I am so excited to have assumed the role of chair of the AEP® Designation Committee on December 1, 2016! As this adventure began, I took some time to review the many benefits that are available to active AEP® designees and estate planning council members. I hope you will do the same before we move too far into the new year! A great deal of information is contained within this newsletter and much more can be found on our website. Of course, our national office is always available for questions as well!

If you have not already done so, please take a moment to either download the new NAEPC mobile phone app or to update your current version, for iPhone users or Android users. The app provides a great way to stay connected to other designees and councils while on-the-go, please make sure you are connected!

Please note that the yearly dues and recertification documents have been mailed and are requested back by Friday, April 22, 2016. Those who return a hard copy are asked to take special care to return both sides of the document, along with payment. Online renewal is also available after logging in to the national website.

Should you have comments or ideas throughout the year, please be sure to share them with me. Your input is valued and respected. Your referrals are also appreciated! Please share information about the designation program with qualified candidates through the year.

The very core of NAEPC's mission is the multi-disciplinary team approach to estate planning, and belief that this method best serves the client. It is in this spirit that the release of a new white paper on the topic is announced! "

After reading, please share your comments within the AEP® LinkedIn Group. You are also welcome to share the white paper with colleagues!

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.

Next Webinar

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.

53rd Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-conference Sessions for Council Leaders

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.

It's never too early to start planning to attend! Registration will be open in April—mark your calendar now and watch for an email with additional information!

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.

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. 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. To learn more, please contact the national office at admin@naepc.org or 866-226-2224. New users or those who want a refresher can register for a complimentary training session on Wednesday, March 2nd at 2:00 pm ET.

The Merrill Anderson Company has been creating compelling, inexpensive financial and estate planning communications for 80+ years.

Customers include trust departments within banks, trust companies, RIAs, broker-dealers, and attorneys.

NAEPC members are eligible to receive an exclusive and substantial discount for the Estate Planning Update email campaign, a bi-monthly e-newsletter with insights about what's happening in the estate-planning field (largely talking about recent legislation). Copy can be provided to drop into an existing template, or the firm can handle the template creation in your brand architecture and take care of the emailing process!

Yourefolio is an advisor driven software focusing on estate and legacy planning. Your folio was designed to organize a client's estate and legacy planning to a complete level while creating a platform that provides them with instant access to their life's most important documents, information and instructions.

The software will assist you in providing a platform for your client's most important documents and information. As important as it is to provide that system for your clients, the system is available to share with those beneficiaries, family members, trustees and collaborating professionals. Access to that information is extremely important because the moment those documents, information and instructions may be needed the client may be incapacitated.

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

James Murray Adcox III, JD, LL.M. (Estate Planning & Elder Law), EPLS, AEP®	Brentwood, TN
N. Mauldin Avinger, CFP®, AEP®	Greenville, SC
Anthony R. Bartlett, ChFC®, CASL®, AEP®	Worcester, MA
Brian A. Beduze , CLU®, CFBS, AEP®	Lafayette, LA
Paul Bernstein, JD, EPLS, AEP®	Beverly, MA
Joseph E. Biloon, CFP®, AEP®	Centreville, DE
Timothy B. Borchers, JD, EPLS, AEP®	Medway, MA
George M. Bowen, CFP®, AIF®, AEP®	Peabody, MA
Edward F. Cahill, JD, CFP®, CLU®, ChFC®, AEP®	Beverly, MA
Chad A. Cardwell, MBA, JD, LL.M. (estate planning), AEP®	Memphis, TN
Kevin C. Curtis, CFP®, AEP®	Carlisle, PA
Kevin F. Danyi, JD, LL.M. (taxation), AEP®	Bethlehem, PA
David A. DiPalma, JD, CPA, CELA, EPLS, AEP®	East Providence, RI
Gerald M. Dorn, JD, EPLS, AEP®	Reno, NV
Brian K. Duffey , JD, AEP®	Boca Raton, FL
Ross B. Feldman, CFP®, CLU®, RICP®, CASL®, CLTC, AEP®	Ithaca, NY
Nora E. Gallagher, CFP®, BA, M.Ed., AEP®	Fremont, Ohio
Daniel J. Gerstenhaber, MBA, CLU®, ChFC®, CFP®, AEP®	Princeton, NJ
Christen Gibbons, CLU®, ChFC®, AEP®	Ithaca, NY
Anna S. Gluse, JD, CTFA, AEP®	Columbia, SC
Abbey L. Henderson, CFP®, AEP®	Concord, MA
Wen-Liang Huang, CFP®, CLTC, AEP®	Bellevue, WA
Louis I. Kaplan, JD, AEP®	Baltimore, MD
Jeremiah J. Mackey, CFP®, CLU®, ChFC®, CASL®, AEP®	Albany, NY
Jan L. Maltby, CLU®, ChFC®, CLTC, LUTCF, AEP®	Alkeny, IA
William Franklin Marutzky, JD, CPA, LL.M. (taxation), EPLS, AEP®	Chicago, IL
Edward J. McGill, CFP®, RICP®, CLU®, ChFC®, CASL®, AEP®	Urbandale, IA
Nancy T. Murphy, CFP®, AEP®	Indianapolis, IN
Daniel H. Owen, CFP®, CLU®, ChFC®, AEP®	Wilmington, NC
Henry T. Peck, CFP®, AEP®	Tucson, AZ
Charles Samfilippo, CLU®, ChFC®, MSFS, AEP®	Grand Rapids, MI
Mark D. Schuchardt, CLU®, ChFC®, CASL®, RICP®, CFP®, AEP®	Creve Coeur, MO
C. Carey Shook, CLU®, ChFC®, AEP®	Palm Beach Gardens, FL
Ryan P. Smith, ChFC®, CASL®, CFP®, AEP®	Ada, MI
Steven J. Stanganelli, CFP®, CRPC®, MS (finance), AEP®	Amesbury, MA
Edward W. Stone, Jr., CFP®, AEP®	Albuquerque, NM
Stephen M. Thaler, CLU®, AEP®	Hunt Valley, MD
Christopher W. vonLindenberg , CFP®, CLU®, ChFC®, RICP®, CFS, AEP®	Wilmington, DE
William Stuart Wood, CFP®, AEP®	Chattanooga, TN
Song Y. Yi, CFP®, AEP®	Seattle, WA

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: admin@naepc.org

Next Webinar

53rd Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-conference Sessions for Council Leaders

53rd Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-conference Sessions for Council Leaders