NAEPC National Association of
Estate Planners & Councils
The Association of Choice for Estate Planning Professionals
AEP Alert September, 2016
Follow us on: LinkedIn YouTube

Message from the Chairperson

Webinar
NAEPC Monthly Webinar Series
 

  NAEPC Conference
 
 
 
 

NAEPC National Website
 
Julie Buschman

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

Dear Fellow Designees:

I hope you are having a wonderful summer! As thoughts shift toward fall and its splendor, our attention at NAEPC turns to the upcoming Annual NAEPC Estate Planning Strategies Conference, the conference of choice for estate planning professionals! I'm often asked what makes this event so very special. First, the conference is built by and for estate planners of all disciplines and attended by the same. This provides an exceptional opportunity to obtain continuing education credit while surrounded by multi-disciplinary peers, who are often AEP® designees themselves. The conference also provides an exclusive session just for active AEP® designees each year. This year we are grateful to welcome Conrad Teitell, LL.B., LL.M., AEP® (Distinguished) who will lead a dialogue on "Fearless Public Speaking for Estate Planners." We are also very excited to be hosting an information session this year that will allow those who wish to learn more about the AEP® designation to do so from the experts at NAEPC! If you haven't joined us in the past, please consider doing so this November 16-18 in Arizona—you'll be glad you did!

For those of you who use the Forefield benefit, I am very pleased to announce that we are extending the availability of the program through August 31, 2017! For those who have not logged in and explored the service, please make some time to do so soon! Our service will soon be adding new features, watch your email for an announcement.

Finally, you will soon be receiving a complimentary copy of the recently-released article from the May issue of Trusts & Estates magazine entitled "High Performance Teaming and Professional Collaboration". Please be sure to take a look, and we appreciate your sharing it with colleagues.

I look forward to spending time with you in November!
Julie Buschman

August 2016 NAEPC Journal of Estate & Tax Planning

Journal

The NAEPC Journal of Estate & Tax Planning is a web-based library of best-in-class thought leadership appropriate for every member of every estate planning council.

Visit www.NAEPCJournal.org today to view the recently-released issue, including:

Highlights of the August 2016 Issue

Regular Columns and Reports

  • Note from the Editor: Time to Start the Estate Planning Conversation with Your Privately Held Business Owner Clients
  • List of Conferences

Features

  • Creative Planning Strategies Once the 2704 Regs Become Final
  • A Comprehensive Perspective on Four UPIA-TOLI Cases, Plus One That Includes the UTC, and Their Astounding Implications for ILIT Trustees, Parts 1 & 2
  • Elephant in the Room
  • Estate Planning Strategy Using Cost Segregation
  • A Primer on Tax and Other Issues Relevant to Art Collectors and Their Advisors
  • Note Sales, Economic Substance and "The 10% Myth"
  • 2nd Annual Non-Grantor Trust State Income Tax Chart
  • High Performance Teaming & Professional Collaboration
  • Proposed Regulations IRC Section 2704

News Nook: A Compendium of Current Affairs

  • The NAEPC Journal of Estate & Tax Planning Quarterly Tax Update 2Q 2016
  • Practical Planner Newsletter April - June 2016
  • Pre-Election Estate Tax Proposals: Clinton vs. Trump
  • NAEPC Monthly Technical Newsletter

The Technical Corner

This month we are pleased to provide you with:

Intergenerational Split Dollar Life Insurance Arrangements Prevail in Tax Court
By John T. Midgett, JD, AEP®

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

The Robert G. Alexander Webinar Series provides estate planners with accessible, high quality, multi-disciplinary education. Programs are available live and on-demand. See full series information and a list of upcoming programs. Upcoming highlights:

Wednesday, September 14, 2016, 3:00pm - 4:00pm ET
Income Tax Deductions for Charitable Bequests of IRD with Christopher R. Hoyt, JD, AEP® (Distinguished)
REGISTER HERE

Wednesday, October 19, 2016, 3:00pm - 4:00pm ET
Tricky GST Issues with David A. Handler, JD, AEP® (Distinguished)
REGISTER HERE

Wednesday, December 14, 2016, 3:00pm - 4:00pm ET
Top Ten Estate Planning and Estate Tax Developments of 2016 with Ronald D. Aucutt, JD, AEP® (Distinguished)
REGISTER HERE

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.

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
      
Come see what all of the fuss is about, and what nearly 200 active designees already know—the NAEPC Advanced Estate Planning Conference is the place to be for networking and education!

Download the newly-release Full Conference Brochure today!

AEP® designees can take advantage of a $50 discount and also have access to a very special private session with Conrad Teitell, LL.B., LL.M., AEP® (Distinguished) while attending! This year we are excited to offer "Fearless Public Speaking for Estate Planners," an interactive supplemental session just for YOU!

As you plan to satisfy your continuing education hours for this year and perhaps next, please consider the NAEPC Advanced Estate Planning Conference - November 16-18, 2016 in Arizona!

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.

Exclusive Benefit for AEP® Designees Only

We've Joined Forces...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.

Existing Benefits

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

Vincent Bonazzoli, JD, AEP® Lynnfield, MA
Lee Ebanks, CTFA, AEP® Ocala, FL
Emily Humphreys-Beher, CTFA, AEP® Gainesville, FL
Helena S. Mock , JD, AEP® Williamsburg, VA
Roger C. Moulton, Jr., CFP®, MSPFP, AEP® Boston, MA
Howard Marshall Rosenblatt, CLU®, ChFC®, JD, AEP® Gainesville, FL
Vladimir Sasic, CFP®, ChFC®, AEP® Honolulu, HI
Michael J. Sedam, CLU®, CFP®, RICP®, AEP® Princeton, NJ
Edward Allen Stein, CLU®, ChFC®, CASL®, CLF, LUTCF, AEP® Norfolk, VA
Christian Sean Thornburg, JD, CTFA, AEP® Dallas, TX
Rachel L. Votto, CPA, AEP® Ridgewood, NJ
Robert B. Wellendorf, II, CLU®, CAP®, AEP® Omaha, NE

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

© 2016, All Rights Reserved. See Privacy Policy.

{VR_SOCIAL_SHARING}