This Just In...

From the NAEPC Journal

Special Client Letter

Finally! A New Estate Tax Law...Now What? by NAEPC board member Charlie Douglas, JD, CFP®, AEP®   2010 Year End Tax Alert brought to you by NAEPC and Martin M. Shenkman, CPA, PFS, MBA, JD, AEP®

Message from the President

Joseph V. Falanga, CPA, AEP®, TEP
Schonbraun McCann Group

Dear Colleagues,

As 2010 draws to a close and we all look forward to the coming year, I would like to take a moment to thank you for being a member of an estate planning council affiliated with NAEPC! With your support at the local level, our organization grows in the number of affiliated local councils, individual members at the local level, and Accredited Estate Planner® and Estate Planning Law Specialist designees. I am looking very forward to being your president in 2011, and to being able to witness the continued success of the organization.

2010 was an incredible year for both NAEPC and The NAEPC Foundation. I would like to thank Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM for his service as president during the past year. We experienced so much growth, including The NAEPC Foundation's launch of and several other key projects, and I must commend Mike for "leading the charge!"

December 1, 2010 marked the new term for a brand new group of officers and directors, a list of which can be found online. In addition to thanking those that are continuing their term, I would like to personally congratulate NAEPC's newest board members: M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®; Charles V. Douglas, JD, CFP®, AEP®; Christopher P. Jakyma, Esq., CTFA, AEP®; William D. Kirchick, Atty, AEP®; Paul J. Pantano, CLU®, ChFC®, AEP® , CASL, MSFS; and Jordon N. Rosen, CPA, MS (Taxation), AEP®.

Finally, with new legislation in front of our profession, please view the newly posted article "Finally! A New Estate Tax Law… Now What?" by NAEPC board member Charlie Douglas, JD, CFP®, AEP®. You may find this article on the NAEPC Journal of Estate & Tax Planning, as well as on the home page of

Best wishes for a healthy and prosperous new year,


NAEPC National Website



Committee Volunteers Needed!

As the new year begins, NAEPC and The NAEPC Foundation are looking for volunteers to serve on the various committees of the association. Opportunities exist within the following groups:

  • Accredited Estate Planner® designation
  • Annual Conference
  • Council Relations
  • Member Benefits
  • The NAEPC Foundation & related activities
  • Website & Technology

Those that have an interest in serving are asked to return a brief application form that notes their preferred committee(s).

47th Annual Conference Highlights

November 17 - 19, 2010
San Diego, California

The 47th Annual Conference kicked off on Wednesday, November 17, 2010 with Council Leadership Day. Estate planning council leaders from across the country attend for this day of information sharing and development. While the morning sessions are dedicated to the NAEPC's Annual Meeting, the remainder of the day is devoted to allowing council leaders to spend time with one another in groups with leaders of like-size organizations. This is continually noted as a very valuable experience.

Two full days of technical education followed. The thirteen presenters from around the country offered valuable continuing education credit for participants.

As always, the conference featured a robust companion and social program! Registered companions attended activities at the Wild Animal Park, Old Town San Diego, Balboa Park and Julian, CA. The social portion of the program offered a welcome reception with the exhibitors and sponsors on Wednesday, November 17, 2010 and a trip to the flight line and Officers Club of Marine Corps Air Station Miramar on Thursday, November 18, 2010.

Finally, the program closed with a rewarding volunteer experience on Saturday, November 20, 2010. Participants assisted the Jackie Robinson Family YMCA by shopping for and preparing 100 Thanksgiving dinner boxes for their annual "Turkey Project". The group also invited the families to pick them up and handled the check in process upon arrival.

See complete details about this event, including a large photo gallery.

Mark Your Calendars:

48th Annual Conference
November 16 - 18, 2011
San Antonio, Texas

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

2011 is gearing up to be a tremendous year for The NAEPC Foundation. Many exciting project and initiatives are planned, including:

  • expanded council offerings for National Estate Planning Awareness Week
  • additional estate planning day programs hosted by affiliated local councils across the country
  • an extensive fundraising and awareness campaign
  • more educational offerings through distance-based education programs

Volunteers are needed to complete these tasks! Get involved today by completing a brief application form!

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. See more details and download an application form.

Why should you 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 the newest Accredited Estate Planner® designees:

Michael A. Abraham, JD, AEP® Woodland Hills, CA
Charles H. Armstrong, III, CFP®, CLU®, ChFC®, AEP® Dallas, TX
Lori J. Baker, CPA, CSEP, AEP® Grand Rapids, MI
Richard W. Buhrman, JD, LL.M. (taxation), AEP® Chattanooga, TN
William Harrison Campbell, CLU®, ChFC®, CAP, MSFS, AEP® Bethesda, MD
Debra A. Cancilla, CTFA, AEP® Boca Raton, FL
J. Franklin Cape, MSFS, CFP®, ChFC®, CLU®, AEP® Green Bay, WI
Richard G. Chalifoux, JD, AEP® Garden City, NY
Trevor R. Chuna, CFP®, AEP® Akron, OH
Edwin C. Drake, CFP®, AEP® Madison, WI
Janice Epaillard, CTFA, AEP® Mount Dora, FL
Kurt C. Hofgard, JD, CLU®, ChFC®, AEP® Boulder, CO
W. Robert Johnson, CLU®, ChFC®, CFP®, AEP® Macon, GA
Brian K. Kirby, JD, AEP® Sioux Falls, SD
John R. Kuczynski, JD, CTFA, CFP®, AEP® Tucson, AZ
Robert V. Littner, JD, LL.M., AEP® Bethlehem, PA
Anchi Liu, CLU®, AEP® Irvine, CA
Robert E. Maloney, MSFS, AEP® Holdnerness, NH
Marc P. Riddell, CPA, CVA, AEP® West Chester, PA
James J. Ruggiero, Jr., JD, AEP® Paoli, PA
Thomas Seck, JD, LL.M. (taxation), AEP® Costa Mesa, CA
Theresa E. Stading, CPA, CTFA, AEP® St. Louis, MO
Joel J. Tabin, CLU®, ChFC®, AEP® Silver Spring, MD
Henry B. Thomas, CLU®, ChFC®, AEP® Baltimore, MD
George Warner, CFP®, CEP, RFC, AEP® Rockwall, TX

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 48th Annual Conference
A Parent's Guide to Wills & Trusts

Acquire Seminar Marketing
Amicus Creative Media
Estate Planning Smarts
Exit Planning for Advisors
Business Week magazine
CCH, a Wolters Kluwer business
Civicom Audio Recording & conference calling
Estate ++
Evaluation Services, Inc.
Family Business magazine

Family Foundation Advisor
Florida Domicile Handbook
Journal of Taxation of Investments

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 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

NAEPC offers all affiliated local councils website platforms at very competitive yearly rates. The platforms are continuously enhanced to include new features, many suggested by existing users. Contact the NAEPC office today to obtain information about initiating new service or upgrading your existing EPC site (including a 50% discount program for the first year of new or upgraded service!).

Now is the time of year that the committee is working to regroup, repopulate, and reach out to all of the 220+ councils affiliated with NAEPC! If you're interested in reaching your council representative directly, please find the list of representatives online. If you're interested in becoming a part of this exciting group, volunteer today!

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.

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