Message from the President
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 www.naepc.org!
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
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.
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™
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
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
- 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
firstname.lastname@example.org. Thank you!
The NAEPC Foundation
Gary L. Flotron, MBA, CLU, ChFC, AEP
G.L. Flotron & Associates
St. Louis, Missouri
NAEPC Foundation Co-Chair
M. Rogers, TO, AEP
The Glenmede Trust Co., N.A.
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
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
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
Capital One Private Client Group
Merrill Lynch Trust Company
Whitney National Bank
Charles Schwab Institutional
New York Life Insurance Company
The Glenmede Trust Company, N.A.
Trusts & Estates
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
See more information about
both of these
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
E. Sellers, CPA, AEP
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) -
- 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 &
- 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.)
- 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)
- 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
- 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
- Robert E. Fox, CLU, AEP (Ocala, FL) - Marion County-Fla (EPC of)
- Peggy K. Gardner, Esq, CPA (Colorado Springs, CO) - Colorado Springs (EPC
- 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
Beverly R. Nichols
Chavgney G. Pierce, CPA/ABV
Laura Walker Plunkett
J. Bootsie Smith
Carolyn G. Stolz, CFP®, CLU, ChFC
Todd M. Villarrubia
John J. Weiler
Kenneth A. Weiss
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National Association of Estate
Planners & Councils 1120 Chester Avenue, Suite 470
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Phone: (866) 226-2224 ~ Fax: (216)
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2008, All Rights Reserved.