Message from the Chairperson
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,
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
Topics
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!
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please be sure to subscribe here.
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