|
Message from the Chairperson
M.
Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Hawthorn - PNC Family Wealth
Philadelphia, PA
Dear Fellow AEP® Designees:
As I shiver here in Philadelphia, I am warmed by thoughts of how special the
Accredited Estate Planner® designation truly is and how happy I am that you have
chosen to become and maintain your status as an AEP®. It really is a special
individual who chooses to go "above and beyond" to let their colleagues know
that they believe in the team approach to estate planning because that is what
best serves the client.
It is my hope that you are taking full advantage of the many benefits
available to all active designees, many of which are outlined within this
newsletter, including:
- Access to Broadridge/Forefield's "Advisor" and "Continuing Education"
components, which facilitate the communication of financial planning
knowledge and advice that is current, consistent, and customized. See
more below.
- Continuing Professional Education through the
annual conference and
monthly webinars which
provide highly technical education by nationally-known speakers, both
available at discounts to all AEP® designees
I hope you are also aware that you are able to purchase an informational
tri-fold brochure that outlines the designation program and is suitable to
distribute to colleagues and clients. We are very excited to announce a new
choice in tri-folds with the addition of a more consumer-friendly piece. You
will be receiving more about this new option very soon.
In closing, I do hope to see you at the 52nd Annual Conference scheduled from
November 18-20, 2015 in Amelia Island, Florida. We will continue our tradition
of offering a very special private session on Thursday, November 19th just for
active designees and I hope to see you there!
52nd
Annual Conference
It's no secret that in-person conferences and events are the best way to meet
and network with other professionals! Join us this November 18-20 for the 52nd
Annual Conference in Amelia Island, Florida.
Why Should I Attend?
- Meet estate planning professionals from around the country
- Expand your professional network
- Learn from the best in the industry
- Earn a healthy amount of continuing education credit
 The
registration fee is low per CE hour and the benefits are high so go ahead,
add the 52nd
Annual Conference to your Outlook calendar today!
More information about the program
will be posted online soon, including the schedule and registration details.
Upcoming
Educational Programs
NAEPC is proud to continue to offer a program started in 2013, the
Robert G. Alexander Webinar Series.
Packed full of hot topics and excellent presenters, this monthly program is
available to all active designees for just $40 per program and can be viewed
live or on-demand.
|
Upcoming
Programs March 18, 2015 - 3:00 pm ET
Basis Planning
John J. Scroggin, JD, LL.M., AEP® - Scroggin & Company, P.C.
For decades the primary tax focus of estate planning has been in the
minimization of transfer tax costs. For over 99% of Americans, the passage of
ATRA shifted the tax focus of estate planning to income tax planning and tax
basis planning. Jeff Scroggin will discuss some of the practical traps and
opportunities in planning for the basis of assets; including pre-mortem basis
planning, planning for loss assets and why many of the previous techniques
clients previously adopted have pivoted 180 degrees.
John J. ("Jeff") Scroggin has practiced as a business, tax and estate
planning attorney in Atlanta for 36 years. Jeff serves as a member of the
board of directors of the University of Florida College of Law and as a
founding trustee of the University of Florida College of Law Tax Institute.
Jeff served on the board of directors of the NAEPC from 2002 to 2010 and was
founding editor of the NAEPC Journal of Estate and Tax Planning from
2006-2011. He was co-editor of CCH's Practical Estate Planning from 2004 to
2006. Jeff is the author of over 250 published articles, white papers and
books. Jeff has been quoted extensively, including 8 times in the Wall
Street Journal, on CHH Headline, National Public Radio, the
New York Times, Fortune, Forbes, Kiplinger's, Money,
the International Herald Tribune, the Chicago Tribune, The
South China Post, The LA Times, Newsday, and the Miami
Herald.
REGISTER
HERE
April 22, 2015 - 3:00 pm ET
Decanting an Irrevocable Trust: The Ultimate Do-Over
Steven J. Oshins, JD, AEP® (Distinguished)
Decanting allows the terms of an irrevocable trust to be changed by
distributing the trust assets to a different trust with different terms. This
has become a popular technique because there are so many people who want to
change the terms of their irrevocable trusts.
Steven J. Oshins, Esq., AEP® (Distinguished) is a member of the Law Offices
of Oshins & Associates, LLC in Las Vegas, Nevada. He is listed in The Best
Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the
Year in 2012 and 2015 by The Best Lawyers in America®. He was inducted into the
NAEPC Estate Planning Hall of Fame® in 2011.
REGISTER
HERE |
Continuing Education CreditContinuing education credit will be
available at each webinar for Accredited Estate Planner® designees. In addition,
a general 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. It is the responsibility of the attendee
to determine whether their state, discipline, or designation will allow one to
self file for a distance-learning program. Councils may also file the program in
their home state for programs offered in a group setting.
Registration
Fees
- $40 / Accredited Estate Planner® designee
- $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
See more information about the
Robert G. Alexander Webinar Series and a list of on-demand programs.
The Technical Corner
Edited by John T. Midgett, JD, AEP®
Midgett + Preti + Alperin PC
Virginia Beach, Virginia
This month we are excited to announce a new Editor for the AEP® Alert
Technical Corner. Please join me in welcoming John T. Midgett, JD, AEP® of
Midgett + Preti + Alperin PC in Virginia Beach, Virginia.
Our February feature is "The
Designated Beneficiary Trust" by Mr. Midgett himself!
Making the Most of Forefield
What is Forefield?
Forefield is the leading provider of premier financial planning knowledge and
institutional solutions that enable communication between financial
institutions, advisors, and customers. Forefield's web-based applications
facilitate the communication of financial planning knowledge and advice that is
current, consistent, and customized.
Why do I have access to Forefield?
Forefield is available to all active AEP® designees as a member benefit through
August 31, 2015.
What do I have access to?
Active AEP® designees have access to two components from the Forefield Suite of
products at no charge—Advisor & Continuing Education. Designees may also opt-in
to additional components at a reduced fee.
What is the "Advisor" tool?
Advisor is a sales, education, and client communication tool that enables
financial advisors to deliver current, concise, and FINRA-reviewed resources to
their clients.
What is the "Continuing Education" tool?
Continuing Education is an online service where advisors can earn the credit
necessary to satisfy their CE requirements for many popular accreditations,
including the AEP® designation.
How do I access Forefield?
Click HERE and log in using your
user name and password for the national website (the password for your council
site will not work for this purpose.) If you are having trouble, please use the
"I forgot my password" option. Once logged in, please scroll down until you see
"Login to Forefield Advisor" within the blue box. You'll be asked to complete a
registration and then transferred promptly to the Forefield website. It's that
easy!
How do I learn how to use this exciting benefit?
Two training sessions are scheduled to help you get started or answer your
questions. Below is the registration information for the upcoming training
session:
Date/Time: Thursday, March 12th at 2pm EDT
Registration Link:
https://attendee.gotowebinar.com/register/5198906955718735105
SIGN UP TODAY TO SEE WHAT YOU ARE MISSING!
|
 |
Member Benefits
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.
Existing Benefits
|
We congratulate the newest Accredited Estate Planner® designees and celebrate their accomplishment:
|
Richard E. Anderson, CLU®, ChFC®, CASL®, CFP®, MSFS, AEP® |
Fairport, NY |
|
Reuben Bankier, CLU®, ChFC®, AEP® |
Milwaukee, WI |
|
Hartwell F. Bressler, CPA, AEP® |
Bellingham, WA |
|
Dirk D. Coleman, CPA, AEP® |
Longview, TX |
|
Leila E. Dal Pos, JD, AEP® |
Boston, MA |
|
Heather Lynn Davis, JD, CLU®, ChFC®, AEP® |
Addison, TX |
|
Bryant J. Engebretson, CFP®, CLU®, CASL®, AIF®, AEP® |
Bellingham, WA |
|
Robert B. Fleming, JD, Board Certified (Estate & Trust Law), AEP®, |
Tucson, AZ |
|
James L. Green, JD, LL.M. (taxation), AEP® |
State College, PA |
|
Nancy J. Hall, CPA, AEP® |
Norfolk, VA |
|
Heidi L. Hanson, CFP®, AEP® |
Manchester by the Sea, MA |
|
Katie J. Hill, CTFA, AEP® |
Scottsdale, AZ |
|
John Jay Hutchins, MS, CFP®, CIFA, CDFA, AEP® |
Lebanon, NH |
|
Rosadele T. Kauffman, JD, AEP® |
State College, PA |
|
Charles Kerwood, III, CFP®, ChFC®, AEP® |
Naples, FL |
|
Thomas C. King, CFP®, CLU®, AEP® |
State College, PA |
|
Bryson M. Kirksey, JD, CPA, LL.M. (taxation), AEP® |
Cleveland, TN |
|
William H. Martin, CLU®, ChFC®, CFP®, AEP® |
State College, PA |
|
Lisa McAree, CLU®, AEP® |
Charlestown, MA |
|
Robert S. McMinn, JD, AEP® |
State College, PA |
|
Martin P. Oyos, JD, AEP® |
Sioux Falls, SD |
|
Gregory J. Pearce, MBA, CFP®, ChFC®, AEP® |
Annapolis, MD |
|
Jennifer L. Krieger Radziwon, JD, AEP® |
Orchard Park, NY |
|
Thomas C. Rapp, CLU®, ChFC®, RFC, AEP® |
East Hanover, NJ |
|
Lisa A. Schneider, JD, Board Certified (Wills, Trusts & Estates), AEP® |
West Palm Beach, FL |
|
Stephen A. Schwartz, CFP®, AEP® |
New York, NY |
|
Mark A. Schweiss, CFP®, CPA, CFA, AEP® |
St. Louis, MO |
|
Scott E.Swartz, JD, LL.M. (taxation), AEP® |
Cleveland, OH |
|
James Thomas, JD, LL.M. (taxation), CELA, AEP®, |
Saginaw, MI |
|
Irby Jones Thompson, CFP®, AEP® |
Montgomery, AL |
|
Glenn R. Toussaint, CFP®, CLU®, ChFC®, AAMS, AWMA, AEP® |
Edison, NJ |
|
Jason M. Uetrecht, CPA, CFP®, MST, AEP® |
Clayton, MO |
|
Neil R. Waxman, CFP®, AEP® |
Shaker Heights, OH |
|
Lawrence Eric Wyss, MBA, CFP®, CLU®, AEP® |
Baltimore, MD |
|
Steven Frank Yerkes, CLU®, CASL®, ChFC®, CFP®, AEP® |
Waterloo, IA |
|
|
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.
Staying "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. (A LinkedIn profile is required to participate.)
|
National Association of Estate
Planners & Councils 1120 Chester Avenue, Suite 470
Cleveland, OH 44114
Phone: (866) 226-2224 ~ Fax: (216)
696-2582 ~ E-Mail:
admin@naepc.org
©
2014, All Rights Reserved.
See Privacy Policy.
{VR_SOCIAL_SHARING} |
