NAEPC National Association of
Estate Planners & Councils

The Association of Choice for Estate Planning Professionals
AEP Alert April, 2017
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®

Dear Fellow Designees:

There has been a great deal happening within the Accredited Estate Planner® Designation Oversight Committee in recent months and I am excited to share a recap of those activities with you today!

First, a sub-committee under the leadership of William D. Kirchick, Esq., AEP® has been hard at work for many months reviewing not only the application to become a designee, but the qualifications and requirements to do so. As you can imagine, this has been a lengthy process that has been approached with great care. I am pleased to report that as a result of these efforts, the designation is now available to credentialed professionals in the following disciplines—accounting (CPA); insurance and financial planning (CLU®, ChFC®, CFP®, CPWA®, CFA); legal (JD); philanthropy (CAP®, CSPG); and trust services (CTFA)—who are devoting at least a third of their professional time to estate planning and meet all of the remaining program requirements. Please take a moment to think about your colleagues that may have one of these credentials and meets the professional requirements of an AEP®. Your referral is valuable.

The committee has also been taking a careful look at the benefits that the nearly 2,000 AEP® designees have access to. Our goal for 2017 is to provide additional AEP®-only benefits and we would love to hear from you! Please take a moment to share benefits that may be on your "wish list" with our committee by emailing admin@naepc.org. Your input is valuable and appreciated.

Finally, the committee will soon begin its work to select the next class of entrants into the NAEPC Estate Planning Hall of Fame®! We are so excited to be welcoming the following individuals on November 17th during the 54th Annual NAEPC Advanced Estate Planning Strategies Conference and hope you will be with us to celebrate their wonderful achievement: Vincent M. D'Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, Donald O. Jansen, JD, LL.M., R. Hugh Magill, JD, Edward Mendlowitz, CPA, Joshua S. Rubenstein, JD and John J. Scroggin, JD, LL.M., (taxation). Please read on within this newsletter to learn more about the annual conference.

In closing, I wish you wonderful spring days ahead and hope to have an opportunity to meet you in person in November at the Annual Conference in New Orleans!

Best wishes,

Julie Buschman

Member Benefits, Programs & Services

NAEPC strives to offer AEP® 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.

New Benefits

AdvisorAdit - Mobile Event Services for Councils

DIGITAL CONFERENCE BOOK - COURSE SURVEYS - ATTENDANCE TRACKING

Introducing New NAEPC Program: 50% off standard rates and a free trial!

Our suite of mobile event services is a cost-effective way to modernize your attendee experience.

With AdvisorAdit's suite of digital event services EPCs enjoy:

  • An intuitive attendee experience...available on any leading mobile device
  • Simple event set up and real time host monitoring, updating and reporting
  • Flexibility to use only the services that are right for your event
  • Special NAEPC pricing scaled to support small meetings to large expos

Our suite of digital event services... select the ones for you!

  • Digital Conference Book: For less than the cost of printing, you can offer attendees access to a fully branded app delivering all conference-related handouts. Consider enabling sponsors to add their own content. This is a fantastic way to "Go Green"!
  • Surveys: Dramatically increase attendee feedback with integrated course level surveys! Use our standard survey or create your own. Hosts can instantly share results with speakers and colleagues.
  • Attendance/CE Tracking: Stop collecting CE forms and wasting time and money on manual reporting! Members can apply for CEs (up to 7 designations) and even update their credentials. Hosts have full transparency and control with real time reports.
  • Certificates: Delight attendees with instant access to designation level certificates! With extended certificate access, you can even create your chapter's own "My CE" page on their website.

See complete information about AdvisorAdit..

AICPA Engage - June 12-15,2017 - MGM Grand Las Vegas, NV | Online Broadcast

The AICPA Advanced Estate Planning and Personal Financial Planning Conferences join AICPA ENGAGE this June. Experience four days of fresh ideas and breakthrough presentations—all under one roof.

Bring the greatest value to your clients by becoming the most trusted resource for navigating shifts and changes in the global economy. Immersed in four days of leading-edge best practices and ideas from esteemed thought leaders in financial planning and estate planning, you'll learn why past attendees rave about this conference every year.

Choose among five tracks for focused learning: Insurance and Risk Management, Investment Management, Practice Management and Technology, Wealth Management and Tax, and Retirement Planning. You'll refine business strategies, implement new techniques, and learn a holistic approach to every life stage affecting your client's financial outlook. Learn more and register. NAEPC members are entitled to take advantage of a $100 discount by using code "100ENG17" at checkout.

M Brands Film, Inc. (M)

Watch the M welcome video.

Do you have website video? If not, you are turning away 90% of your prospects and clients. Video connects you to pain points, education, support, and retention throughout their wealth preservation journey.

Through a value partner arrangement with NAEPC, M is offering video production services at a 20% discount to members. Through the web, M creates explainer video for your website, social media, and communications. In 45 minutes, M makes the shyest professional shine with sincerity without breaking your budget, interrupting operations, or making a cartoon out of your business. Plus, we offer your clients legacy videos for their loved ones. With 3,000 videos on mbrands.co, we're ready to shoot yours. Ping M (loyalty@mbrands.co) or ring (415.404.9276) to set up a free video assessment of your website and important estate work. Learn more about the M process.

54th Annual NAEPC Advanced Estate Planning Strategies Conference

NAEPC ConferenceTopics and Speakers have been announced!
Registration is open!
The only thing left to do? Register to attend!

Please plan on joining us this November 15-17 for the best 2-day estate planning program in the country! AEP® designees can take advantage of an additional $50 discount, which can be combined with the $50 early bird discount, making this a very economical investment of both your time and resources! The registration fee includes most meals, two full days of national and multi-disciplinary continuing education credit and attendance satisfies one full year of your AEP® designation CE requirement.

Here's what you will experience in New Orleans:

Thursday, November 16, 2017
 

Sponsor Bonus Session: Life Insurance in Estate Planning: Beyond the Role of Benefits for Beneficiaries & Tax Strategies
Darwin M. Bayston, CFA
Session provided by Berkshire Settlements, Inc.

Modern Uses of Partnerships in Estate Planning
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)

Sponsored General Session: Advanced Planning Applications for Market-Based Life Insurance Valuations
William Clark, Jamie Mendelsohn & Jon B. Mendelsohn
Session provided by Ashar Group / Ashar SMV

How Slippage and Gray Areas Lead Us Into Ethical Lapses
Marianne M. Jennings, JD

Minimizing Family Conflicts in Estate Planning
John J. Scroggin, JD, LL.M., (taxation), AEP® (Distinguished) Nominee

Product Selection and Design: Which Type of Product to Use in Common Estate and Financial Planning Scenarios and How to Design and Fund It
Charles L. Ratner, JD, CLU®, ChFC®, AEP® (Distinguished)

Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished)

Special Sessions on Thursday, November 17, 2016, 5:15 pm

Annual Private Event for Active Accredited Estate Planner® Designees and Estate Planning Law Specialist Certificants
A Discussion with Turney P. Berry, JD, AEP® (Distinguished)

 
Friday, November 17, 2017
 
Tax-Efficient Drawdown Strategies During Retirement
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA

Estate Planning Current Developments and Hot Topics
Steve R. Akers, JD, AEP® (Distinguished)

Sponsored General Session: Understanding Asset Protection in the 21st Century
Douglass S. Lodmell, JD, LL.M.
Session provided by Asset Protection Council® / Lodmell & Lodmell, P.C.

The Use of Non-Grantor Trusts for State Income Tax Minimization
William D. Lipkind, JD, LL.M.

Planning for Privacy in a Public World: The Ethics and Mechanics of Protecting your Client's Privacy and Personal Security
John Bergner, JD & Jeff Chadwick, JD

Subchapter J - Income Taxation of Trusts & Estates
Mickey R. Davis, JD & Melissa J. Willms, JD, LL.M.

To learn more, download the "early bird" registration brochure or register online!

We are grateful for the support of all conference sponsors and exhibitors, including:

Berkshire Settlements, Inc.

Alliance Trust Company of Nevada
International Wealth Tax Advisors
Life Insurance Settlements Inc.
National Guardian Life Insurance Company

The Technical Corner

This month we are pleased to provide you with:

IRS Sheds Light on Estate Tax Lien Discharge Process: Interim Guidance for Responsibility to Process all Requests for Discharge of the Estate Tax Lien
John T. Midgett, JD, AEP®

We would also like to highlight the NAEPC Journal of Estate & Tax Planning, and the most recent issue's Accredited Estate Planner® Designee Top Pick.

Estate Planning Traps That Have Nothing To Do With Estate Taxes
A NAEPC Journal original! At a time when some clients may be wondering why they should proceed with estate planning due to the proposed elimination of the estate tax, this article reminds us that there are many issues to resolve aside from taxes and provides wise counsel on how to proceed.
Authors: Stuart M. Horwitz, JD, LLM (Taxation) and Jason S. Damicone, JD, LLM (Taxation)

Congratulations, Stuart and Jason, on receiving the December 2016 AEP® Top Pick!

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

© 2017, All Rights Reserved. See Privacy Policy.

{VR_SOCIAL_SHARING}