Message from the President

Walter Lee Davis, Jr.,
Attorney, CPA, AEP, EPLS

Walter Lee Davis Jr. PC,
Johnson City, Tennessee

Esteemed Estate Planning Council Leaders, Members and Designation Holders:

On behalf of the National Association of Estate Planners & Councils (NAEPC), it is my pleasure to send to you this second edition of NAEPC News, the official Every Council Campaign newsletter. This publication was developed to better enable you to stay aware of the constantly increasing benefits and services provided to the members of NAEPC's affiliated local Estate Planning Councils and NAEPC-administered designation holders.

Every year, we hear first-time attendees to our Annual Conference express amazement at the many services and benefits with which they were not familiar. We have also had them ask about how they can become involved at the national level and how they can nominate someone to serve on the national board. When we explain that information has been sent to the local council leadership, not once but several times, they are bothered that the information was not forwarded to them by their local leaders. Maybe there are only a few of these that happen. I hope it is not wide spread. Of course, for those councils that have provided their members' email addresses to the national office, and authorized direct emails, there is no such problem.

We understand that everyone dislikes receiving "spam." We do not, however, consider email from the NAEPC to the members of its affiliated councils to fit into that category, particularly since it is sent no more than six (6) times a year. The number of councils that supply our national office with the email addresses for these members continues to rise. We offer an individual "opt-out" mechanism for councils where some members want the national email and some members don't. We simply ask you to be sure your council considers this and if your council chooses not to supply the email addresses to the national office, that you be diligent about forwarding to your members the emails the national office sends to you.

I am excited about several new member benefits that are such outstanding bargains that the vendors say we can have these deals only if the price is not on the public area of our website but is only available to our council members in a password-protected, secure, private area. We should have these ready very soon. Stay tuned to!

If you are an AEP, we have some great news for you! After your 2008 dues renewal has been received and processed, a link to your personal website will be added to your contact data in the AEP directory online. Watch your e-mail for instructions on how to have this link placed online.

If you haven't marked November 12, 2008, on your calendar as the day of the NAEPC 2008 Annual Meeting and Council Leadership Day, please do so now. November 13 and 14, 2008, will be the best two days of continuing education for estate planners in all of 2008. Plan now to be in Scottsdale, Arizona, on November 12, 13, and 14, 2008! I look forward to seeing you there.

Best regards,

NAEPC National Website




Upcoming Educational Program

Join us on Wednesday, February 6, 2008 for an Audio/Web conference "IRD: Dealing with Large Accumulations in IRAs and Qualified Plans" with the NAEPC's own Lawrence Wiener, CLU, ChFC, AEP. The broadcast will take place from 12:00 noon - 1:00 pm ET.

Dealing with large accumulations in IRAs and qualified plans can be a daunting task for planners. Consideration must be given to both income taxation and estate taxes. The IRS has been busy eliminating the various alternatives planners have devised to minimize such taxes. This presentation will review the alternatives still available to taxpayers.

More information, including details on how to register, can be found on the Member Benefits page of our website!

Member Benefits & Discounts

As a member of a council that maintains an affiliation with the NAEPC, you are entitled to receive member discounts on various programs and services. We're proud to announce a new benefit programs this month:

Complimentary subscription to Private Wealth magazine.

In addition to this exciting new benefit, existing programs include:

Acquire Direct Marketing
Boot Camp for Advisors™
Business Week
CCH, a Wolters Kluwer business
Civicom Audio Conferencing & Dial-a-Note Transcription
Family Foundation Advisor
Humane Society of the United States
Kettley Publishing Software
Wealth Transfer Planning® software

See the Member Benefits page of our website for more information about how to take advantage of these benefits. Check back often for new additions!

In addition to valuable benefits for council membership, we also offer programs for estate planning councils themselves. During the 2007-2008 season, we made available 7 speakers from the NAEPC Board to speak to councils with their honorarium waived! The program was widely successful and over 35 presentation were made! Availability exists until August 2008. Call Eleanor M. Spuhler at (866) 226-2224 if your council has an interest.

We would like to thank our speakers for their time and dedication to this program:

  • Robert G. Alexander, JD, LL.M., AEP, EPLS
  • Robert E. Burton, CLU, ChFC, AEP, LL.B.
  • Joseph V. Falanga, CPA, AEP
  • Gary L. Flotron, MBA, CLU, ChFC, AEP
  • Michael W. Halloran, CLU, ChFC, AEP, CFP®, REBC, RHU, LUTCF, MSFS, MSM
  • Clark B. McCleary, CLU, ChFC, MSFS, AEP
  • A. Stephen McDaniel, JD, AEP, EPLS


The NAEPC is looking for volunteers to participate on all of our Accredited Estate Planner Designation and Council Relations Committees. If you have an interest in joining our group, please send an e-mail to Thank you!

The NAEPC Foundation

Gary L. Flotron, MBA, CLU, ChFC, AEP
G.L. Flotron & Associates
St. Louis, Missouri
NAEPC Foundation Co-Chair
Geoffrey M. Rogers, TO, AEP
The Glenmede Trust Co., N.A.
Wilmington, Delaware
NAEPC Foundation Co-Chair

The NAEPC Foundation is hard at work in 2008!

National Estate Planning Awareness Week has been named during the third full week of October each calendar year! More information will be coming to our estate planning councils and general membership very soon. In addition, the committee is working to develop a country-wide marketing campaign to spread the good news! In conjunction with National Estate Planning Awareness Week, the NAEPC is working with The NAEPC Foundation to develop an "Estate Planning Day Toolkit" for use by all of our estate planning councils across the country. This program will contain all of the necessary items to host a public seminar locally. Information will be sent to the Executive Committee of each affiliated local council when the final kit becomes available.

See more information about The NAEPC Foundation.

45th Annual Conference Information

Save the Date!

Join us from November 12 - 14, 2008 for the NAEPC's 45th Annual Conference co-hosted by Central Arizona Estate Planning Council. The event will take place at the Doubletree Paradise Valley Resort in Scottsdale, Arizona. The three day program features one day devoted to leadership development and is intended to appeal to board members of our 190+ affiliated local estate planning councils. The two full days of technical education that follow are among the best in the country. Watch your e-mail and our conference web page for more information.

Sponsorship opportunities are still available! Visit our conference web page to obtain a complete sponsorship and event information kit.

Special thanks to those sponsors that made our 44th Annual Conference possible:

Capital One Private Client Group

Merrill Lynch Trust Company
Whitney National Bank

Charles Schwab Institutional
New York Life Insurance Company
Northwestern Mutual
The Glenmede Trust Company, N.A.
Trusts & Estates
Virgin Money

AEP & EPLS Designation Information

Professional estate planners can now achieve an accreditation that acknowledges their experience and specialization in estate planning. The Accredited Estate Planner (AEP) designation is available to attorneys, Chartered Life Underwriters, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants, and Certified Financial Planners® and is awarded to professionals who meet stringent experience and education qualifications including two graduate level courses administered by The American College.

Professional estate planners can now achieve an accreditation that acknowledges their experience and specialization in estate planning. The Accredited Estate Planner (AEP) designation is available to attorneys, Chartered Life Underwriters, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants, and Certified Financial Planners® and is awarded to professionals who meet stringent experience and education qualifications including two graduate level courses administered by The American College.

The Estate Planning Law Specialist (EPLS) designation is available to attorneys by the Estate Law Specialist Board, Inc., an attorney-run subsidiary of the National Association of Estate Planners & Councils. Attorneys who become Board-certified under this program demonstrate a high level of professionalism and commitment to the concept of specialization. We believe that as attorney specialization increases, it will benefit not only lawyers but the public. This program is currently the only program, other than certain state bar association programs which are only for residents of their particular states, accredited by the American Bar Association to Board-certify attorneys as Estate Planning Law Specialists.

See more information about both of these designations.

2008 Distinguished Accredited Estate Planner Nominations Open!

We are now seeking nominations for the 2008 Distinguished Accredited Estate Planner (DAEP) Award. You may nominate individuals for each of the categories of Academic, Attorney, Accountant (CPA), Financial Planner (CFP® / ChFC), Life Insurance Professional (CLU) and Trust Officer. Please request more information or a nomination form by e-mailing Susan Austin-Carney at


NAEPC Council Relations Committee Happenings

Gregory E. Sellers, CPA, AEP
Wilson Price
Montgomery, Alabama


The NAEPC's Council Relations Committee is charged with helping affiliated councils use all of the benefits and services available to them as well as assist unaffiliated councils to understand the benefits of membership. We're proud to announce the 2008 committee:


  • Gregory E. Sellers, CPA, AEP (Montgomery, AL) - Montgomery EPC

NAEPC Board Members

  • Joanna Averett, MBA, CFP®, AIF®, AEP (San Bernardino, CA) - Riverside EPC
  • Hartman Axley, CLU, ChFC, JD, CFP®, MSFS, RHU, AEP (Lakewood, CO) - Denver EPC
  • Thomas M. Borchert, CLU, ChFC, LUTCF, AEP, CLTC (Sioux City, IA) - Siouxland EPC, Inc.
  • Julie A. Buschman, AEP (Dallas, TX) - Dallas EPC
  • Walter Lee Davis, Jr., Atty, CPA, AEP, EPLS (Johnson City, TN) - Tri-Cities EPC (TN)
  • Clark B. McCleary, CLU, ChFC, MSFS, AEP (Houston, TX) - Houston Estate & Financial Forum
  • A. Stephen McDaniel, JD, AEP, EPLS (Memphis, TN) - Memphis (EPC of) (TN)
  • Leonard H. Neiman, AEP, CLU, ChFC (New York, NY) - New York City (EPC of)
  • Jack Rittenhouse, CLU, ChFC, AEP (Santa Rosa, CA) - Redwood Empire (Ca.) EPC
  • Claire S. Weaver, CPA, CSEP (York, PA) - York County EPC
  • T. Phillip Webb, CLU, ChFC, AEP (Daphne, AL) - Mobile (EPC of )
  • Lawrence Wiener, CLU, ChFC, AEP (Hollywood, FL) - Greater Miami (EPC of)

Non-Board Members

  • Beverly A. Anderson, CTFA, CISP (Washington, DC) - Northern Virginia EPC
  • Edward T. Autry, JD, EPLS, AEP (Memphis, TN) - Memphis (EPC of) (TN)
  • Lisa Brown, CFP®, CLU, AEP (Norcross, GA) - Atlanta EPC
  • Robert E. Burton, CLU, ChFC, AEP, LL.B. (San Francisco, CA) - San Francisco EPC
  • Jean C. Coker, JD (Jacksonville, FL) - Northeast Florida (EPC of)
  • Barry A. Crozier, CPA (Wilmington, DE) - Delaware EPC
  • Robert L. Fischer, CLU, ChFC, AEP (Green Bay, WI) - Northeast Wisconsin EPC
  • Robert E. Fox, CLU, AEP (Ocala, FL) - Marion County-Fla (EPC of)
  • Peggy K. Gardner, Esq, CPA (Colorado Springs, CO) - Colorado Springs (EPC of)
  • Richard D. Green, Atty (Clearwater, FL) - Pinellas County (Fla.) EPC
  • Gerald F. Hall, MSFS, CLU, ChFC, AEP (North Dartmouth, MA) - Bristol County Estate Planning Council
  • Lawrence M. Lehmann, JD (New Orleans, LA) - New Orleans EPC
  • John J. Meyer, CLU, ChFC, AEP (Metairie, LA) - New Orleans EPC
  • Terrance Nemec, CPA (Dell Rapids, SD) - Sioux Falls EPC
  • Kevin M. Neyrey, CPA/PFS, CVA, AEP (New Orleans, LA) - New Orleans EPC
  • Michael R. Noland, CLU, ChFC (Tulsa, OK) - Tulsa EP Forum
  • Amy O'Bannon (Germantown, TN) - Memphis (EPC of) (TN)
  • James M. O'Neil, Jr., Esq. (Boston, MA) - Boston EPC
  • M. Powell Peters, Esq., AEP (Virginia Beach, VA) - Hampton Roads EPC
  • Hamilton P. Poynor, CLU (Birmingham, AL) - Birmingham EPC
  • Robin C. Russell, CTFA (Seattle, WA) - Seattle (EPC of)
  • Regina M. Spielberg, Esq. (Morristown, NJ) - Greater NJ EPC
  • Donna F. Tait, CFP® , CTFA (Radnor, PA) - Delaware County EPC (PA)
  • Richard E. Wait, CPA, CVA, AEP (Reno, NV) - EPC of Northern Nevada
  • Jill White, CPA (Fargo, ND) - Red River Valley EPC
  • Miranda M. Willis, CFP® (Portland, OR) - Portland (EPC of)

The National Association of Estate Planners & Councils Board of Directors is proud to announce that the December 2007 issue of the NAEPC Journal of Estate & Tax Planning is online for your viewing pleasure! Please visit to view this exciting publication.

Councils in the News

We wish to express our heartfelt thanks to New Orleans Estate Planning Council for their efforts in hosting the 44th Annual Conference of the National Association of Estate Planners & Councils. Special gratitude is due to the entire local conference committee and NOEPC Executive Director, Leila Schumacher, for their efforts in making the 44th Annual Conference a shining success!

Kevin M. Neyrey, AEP, CPA, Committee Chair
Mike O. Babin, CFP®, ChFC, CLU, AEP, LUTCF
Mary L. Bonfanti, CFP®
Cheryl J. Bragg, CFP®
Vanessa Brown Claiborne
Kathleen Turan Davenport, CLU, ChFC, AEP
Julian H. Good Jr., CLU, ChFC
Norman F. Hodgins Jr., CLU, ChFC
Jack B. Kase
Thomas C. Klotz
Lawrence M. Lehmann
Saundra K. Levy

John J. Meyer, CLU, ChFC, AEP
Jacquelyn Morton
Beverly R. Nichols
Chavgney G. Pierce, CPA/ABV
Laura Walker Plunkett
Leila Schumacher
J. Bootsie Smith
Carolyn G. Stolz, CFP®, CLU, ChFC
Todd M. Villarrubia
John J. Weiler
Kenneth A. Weiss

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