Message from the Chairperson
M.
Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Hawthorn - PNC Family Wealth
Philadelphia, PA
Dear Fellow AEP® Designees:
It is with much excitement that I craft this letter today! We have so much
happening at the National Association of Estate Planners & Councils and within
our Accredited Estate Planner® designation committee; I'm just not sure where to
start!
First, it is with great pleasure that I announce that we have extended the
Forefield AEP® benefit through August 2016! For more information on the program,
please read on!
Second, we are hard at work preparing for the
52nd Annual NAEPC Advanced Estate
Planning Strategies Conference, scheduled for November 18-20, 2015 in Amelia
Island, Florida. The annual conference satisfies up to one full year of the AEP®
continuing education requirement, offers an additional $50 discount for AEP®
designees, and provides a special private educational session just for active
designees. Please plan on attending our signature annual event, built by estate
planners and for estate planners. You will not be disappointed!
Finally, our board and committees are hard at work helping NAEPC to remain
your association of choice. We are always looking for talented
volunteers to join in our
activities. Please consider becoming involved.
The Technical Corner
Edited by John T. Midgett, JD, AEP®
Midgett + Preti + Alperin PC
Virginia Beach, Virginia
This month we are proud to feature an article by Gary DeVicci, MSFS, CFP®,
ChFC®, AEP®, "ILIT
Trustee Protection & Policy Audits."
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.
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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, 2016.
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?
Training sessions are scheduled to help you get started or answer your
questions. Below is the registration information for the upcoming training
sessions, click on your preferred date to register.
Wednesday, September 30th at 2 pm ET
Wednesday, November 4th at 2 pm ET
Wednesday, January 6th at 2 pm ET
Wednesday, March 2nd at pm ET
Wednesday, April 27th at 2 pm ET
Wednesday, June 15th at 2 pm ET |
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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 and monthly webinars offered as a part of the Robert G. Alexander Webinar Series.
Keep reading to learn more.
Upcoming Webinar
Wednesday, October 14, 2015 3:00pm - 4:00pm ET
Subchapter J (Income Tax of Trusts and Estates) - The Forgotten Tax
Jeffrey N. Pennell, JD
The income taxation of trusts, estate, grantors, and beneficiaries
(Subchapter J) is an odd backwater for estate planners because it is at once
the tax that affects most estate plans, the one the government seems to
ignore in the main, and (perhaps therefore) the one that we hardly ever
teach or study. Fiduciary entities are subject to the highest income tax
rates and enjoy the lowest exemptions, yet there are few "experts" among us
and even less planning devoted to these realities. This session will focus
first on the basics of Subchapter J and then delve a bit more into specifics
of planning with intentionally defective grantor trusts, especially
including the myths and hype surrounding them. This is an
intermediate/advanced program.
Jeffrey N. Pennell is the Richard H. Clark Professor of Law at Emory
University School of Law in Atlanta. He is a member of the American Law
Institute and an advisor for the Restatements of Wills and Other Donative
Transfers, and of Trusts, a former member of the council of the Real Property,
Trust Estate Section of the American Bar Association, an academic fellow and
former regent of ACTEC, and an academician of The International Academy of
Estate and Trust Law. His various publications include student and practitioner
texts, tax management portfolios, articles, institute chapters, and he is the
successor author of Casner Pennell on Estate Planning (6th ed.).
Learn more about this
webinar. |
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
November 18 - 20, 2015
Amelia Island, Florida • Omni Amelia Island Plantation
The name has changed, but NAEPC's signature annual event is still the go-to
conference for estate planners providing up to 15 hours of continuing education
credit and a forum with which to grow your own personal national network of
professionals. This conference is for every single member of the estate planning
team! In addition, it provides a day of
pre-conference sessions just for leaders
of the estate planning councils affiliated with NAEPC.
See full program information, including the speaker and topic
listing. Register
by September 30th to take advantage of the $50 early bird discount, which can be
combined with other discounts!
The 52nd Annual NAEPC Advanced Estate Planning Strategies
Conference is sponsored by:
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
Ahrens Technologies, LLC, Innovative Website Solutions
Ahrens
Technologies is a market leader in developing websites for estate planners.
Clients include hundreds of law firms serving the estate planning needs of
seniors and families, large estate planning membership organizations, and
non-profit organizations serving our communities. The common thread of all of
our clients is their commitment to serving and enriching the lives of their
community.
For a complimentary website review and to learn about our significant
discounts for NAEPC members, Call 434-485-7856 or visit
www.ahrenstech.com and complete the
contact form for more information.
Please log into our members-only
area for special pricing and
ordering links.
The LastingMatters Organizer
The
LastingMatters Organizer: A TOOL to DEEPEN RELATIONSHIPS with your clients AND
their next of kin
- Who did mom want to deliver her eulogy?
- Where is the safety deposit box? Key?
- Who is her trustee?
- How is the house titled? The stock accounts?
- What about passwords for Facebook and her computer accounts?
As estate planners, you know all too well that these are just a few of many
questions that quickly arise after someone dies or is incapacitated. Most
troubling, the answers and wishes, unless clearly articulated ahead of time, can
undermine even the most well thought out estate plan. Now, with The
LastingMatters Organizer, estate planning professionals have a tool to help
their clients collect and outline critical information and these very important
"wishes."
Please log into our members-only
area for special pricing and
ordering links.
Legal Directives, LLC
Legal
Directives, LLC: Emergency Access to Healthcare Directives
Legal Directives, LLC partners with hundreds of estate planning attorneys and
financial planners across the country to provide 24/7 access to clients'
healthcare directives and emergency contacts. Their partner program is built to
help client-focused estate planning, elder law, and financial planning practices
thrive. Service is provided by electronically storing a copy of the client's
healthcare directives and then making them available 24/7 by delivering a
customized wallet card to the client with instructions for accessing the
directives. In addition, we deliver a copy of the healthcare directives to your
client's primary care physician.
Please log into our members-only
area for special pricing and
ordering links.
Existing Benefits
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Acquire Seminar Marketing
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American Bar Association Paralegal Program
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Amicus Creative Media
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Bloomberg BNA's Art of the Estate Tax Return by Keith Schiller
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BVR's Guide to Business Valuation Issues in Estate & Gift Tax edited by
Linda Trugman, CPA/ABV, CBA, ASA, MBA
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Charitable Planning Desk Reference for Advisors
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Cloudia Assistant
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CrummeyService Software Company
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Disinherit the IRS
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DocuBank: Emergency Access to Vital Documents
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Estate Assist, Inc.
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Estate Planning Smarts, A Practical, User-Friendly, Action-Oriented
Guide, By Deborah L. Jacobs
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EstatePlanningBinders.com
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Family Business Magazine
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Family Wealth Map
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Florida Domicile Handbook: Vital Information for New Florida Residents
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Heart2Hearts: Workbook and Deck of Cards, Discuss Directives, LLC
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We congratulate the newest Accredited Estate Planner® designees and celebrate their accomplishment:
Kemper D. Arnold, JD, AEP® |
Cleveland, OH |
Lawrence C. Barrett, CLU®, ChFC®, AEP® |
Cleveland, OH |
H. William Beseth, III, JD, AEP® |
Cleveland, OH |
Alane L. Boffa, CPA, MST, AEP® |
Akron, OH |
Jocelyn M. Borowsky, JD, LL.M. (taxation), AEP® |
Wilmington, DE |
Brandon E. Carter, CFP®, ChFC®, AEP® |
Okemos, MI |
Mark P. Cereghino, CLU®, ChFC®, AEP® |
St. Louis, MO |
Todd A. Flubacher, JD, AEP® |
Wilmington, DE |
Brian C. Friedman, MBA, CAP®, ChFC®, CLU®, AEP® |
Atlanta, GA |
Arthur E. Gibbs III, JD, AEP® |
Cleveland, OH |
Jennifer Quintina Griffin , JD, AEP® |
Birmingham, AL |
Andrew T. Huber, JD, LL.M. (taxation), AEP® |
Palm Beach, FL |
Harvey A. Hutchinson III , MBA, MSA, JD, LL.M. (taxation), CFP®, AEP® |
Birmingham, AL |
Jeffrey Michael Judge, CFP®, ChFC®, CLU®, AEP® |
Baltimore, MD |
Maureen A. Lyons, JD, AEP® |
Riverside, CA |
Karen T. Manning, JD, CTFA, AEP® |
Cleveland, OH |
Christopher McGovern, CFS, CLU®, ChFC®, AEP® |
Denver, CO |
Joseph M. Mentrek, JD, AEP® |
Cleveland, OH |
Elizabeth Dipp Metzger, CFP®, AEP® |
El Paso, TX |
Matthew S. Olver, CFP®, AEP® |
Cleveland, OH |
Lynn B. Ritter, CPA, MST, AEP® |
Wilmington, DE |
Lisa Roberts-Mamone, JD, AEP® |
Cleveland, OH |
Joseph M. RoosEvans, MBA, CFP®, ChFC®, CLU®, CLF, CASL®, AEP® |
O'Fallon, IL |
Felix M. Tankersley, III, CFP®, CTFA, AEP® |
Birmingham, AL |
Richard D. Tanner, CLU®, AEP® |
Cleveland, OH |
Donna L. Thrane, CPA, PFS, AEP® |
Cleveland, OH |
Xin Wang, Ph.D., CFP®, AEP® |
Houston, TX |
Dennis R. Wright, MBA, CLU®, ChFC®, AEP® |
Atlanta, GA |
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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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