NAEPC National Association of
Estate Planners & Councils

The Association of Choice for Estate Planning Professionals
AEP Alert July, 2015
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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:

Summer is upon us! As we enjoy the season of vacations, family reunions, warm weather fun, and sharing photos with friends and family, it's also a great time to speak to your clients about reviewing their estate plans as they prepare for their summer activities. Don't forget to include digital assets in the conversation! Speaking of digital assets, the next webinar in the Robert G. Alexander Webinar Series is "Your Clients May Not Be Cyborgs But You Still Must Plan for Their Digital Assets," scheduled on July 8th at 3:00 pm ET. Don't miss the opportunity to catch up on this developing area!

Now that we are half-way through 2015, it's a great time to focus on the AEP® designation continuing education requirement to make sure you are keeping records of the time you have invested in learning new techniques or brushing up on the basics. The Robert G. Alexander Webinar Series is a great tool to fulfill the yearly CE requirement and I encourage you to attend a program if you have not already done so. If you can't make a live broadcast there is no need to worry, replays of each program are available!

Finally, I have started to make arrangements to attend the 52nd Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-conference Sessions for Estate Planning Council Leaders and hope you are too. Scheduled from November 18-20, 2015 in Amelia Island, Florida, this program is our only opportunity each year to connect with other designees from around the country. Airfare into Jacksonville is currently very low; why not make your conference, flight, and hotel reservations now? After all, this is YOUR conference...built by estate planners for estate planners!

Eileen Dougherty

Educational Programming

NAEPC offers two types of educational programming—the Annual NAEPC Advanced Estate Planning Strategies Conference with special pre-conference sessions for council leaders, the only in-person meeting each year, and monthly webinars offered as a part of the Robert G. Alexander Webinar Series. Keep reading to learn more.

Upcoming Webinar

Wednesday, July 8, 2015 3:00pm - 4:00pm ET
Your Clients May Not Be Cyborgs But You Still Must Plan for Their Digital Assets
Gerry W. Beyer, JD, LL.M., JSD, AEP® (Distinguished) Nominee

This beginner presentation focuses on the developing area of "digital assets," electronic records ranging from e-mail accounts to banking, investment, and shopping accounts, domain names, social networking sites, and online games. Prof. Beyer will offer guidance on the utility of comprehensive planning for digital assets and will discuss issues that affect this set of assets, offer estate planning options, analyze existing laws, and explore current and future trends in this area.

Gerry W. Beyer joined the faculty of the Texas Tech University School of Law in June 2005 as the first holder of the Governor Preston E. Smith Regents Professorship. Previously, Prof. Beyer taught at St. Mary's University and has served as a visiting professor at several other law schools including Boston College, The Ohio State University, Southern Methodist University, the University of New Mexico, Santa Clara University, and La Trobe University (Australia). He is the recipient of dozens of outstanding and distinguished faculty awards including the Chancellor's Distinguished Teaching Award, the most prestigious university-wide teaching award at Texas Tech. Prof. Beyer was also the recipient of the 2012-2013 Outstanding Researcher Award from the Texas Tech School of Law. As a state and nationally recognized expert in estate planning, Prof. Beyer is a highly sought after lecturer. He presents dozens of continuing legal education presentations each year for many state and local bar associations, universities, and civic groups. Prof. Beyer is the editor of the most popular estate planning blawg in the nation which for the past five years has been named to the ABA Journal's Blawg 100. He has authored and co-authored numerous books and articles focusing on various aspects of estate planning, including a two volume treatise on Texas wills law, an estate planning casebook, and the Wills, Trusts, and Estates volume of the Examples & Explanations series. He has three times won awards from the American Bar Association's Probate & Property magazine for his writing and is one of the most often downloaded law authors on the Social Science Research Network. He is currently the Editor-in-Chief of the REPTL Reporter, the official journal of the Real Estate, Probate and Trust Law Section of the State Bar of Texas. Prof. Beyer serves as a mentor to many students and various law school organizations as well participating regularly in pro bono activities. He is the advisor for the Estate Planning and Community Property Law Journal and its annual seminar. Professor Beyer received his JD from The Ohio State University and his LL.M. and JSD degrees from the University of Illinois. He is a member of the Order of the Coif, an Academic Fellow of the American College of Trust and Estate Counsel, and a member of the American Law Institute.

Register Now
 Continuing Education Credit

Continuing 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.

52nd Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-conference Sessions for Council Leaders

EDUCATION & COLLABORATION

During November 2015, active Accredited Estate Planner® designees will gather together to attend the 52nd Annual NAEPC Advanced Estate Planning Strategies Conference. Our goal for November is to see 250 designees at the annual gathering of the association. Will you help us meet that goal? Here are the top three reasons to attend:

  • Attendees will satisfy up to one full year of the AEP® continuing education requirement (or two full years of the estate planning component!)
  • The annual conference is the only opportunity to meet face-to-face with other active designees nationally during the calendar year
  • Two full days of practice-based education in a collegiate environment

For full program information, including the schedule and the "early bird" brochure, visit our website. Register by September 30th to take advantage of the $50 early bird discount, which can be combined with all other applicable discounts, including the AEP® discount.

The 52nd Annual NAEPC Advanced Estate Planning Strategies Conference is sponsored by:

        

The Technical Corner

Edited by John T. Midgett, JD, AEP®
Midgett + Preti + Alperin PC
Virginia Beach, Virginia

Our July feature is "Irrevocable Trusts and Terrorem Clauses?" by Corner Editor John T. Midgett, JD, AEP® of Midgett + Preti + Alperin PC.

Are you interested in having an original piece included in the Technical Corner? If so, please contact section editor, John T. Midgett, at john.midgett@mpapc.com.

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.

Featured Benefits

AICPA Advanced Estate Planning Conference, July 20-22, 2015, Salt Lake City, UT

During the 2015 AICPA Advanced Estate Planning Conference, you'll get up to speed on the most current aspects of estate, gift and inheritance planning. Respected experts will share updates from the Hill, with advanced technical training, interactive sessions, case studies and more. Don't miss this opportunity to discover sophisticated insights into estate planning's newest challenges, and gain the resources to effectively construct your clients' estate plans.

Who Should Attend
CPAs, financial planners, attorneys, insurance agents and tax advisors with a fundamental knowledge of estate planning.

Register online HERE or download the full conference brochure HERE.

Please log into our members-only area for special pricing and ordering links.
 

Disinherit the IRS

Help your clients Disinherit the IRS

In today's competitive financial services industry, you need more than just a license to sell insurance, securities, and investment products.

Studies on generational marketing reveal a different kind of decision-making process is now taking place in America. The Greatest Generation is beginning to pass its wealth to the Baby Boomer and X generations and this means your style of sales will need to adapt if you want to build new relationships and gain their trust.

Education is a key factor in marketing to these sophisticated clients.  But it takes more than just a slick product brochure. And while a generous expense account can help you build a relationship over dinner, these consumers will need more than just a nice conversation.

That's why Author and Family Wealth Preservation Specialist - E. MICHAEL KILBOURN dusted off his best-selling book Disinherit the IRS, and rewrote it in 2014.

NAEPC members receive a 25% discount off the retail price by logging in to the members only section and placing an online order.

Please log into our members-only area for special pricing and ordering links.
 

WealthCounsel 2015 Symposium, July 14 - 17, 2015, San Diego

This special conference is full of valuable learning, collaboration and guidance on how to advance your practice. Now, prepare yourself for an even more memorable experience at Symposium 2015 with 3½ days of learning and networking:

  • Fill your first day with half-day intensive courses or take in San Diego through fun excursions that include collaborative discussions
  • Mix up your learning experience with 90-minute classroom breakouts and 60-minute workshops, presentations and panel discussions
  • Be inspired by BOLD Talks - short, motivational stories of personal growth and success
  • Get your day off to an energizing start with powerful keynote speakers

You'll learn. You'll network. You'll discover new ways of thinking that can help you elevate your practice. You'll be glad you made the decision to be in San Diego for a new and exciting Symposium experience.

In partnership with WealthCounsel, the Estate Law Specialist Board is excited to offer an in-person review course and proctored Estate Planning Law Specialist exam at The 2015 Symposium, scheduled from July 14-17, 2015 in San Diego, California. Once registered for the proctored exam, candidates will be contacted by the Estate Law Specialist Board with the application for certification, which must be completed and returned to the Estate Law Specialist Board in advance of the exam and by June 30, 2015. Exam results will be communicated within thirty (30) days.

Please log into our members-only area for special pricing and ordering links.
 

Existing Benefits


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

Barbara C. Attardo, CFP®, AEP® Boston, MA
Jay C. Burgman, CFP®, AEP® Jamison , PA
Lisa Weinstein Burns, JD, LL.M. (taxation), AEP® Boston, MA
Yasmin Causer, MST, CPA/PFS, CFP®, AEP® Waltham, MA
Stephen Arthur Colella, CPA, PFS, JD, MST, AEP® Woburn, MA
Tracy A. Craig, JD, AEP® Worcester, MA
Jeffery J. Crandall, JD, AEP® Hayden, ID
Timothy M. Dardis, ChFC®, LUTCF, AEP® Sioux Falls, SD
Michael W. Hanna, MBA, CFP®, RICP, AEP® New York, NY
Cristanne Leitner, CPA, CFP®, AEP® San Diego, CA
Richelle M. Maguire, CPA, MST, AEP® Boston, MA
Beth S. Milkovits, CFP®, AEP® Boston, MA
Kyle P. Mooney , ChFC®, LUTCF, AEP® Jacksonville, FL
Michael F. Niemann, CPA, CGMA, AEP® St. Louis, MO
John Przybylski, JD, LL.M. (taxation), CFP®, AEP® Boston, MA
Michael K. Rosenman, CLU®, ChFC®, CASL®, AEP® Stamford, CT
Geoffrey B. Sargeant, CFP®, AEP® New York, NY
Michael S. Schwartz, CFP®, AEP® New York, NY
Chad A. Shaw, CFP®, CLU®, AEP® Williamsville, NY
Sun Mi "Anne" Shim, CFP®, EA, AEP® Los Angeles, CA
Mark D. Silverstein, CFP®, AEP® Seattle, WA
Stephen Neil Spicer, II, CFP®, AEP® Fayetteville, AR
Julie Thomas Sward, JD, CFP®, AEP® Clayton, MO
Connell J. Tarr, CLU®, ChFC®, LUTCF, AEP® Portsmouth, NH
Thomas Neal Tillery, MEd, MSFS, CFP®, CLU®, ChFC®, CRPC®, AEP®       Kennesaw, GA
Eric B. Waggoner, CFP®, CLU®, ChFC®, AEP® East Lansing, MI
Jay M. Weinstein, CLU®, ChFC®, AEP® Timonium, MD
Stephen N. Wilchins, JD, CPA, AEP® Wellesley, MA
Robert S. Woodruff, JD, CLTC, AEP® York, NE

Subscription Options

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