This Just In...

Registration OPEN & Companion Program Announced for 48th Annual Conference!
Plan on joining NAEPC and The NAEPC Education Foundation in San Antonio, TX from November 16-18, 2011. See details.

New Member Benefits Announced!
See details

NAEPC Journal of Estate & Tax Planning
Read the new issue now!

Message from the President

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

Dear Colleagues,

With the halfway mark of my term as president approaching, I wanted to take a moment to thank each and every one of you for maintaining your membership – either as an Accredited Estate Planner® designee or as a member of an affiliated local council. Your support is what makes NAEPC the thriving, growing and robust association it is today!

Our board of directors has recently met for our mid term board meeting and spent a great deal of time discussing the direction the organization is taking, updates from our various committees and new and important benefits that we can pass along to our membership. I encourage you to share any thoughts you may have with me on these subjects.

The planning for the 48th Annual Conference is coming along nicely and we’re looking forward to the November 16-18, 2011 event in San Antonio. Please read further in this newsletter for additional details about our signature annual event.

National Estate Planning Awareness Week, the primary annual event of The NAEPC Education Foundation, is fast approaching! Get involved! Tell your colleagues, friends, employees and family about the week and share with them right away! We’re delighted to be able to bring this valuable service to the American public, take advantage today.

Finally, this newsletter outlines several new member benefits. I would like to thank the newly appointed chair of this group, Cindy D. Causby, CTFA, AEP®, as well as her entire committee for their efforts in bringing valuable and innovative benefits to our members.


Who We Are

Reflections on the Values of NAEPC
The "Team Approach" to estate planning—sometimes these words seem trite, but they are so true. When determining how to best serve my estate planning clients, I realize that the client is best served by a team of estate planning professionals. I, the CPA, have probably the regular contact with the client since I plan and assist the client with their income tax filings. I act as the quarterback for the team.
Read more >

NAEPC National Website



48th Annual Conference

November 16 - 18, 2011
San Antonio, Texas

The NAEPC/ The NAEPC Education Foundation 48th Annual Conference is scheduled for November 16-18, 2011 in charming San Antonio, Texas. Preliminary details can be found on the website and 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:

Steve R. Akers, JD, AEP® (Distinguished)
"New Planning Paradigms Under the Tax Relief Act of 2010"

Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
"Burning Questions (and Even Hotter Answers) About Grantor Trusts"

S. Stacy Eastland, JD, AEP® (Distinguished)
"Some of the Best Estate Planning Ideas We See Out There (That Also Have the Merit of Playing Havoc with Certain "Conventional Wisdom")"

Todd A. Fithian, CLU®, ChFC®
general session: "How to Implement Everything You've Learned at this Conference!"
breakout session: "Let Their Values Be Your Guide - How the Softer Side of Planning Drives Implementation and Doesn't Require a PhD in Psychology"

Donald O. Jansen, JD, LL.M.
"Life Insurance Use in Business"

Robert S. Keebler, CPA, MST, AEP® (Distinguished)
"Retirement Planning Under the New Tax Law"

Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP®
general session: "Elder Law and Special Needs Planning"
breakout session: "Elder Law and Special Needs Planning, a Closer Look Including Case Studies"

Steven J. Oshins, JD, AEP® (Distinguished)
general session: "The Domestic Asset Protection Trust: Combining it with the Double LLC"
breakout session: "Asset Protection" with Gideon Rothschild, JD, CPA, AEP® (Distinguished)

Jeffrey N. Pennell, JD
"An All-Purpose Program for the Estate Planning Advisor"

Gideon Rothschild, JD, CPA, AEP® (Distinguished)
general session: "Flexible Trust Drafting and Fixing Irrevocable Trusts"
breakout session: "Asset Protection" with Steven J. Oshins, JD, AEP® (Distinguished)

Experience the charm of the Riverwalk area of San Antonio and the San Antonio Marriott Rivercenter while attending the program. Take the opportunity to participate in one of the premier estate planning conferences and experience the Old West of San Antonio.

We are delighted to announce the following companion programs and activities:

Wednesday, November 16, 2011
Day Trip to Fredericksburg, Texas
Evening Welcome Reception for All Conference Attendees

Thursday, November 17, 2011
Spotlighting the Missions

Friday, November 18, 2011
A Visit to Historic Gruene, Texas

Sponsorships are available! Those who have an interest can review the Conference Sponsor Kit or contact the NAEPC office for more details.

The NAEPC Education Foundation Report

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

The NAEPC Education 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 is scheduled from October 17 - 23, 2011!
Estate planning is one of the most overlooked areas of personal financial management. It is estimated that over 120,000,000 Americans do not have up-to-date estate plans to protect themselves and their families in the event of sickness, accidents, or untimely death. This costs the affluent and middle classes wasted dollars and hours of emotional hardship each year that that can be minimized with proper advanced planning and action. The NAEPC Education Foundation and the Synergy Summit, an organization representing eight related professional associations and over 200,000 attorneys, accountants, trust officers, life insurance and financial planning professionals, have made an ongoing commitment to promote National Estate Planning Awareness Week. Please join us by promoting the event to your membership associations, colleagues, associates, employees and clients by placing editorial content on your business website and within your newsletters, and by planning or participating in public and professional programs built around estate planning during the month of October.

Accredited Estate Planner® Designation Information

How can you gain a "leg-up" on your competition in your estate planning practice? Obtain the Accredited Estate Planner® (AEP®) designation. Professional estate planners can achieve a nationally-recognized accreditation that acknowledges their experience and specialization in estate planning. The 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. The educational requirements can be met through graduate level coursework offered through The American College and other accredited colleges, universities and schools of law. To see a complete list of qualifications and to download an application, visit our website at

Your affiliated local estate planning council is able to honor its most highly respected and distinguished members by nominating them as a Council Nominated Candidate for the AEP® designation. Your estate planning council has been authorized by the National Association of Estate Planners & Councils to recommend individuals from each of the following five disciplines for this designation: Attorney, CPA, CLU, ChFC/CFP®, and CTFA. Contact Susan Austin Carney at (866) 226-2224 or if to find out more about this program.

Why should you become an AEP®? Three quick answers:

  1. Access to resources like the AEP® Alert, free monthly Technical Newsletter provided by Leimberg Information Services, and the AEP® Group discussion board on LinkedIn.
  2. Discounts on education at the NAEPC annual conference and other online learning opportunities.
  3. Exclusive referrals for your service from the NAEPC ( and the NAEPC Education Foundation websites (

Join the growing group of professionals who recognize the value of holding the premier estate planning professional designation.

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

Steven Craig Boltz, CFP®, AEP® Indianapolis, IN
John P. Henson, Jr., CLU®, ChFC®, RHU, REBC, AEP® Jackson, MS
Stephen M. Jones, CPA, ABV, AEP® Norfolk, VA
Stuart Park Kingsbery, CPA, JD, AEP® Boulder, CO
Linda C. Landry, CFP®, ChFC®, AEP® Norfolk, VA
Jane B. Lorenz, CPA, CLPF, AEP®  Fallbrook, CA
Eric V. Love, JD, CPA, AEP® Lafayette, CO
Burke W. Margulies, JD, AEP® Virginia Beach, VA
Stephen J. McGann, CTFA, AEP® West Chester, PA
Shelly D. Merritt, JD, AEP® Boulder, CO
Mark R. Parthemer, JD, AEP® Palm Beach, FL
Geoffrey E. Pfeiffer, JD, CLU®, ChFC®, AEP® Addison, TX
Todd Joseph Preti, JD, AEP® Virginia Beach, VA
Sandra R. Stewart, CTFA, AEP® Virginia Beach, VA
Richard W. Stumpf, CFP®, CEBS, AEP® Wichita, KS
Paul Terkeltaub, CLU®, ChFC®, CLTC, AEP® Virginia Beach, VA
Edward A. Tyng, ChFC®, CLTC, AEP® Virginia Beach, VA
Tim Voorhees, JD, AEP® Irvine, CA
Fred T. (Thom) Wilkinson, Jr., CLU®, ChFC®, AEP® Ponte Vedra, FL
Craig E. Wilson, JD, AEP® San Bernardino, CA
Laine C. Wolf, CFP®, AEP® Boulder, CO
Gary S. Wolfe, CPA, LUTCF, CLU®, ChFC®, CLTC, AEP® Houston, TX
Thomas Andrew Zgliniec, CFP®, AEP® San Diego, CA

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.

New Benefits!

Educational Opportunities

The Complete Trust Course featuring Robert G. Alexander offered by PESI Law & Accounting, June 9, 2011 and June 16, 2011 in Wisconsin
You need to understand the tax, financial and asset protection implications in choosing the right trust for your client. "The Complete Trust Course" is designed to help you through the decision maze and help your clients achieve their desired outcome with their estate plan. This course covers an extensive topical outline and provides valuable supporting course materials, including sample forms you can modify for your practice.

Other Benefits, Programs & Services

BVR's Guide to Business Valuation Issues in Estate & Gift Tax edited by Linda Trugman, CPA/ABV, CBA, ASA, MBA
While estate and gift tax issues is still one of the top revenue producers for business appraisers, this area of the valuation industry continues to face new challenges. Issues such as tax-effecting S-Corporations, non-signing tax preparer penalties, and legal challenges from the IRS continue to complicate the estate and gift arena. It is crucial for appraisers practicing in this area to stay current with the legal arguments, regulations and technical theory that apply to estate and gift issues relating to the business valuation profession. BVR's Guide to Business Valuation Issues in Estate and Gift Tax, edited by business valuation thought leader Linda Trugman, is a key resource for any appraiser practicing in this area. 

BVR's Training Packs - Webinar recordings & transcripts
Training Packs are an indispensible addition to any reference library. Each Training Pack includes webinar or live event recording, transcript, presentation materials and ancillary reading materials. Selected Training packs include: Valuation Issues in Estate and Gift Tax - featuring Linda Trugman, Jay Fishman and Chris Treharne; Shielding your FLPs and FLLCs Against IRS Attacks - featuring George Hawkins, Spencer Jeffries, Bruce Johnson and Stephanie Loomis-Price; Fighting Legal Pitfalls With Family Limited Partnerships - featuring Stephanie Loomis-Price, Paige Ben-Yaacov and Garry Marshall; and IRS New Rules: The Pension Protection Act and Beyond - featuring William Forsberg, Michael Gregory, Howard Lewis and Robert Cimasi. High Quality Binders & Index Tabs for your Clients
Legal presentation binders contain important client documents. The binder should be a reflection of the quality of the work inside. Your clients will appreciate receiving their organized documents in our high quality Binders with Index Tabs. Our current in stock Binder titles: Estate Planning Portfolio; Estate Planning Documents; Business Planning Portfolio; Company Documents; Corporate Documents; Financial Planning Portfolio; and Irrevocable Trust Portfolio. 

Heart2Hearts: Workbook and Deck of Cards
"How do I start a conversation about my end-of-life healthcare wishes?" "This is really uncomfortable." "What should I say?" These questions were asked over and over again by patients. As a result, the Heart2Hearts™ deck of cards were invented in order to provide 52 conversation starters. You may find that you want to use them to play poker or as a regular deck of cards. Be prepared to have the most meaningful Heart2Hearts™ conversation of your life.

We are very proud to make the following benefits available to you at reduced prices or substantial discounts:

  • 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, $129 subscription
  • Wealth Transfer Planning software
  • Wealth Management Business magazine

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.

Subscription Options

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