This Just In...

47th Annual Conference Speakers Revealed New Member Benefits!

Join us in San Diego for The NAEPC Foundation / NAEPC 47th Annual Conference to hear these outstanding speakers

Special discounts available for NAEPC members attending May 2010 AICPA Conference on Tax Strategies for the High-Income Individual in Las Vegas and with Evaluation Services, Inc.

Message from the President

Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM
Northwestern Mutual

Dear Colleagues,

As summer approaches and the majority of our affiliated local councils recess for the season, I would like to update you on several important business items.

First, nominations are open for the NAEPC Board of Directors! This exciting and important process helps us identify the top candidates for the NAEPC Board of Directors, for which we will have openings in 2011. If you are interested in applying, or know someone that has an interest, please contact the national office at 866-226-2224 for an application.

The Accredited Estate PlannerŪ (AEP) designation program is off to a great start in 2010! We're welcoming many new designees and have fielded many calls and emails from those with an interest in the program. Please consider applying for the multi-disciplinary designation of choice! Doing so allows you to set yourself apart from the competition. Complete information about the program can be viewed at

The NAEPC Foundation / NAEPC 47th Annual Conference will be here before you know it! Please consider joining us from November 17 - 19th in sunny San Diego. Continuing education credit will be offered by the top industry speakers, a fabulous networking opportunity exists and it's a great event to consider bringing a spouse/companion to. Information about the program can be found below and on The website is updated regularly, please check back often.

Our councils are entitled to many benefits, one of which is the yearly no charge speaker program. Most councils are beginning to plan for 2010/11 and I encourage you to take advantage of a program that allows all affiliates one speaker per year to visit your council with their honorarium waived (council is responsible for travel, lodging and expenses to produce the meeting). Please visit the "council benefits" section of for more information.

I wish you a safe and enjoyable summer!


NAEPC National Website



47th Annual Conference Information

The NAEPC / The NAEPC Foundation 47th Annual Conference is scheduled from November 17-19, 2010 in beautiful San Diego, California. Preliminary details can be found at and the website will be updated as new information is available.

We're excited to announce that the following speakers have agreed to take a place at our podium: Lawrence Brody, JD, LL.M., AEP® (Distinguished); Samuel A. Donaldson, JD, LL.M.; Robert S. Keebler, CPA, MST, AEP® (Distinguished); Al W. King, III, JD, LL.M., AEP® (Distinguished); Bernard A. Krooks, JD, CPA, LL.M, CELA, AEP®; Carlyn McCaffrey, LL.B., LL.M., AEP® (Distinguished); Richard W. Nenno, JD, AEP® (Distinguished); Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished); Jeffrey N. Pennell, JD; Sanford J. Schlesinger, JD, AEP® (Distinguished); Terri Tassell-Getman, JD, CLU, ChFC, AEP® (Distinguished) and Howard M. Zaritsky, JD, LL.M, AEP® (Distinguished).

Continuing education credit will be available for AEP® designees and will be requested nationwide for accountants, insurance professionals, attorneys, Certified Financial Planners® and Certified Trust and Financial Advisors.

Experience the beautifully transformed Hyatt Regency Mission Bay Spa and Marina while attending this event. A stunning transformation brings the epitome of California coastal chic into this San Diego hotel, with incredible ocean views, waterfront dining, a contemporary poolside lounge, an eco-friendly spa and redesigned guest rooms and meeting space. NAEPC is delighted to be hosting this conference in San Diego, a premier ocean-front destination! Online reservations are now available!

Sponsorships are available! The NAEPC Foundation / NAEPC 47th Annual Conference provides a unique and affordable opportunity to reach estate planners through sponsorships of the annual conference. Those that have an interest can review the conference sponsor kit or contact the NAEPC office for more details.

The NAEPC Foundation Report

Robert G. Alexander, JD, LL.M., AEP®, EPLS
Alexander Law Offices, S.C.
Milwaukee, WI

The NAEPC Foundation was formed in 2005 with the following mission:

        • to educate the public regarding the benefits of the multi-disciplinary team concept of estate planning as espoused by the National Association of Estate Planners & Councils
        • to develop educational programs for estate planning professionals
        • to develop and promote a community outreach program for the general public
        • to hold educational conferences, seminars, forums, and meetings regarding estate planning

The NAEPC Foundation's primary public initiative, National Estate Planning Awareness Week, is scheduled for October 2010. Many affiliated local estate planning councils are planning outreach programs within their home community and The NAEPC Foundation will be hosting events for the public and practitioners. Please watch this newsletter and our website for additional information.

The NAEPC Foundation is grateful for the support of the following individuals:

Kathleen J. Belmonte, CTFA, AEP®
Pettus C. Gibbons, MEd, CLU®, ChFC®, LUTCF, AEP®
Joseph V. Falanga, CPA, AEP®, TEP
Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM
William J. Braun, CLU®, ChFC®, AEP®
Vincent M. D'Addona, CLU®, ChFC®, AEP®
Walter Lee Davis, Jr., Atty, CPA, AEP® , EPLS
John P. Garniewski, Jr., CPA/PFS, CFP®, AEP®
Robert P. Goodman, CPA, AEP®
G. Dean Goodwin, CLU®, AEP®
William Heinz, Jr., CLU®, ChFC®, AEP®
Leonard H. Neiman, AEP®, CLU®, ChFC®
Jerry L. Picucci, CPA, AEP®
Jack Rittenhouse, CLU®, ChFC®, AEP®
Gregory E. Sellers, CPA, AEP®
Nancy H. Weingard, CLTC, CFP®, AEP®
Carolyn Lloyd-Cohen, CLU®, ChFC®, AEP®, AIF®
Robert L. Perez, CPA/PFS, AEP®
Ian M. Sammis, JD, AEP®
Gary B. Schreiner, Esq., AEP®
M. Eileen Dougherty, CTFA, CFP®, AEP®
Richard Hoe, ChFC®, CLU®, AEP® , LUTCF, RHU
Mark W. Knobel, Atty, AEP®
Valorie Joy Promisel, BS, MBA, JD, AEP®
Gerald A. Youngs, AEP® , CTFA
Mark J. Dunlop, CLU®, ChFC®, MSM, MSFS, CEBS, CFP®, AEP®

Accredited Estate Planner® Designation Information

The Accredited Estate Planner® (AEP®) designation is a graduate level accreditation in estate planning obtained in addition to already recognized professional credentials within the various disciplines that make up estate planning: attorneys, accountants, insurance and financial planners and trust officers. The only multi-disciplinary designation in estate planning, it is awarded to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character. For more details and to download an application form, please visit

Why earn the AEP® designation?

  • Gain a competitive edge...success requires setting yourself apart from the competition
  • Give the public a way to identify you as a qualified professional estate planner who has the expertise and experience necessary to handle complex estate planning and/or business succession needs
  • Acquire access to potential clients through our national searchable database
  • Tap into the resources of the NAEPC and special members' only benefits
  • Expand your networking opportunities with other estate planning professionals from across the country by attending our annual national conference and earn all of your estate planning hours required to keep the AEP® designation active and in good standing

NAEPC would like to congratulate those who have obtained the ACCREDITED ESTATE PLANNER® designation since the last publication of this newsletter:

Donald G. Armstrong, CLU®, ChFC®, CFP®, MSFS, AEP® • Champaign, IL
Don E. Ash, CTFA, AEP® • Rome, GA
Richard E. Bergeron, CFP® , ChFC®, AEP® • Mansfield, MA
Robert P. Bishopp, CLU®, ChFC®, AEP® • Spokane, WA
Barbara A. Bombaci, JD, CLU®, CFP®, AEP® • Milwaukee, WI
Cyrus A. Dolph, IV, JD, AEP® • Norfolk, VA
William J. Farber, CFP®, AEP® • Monroeville, PA
Gary L. Fleming, CLU®, ChFC®, AEP® • Sewickley, PA
Thomas B. Hall, CFP®, AEP® • Rolling Meadows, IL
H. Kent Heise, CLU®, ChFC®, AEP® • Rockford, IL
Leslie G. Johnson, MBA, CFP®, ChFC®, CLU®, AEP® • Land O Lakes, FL
David N. Kass, CPA, Attorney, AEP® • Roslyn, NY
Kirkland M. Kelley, JD, AEP® • Norfolk, VA
Brad M. Kreiner, CFP®, AEP® • Troy, MI
William Kris Lonsinger, CFP®, LUTCF, AEP® • Johnstown, PA
Michael B. McGill, CLU®, ChFC®, AEP® • Chicago, IL
Michael Steven Millman, CFP®, ChFC®, CLU®, AEP® • Emeryville, CA
Stephen D. Moore, CTFA, AEP® • Southfield, MI
R. Brady Osborne, Jr., JD, AEP® • Boca Raton, FL
John S. Pugh, CLU®, ChFC®, MSFS, AEP® • Virginia Beach, VA
Helen H. Reiter, CPA, MST, AEP® • Halifax, VA
Roger H. Ridley, JD, AEP® • Riverside, CA
J. Howard Rodman, Jr., CFP®, AEP® • Virginia Beach, VA
Barbara L. Smith, CPA, CVA, AEP® • Virginia Beach, VA
Paul S. Soule, CLU®, ChFC®, AEP® • Miami, FL
Gail L. Waldman, CFP®, AEP® • Vienna, VA
Michael B. Welborn, CLU®, ChFC®, CFP®, AEP® • Phoenix, AZ
Brian P. Winfield, Sr., CLU®, AEP® • Virginia Beach, VA

Member Benefits, Programs & Services

NAEPC strives to offer our designees, councils and the affiliated local council membership 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 at reduced prices or substantial discounts:

New This Month!
May 2010 AICPA Conference on Tax Strategies for the High-Income Individual, Las Vegas
Renowned tax expert and conference committee chair, Sidney Kess, CPA, JD, LL.M., AEP® (Distinguished), has assembled an all-star speaker lineup who will lead a broad range of sessions on the most current issues impacting you and your high-income clients today. Obtain tools and technical resources to implement innovative strategies that will benefit your wealthy clients' special needs in areas like life insurance, alternative investments, and estate planning. Plus, this conference offers several highly-focused value-added workshops, invigorating breakfast sessions, plenty of time for Q&A and numerous networking opportunities to enhance your overall conference experience.

New This Month!
Evaluation Services, Inc.
Evaluation Services, Inc. provides domestic and international stock and bond valuations of publicly traded securities for the trust & estate community. Valuations can be prepared by outsourcing the work to Evaluation Services, Inc. or preparing it yourself using APPRAISE online solutions. Ready to submit valuations fulfill the stringent IRS regulations for Forms 706, 709, 1041, and Court Accountings, Evaluation Services, Inc. also provides other types of securities pricing reports such as cost basis calculations, dividend reinvestment reporting and valuations of GRATS & CRUTS.

NAEPC Educational Webinars w/ InterActive Legal Journal of Estate & Tax Planning
A Parent's Guide to Wills & Trusts
Acquire Seminar Marketing
Amicus Creative Media
Exit Planning for Advisors
Business Week magazine
CCH, a Wolters Kluwer business
Civicom Audio Recording & conference calling
Private Wealth magazine
Estate ++
Family Business magazine

Family Foundation Advisor
Florida Domicile Handbook
Journal of Taxation of Investments
Kettley Publishing Software
Klark Proposal Software
Midwest Transaction Group
National Center for Family Philanthropy
Retirement Snapshot Software
Robert Keebler's Exclusive Roth IRA Conversion Decision Chart
Trusts & Estates magazine
Wealth Transfer Planning software

All members must utilize a user name/password to access detailed ordering links and information. If you are an At-large member or member of a council that utilizes passwords on a website hosted by NAEPC, you can use the "I forgot my password" option. Others should contact NAEPC with questions about the appropriate user name/password combination.

Council Relations Committee Happenings

Joanna Averett, MBA, CFP®, CIF®, AEP®
First American Trust
San Bernardino, CA

The Council Relations Committee has completed its 2010 makeover and now boasts permanent standing territories, a list of which is available to all councils. We are very excited to have completed this project and look forward to offering all affiliates outstanding service in 2010 and beyond.

Several NAEPC-affiliated local councils are planning public estate planning day programs in conjunction with The NAEPC Foundation's National Estate Planning Awareness Week, October 18-24, 2010 – won't your council consider doing the same? From half-day events to a series of sessions spread out over a month, this valuable effort serves to further the mission of The NAEPC Foundation and educate the public on this critically-important process. Please reference our website or contact the NAEPC office if you have questions.

Estate Planning Law Specialist Designation Information

The Estate Planning Law Specialist (EPLS) designation is available to attorneys and is administered 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. 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.


The NAEPC is looking for volunteers to participate on our committees. If you have an interest in joining our group, please send an e-mail to Thank you!

Subscription Options

You are receiving this message because of your affiliation with NAEPC or because your local estate planning council asked for its members to be included, no more frequently than six times per year. To unsubscribe from messages like this one, please use the link at the bottom of this message to remove your address from our distribution list.

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 for more frequent communications.

National Association of Estate Planners & Councils  1120 Chester Avenue, Suite 470  Cleveland, OH   44114
Phone: (866) 226-2224   ~   Fax: (216) 696-2582   ~   E-Mail:

© 2010, All Rights Reserved. See Privacy Policy.