This Just In...

National Estate Planning Awareness Week—October 17th - 23rd - Get Involved!

3rd Quarter NAEPC Journal of Estate & Tax Planning Released

Message from the President

Joseph V. Falanga, CPA, AEP®, TEP
FTI Consulting

Dear Colleagues,

National Estate Planning Awareness Week is upon us. Please join forces with NAEPC and The NAEPC Education Foundation during this critically important week to promote the need for estate planning by a qualified team of advisors to the general public. Read on for more information about the many events planned, from the kick-off webinar with Jonathan G. Blattmachr on Wednesday, October 12th, to the many consumer webinars planned the week of October 17th. We are grateful for the support of many individuals and organizations that have helped to design and promote National Estate Planning Awareness Week 2011: honorary co-chairs Sidney Kess and Andrea Millar; Synergy Summit organizations (; AICPA PFP Section; Martin M. Shenkman and RV4theCause (; as well as the time, talent and dedication of the boards and committees of NAEPC and The NAEPC Education Foundation.

As fast as National Estate Planning Awareness Week will come and go, the annual conference will be here too! I hope you are planning on attending our 48th annual event. The conference provides so much more than continuing education and credit - networking, an opportunity to meet and share ideas, as well as a first-hand look at San Antonio and the River Walk. Read more below.

I'm thrilled to report that NAEPC has taken a leap forward with our social media presence. With the addition of a Facebook fan page for The NAEPC Education Foundation /, we are taking great strides toward reaching the public with our message on a daily basis. I would like to offer my personal thanks to Laura Malone, NAEPC volunteer, for her efforts on this project. In the weeks ahead you'll see many changes to the NAEPC presence on LinkedIn as well - a sub-group has been created for council leaders, the general group has been opened up to all members of affiliated local councils, and we'll be working to offer value through weekly posts.

Finally, this is my last message as president of NAEPC. It has been an exceptional year of growth for both NAEPC and The NAEPC Education Foundation, for which I am proud. I appreciate the effort of every board and committee volunteer, and congratulate Clark McCleary as he takes the reigns of these organizations on December 1, 2011. It's no secret that the world of estate planning has changed dramatically recently, I believe NAEPC and The NAEPC Education Foundation have adapted to these changes and will flourish in the years ahead.


Who We Are

Reflections on the Values of NAEPC...
My participation in two NAEPC-member local councils for the past many years has had a positive impact on my practice because of the diversity we enjoy when meeting with professionals from other disciplines. The conferment of my Accredited Estate Planner® (Distinguished) designation was equally important because it demonstrates to my clientele and their other advisors that I am comfortable in sitting at the table with them as we all work for the benefit of our common client.

Clark B. McCleary, CLU, ChFC, AEP® (Distinguished)
NAEPC President-Elect

NAEPC National Website


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48th Annual Conference

The NAEPC / The NAEPC Education Foundation 48th Annual Conference is scheduled from November 16 - 18, 2011 in historic San Antonio, Texas—don't miss your chance to attend! 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 River Walk 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.

It's not too early to plan for 2012... the 49th Annual Conference will take place November 7 - 9, 2012 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 NAEPC Education Foundation

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

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 to:

  • Provide the public with financial awareness programs and improve financial literacy
  • 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 professionals
  • Develop and promote a community outreach program for the general public
  • 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.

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:

National Estate Planning Awareness Week 2011

October 17 - 23, 2011 is just around the corner and we have an exciting week planned for you!

A full media kit is now available if you would like to join in the promotion of this important event—visit our website for a copy of the entire set of materials.

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.

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 normal")

This event is complimentary to NAEPC members, AEP®, and EPLS designees.
Register online.

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 Sclerosis
Presented by: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP®
Register online.

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®
Register online.

October 18, 2011 • 12:30 pm ET (presented with RV 4 The Cause and The Michael J. Fox Foundation for Parkinson's Research)
Consumer Webinar: Estate & Financial Planning for those Living with Parkinson's Disease
Presented by: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP®
Register online.

October 18, 2011 • 2:30 pm ET (presented with RV 4 The Cause and AICPA PFP Division)
Consumer Webinar: Protecting You and Your Loved Ones: Practical and Vital Estate Planning Information for Consumers in Plain English
Presented by: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP®
Register online.

October 18, 2011 • 4:00 pm ET (presented with RV 4 The Cause and Alzheimer's Association)
Consumer Webinar: Estate and Financial Planning for Those Living with Alzheimer's disease
Presented by: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP®
Register online.

October 19, 2011 • 11:00 am - 12:30 pm ET (presented with RV 4 The Cause and AICPA PFP Division)
Professional Webinar: Top Reasons Why Your Individual Clients Should be Seeking Your Advice on Financial and Estate Planning Considerations - COMPLIMENTARY without CE credit
Moderated by: NEPAW 2011 Co-chair Sidney Kess
Panelists: Lyle Benson, Dan Daniels, Jeremiah Doyle, Jacqueline Patterson, Martin Shenkman & Steve Siegel
Register online.

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"
Register online.

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

Gregory E. Sellers, CPA, AEP®
Wilson Price
Montgomery, AL

As this issue of NAEPC News is released, we will be on the doorsteps of the 48th Annual Conference in San Antonio Texas. At this conference, a special session will be held only for AEP® designees on "Marketing your Accredited Estate Planner® Designation with Style". Nationally-acclaimed practice growth speaker Jeffrey S. Pawlow will teach participants how to leverage their designation to clients, prospective clients and referring professionals.

During October, our AEP® designees will be benefitting from national media exposure for National Estate Planning Awareness Week. The NAEPC Education Foundation is promoting estate planning during National Estate Planning Awareness Week, as are numerous other professional organizations, with public service announcements, articles and webinars. The second in our series of public promotion articles on estate planning has been released and again, links from the hundreds of media outlets direct readers to the NAEPC Education Foundation's website, and professional references to the EXCLUSIVE database of AEP®'s.

"How can I reap the benefit of this exposure?" you might ask. Join the following recently-awarded designees and over 1,500 more AEP®'s that have separated themselves from general practitioners in their discipline by applying for the designation today. Go to to download the qualifications and application for the designation.

I hope to see you in San Antonio.

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

Turney P. Berry, JD, AEP® Louisville, KY
Steven Craig Boltz, CFP®, AEP® Indianapolis, IN
Michael P. Butterworth, ChFC®, CLU®, RHV, CFBS, AEP® Reading, PA
John Tidwell Cozart, CLU®, ChFC®, AEP® Houston, TX
John A. Dubé, CFP®, MBA, RFC®, AEP® Las Vegas, NV
A. Christopher Engle, LUTCF, CFP®, ChFC®, AEP® Ada, MI
Robert T. Gardner, JD, LL.M., AEP® Birmingham, AL
Jonathan Gassman, CPA, CFP®, CAP®, AEP® New York, NY
Timberly V. Grout, CTFA, AEP® Springfield, MA
John R. Mickelson, ChFC®, LUTCF, AEP® Logan, UT
David B. Miller, CLU®, ChFC®, AEP® Montgomery, AL
Charles L. Parker, Jr., CFP®, AEP® Houston, TX
John Silvers, LUTCF, RHU, REBC, CLU®, ChFC®, AEP® Columbia, SC
Ronald T. Staebell, CLU®, ChFC®, MSFS, CASL, LUTCF, AEP® Sioux Falls, SD
Louis C. Tomasella, JD, AEP® Hackensack, NJ
Paul S. Viren, CLU®, ChFC®, AEP® Spokane, WA
David L. Weinstock, CPA, AEP® New York, NY

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!

AfterSteps—see more information

AfterSteps securely stores clients' estate planning documents and transfers them to designated beneficiaries upon incapacitation or death. AfterSteps is an online end-of-life planning service that not only stores estate planning documents online, but also enables clients to manage the other components of end-of-life planning: funeral, financial, and legacy. Educational content paired with easy-to-use tools simplifies the planning process for clients. Not only does this service provide great marketing benefits to your firm by protecting your clients, but it also provides ongoing notifications and alerts to ensure clients are properly updating their documents with you as laws and personal situations change.

Conference: Asset Protection and Integrated Estate Planning, Las Vegas, NV, November 10-11, 2011 offered by Foxmoor Continuing Education—see more information

The key to successful asset protection is advanced planning. At this two-day conference, the internationally respected faculty will cover proven cutting-edge asset protection techniques that safeguard clients and their estates. It has been years since there has been a focused and thorough two-day conference devoted to asset protection planning and integrated estate planning. Our program has been designed to fill this void. Whether you are a beginner or an experienced advisor, this program will be worth your time.

Seminar: The Complete Guide to Business Succession Planning offered by Foxmoor Continuing Education—see more information

This seminar will be offered in Milwaukee, WI on December 1, 2011 and Madison, WI on December 8, 2011. Providing knowledge of how to plan and draft closely-held business interests, this program will present a complete guide to business succession planning with a solid working knowledge of how to plan and draft for the transfer of closely-held business interests. Topics will take you though the entire business succession planning process, ranging from laying the foundation to post mortem planning issues. The materials for this course will be very detailed, including all of the forms needed to guide you through the transfer of a closely-held business.


  • NAEPC Journal of Estate & Tax Planning
  • A Parent's Guide to Wills & Trusts
  • Acquire Seminar Marketing
  • Advisys Back Room Technician
  • Amicus Creative Media
  • Business Week magazine
  • BVR's Guide to Business Valuation Issues in Estate & Gift Tax edited by Linda Trugman
  • BVR's Training Packs—webinar recordings & transcripts
  • CCH, a Wolters Kluwer business
  • Civicom audio recording & conference calling
  • DocuBank
  • Estate++
  •, high quality binders & index tabs for your clients
  • 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
  • Konica/Minolta
  • LegacyQuest, LLC
  • LegalVault
  • 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
  • Ruby Receptionists
  • 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 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 Happenings

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.

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