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Message from the Chairperson
Julie A. Buschman, CPA, AEP®, CAP®
Northern Trust
Dear Fellow Designee:
As I begin this letter, I am compelled to take a moment to share our thoughts
of healing and strength for those in the AEP® family who have been impacted by
Hurricanes Harvey and Irma. The two storms have touched so many in such a short
time and we want you to know that the well-wishes of all AEP® designees and
NAEPC members are with you in the days ahead.
Planning for the Advanced Estate
Planning Strategies Conference continues and we are about two months away
from NAEPC's signature annual event. I hope that you will join the over 50 AEP®
designees who have already registered (and the 200 who are estimated to be in
attendance) to experience the excellence in estate planning that this conference
has become known for. Register soon, the $50 early bird discount expires at the
end of September!
As a reminder, beginning on September 15, 2017, all active AEP® designees
have an opportunity to purchase several components of the Broadridge
Financial Solutions, Inc. suite of services at a substantial 35% discount. Log
in to the AEP® section of our website using your national user name and password
or reference the recent email alerts to learn more or to watch a brief
informational webinar. In addition to Broadridge Financial Solutions, you will
find a new benefit for designees featured below—M Brands Film. Read on if you
are interested in incorporating videos into your website.
Finally, please plan on joining us for an upcoming webinar featured as a part
of the Robert G. Alexander Webinar
Series. AEP® designees are always able to attend these monthly programs for
just $40—if you haven't already, please attend one soon!
Best wishes,
54th Annual NAEPC
Advanced Estate Planning Strategies Conference
 The
Annual NAEPC Estate Planning Strategies Conference has become the "go-to" event
for estate planners from across the country! An exciting line-up of
nationally-recognized speakers, coupled with a fabulous city, plush host hotel,
and incredibly competitive registration fees, make the 54th Annual Conference an
event that is not to be missed. You've already made NAEPC and your affiliated
local council your associations of choice; why not make the Annual NAEPC Estate
Planning Strategies Conference your continuing education and networking event of
choice?
Abbreviated Conference Schedule
Wednesday, November 15, 2017
- Special Add-on Opportunity for Educational Attendees: Communication
Across Generations and the Impact of Family Philanthropy with Sharna
Goldseker
Thursday, November 16, 2017 Educational Sessions
- 7:00 am Bonus Session: Life Insurance in Estate Planning: Beyond the
Role of Benefits for Beneficiaries & Tax Strategies
Darwin M. Bayston, CFA
Session provided by Berkshire Settlements, Inc.
- Modern Uses of Partnerships in Estate Planning
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
- Life Insurance Product Selection, Design and Funding: Making Fundamental
Decisions in Common Financial and Estate Planning Scenarios
Charles L. Ratner, JD, CLU®, ChFC®, AEP® (Distinguished)
- Sponsored General Session: Advanced Planning Applications for
Market-Based Life Insurance Valuations
William Clark, Jamie Mendelsohn & Jon B. Mendelsohn
Session provided by Ashar Group / Ashar SMV
- How Slippage and Gray Areas Lead Us Into Ethical Lapses
Marianne M. Jennings, JD
- Minimizing Family Conflicts in Estate Planning
John J. Scroggin, JD, LL.M., (taxation), AEP® (Distinguished) Nominee
- Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished)
- Annual Private Event for Active Accredited Estate Planner® Designees and
Estate Planning Law Specialist Certificants: Legacy Planning Reimagined: a
Discussion with Philip B. Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP®
Friday, November 17, 2017 Educational Sessions
- Tax-Efficient Drawdown Strategies during Retirement
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
- Estate Planning Current Developments and Hot Topics
Steve R. Akers, JD, AEP® (Distinguished)
- Sponsored General Session: Understanding Asset Protection in the 21st
Century
Douglass S. Lodmell, JD, LL.M.
Session provided by Asset Protection Council® / Lodmell & Lodmell, P.C.
- Inter Vivos Non-Grantor Trusts (Some Complete; Some Not) for State (and
Some Federal) Income Tax Minimization
William D. Lipkind, JD, LL.M.
- Planning for Privacy in a Public World: The Ethics and Mechanics of
Protecting your Client's Privacy and Personal Security
John Bergner, JD & Jeff Chadwick, JD
-
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Taxation of Trusts & Estates - Ten Things Estate Planners Need to Know
Mickey R. Davis, JD & Melissa J. Willms, JD, LL.M.
To learn more about the conference, including registration fees and packages,
and to download the full conference brochure, please visit our
website.
The Technical Corner
This month we are pleased to feature:
Things Remembered (or Learned) While Administering Complex Trusts and
Estates (PDF format)
Provided by Gregory E. Sellers, CPA, AEP® and Eido Walny, JD, AEP®, EPLS
This article offers some very important "factoids" that the authors felt
worthwhile to pass along to other professionals after working on some
extraordinary estate, trust and probate administrative cases.
Member Benefits,
Programs & Services
NAEPC strives to offer AEP® 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 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! M Brands Film
Do you have website video? If not, you may be turning away 90% of your prospects
and clients! Video connects you to clients in a way that other forms of
communication cannot. To learn more about M and how video can help you and your
business, watch a welcome video.
Through a value partner arrangement with NAEPC, M is offering video
production services at a 20% discount to members. Through the web, M will help
you create an authentic "explainer" video for your website, social media, and
communications. In just a few minutes and all done online, M makes the shyest
professional shine with sincerity without breaking your budget, interrupting
operations, or making a cartoon out of your business.
- Do you or your staff get repetitive questions from prospects and/or clients
that a video may explain?
- Is there an important deadline coming up that you would like your clients to
be aware of?
- Do you want your colleagues or clients to know about that new certification
you attained?
- Are you recruiting for your growing office?
M can help you communicate these important items and more! Through September
30th, M is offering all NAEPC members $49 videos to address those items that are
most important to you. In just 20 minutes to shoot and a 2-week turn-around, M
will provide you with 30 seconds of precise and tailored content for your
website, social media, and auto signature. To set up a convenient free-video
assessment of your website and video needs, please schedule at:
https://secure.scheduleonce.com/LeeMaddox.,
If you have questions, either ring 415-404-9276 or email
loyalty@mbrands.co.
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.
National Association of Estate
Planners & Councils 1120 Chester Avenue, Suite 470
Cleveland, OH 44114
Phone: (866) 226-2224 ~ Fax: (216)
696-2582 ~ E-Mail:
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