This Just In...

NAEPC Journal of Estate & Tax Planning Released

February 2011 Issue Now Available

Message from the President

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

Dear Colleagues,

What a start to 2011 this has been! New legislation, a winter season for the record books, and exciting activities and new beginnings for NAEPC and The NAEPC Foundation!

NAEPC continues to grow with the addition of newly affiliated councils and designees through the first two months of the year. The board is working diligently to expand the offerings to both councils and designees, and will soon be adding many new benefits to the list. If not already taken care of, all active designees are encouraged to return their annual dues and recertification forms in a timely manner. Additionally, council dues notices have been mailed. Please take a moment to return those documents, along with an officer update.

The NAEPC Foundation is experiencing continued vitalization through several new initiatives, as well as the development of existing programs. You will read more about new educational offerings within this newsletter. I encourage all reading this report to begin thinking about how best to promote National Estate Planning Awareness Week 2011 within your own practice, and encourage you to direct clients, colleagues and friends to

The NAEPC Foundation is a growing organization that needs your support. Formed in 2005 with the purpose of enhancing the educational process for all members of the estate planning team, and for the general public those practitioners serve, there are a number of large projects on the table. The development of our public resource,, new webinar programs and national promotion of National Estate Planning Awareness Week, just to name a few. We need your help to complete these projects and ask for assistance in two ways. First, please consider getting involved on a committee of The NAEPC Foundation. Second, please think about making a monetary contribution to further the many projects at hand.

Finally, the 48th Annual Conference of NAEPC / The NAEPC Foundation is scheduled for November 16-18, 2011 in San Antonio. While the final schedule has not been announced, I can tell you that the preliminary line up of speakers (found below) is comprised of the best national talent you’ll find anywhere. The event offers nationwide continuing education credit for estate planning-related disciplines, an exciting companion and social program, as well as a networking opportunity that seems to be fading away in today’s digital world! I hope you will consider joining us, registration information will be posted on the website shortly.


Who We Are

Reflections on the Values of NAEPC
The National Association of Estate Planners & Councils is dedicated to setting and promoting standards of excellence for professionals in estate planning and recognizes the importance of promulgating a code of behavior for members that emphasizes a team approach to estate planning, and relies upon the competency, knowledge, professionalism, integrity, objectivity, and responsibility...
Read more >

NAEPC National Website



48th Annual Conference

November 16 - 18, 2011
San Antonio, Texas

The NAEPC/ The NAEPC Foundation 48th Annual Conference is scheduled for November 16-18, 2011 in charming San Antonio, Texas. Preliminary details can be found on the website will be updated as new information is available. The conference program includes nationally recognized experts on a variety of estate planning topics. The program will focus on planning opportunities created by the recent legislation as well as a review of planning topics that maintain their value regardless of the vagaries of estate tax legislation. We are excited to announce that following speakers have agreed to take a place at our podium:

Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
S. Stacy Eastland, JD, AEP® (Distinguished)
Todd A. Fithian, CLU®, ChFC®
Donald O. Jansen, JD, LL.M.
Robert S. Keebler, CPA, MST, AEP® (Distinguished)
Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP®
Steven J. Oshins, JD, AEP® (Distinguished)
Jeffrey N. Pennell, JD
John W. Porter, B.B.A., JD, AEP® (Distinguished)
Gideon Rothschild, JD, CPA, AEP® (Distinguished)

Experience the charm of the Riverwalk area of San Antonio and the San Antonio Marriott Rivercenter while attending the program. The Conference Committee is also working on a terrific Companion Program for spouses and guests. Take the opportunity to participate in one of the premier estate planning conferences and experience the Old West of San Antonio.

Sponsorships are available! Those who 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 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

Accredited Estate Planner® Designation Information

What an exciting time to be an AEP®!

During 2010, NAEPC awarded the AEP® designation to 141 new designees. That is the highest number added per year in the last 5 years. Also, we are almost up to 1,500 active AEP® designees, and 2011 is off to a great start with new applications during January that should put us on track to meet and exceed the record 2010 numbers.

There is no better time to be an AEP®. Designees are exclusively linked to the public education website so the general public is able to search the AEP® database to "Find An Estate Planner". Promotion of the designation is also being generated through the one of the US's best-known securities brokerage firm, Charles Schwab, and their alliance with the nation's largest association of seniors, AARP. New exposure to tens of thousands of individuals needing and seeking estate planning services is just around the corner.

We are just days away from having affordable, online education opportunities available to our AEP®'s through The NAEPC Foundation professional education website. Special discounts for active designees will apply for current educational topics via live and recorded webinars which will be available for AEP® credit. Many of our Distinguished Accredited Estate Planners who are members of NAEPC's Estate Planning Hall of Fame® are already calling to be part of the educational faculty. Those that are not a current designee, but wish to be eligible for the significant discounts, must make sure to submit an application today documenting the requisite education and experience requirements.

Finally, in the coming months, we will be publishing advertisements and articles in professional publications, increasing awareness and interest in obtaining the AEP® designation. As the public and other professionals are more aware of the specialized knowledge obtained by our designees, the demand for our members' services will grow.

We congratulate those new AEP® designees and celebrate with them their accomplishment:

Susan Baran, JD, AEP® Milwaukee, WI
Cynthia L. Mackey Burton, CFP®, CTFA, ChFC®, CAP, MSFS, AEP® Columbia, SC
Connie L. Cushing, CPA, AEP® Pensacola, FL
DeLynn K. Davis, JD, CLU®, ChFC®, AEP® Dallas, TX
Michael P. Dow, CPA, CLU®, ChFC®, AEP® Milwaukee, WI
Richard J. Durso, CFP®, AEP® Philadelphia, PA
Dianne K. Harris, CTFA, AEP® Sioux Falls, SD
Gary W. Huston, JD, LL.M., AEP® Pensacola, FL
Stuart Park Kingsbery, CPA, JD, AEP® Boulder, CO
Eric V. Love, JD, CPA, AEP® Lafayette, CO
Bonnie L. Mackey, CPA, CSEP, AEP® Hollywood, FL
Geoffrey E. Pfeiffer, JD, CLU®, ChFC®, AEP® Addison, TX
Steven A. Phillips, CFP®, CLU®, AEP® Oneida, TN
Richard M. Smarg, CLU®, ChFC®, AEP® Naples, FL
Laine C. Wolf, CFP®, AEP® Boulder, CO

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:

  • Family Foundation Advisor
  • Florida Domicile Handbook
  • Journal of Taxation of Investments
  • Klark Proposal Software
  • Konica/Minolta
  • 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

Several exciting new benefits have recently been accepted and will be added to the website soon… check back often!

Please remember… 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.

This committee is in need of volunteers! The group meets monthly on an as-needed basis to review product applications received from potential partners and is asked to refer potential value partners to NAEPC to complete the application process.

Council Relations Committee Updates

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

Did you know? NAEPC offers several referral lists and documents available for council use. Visit the "information for affiliated councils" section of the website for the full list. We also offer a variety of council-only benefits such as discounts on speaker gifts and award pieces, etc. Take a look today!

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!).

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.

Committee Volunteers Needed!

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).

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:

© 2011, All Rights Reserved. See Privacy Policy.