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Message from the Chairperson
Julie A. Buschman, CPA, AEP®, CAP®
Northern Trust
Dear Fellow Designee:
Summer is in full swing here in Texas as I hope it is for you where you
reside! While our thoughts typically turn to other activities and events during
the summer months, there are several things going on at NAEPC that I want to be
sure to share with you. If you have not read the most recent issue of
NAEPC News, I encourage you to do so at your leisure—it contains a wealth
of information about all of the "happenings" at NAEPC, the highlights of which I
will share with you here.
Perhaps the most exciting new development is the acceptance of the Chartered
Financial Analyst (CFA) designation as a qualifying credential to obtain the
AEP® designation. We welcome your referrals and encourage you to share this
information with those you know who hold the CFA designation. Remember, every
applicant for the AEP® designation must meet all program requirements, complete
the application in its entirety, and agree to comply with all ongoing
recertification requirements as well as the NAEPC Code of Ethics.
Nominations for the NAEPC Board of Directors are being accepted until Friday,
June 30th. The ideal candidate is either a past president or current officer of
an affiliated local council, has attended at least two annual conferences, and
has served on one or more committee of the NAEPC. Those who are interested
should contact the national office for more information and to obtain a copy of
the application.
We are also excited to share information with you for our "sister"
organization, the Estate Law Specialist Board. In partnership with the Notre
Dame Tax & Estate Planning Institute, the Estate Law Specialist Board offers
attorneys a unique opportunity to participate in a live review course and
proctored exam to earn the
Estate Planning Law Specialist (EPLS) certification,
which is the only national board certification in estate planning. The event
will take place on Wednesday, October 25, 2017 on campus at the Notre Dame Law
School from 8:00 am to 12:00 pm and will be followed by the two-hour proctored
exam that begins at 2:00 pm. If you are an attorney who is interested in
learning more about the EPLS certification the live review course and exam, and
the remainder of the program requirements, please contact our national office.
I hope to meet you in person at the
Annual NAEPC Advanced Estate Planning
Strategies Conference, scheduled from November 15-17th in New Orleans. Please
join me, our board, and your fellow AEP® designees for what is sure to be a
great time and an exceptional educational event! Remember to register by
September 29th to receive the early bird discount!
Best wishes,
NAEPC Journal of Estate & Tax
Planning
The NAEPC Journal of Estate & Tax Planning was created with the mission to
maintain a best-in-class library of thought leadership relevant to the estate
planning community. We hope you will agree that this mission has been
accomplished!
The May 2017 Issue was recently released and while all AEP® designees receive
notification directly, you may want to revisit
www.NAEPCJournal.org today to see what
you may have missed!
The AEP® Designee Top Pick for the issue is
2017 Heckerling Institute of
Estate Planning Highlights by Martin M. Shenkman, CPA, MBA, PFS, AEP®
(Distinguished), JD. Marty's amazing PowerPoint hits the high points of planning
in light of possible repeal and recent developments, including preferred partnership
planning, life insurance, GRATs, drafting points, 2704, and many other critical
categories. Our thanks to the Heckerling Institute on Estate Planning and the
University of Miami, and Leimberg Information Services, Inc. (LISI) for
providing reprint permission.
The NAEPC Journal of Estate & Tax Planning is always looking for original
content from AEP® designees. Please email
editor@naepcjournal.org if you are
interested in being published within.
54th Annual NAEPC
Advanced Estate Planning Strategies Conference
 The Annual NAEPC Advanced Estate Planning Strategies Conference was built
with you in mind and contains special treats just for active AEP® designees.
Treat #1
A special $50 discount that can be combined with other discounts, making the
already economical registration fee an even better bargain!
Treat #2
Attending satisfies one full year of your AEP® designation continuing education
requirements AND is also available for nationwide, multi-disciplinary credit.
Treat #3
An exclusive interactive event reserved for active AEP® designees only with Philip Cubeta,
CLU®, ChFC®, CAP®, MSFS, AEP®, the Sallie B. and William B. Wallace Chair in
Philanthropy at The American College of Financial Services, who will present
"Legacy Planning Reimagined."
Treat #4
Special recognition for both new and existing AEP® designees, both on-site and
in the event materials
Visit our website for speakers, topics, and additional program information.
Don't delay—register today!
The Technical Corner
This month we are excited to announce changes taking place within The
Technical Corner of the AEP® Alert. Beginning with the next issue, a new editor
and editorial board will be working to provide you with the content for this
section of each newsletter. Please welcome the following designees as they
assume their new role:
- Eido M. Walny, Atty, AEP®, EPLS, Editor
- Thomas M. Borchert, CLU®, ChFC®, AEP®, CLTC, MA, LUTCF
- Gregory E. Sellers, CPA, AEP®
It is with much gratitude that the NAEPC Board of Directors and Accredited
Estate Planner® Designation Oversight Committee acknowledge John T. Midgett, JD,
AEP® for serving as the Editor of the Technical Corner. Your
time and talent is most appreciated, John! Best wishes as you move on to new
endeavors within NAEPC!
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.
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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2017, All Rights Reserved.
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