National Association of
Estate Planners & Councils
The Association of Choice for Estate Planning Professionals

	March, 2016

Speakers Announced for 53rd Annual NAEPC Advanced Estate Planning Strategies Conference - Registration Open!
Member Benefits, Including Forefield

The Technical Corner: "Estate Planning with Firearms: The Right to Bear Arms Meets New Regulations"
Welcoming New Designees

Message from the Chairperson

	NAEPC Monthly Webinar Series

	NAEPC National Website

Julie A. Buschman, CPA, AEP®
Bessemer Trust Company, N.A.

Dear Fellow Designees:

As we're winding up the first quarter of the 2016 and preparing for tax season, I am reminded of the importance of working collaboratively with our peers to ensure the best possible outcome for our mutual clients. By earning the AEP® designation, you have confirmed your commitment to the team concept of estate planning. Let us help you put this commitment into action within your practice.

If you have not already done so, please take some time to read the white paper created by the NAEPC Multi-Disciplinary Teaming Committee. The purpose of this paper is to offer guidance on collaboration and encourage multi-disciplinary professionals who are part of an estate planning team to incorporate collaboration more deliberately into everyday practice. Hopefully, the team effort which resulted in the creation of this white paper will provide you with some practical guidance on how to work more collaboratively in service to your clients. Please share this paper with your colleagues!

Another key component of providing the best possible advice and guidance to our clients is active and ongoing participation in quality professional education. We offer accessible, high quality, multi-disciplinary programs through the Robert G. Alexander Webinar Series, which is now available on an annual subscription basis. As an AEP® designee, you enjoy the deepest discount that we offer and all programs qualify for the estate planning portion of your continuing education requirement to maintain your designation in active status. Programs are available live and on-demand so not to worry if you miss one! Live programs typically take place on the second Wednesday of each month at 3:00 pm ET.

Furthermore, it's not too early to begin planning for our signature educational event—the 53rd Annual NAEPC Advanced Estate Planning Strategies Conference—where you can earn one full year of the AEP® continuing education requirement and enjoy a private session designed just for you! As important is the opportunity for professional networking in a beautiful desert setting at The Wigwam in the Phoenix area.

In closing, please think about the qualified professionals with whom you work and consider encouraging them to join us by becoming an AEP® designee. We value your referrals and welcome their participation.

Thank you for your continuing commitment to our designation program in service to our mission.

Julie Buschman

The Technical Corner

This month we are pleased to provide you with:

"Estate Planning with Firearms: The Right to Bear Arms Meets New Regulations"
By John T. Midgett, JD, AEP®

8971 Flowcharts
By Vincent F. Lackner, Jr., JD
Interactive flowcharts can also be viewed online (but best to not use Internet Explorer browser).

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.

Educational Programming

Why not let NAEPC help fill your educational calendar and satisfy over a year of the Accredited Estate Planner® designation CE requirement during 2016? Please consider attending both the Annual NAEPC Advanced Estate Planning Strategies Conference and monthly webinars offered as a part of the Robert G. Alexander Webinar Series. Read on to learn more.

See more information about the Robert G. Alexander Webinar Series, the new yearly subscription, and a list of on-demand programs.

Next Webinar

Wednesday, April 20, 2016 3:00pm - 4:00pm ET (Please note special date.)
Grantor Trusts - Third Party and Grantor Debt: What Are the Effects During Life and At and After Death?
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)

This intermediate to advanced presentation will cover the fundamental treatment of grantor trusts including transactions with the grantor, the grantor's spouse, or a grantor trust created by either of them as well as transactions with third parties. It will discuss some of the effects of these transactions when grantor trust status ends, either during the grantor's lifetime or upon and by reason of the grantor's death. Knowing the consequences can help in planning and in avoiding adverse tax consequences.

Jonathan G. Blattmachr is director of estate planning for the Alaska Trust Company and a director of Pioneer Wealth Partners, LLC, a boutique wealth advisor firm in Manhattan. He is a retired member of Milbank, Tweed, Hadley & McCloy and of the New York and California bars. He is the author or co-author of eight books and over 500 articles, and has been chair of several committees of the New York and American Bar Associations and the American College of Trust and Estate Counsel.

Or register for the 2016 webinar series.

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

The NAEPC Advanced Estate Planning Strategies Conference is open to all estate planning professionals and provides:

Multi-disciplinary content provided by nationally-known presenters
Continuing education credit (up to 15 hours, states and disciplines determine the total number of credit hours awarded)
Networking with Accredited Estate Planner® designees and estate planners from around the country in a collegiate environment

Speakers & Topics

Michael Amoia, JD, LL.M., CFP®, CLU®, ChFC®
Loan Regime Split-Dollar for Both Single and Joint Lives

Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
The Critical Importance of High Investment Returns and Tax Free Compounding, and How to Achieve Them

Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
Annual Tax Update

James E. Hughes, JD
An Interview on the Nature and Practice of Our Profession and its Capacity to Meet the Challenges of the "Shirt Sleeves" Proverb

Robert S. Keebler, CPA, MST, AEP® (Distinguished)
The Mathematics of Estate Planning

Stephanie Loomis-Price, JD
Privileges/Valuation - Exploring Privileges in the Context of Hiring Appraisers

Kathryn W. Miree
Ten Charitable Planning Ideas for the Current Environment

Nancy B. Rapoport, JD
Collaboration Across Small and Great Divides: Teamwork, Tensions, and Client-Center Solutions

Jeffrey Schoenblum, JD, AEP® (Distinguished) Nominee
The Governing Law Clause in Trusts - Not Just Boilerplate Anymore

John J. Scroggin, JD, LL.M., AEP®
What Can We Learn from the Estates of Deceased Celebrities?

Kathy K. Wiseman
Family and Multi-Disciplinary Team Dynamics for High Performance Family Wealth and Business Succession Planning

Annual Special Private Session for Active Accredited Estate Planner® Designees
An Interactive Discussion with Conrad Teitell, JD, LL.B., LL.M., AEP® (Distinguished)
Thursday, November 17, 2016, 5:15 pm

Download the "Save the Date" brochure!

Registration is open! For more information and to register, visit www.NAEPC.org/conference.

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.

Featured Benefits

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. 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.

Everplans

Everplans is a life and legacy platform that helps you and your clients gather all of the important information, documents and wishes that they might need in case something happens to them. This includes wills, life insurance policies, and health care directives, in addition to online accounts, letters to friends and family, and much more.

With Everplans Professional, you can expand your role with clients, and create additional opportunities for your business. Everplans Professional Key Features:

Secure cloud storage for client's vital documents, wishes and information
Unique sharing technology so clients can pick and choose which information to share with different people in their lives
Custom co-branding for you and your firm
Attorney dashboard to keep track of client activity
Ability to pre-populate client plans with critical information to get them started
Thousands of proprietary and educational articles, checklists and resources

For more information and special NAEPC pricing, contact an Everplans Professional representative at 844-362-7526 or visit our special page on the Everplans website. Please make sure to alert the representative you are part of NAEPC.

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

Everything But the House

Everything But The House (EBTH) is an estate sale marketplace with a large network of bidders that helps sellers maximize the value of their belongings. EBTH's full service model - organizing, photography, cataloging, and logistics—makes the estate sale, downsizing or liquidating process easy. It is also incredibly worthwhile in that proceeds are typically 3-5 times higher than a traditional estate sale. EBTH combines high-touch customer service with the reach of an e-commerce site, while helping families and attorneys across the United States deal with the difficulties of estate settlement.

NAEPC members that refer their clients to our special NAEPC URL, will ensure that their clients receive a $100 rebate in the form of an EBTH gift card at the conclusion of a successful qualified estate sale through EBTH ($10,000.00 in value and above). This offer also applies to NAEPC members who require help downsizing or liquidating their possessions during any transitional phase in their lives. Please visit www.ebth.us/naepc to complete our consultation request form, and one of our wonderful representatives will contact the person whose information was provided.

Existing Benefits

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

Betty Jean Arias, CFP®, CPWA, AIF®, AEP®	Austin, TX
Robert L. Arone, JD, LL.M. (taxation), AEP®	Needham, MA
Marcus R. Boland, CLU®, ChFC®, CFP®, AEP®	Honolulu, HI
Melanie M. Colusci, CFP®, AEP®	Pittsburgh, PA
Jeffrey S. Glaser, JD, AEP®	Baltimore, MD
Jeffrey Richard Hoenle, CFP®, AEP®	Sterling Heights, MI
Charles B. Jones, JD, LL.M. (taxation), AEP®	Baltimore, MD
Eric I. Kala, CFP®, CLU®, ChFC®, AEP®	San Antonio, TX
James Robert Lazenby, CPA, M.Ac., AEP®	Birmingham, AL
Michael A. Mathias, CLU®, ChFC®, CFP®, AEP®	Fargo, ND
Maurice L. Naylon III, CLU®, ChFC®, CPCU, AEP®	Amherst, NY
Lisa Rispoli, CPA, AEP®	Jericho, NY
Irina S. Shea, JD, CELA, AEP®	Ramsey, NJ
Shannon B. Steensma, CFP®, CLU®, ChFC®, CASL®, AEP®	Albert Lea, MN
Christopher H. Suh, JD, MBT, AEP®	Boston, MA
Stephen M. Thaler, CLU®, AEP®	Hunt Valley, MD

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: admin@naepc.org

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