly, NJ
E. Randolph Whitelaw, AEP® (Distinguished) Nominee St. Louis, MO

This year, we are especially excited to honor Frank S. Berall, a past member of the AEP® designation committee, Albert E. Gibbons, who offered the private designee session at the 49th Annual Conference in Orlando, and Martin M. Shenkman, who works closely with NAEPC and serves on its Publications Committee. 

Member Benefits, Programs & Services

NAEPC strives to offer our designees high-quality benefits, programs and services at value pricing. We continually look for opportunities that will enhance the value of your membership and make your practice more efficient.

We are very proud to make the following benefits available to you, our Accredited Estate Planner® designees, at reduced prices or substantial discounts. A brief description of each product or program can be found online in the member benefits section of our website, along with pricing and ordering information. Some of the resources are even complimentary—take a look today! Be aware, however, that your password may be required to view some of the information. Please use the "I forgot my password option" if necessary.

New Benefit

The National Underwriter Company

For well over a century, The National Underwriter Company has consistently been first in line with targeted tax, insurance, and financial planning information that professionals have come to rely upon when making critical business decisions.

Dedicated to putting accurate and relevant estate planning expertise at your fingertips, The National Underwriter Company offers such popular resources as: The Tools & Techniques of Estate Planning; Principles of Estate Planning; Tax Facts on Insurance & Employee Benefits; Tax Facts on Investments; Social Security & Medicare Facts; Healthcare Reform Facts; Tools & Techniques of Financial Planning; Field Guide to Estate Planning, Business Planning & Employee Benefits; and many more.

With our host of both online and print resources, today's professionals are assured that as the industry continues to evolve, National Underwriter will remain at the forefront of change with the most up-to-date, authoritative, and easy-to-use resources available today. Visit the password-protected area of the NAEPC website to learn more.

Existing Benefits

  • 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

Committee Members

On behalf of the entire NAEPC board of directors, please join in thanking the designation committee for their time, energy, and talent throughout the year.

  • Robert G. Alexander, JD, LL.M., AEP® , EPLS, La Crosse, WI
  • S. Mark Alton, CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS, Syracuse, NY
  • Hartman Axley, CLU®, ChFC®, JD, CFP®, MSFS, RHU, AEP®, Lakewood, CO
  • Christine S. Bell, CTFA, AEP®, Jacksonville, FL
  • Kathleen J. Belmonte, CTFA, AEP®, Tampa, FL
  • Thomas M. Borchert, CLU®, ChFC®, LUTCF, AEP® , CLTC, Sioux City, IA
  • Julie A. Buschman, CPA, AEP®, Dallas, TX
  • M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®, Philadelphia, PA
  • Gary L. Flotron, MBA, CLU®, ChFC®, AEP®, St. Louis, MO
  • Robert E. Fox, CLU®, AEP®, Ocala, FL
  • John P. Garniewski, CPA/PFS, CFP®, AEP®, Wilmington, DE
  • Pettus C. Gibbons, MEd, CLU®, ChFC®, LUTCF, AEP®, Addison, TX
  • Robert P. Goodman, CPA, AEP®, CFP®, Phoenix, AZ
  • Theodore L. Greenspan, JD, LL.M., AEP®, Mobile, AL
  • Christopher P. Jakyma, Esq., CTFA, AEP®, Medina, OH
  • William D. Kirchick, Atty, AEP®, Boston, MA
  • John T. Midgett, JD, AEP®, Virginia Beach, VA
  • Colleen D. O'Connell, JD, AEP®, Bedford, NH
  • Paul J. Pantano, CLU®, ChFC®, AEP® , CASL, MSFS, Pittsburgh, PA
  • Daniel A. Rich, JD, MBA, TO, AEP®, Denver, CO
  • Lawrence A. Schwartz, CPA, MST, AEP®, Boston, MA
  • John C. Scott, CPA/ABV, AEP®, St. Louis, MO
  • Gregory E. Sellers, CPA, AEP®, Montgomery, AL
  • Walter V. Tchirkine, CPA, MS (taxation), AEP®, Oakland, CA
  • Jeffrey M. Turner, CFP®, CLU®, ChFC®, MBA, AEP®, Chattanooga, TN
  • Eido M. Walny, JD, EPLS, AEP®, Fox Point, WI

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