This Just In...

47th Annual Conference Launch of public website!
NAEPC & The NAEPC Foundation 47th Annual Conference
Register Today!
The NAEPC Foundation is ecstatic to announce the launch of its new public resource,!

Message from the President

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

Dear Colleagues,

Our progress as an association this year has been remarkable! With the launch of so many new initiatives, it's hard to list just a few within this letter!

With National Estate Planning Awareness is just around the corner, I encourage you to get involved by promoting the event to your colleagues and friends. It is estimated that over 100 million Americans do not have up-to-date estate plans to protect themselves and their families in the event of sickness, accident, or untimely death. Our goal is to touch every American annually with a warm reminder regarding the need for estate planning by a qualified team of advisors. All of our affiliated local councils will be asked to help spread the word and I am delighted to announce that Charles Schwab has also committed to informing all of their advisors about the upcoming event. See additional information below.

Our exciting new website and crucial component of National Estate Planning Awareness Week,, has been launched with over 100 articles written for the public. The online library provides understandable information about estate and financial planning, while also directing those in need of guidance to our online directory of Accredited Estate Planner® and Estate Planning Law Specialist designees. Please take a look today and do feel free to share the web address with your clients and friends!

Finally, our 47th Annual Conference is just months away and I hope you are planning to attend. The outstanding speaker line up is a must-see, our social event at Marine Corps Air Station Miramar is a must-do and the companion program is excellent! The full registration brochure is now available—register today!



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. The full registration brochure, online reservation links, and general information can be found at

The NAEPC / The NAEPC Foundation annual conference is fast becoming the "go-to" event for estate planners throughout the country! Our exciting line-up of nationally-recognized speakers, coupled with unique social events, a resort location, and an incredibly competitive registration fee, make the 47th Annual Conference an event that is not to be missed. With the addition of national continuing education credit in 2009*, the event has become a signature program within the estate planning community.

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 still 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.

*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.

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 regarding estate planning 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

National Estate Planning Awareness Week
October 18 - 24, 2010
Join NAEPC and The NAEPC Foundation in promoting this exciting event to your clients and colleagues!

NAEPC and The NAEPC Foundation have teamed up to provide our members with a complete National Estate Planning Awareness Week informational kit that will allow you to easily alert colleagues, local media, financial service companies, non-profit associations, service clubs, and others about this important event. The 2010 National Estate Planning Awareness Kit includes a PDF of the national press release that can be easily forwarded to your contacts, a press release and letters in Word® for council use in co-branding, all offering knowledge and understanding about National Estate Planning Awareness Week.

We also encourage you to personally contact your local newspaper publisher and business editor to arrange a meeting or conference call with them. During your time together, please inform them about National Estate Planning Awareness Week. At the meeting or before the call please provide them with a copy of national press release. During your conversation you may also offer them use of any of our feature columns on during National Estate Planning Awareness Week at no cost!

Please contact our national office if you have questions about National Estate Planning Awareness Week or the related materials.


Accredited Estate Planner® Designation Information

The end of summer is here. Vacations are ending, schools are starting back, leaves will soon change colors (for some of you), estate planning councils are resuming meetings, and life returns to a somewhat normal pace. The AEP® Committee has not, however, taken a vacation. Applications are coming in for processing from personal applicants, council nominations and coursework completion. Also, thanks to all of the active designees who promptly responded to your notice of compliance audit. This process enhances the image that our designation has substantiation to the educational and experiential components.

As a result of our volunteer appeal in the NAEPC News and AEP Alert, we have added two new members to the designation committee. These voices are important as the NAEPC board strives to listen to its designees and provide the resources, tools, and information that are important for use in their practices of estate planning.

In addition to providing access to educational webinars, promotional materials and brochures, and exclusive referral opportunities through the "Find An Estate Planner" search engine on the NAEPC website and now on the public education website,, NAEPC is committed to provide "The Technical Corner" in each publication of the AEP Alert, again adding value to the designation. This technically oriented part of the newsletter will contain a brief article, written by an active designee, to assist other designees and add value to their practices.

If you are not an AEP® and want to become one, you can obtain the designation qualifications and application form from the website at or by calling the national office. We ask that you provide your contact information so we can follow up with you during your application process.

Finally, we want to congratulate the following newly designated Accredited Estate Planner® designees, and we look forward to seeing you all at the national conference in San Diego:

Dana R. Barrows, JD, CLU®, ChFC®, AEP® Springfield, MA
Ronald B. Caballero, CLU®, AEP® Waldorf, MD
Marcie W. duQuesnay, CPA, AEP® Metairie, LA
Susan S. Fisher, CPA, CTFA, AEP® Wilmington, DE
Gary W. Holmes, JD, AEP® Hampton, NH
Robert A. Kokol, CFP®, CDFA™, AEP® Tampa, FL
Kelli S. Lewis, CPA, AM, AEP® St. Louis, MO
Robert A. Matson, CLU®, ChFC®, AEP® Millis, MA
William C. Mehaffey, CLU®, ChFC®, CLTC, AEP® Metairie, LA
Morris J. Mizrahi, CLU®, AEP® New York, NY
James M. O'Neil, Jr., JD, AEP® Boston, MA
Suzanne D. Paulson, JD, AEP® Birmingham, AL
Kenneth W. Price, CFP®, ChFC®, CLU®, AEP® Cedar Park, TX
Howard M. Rosen, CPA, JD, AEP® St. Louis, MO
Patricia J. Villano, CPA, AEP® Closter, NJ
Mark H. Wander, CPA, PFS, ABV, CFF, AEP® Marlton, NJ
Kerry C. Wangsgard, CTFA, AEP® Ogden, UT
Jefferson A. Webster, MSFS, ChFC®, AEP® Rochester, NY

Attention active Accredited Estate Planner® designees, join our group on LinkedIn:

Join our LinkedIn Group

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:

NAEPC Journal of Estate & Tax Planning
The NAEPC Foundation / NAEPC 47th Annual Conference
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
Estate ++
Estate Planning Smarts
Evaluation Services, Inc.
Family Business magazine

Family Foundation Advisor
Florida Domicile Handbook
Journal of Taxation of Investments

Kettley Publishing Software
Klark Proposal Software
Midwest Transaction Group
My Estate Planning Organizer
National Center for Family Philanthropy
Private Wealth magazine
Retirement Snapshot Software
Robert Keebler's Exclusive Roth IRA Conversion Decision Chart
Robert Keebler's Health Care Surtax Chart
Trusts & Estates magazine, $99 subscription
Wealth Management Business
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

Several NAEPC-affiliated local councils are planning public estate planning day programs in conjunction with The NAEPC Foundation's National Estate Planning Awareness Week from 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.

New features for NAEPC-hosted website platforms have recently been announced! A mobile friendly council website layout and private online document library enhance the existing features available on websites hosted by NAEPC. Contact the NAEPC office today to obtain information about initiating new service or upgrading your existing EPC site (including a 50% discount program!).

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.


We are looking for participants on various NAEPC and The NAEPC Foundation committees. If you have an interest in joining our group of dedicated volunteers, please send an email to to request information about opportunities and a brief application.

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