Message from the Chairperson

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

What an exciting year 2013 was! NAEPC experienced amazing growth and goals and objectives were met along the way. We intend to build on the momentum of 2013 as we begin 2014 and will be focusing on several key goals:

Providing additional benefits just for you, our designees
Providing an annual conference program that draws more active designees to attend, along with more recognition for those designees who do choose to attend
Continuing to maintain the high standards that have made the AEP® designation the designation of choice for estate planning professionals.

This newsletter is full of information that is not to be missed, including the results of Stelter's 2013 Insight Report, a survey for which the responses came from NAEPCs AEP® designees. This is being shared with you first, and will then be made available to the affiliated local estate planning councils and their members.

If you have not already participated, please attend the January 8th webinar, the next program in the Robert G. Alexander Webinar Series. More information can be found below.

Finally, if you do not do so regularly, please take a moment to review the member benefits, programs, and services available to all designees and members of affiliated local councils. This list grows regularly – don't miss out!

Sincerely,

M. Eileen Dougherty

NAEPC Monthly Webinar Series

NAEPC National Website

Stelter's 2013 Insight Report: Links between Advisors, Donors and Nonprofits

This study examines the behaviors, attitudes and characteristics of professional advisors who interact with the public and nonprofits on the topics of estate planning and planned giving. Our goal was to better understand the dynamic between advisors, their clients and nonprofits to shed light on ways in which fundraisers can rethink conventional approaches and build stronger relationships.

The learning objectives included:

To provide a baseline description of the professional advisor population upon which further inquiry can build
To better understand the relationships between advisors, their clients and nonprofit planned giving professionals
To more specifically understand how nonprofits and advisors interact when it comes to charitable decisions
To identify barriers to planned giving and opportunities for greater synergy between advisors and nonprofits

The findings in this report are based on a survey of 657 AEP® (Accredited Estate Planner®) designees conducted by Selzer & Company, Inc. Download your copy of the report.

The Robert G. Alexander Webinar Series, Next Program

January 8, 2014
3:00 pm – 4:00 pm ET

"The Hybrid Domestic Asset Protection Trust: a Third-Party Trust That Can Turn Into a Self-Settled Trust"

Expertise offered by:
Steven J. Oshins , JD, AEP® (Distinguished)
Program moderated by Paul S. Viren, CLU®, ChFC®, AEP®

About the program: The Domestic Asset Protection Trust has become one of the most widely-used asset protection techniques among asset protection professionals. The speaker will talk about a twist on the Domestic Asset Protection Trust that significantly increases the probability of successfully protecting the trust assets.

About the speaker: Steven J. Oshins is a member of the law offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is rated AV by the Martindale-Hubbell Law Directory, is listed in The Best Lawyers in America and was named the Las Vegas Trusts and Estates Lawyer of the Year by The Best Lawyers in America. He has been named one of the 24 "Elite Estate Planning Attorneys" in America by The Trust Advisor, one of the Top 100 Attorneys in Worth, one of Southern Nevada's Best Lawyers in In Business Las Vegas, one of the Best Lawyers in America in the trusts & estates category in The American Lawyer, one of the Best Lawyers in America in the Tax Law category in Corporate Counsel, named Nevada Super Lawyer in the wills, trusts & estate planning category in Nevada Business Journal, named Nevada Super Lawyer in the estate planning & probate category in Las Vegas Life and named Mountain States Super Lawyer in the estate planning & probate category.

This is an intermediate/advanced program.

Continuing Education Credit

Continuing education credit will be available at each webinar for Accredited Estate Planner® designees. In addition, a certificate of completion will be made available for those professionals that feel the program satisfies their continuing education requirements and are able to self-file. Councils may also file the program in their home state for programs offered in a group setting.

Registration Fees

• $40 / Accredited Estate Planner® designee (dues must be current at the time of registration)
• $60 / member of an affiliated local estate planning council or at-large member of NAEPC
• $100 / individual non-member
• $250 / council meeting or group gathering (council dues must be current at the time of registration)

Annual Conference

The 50th Annual Conference is now just about a month behind us and we could not be more pleased with the outcome. Records were smashed at every turn: record total attendance; a record number of exhibitors; and a record number of AEP® designees attending! Our plans for next year are simple – exceed all of the numbers from this year! We'll need your help to do so! Interested in seeing what you missed? Check out our YouTube channel for a short video recap of the conference.

Please plan on joining us from November 5 – 7, 2014 in San Antonio, Texas. As always, the conference will provide two full days of continuing education and credit and will satisfy an entire year of your AEP® CE requirement. A special AEP®-only discount is available, which makes our already affordable conference even more appealing. Information about speakers will be available soon on our website and within this newsletter.

NAEPC Journal of Estate & Tax Planning

It is with great pleasure that we announce the release of the 4th Quarter Issue of the NAEPC Journal of Estate & Tax Planning. Visit today!

In the Spotlight

It is with much appreciation that we highlight a fantastic friend to NAEPC this month, Stephan R. Leimberg, JD, AEP® (Distinguished), for his contributions to the NAEPC & The NAEPC Education 50th Annual Conference. Not only did Steve co-present the panel discussion "How to Get Your Clients to Proceed with Their Planning" with David A. Handler, JD, AEP® (Distinguished) and Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished), but he also graciously agreed to provide the private AEP®-only session on Thursday afternoon entitled "Six Magic Steps to Power Marketing." This unique opportunity, provided only to active designees, was very well received. Please join me in thanking Steve for his tireless efforts on behalf of NAEPC!

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 Benefits

2014 AICPA Advanced Personal Financial Planning Conference, January 20-22, 2014, Las Vegas

The 2014 AICPA Advanced Personal Financial Planning Conference is an intensive, high-level event that will help you prepare for the impact legislative and regulation changes will have on your practice and your clients. It's the first financial professional conference of the year that addresses changes head-on with the most advanced technical, all-encompassing learning programs for retirement, estate, investment, insurance and individual tax planning guidance for 2014.

Over the course of three intensive days, you will learn about the latest regulations, tax law changes and market outlook, and how to respond to pertinent issues that impact your practice — all in one advanced, all-encompassing conference. One thought-provoking session after another will address everything from tax policies to concentrated assets, insurance products and retirement plan design in addition to controversial topics such as Social Security, healthcare reform and Medicare.

Register online or download the brochure.

NAEPC members can take advantage of a special discount, creatively named "NAEPCPFP," which provides $100 off the onsite or online registration fees. This special offer can be combined with the AICPA member discount and the AICPA section discounts.

Special NAEPC Pricing for Webinar: After the FINAL IRS Regs...How Do You Advise Clients on The 3.8% "Net Investment Income Tax"?

(Not only individual clients, but trusts, estates, and closely held business entities too!)

If you have clients (or prospective clients) with sizeable income from interest, dividends, rents, capital gains or royalties, you can become a "hero" and their most talked-about advisor – if you can help them avoid the Affordable Health Care Act 3.8% Net Investment Income Tax that kicked in this year.

But it's not as simple as it seems. And even though the IRS has now finally issued its Final Regulations, it appears that this new tax is far more complex than originally thought.

Join us and nationally renowned tax expert, Robert Keebler, CPA, MST, AEP® (Distinguished) for a very special and timely 90-minute teleconference on Tuesday, January 14, 2014 at 9am Pacific Time (12pm Eastern Time) entitled "Understanding the 3.8% Net Investment Income Tax and Its Effect on Individuals, Trusts & Estates, and Closely Held Entities - After the Final Regs".

You need to know:

How do you compute this §1411 Net Investment Income Tax?
What is its application to C-Corps, S-Corps and Sub-K Partnerships?
What is its application to Rental Income?
What is its application to Trusts and Estates?
What strategies can you use to reduce or eliminate the Net Investment Income Tax?
How do the Final Regs differ from the Proposed Regs?
What issues are still pending guidance (and what to tell clients)?

PROGRAM DETAILS:

Program Title: Understanding the 3.8% Net Investment Income Tax and Its Effect on Individuals, Trusts & Estates, and Closely Held Entities - - After the Final Regs
Date: Tuesday, January 14, 2014
Time: 9am Pacific (10am Mountain, 11am Central, 12pm Eastern)
Duration: 90 minutes
Cost: $135 for NAEPC Members for Immediate Download /

Unable to participate on January 14th? $185 for NAEPC Members for Printed Materials & CD (plus shipping & handling)

Registration Includes: Participation on live teleconference (including Q&A), Handout Materials (if any), MP3 Audio Recording and a Certificate of Completion.

Existing Benefits

2-Part Webinar Series with Robert S. Keebler - Planning After the DOMA Decision
Acquire Seminar Marketing
Advisys Back Room Technician
AfterSteps
American Dream Planner Software
Amicus Creative Media
BizActions enewsletters for practioners
BVR's Guide to Business Valuation Issues in Estate & Gift Tax edited by Linda Trugman, CPA/ABV, CBA, ASA, MBA
BVR's Training Packs - Webinar recordings & transcripts
CBData Software to Simplify Your Life
CrummeyService, America's Leading ILIT Software Company
DocuBank: Emergency Access to Vital Documents
Estate Planning Smarts, A Practical, User-Friendly, Action-Oriented Guide, By Deborah L. Jacobs
EstatePlanningBinders.com
Family Business Magazine
Fiserv Investment Services
Florida Domicile Handbook: Vital Information for New Florida Residents
Heart2Hearts: Workbook and Deck of Cards

International Genealogical Search Inc.
Klark Proposal Software
Konica Minolta Business Solutions
Lawgic, LLC
LegacyQuest, LLC
Legal Binder Now (LBN)
LegalVault - Revolutionizing Attorney Document Storage
My Perfect Will
My Personal DataSafe LLC, the Nation's Most Comprehensive System for Sharing and Managing Client Information
Oswald Companies Personal Excess Liability
Private Wealth Magazine Subscription
Ruby Receptionists
The ABA Checklist for Family Heirs: A Guide to Family History, Financial Plans and Final Wishes
Sterling Cut Glass
The Charitable Planning Desk Reference for Advisors
The National Underwriter Company
The Ultimate Estate Planner, Inc.
Trusts & Estates Magazine
Wall Street-themed Greeting Cards
WealthManagement.com
Wolters Kluwer Law & Business

New Designees

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

Charles F. Adler, JD, CPA (retired), AEP®	Cleveland, OH
Stephen P. Ahern, CPA, PFS, CFP®, AEP®	Tewksbury, MA
A. Jude Avelino, JD, LL.M. (taxation), AEP®	New York, NY
Inge Alervson Bacon, CPA, CFP®, CTFA, PFS, AEP®	Sturgeon Bay, WI
Phillips M. Bragg, CFP®, AEP®	Charlotte, NC
Robert M. Burns, CFP®, ChFC®, AEP®	Palm Beach Gardens, FL
Caren Callahan, JD, LL.M. (taxation), State Certified EP, Trust & Probate Law, AEP®	Ukiah, CA
Wai Man Chan, CFP®, CLU®, ChFC®, LUTCF, AEP®	Fremont, CA
Bill D. Cunningham, CLU®, ChFC®, CFP®, AEP®	Shreveport, LA
R. Scott Darrah, CFP®, ChFC®, CLU®, CAP®, AEP®	Council Bluffs, IA
Carolyn L. Dorazio, JD, MBA, CFA - Level I, AEP®	Wexford, PA
Emily A. Drake, CFP®, AEP®	Cleveland, OH
Mira J. Fine, CPA, MT, AEP®	Denver, CO
B. Wade Garber, CFP®, REBC®, RHU®, LUTCF, AEP®	Portland, OR
Graham C. Gerlach, CFP®, AEP®	Denver, CO
Jeremy P. Green, CFP®, CTFA, CLU®, CEBS, MSFS, EA, AEP®	Bloomington, MN
Beverly J. Greenley, JD, LL.M. (taxation), AEP®	St. Louis, MO
Daniel K. Jenkins, CLU®, AEP®	Pittsburgh, PA
Gilbert P. Joehl, CFP®, CLU®, ChFC®, CASL, AEP®	Jacksonville, IL
Donald L. Kester, MBA, CLU®, CFP®, AEP®	Pittsburgh, PA
Jeffrey L. Knapp, JD, EPLS, AEP®	Basking Ridge, NJ
Nathan S. Kublank, CFP®, CPWA®, AEP®	Middleton, WI
Cynthia A. Kuppens, MBA, CFP®, AEP®	Cambridge, MA
Mary Katherine Mac Nee, CFP®, CRPC®, AEP®	Pasadena, CA
Robert C. McAdams, CLU®, ChFC®, CFP®, AEP®	Colorado Springs, CO
Robert J. Miller, CFP®, AAMS®, RFC®, AEP®	DeLand, FL
M. Elizabeth Monihan, JD, AEP®	Cleveland, OH
Tiffany A. O'Connell, JD, LL.M (taxation), AEP®	Natick, MA
Mary Jane Olsavsky, BS (finance), CTFA, AEP®	Pittsburgh, PA
Judith L. Perez, Esq., AEP®	Woodland Hills, CA
Molly O'Meara Schnell, JD, AEP®	Davenport, IA
Bryan E. Schuenemann, ChFC®, AEP®	Wayzata, MN
David L. Silvian, JD, AEP®	Boston, MA
Tamara S. Sipos, CPA, PFS, AEP®	Ontario, CA
Timothy D. Sullivan, JD, CLU®, AEP®	Andover, MA
Susan J. Travis, CFP®, CTFA, AEP®	Houston, TX
Catherine Collins Warren, CTFA, AEP®	Mount Dora, FL
Lloyd A. Welling, JD, AEP®	Pittsburgh, PA
David A. Wexler, CLU®, ChFC®, AEP®	Bethesda, MD
John "Jay" Williams, JD, AEP®	New Bedford, MA
Roger L. Wise, JD, AEP®	Sewickley, PA

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