Message from the President
V. Falanga, CPA, AEP®, TEP
The 48th Annual Conference, our signature event, is roughly two and one-half
months away—will you be there? In addition to offering two full days of
continuing education and credit, phenomenal national speakers, and a fabulous
look at San Antonio from the River Walk, the conference provides a networking
opportunity that just can't be found in our virtual world of today.
Registration is open and the
early bird discount expires September 30th, don't delay!
The NAEPC Education Foundation has come a long way in its few short years of
existence. With the publication of the 2010/11 Foundation Report, the
organization is moving "full steam ahead" with a grassroots fundraising and
awareness campaign, activities during National Estate Planning Awareness Week
2011, and many more exciting initiatives. Please read on for more information.
We encourage and gratefully accept contributions from individuals, businesses,
and affiliated local estate planning councils—those interested in doing so can
find the information
NAEPC seeks your input on the 2011 Industry Trends Survey, presented by
WealthCounsel and Trusts & Estates magazine. Your participation will assist us
in understanding your thoughts on the many recent changes in the profession, a
bit about you and your practice, as well as where NAEPC overlaps with other
organizations and designation programs. Thank you for your consideration and
participation! The survey can be found by following this link:
Finally, as I move into the final quarter of my presidency, I wish to thank
every affiliated local estate planning council leader and member, and our many
Accredited Estate Planner® and Estate Planning Law Specialist designees for a
great nine months of service. This has been an exceptionally exciting time to be
involved with NAEPC and The NAEPC Education Foundation!
NAEPC / The NAEPC Education Foundation 48th Annual Conference is scheduled from
November 16 - 18, 2011 in historic San Antonio, Texas. The full registration
brochure, online reservation links, and general information can be found at
The NAEPC / The NAEPC Education 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 a fabulous location on
the Riverwalk and incredibly competitive registration and guest room fees, make
the 48th 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.
Sponsorships are still available! The NAEPC Education Foundation / NAEPC 48th
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
Jim@naepc.org for more details.
It's not too early to plan for 2012... the 49th Annual Conference will take
place November 7 - 9, 2011 in Orlando, Florida.
*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.
Approval status can be found online at
The 5th Annual Industry Trends Survey is
NAEPC members are invited to participate in the 5th Annual Industry Trends
Survey—the estate planning industry’s only source for comprehensive insight on
survey now. The survey is sponsored each
year by WealthCounsel® and Trusts & Estates magazine. All participants are
automatically entered into a random drawing for a chance to win more than $5,000
in incentive prizes.
While participation in previous surveys had been limited to attorneys, the
survey is being expanded to include all wealth management professionals.
Capturing the insight of all members of the client’s professional advisory team
is essential to taking an accurate pulse of the industry. . If you are an estate
planning attorney, CPA, trust officer, financial planner, wealth advisor,
registered representative, elder law practitioner, insurance professional, etc.,
you should take the survey and tell your colleagues about it!
This year’s survey features some interesting questions! Here’s a sampling of
what you can expect:
- How has the 2010 Tax Act impacted the way you practice?
- Do you believe the majority of your clients would support a lower estate tax
exemption if they thought the additional tax revenue would help to lower the
budget deficit or stabilize the economy?
- To what degree do you believe that the lack of financial literacy on the part of
American consumers contributed to the purchase of adjustable rate mortgages
involved in the subprime mortgage crisis?
- As baby boomers enter their retirement years, to what degree do you believe this
demographic group has adequately saved for a 20-year retirement?
Key findings will be published in the January 2012 issue of Trusts & Estates
magazine, with bonus distribution and reprints circulated at the 46th Annual
Heckerling Institute on Estate planning in Orlando, Florida, January 9-13, 2012.
Plus, all survey participants will receive an advanced copy of the findings
prior to public release.
Robert G. Alexander, JD, LL.M., AEP®, EPLS
Alexander Law Offices, S.C.
The NAEPC Education Foundation board of directors is excited to announce
the release of the 2010/11 Foundation Report.
The NAEPC Education Foundation, Inc. was formed in 2005 with a mission
- Provide the public with financial awareness programs and improve
- Educate the public regarding the benefits of the multi-disciplinary
team concept of estate and financial planning as espoused by the National
Association of Estate Planners & Councils
- Develop educational programs for estate and financial planning
- Develop and promote a community outreach program for the general
- Hold educational conferences, seminars, forums, and meetings regarding
estate and financial planning
The organization's underlying vision is to significantly improve both the
public's financial awareness and their financial literacy, while developing
educational content to assist professionals in providing high-quality,
cost-effective services to the public.
The 2010/11 Foundation Report outlines successes to date and provides a
vision for future projects and initiatives. Read the
full report document.
All affiliated local estate planning councils, their membership, and
NAEPC designees are asked to consider making a donation to support The NAEPC
Education Foundation and its efforts. Information on doing so, as well as an
automated donation link, can be found here:
Planning Awareness Week 2011
October 17 - 23, 2011 is just around the corner and we have an exciting week
planned for you!
First, please join us in congratulating the newly appointed co-chairs of
National Estate Planning Awareness Week 2011:
- Sidney Kess, CPA, JD, LL.M., AEP® (Distinguished)
- Andrea R. Millar, CPA/PFS
We certainly appreciate the time, expertise, and dedication these two
individuals offer The NAEPC Education Foundation and NEPAW 2011.
Several online events will be offered during the week of October 17 - 23,
2011. These online programs will be available to both professionals and the
public with varying subject matter. You are encouraged to share the consumer
program information with clients, colleagues and friends that may have an
interest in the subject matter. Please note that events will be added soon,
www.naepc.org is the most up-to-date source
for information about NEPAW 2011.
We are grateful to Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® and
RV4theCause for their support of
National Estate Planning Awareness Week 2011.
October 12, 2011 • 1:00 pm ET (presented
with InterActive Legal)
NEPAW Kick-off Webinar with Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
"How to Navigate the Bumpy Road Ahead"
Prepare for National Estate Planning Awareness Week 2011 by attending this
signature event! During this webinar, Jonathan G. Blattmachr, Esq., AEP®
(Distinguished) will share his experience and knowledge regarding the current
economic pressures and political environment affecting estate planning and
financial professionals. Key areas to be covered include:
- Hot topics and contemporary planning challenges
- How the current economic and legislative climate affects you
- Preparing your practice for the real world of the future (aka the "new
This event is complimentary to NAEPC members,
AEP®, and EPLS designees.
October 17, 2011 • 12:30 pm ET
(presented with RV 4 The Cause and the National Multiple Sclerosis Society)
Consumer Webinar: Estate & Financial Planning for those Living with Multiple
Presented by: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP®
October 17, 2011 • 4:30 pm ET (presented
with RV 4 The Cause and The COPD Foundation)
Consumer Webinar: Estate & Financial Planning for those Living with COPD
Presented by: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP®
October 18, 2011 • 12:00 pm ET
(presented with RV 4 The Cause and The Michael J. Fox Foundation for Parkinson's
Consumer Webinar: Estate & Financial Planning for those Living with Parkinson's
Presented by: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP®
October 19, 2011 • 3:00 pm ET (presented
by RV 4 The Cause and PESI)
Professional Webinar: "Role of the Care Manager in Estate Planning for Clients
Living with Chronic Illness"
Presented by: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP®
Members are eligible for a $20 discount by using code "NAEPC20"
We want to hear from you!
- Is your affiliated local council hosting a public program during or near
National Estate Planning Awareness Week?
- Did your affiliated local estate planning council take advantage of the
NEPAW 2011 promotional kit?
We'd like to hear about your experience! Call or
email the national office today with your
plans, feedback or questions. The information provided will assist other
councils and the board in planning for 2012 and beyond.
Accredited Estate Planner® Designation Information
E. Sellers, CPA, AEP®
In early August, the AEP® Committee of NAEPC released the first of two
professionally written articles highlighting the team-concept of estate planning
and the encouragement of the general public to seek out Accredited Estate
Planners® for their estate planning team. The article can be viewed on our
website. Note that the exclusive database from which the public can find
their estate planning professional is the AEP® database. The article has already
been posted to over 700 websites for television and radio stations, digital news
organizations, and print media such as daily and weekly newspapers.
The next article is planned to be written an released in early October with a
focus on National Estate Planning Awareness Week. Again, the AEP® database will
serve as the beneficiary of the "Find an estate planning professional" search
engine. Don't you want to be included?
Join over 1,500 professional estate planners who have committed to the AEP®
Code of Ethics and separated themselves from the general practitioners in their
discipline by applying for the designation today. You can review the
qualifications for the designation at
http://www.naepc.org/estate_planners.web, then complete an application. The
following new designees are one step ahead of you:
David E. Appel, CLU®, ChFC®, AEP®
Michael P. Butterworth, ChFC®, CLU®, RHU, CFBS, AEP®
Ruth Ann Castellano-Piatt, CPA/PFS, AEP®
Sandra Brandt Chambers, CPA/PFS, CTFA, CISP, AEP®
Ronald J. Clayton, JD, AEP®
Margaret A. Ford-Mitchell, JD, CLU®, ChFC®, AEP®
Karen S. Gerstner, JD, AEP®
Robert Morris Glasgow, III, CFP®, ChFC®, MSFS, AEP®
Melvin L. Gross, CLU®, ChFC®, MSFS, AEP®
Todd R. Gullickson, CLU®, ChFC®, MSFS, CASL, CFBS, CFS, CLTC, AEP®
Susan Hollingsworth, CPA, AEP®
Gary D. Jurden, CFP®, CAP®, CRPC, AEP®
Kevin Luchetta, CFP®, AEP®
New York, NY
Fred W. Prelle, Jr., CLU®, ChFC®, AEP®
John T. Rogers, Jr., JD, AEP®
Los Angeles, CA
Richard T. Romano, CLU®, ChFC®, AEP®
Robert M. Rosenberg, JD, MSW, AEP®
Robert A. Roth, CLU®, ChFC®, AEP®
West Hartford, CT
Steven R. Sarcione, CTFA, AEP®
Theodore J. Sarenski, CPA, CFP®, AEP®
Jerome M. Schwaller, CLU®, ChFC®, CASL, CAP®, CFP®, AEP®
Scott J. Sernett, CFP®, CLU®, ChFC®, AEP®
Mark A. Shiller, JD, AEP®
Brent T. Stanyer, JD, AEP®
Lynne F. Stebbins, JD, CLU®, ChFC®, AEP®
Port Washington, NY
Barbara Freedman Wand, JD, AEP®
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 Educational Programs, Benefits,
Programs & Services!
37th Annual Notre Dame Tax and Estate Planning Institute - See
With increased exemptions, the need for estate planning for the moderately
wealthy will decrease. Recognizing this trend, the 2011 Institute will add
topics that go beyond gift and estate tax savings. It is intended that these
add-ons will introduce topics that can create new planning opportunities and
thus new business for your practice. These special features will include income
tax planning ideas that estate planning professionals can introduce to their
individual clients and using variations of traditional estate planning
techniques for income tax planning for corporations. The Institute will also
address the tax and state law issues relating to early termination of trusts,
interpretation of ambiguous trust language and amending trust terms by
reformation or decanting. Another focus will be communicating charitable
planning techniques to encourage charitable giving that will also accomplish the
individual's other objectives. As part of the communication focus, sessions will
cover the mathematics of estate planning and using financial projections as part
of the evaluation and communication process.
Ruby Receptionists - visit
www.naepc.org for more information
Ruby is a smart and cheerful team of virtual receptionists trained to make a
difference in your day. From their studio in Portland, Oregon, all calls are
handled with care by delivering the perfect mix of friendliness, charm, can-do
attitude, and professionalism. Best of all, callers will think they work in your
office. Why is Ruby Used by Attorneys?
- Ruby is the perfect solution for solo and small firm attorneys, providing
top-notch receptionist service at a fraction of the cost of an on-site
receptionist. In fact, over 400 attorneys are currently served.
- They understand that you aren't always available to answer your own calls,
and the value of a missed call can be enormous. Ruby gives you the peace of
mind that your clients—and potential clients—will each be treated warmly and
professionally by a smart, highly trained cheerful receptionist.
Educational Webinar: Special Needs Planning presented by Bernard A. Krooks,
JD, CPA, LL.M., CELA, AEP®
Wednesday, September 14, 2011 - 12:00 noon - 1:00 pm ET - $39.99 NAEPC Members
Webinar series offered with the Society of FSP - See
more information and registration.
It is estimated that over 40 million Americans have disabilities, one in seven.
The incidence of disabilities among children is increasing at a faster rate than
only a few years ago. Whether this increase is due to better diagnosis or some
other factors is the subject of much debate. What is not debatable, however, is
that these families need our assistance. Health care expenses for people with
disabilities are increasing at an alarming rate. In addition, government
healthcare benefits are more difficult to access and insurance companies are
getting tougher in their willingness to pay claims. In this climate, planning
for individuals with disabilities takes on increased importance in our estate
planning practice. In this webinar, Mr. Krooks will review the issues which you
must consider when working with a family who has an individual with special
needs. By incorporating practical solutions to these concerns into your estate
planning practice, you will be able to improve the quality of life of the person
with special needs.
- NAEPC Journal of Estate & Tax Planning
- A Parent's Guide to Wills & Trusts
- Acquire Seminar Marketing
- Advisys Back Room Technician
- Amicus Creative Media
- BVR's Guide to Business Valuation Issues in Estate & Gift Tax edited
by Linda Trugman, CPA/ABV, CBA, ASA, MBA
- BVR's Training Packs—webinar recordings & transcripts
- CCH, a Wolters Kluwer business
- Civicom audio recording & conference calling
- EstatePlanningBinders.com, high quality binders & index tabs for your
- Estate Planning Smarts by Deborah L. Jacobs
- Evaluation Services, Inc.
- Family Business magazine
- Family Foundation Advisor
- Florida Domicile Handbook
- Heart2Hearts: Workbook and Deck of Cards
- Journal of Taxation of Investments
- Klark Proposal Software
- LegacyQuest, LLC
- Midwest Transaction Group
- My Estate Planning Organizer
- National Center for Family Philanthropy
- Private Wealth magazine
- Robert Keebler's Exclusive Roth IRA Conversion Decision Chart
- Robert Keebler's Health Care Surtax Chart
- The ABA Checklist for Family Heirs: A Guide to Family History,
Financial Plans and Final Wishes
- The Complete Trust Course offered by PESI Law & Accounting
- 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
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
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.
Please join NAEPC in congratulating the newest Estate Planning Law
Cheryl K. David, JD, EPLS
Jason E. Havens, JD, LL.M. (estate planning), EPLS, AEP®
Caryn B. Keppler, JD, EPLS, AEP®
New York, NY
John McGown, Jr., JD, LL.M. (taxation), EPLS
Parag P. Patel, JD, LL.M. (taxation), EPLS, AEP®
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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.