NAEPC National Association of
Estate Planners & Councils

The Asssociation of Choice for Estate Planning Professionals
AEP Alert September 2014
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Message from the Chairperson

Webinar
NAEPC Monthly Webinar Series


 
 
 

NAEPC National Website
 

Eileen

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

Dear Fellow AEP® Designees:

It is hard to believe that fall is around the corner with the filing of extended tax returns and the 3rd quarter tax estimates. Where did the summer go? Most of you will be heading back to your respective estate planning councils for the renewal of old friendships, the anticipation of meeting new members, and forging of new relationships. If you have not invited a colleague to join your local council, there is no time like the present!

Please consider reserving your spot at the 51st Annual Conference from November 5th – 7th in San Antonio, TX. I would love to see you there and invite you to come up and introduce yourself! We continue our tradition of having a special session just for active AEP® designees on Thursday afternoon and are excited to welcome Gerry W. Beyer to speak on "Estate Planning for Digital Assets." Professor Beyer is a nationally-known speaker; we are simply delighted to have him with us. This special session continues to gain popularity each year, and we have our own president, Greg Sellers, to thank for launching this great idea several years ago.

Please consider enhancing your professional knowledge by reading the excellent article in this Alert's Technical Corner submitted by Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished). But don't stop there; you can continue to build on your knowledge-base by signing up for our upcoming webinar in the Robert G. Alexander Webinar Series. All of our webinars are approved for one hour of AEP® continuing education credit and offer discounted pricing for AEPs.

We have just completed our membership renewal season and I thank all of our members who continue to show their true commitment to the team approach to estate planning. We recognize the many talents our fellow team members bring to the table when we consistently put our client's needs first and engage other team members in the process.

Best wishes for an enjoyable end of summer,

Eileen Dougherty

Robert G. Alexander Webinar Series: Next & Upcoming Programs

Please join us for the next (or an upcoming) webinar in our 2014 series.

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 who feel the program satisfies their continuing education requirements and are able to self-file.

Registration Fee

  • $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)

Next Program

September 10, 2014 ∙ 3:00 pm - 4:00 pm ET
"In-home, Private-duty Care is on the Rise: Understanding the Impact of New Legislation and How to Help Clients with Employment Risks & Responsibilities"

Expertise offered by: Tom Breedlove of CARE.com

This sponsored webinar is available at no-charge to NAEPC members!

The repeal of the Companion Care Exemption for third-party caregivers is changing the care landscape and driving more families to employ their own caregiver. Attend to learn how the new law will impact your clients and how to help them easily and effectively manage the payroll, tax, and labor law obligations that come with being a "household employer." Attendees will walk away with tips and tools to help families avoid risk, save time, and save money. REGISTER

September 17, 2014 ∙ 1:00 pm – 3:00 pm ET
"Estate Planning Law Specialist Exam Live Review Course"
Expertise offered by: Randy Gardner, JD, LL.M., MBA, CPA, CFP®

Please contact Susan Austin-Carney, Estate Law Specialist Board Program Administrator, for more information about this program. Susan can be reached at 866-226-2224 or susan@naepc.org.

Pre-conference Sneak Peek!
October 15, 2014 (please note special date) ∙ 3:00 pm - 4:00 pm ET
"Increasing Client Receptivity from The Right Side of the Table"
Expertise offered by: Todd Fithian

You are not a commodity. The problem, however, is that the market thinks you are. Our industry is an interesting one, a fascinating one. Most advisors we've met either knowingly struggle with being viewed as a commodity, or unknowingly struggle with actually being a commodity. There are hundreds of thousands of people across the country purporting to do exactly what you actually do; even if that's not really what they're doing. That's why it's so important to decide to draw the line once and for all; to ensure you are seen for the value you bring. There are many things you can do about it, and that's why we want to share a bit of our Legacy magic that will help things shift. REGISTER

December 10, 2014 ∙ 3:00 pm - 4:00 pm ET
Avoiding the Twilight Zone of Estate Administration
Expertise offered by: M. Holly Isdale, JD

If you had died last night, would your family, partners, executors, or clients know how to access your online information - and more importantly, what to do with your digital footprint? Our lives are increasingly online - our correspondence is often virtual, our "assets" now include online content, IP addresses, and music, books or memorabilia that exist only in the "cloud." The average home has 6 or more internet connected devices. To access these, most adults use at least five unique passwords that update at least quarterly. Could someone find, much less manage, all of your information if you died? What are the planning considerations for these unique assets? Attend this webinar to learn what structures or language you should be adding to your client's wills, revocable trusts, HIPPA documentation, and powers of attorney. The topic of digital death encompasses issues of access to data, in all its forms, as well as the problems of collecting, valuing or transferring these digital assets. Understanding the risks to investments, businesses and families from failing to plan for "digital death" is critical to preserving these assets intact. The webinar will also review the limits on digital assets, impediments to transferring assets, the current state of the law, the recently released Uniform Fiduciary Access to Digital Assets proposed legislation, and will recommend action steps advisors can take help clients organize and protect their digital assets. REGISTER

Missed a live program? Not to worry!

Archives of all programs are available by clicking HERE. The fee to participate is the same as the live feed.

51st Annual Conference

 

The recent release of the full conference brochure has prompted a rush to register for the 51st Annual Conference! Please be sure to do so by September 12th to take advantage of the early bird discount of $50, which can be combined with your AEP® discount and the member rate… don't delay!

The 51st Annual Conference theme will be multi-disciplinary teaming, which is also the singular focus of our organization's mission statement. Multi-disciplinary teaming is challenging. It requires a common vision and shared values. There are issues with respect to team dynamics, communication and designating roles and responsibilities on the team. Our speakers will weave into their presentations how to build a high performing, multi-disciplinary team of designated professionals, who collaborate with one another to accomplish the ultimate purpose the wealth was designed to accomplish for the wealth holder, his or her family, and the institutions and causes they care most about.

Thursday, November 6, 2014

  • Robert S. Keebler, CPA, MST, AEP® (Distinguished) ∙ 15 Best Planning Ideas for 2014 and Beyond
  • Todd A. Fithian ∙ The True Frontier of Estate Planning: Effective Collaboration
  • Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished) Nominee ∙ Planning for an Aging Population: Your Clients, Your Parents, and Someday You!
  • Repeated Breakout Sessions
    • Susan T. Bart, JD ∙ Decanting: Refining a Vintage Trust
    • Elizabeth L. Morgan, JD ∙ Life Insurance, Annuities, and Captive Insurance as Tools for Domestic and International Planning
    • Thomas Rogerson ∙ Family Communication, Values, Mission, Philanthropy - How Do You Help a Client Get Started?
  • Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished) ∙ Hot Income Tax Tips for Estate Planners
  • Private session just for active AEP® designess - Gerry W. Beyer, JD, LL.M, JSD ∙ Estate Planning for Digital Assets

Friday, November 7, 2014

  • Jeffrey N. Pennell, JD ∙ Annual Update
  • Lee J. Slavutin, MD, CLU®, AEP® (Distinguished) Nominee ∙ Tax Traps Involving Life Insurance
  • Jerome M. Hesch, JD, AEP® (Distinguished) ∙ Reality of Sale: Dealing with the 10% Myth for Seeding Installment Note Sales to IDGTs and BDITs
  • Jonathan G. Blattmachr, Esq., AEP® (Distinguished) ∙ Supercharged Shelter Credit Trust vs. Portability: It's Not that Complicated to Choose the Best
  • S. Stacy Eastland, JD, AEP® (Distinguished) ∙ Some of the Best Charitable Planning and Estate Planning Ideas We See Out There in the New 2014 Tax Environment©
  • Stanley M. Johanson, JD, LL.M., AEP® (Distinguished) ∙ Recent Developments Affecting the Estate Planning Practice

Are You LinkedIn?

If you are "Linked in", be sure to join our group "AEP®, Accredited Estate Planners." This private, members-only group is a forum for:

  • Collaboration and discussion of timely topics
  • Sharing of planning ideas
  • Staying connected to fellow AEP® group members
  • Sharing ideas to enhance the designation
  • Efficient communication with group members

NAEPC also offers regular posts within the group. You can quickly and easily request to join by clicking here.

AEP® Network

The AEP® or EPLS® designation is the minimum referral standard my office requires when clients move to other states. The fact that an individual has taken the time to certify their qualifications with the AEP® or EPLS® designation speaks volumes about their professionalism and commitment. When a client referral is made, a confident and assured outcome is required.

Picking up the phone and calling Susan at the national office has been my method of choice for obtaining this critical information. Susan is always helpful and gives me several qualified referrals to choose from, and may even introduce me to the individual designee. This enables me to do my best for my client and their situation! Thank you NAEPC and Susan Austin-Carney.

Don Noblit, MSFS, CFP®, AEP®

How do you use the Accredited Estate Planner® network in your practice? Share your comments now!

The Technical Corner

Paul J. Pantano, CLU®, ChFC®, AEP® , CASL, MSFS
The Luttner Financial Group, Ltd.
Pittsburgh, PA

In keeping with our core value of collaboration, this month we are pleased to feature a very special article by Estate Planning Hall of Fame® member Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) entitled "Collaboration Matters". We are grateful to the MDRT Round Table Magazine for their permission to share this article with you. Download the article HERE.

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

Washington Institute for Graduate Studies

Washington Institute for Graduate Studies is a recognized, quality provider of advanced degrees for tax professionals. Our Masters in Taxation is sought after and earned by a wide variety of practitioners. We recognize the National Association of Estate Planners and Councils as a premier association for estate planners, providing continuing education, research and required information to keep their members at the top of their game. We fully support NAEPC's mission to serve its members, assuring their success in this important field of knowledge. Therefore, we are making available significant tuition waivers that are designed to enhance the careers of NAEPC members, thereby aiding NAEPC in this mission.

In the Offer Details that follow, we've provided information on both the tuition waivers available, as well as how to access them. Additional information about the programs (i.e., admission requirements, graduation requirements, tuition payment programs, etc) can all be found on the website at www.wsltax.org. This offer is subject to change and cannot be combined with any other promotion. Please Contact Robert Hanson toll-free at (858) 546-2838 or rhanson@wsltax.org for any questions you may have. For full benefit information, click here.

Existing Benefits

  • Acquire Seminar Marketing
  • Advisys Back Room Technician
  • 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
  • Cards for a Cure
  • Charitable Planning Desk Reference for Advisors offered by Strategic Philanthropy
  • CBData Software to Simplify Your Life
  • Cloudia Assistant
  • 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, Discuss Directives, LLC
  • International Genealogical Search Inc.
  • International Association of StoryKeepers (I-ASK)
  • 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
  • NationalUnderwriter.com
  • 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 Ultimate Estate Planner, Inc.
  • Trusts & Estates Magazine
  • Veracity – MTG (payment processing solutions)
  • Wall Street-themed Greeting Cards
  • WealthManagement.com
  • Wolters Kluwer Law & Business

We congratulate the newest Accredited Estate Planner® designees and celebrate their accomplishment:

Laura K. Barooshian, CPA, MST, AEP®

Woburn, MA

Edward D. Biggers, JD, AEP®

Dallas, TX

Gregory C. Collier, Sr., CFP®, AEP®

Mount Dora, FL

Julian H. Good, Jr., CLU®, ChFC®, AEP®

Metairie, LA

Peter E. Goodman, CLU®, ChFC®, AEP®, MBA (finance)

Montclair, NJ

Rob M. Hayworth, CLU®, ChFC®, CASL®, AEP®

Fort Wayne, IN

Jeffrey Evan Janson, CFP®, AIFA, AEP®

Grand Rapids, MI

Brian C. Sandberg, ChFC®, AEP®

Ada, MI

Denise M. Schuh, JD, AEP®

Neenah, WI

Deborah J. Smiley, JD, CFP®, AEP®

Clayton, MO

Scott T. Wait, CPA, AEP®

Reno, NV

Subscription Options

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