This Just In...
1st Quarter 2012 NAEPC Journal of Estate & Tax Planning Released
Visit www.NAEPCJournal.org to see all
of the exciting additions today!
Message from the President
B. McCleary, CLU, ChFC, MSFS, AEP®
McCleary & Associates
One of the many benefits available to you as a result of membership in your
local estate planning council is the Accredited Estate Planner® (AEP®)
designation. Most of you qualify for this prestigious designation without the
requirement of further course completion because you already have one of the
qualifying designations or degrees and have completed the requisite years of
service in the estate planning field. All that remains for you to acquire the
designation is to complete an application and be approved by our designation
committee. Details for the application process can be found in
Chair Eileen Dougherty's message below.
More good news about the AEP® designation: The Society of Financial
Service Professionals recently determined that the AEP® designation is to be
added to their list of those designations and degrees that qualify one for
membership in the Society! As most of you know, the Society maintains the
highest standards in its membership rules and reviews thoroughly and critically
any designation before adding it to the approved list. Many of our local council
members are Society members as well and qualify for that membership because of
the primary designations they hold. Now it is possible for those council members
who do not hold one of the other qualifying degrees or designations to achieve
membership in the Society by acquiring the AEP® designation. We express our
appreciation to the Society for recognizing the high degree of professionalism
one must display before acquiring the AEP® designation and their acceptance of
same for membership in that organization.
Finally, since the AEP® designation is on my mind, I want to encourage
every member of our local councils to become an AEP®.
And, no, that designation is not better than your other degrees and/or
designations that qualify you for council membership, but it is different.
Your primary designations qualify you for estate planning council membership and
for the AEP® designation. The former tell the world that you hold a large body
of knowledge in your professional specialty, and the latter proclaims your
intent and continuing desire to use that special body of knowledge within
the team concept of estate planning for the benefit of your clients—and that you are comfortable enough in your own skin to recognize that
professionals in other disciplines bring skills to the table that may be outside
your sweet spot, yet of benefit to your mutual clients. That is what my AEP®
designation says to my clients, so why not join the club now?!
Who Am I?
|Reflections on the Values of NAEPC...
|I am an Accredited Estate Planner®. This is not just a title, but a
validation that I have completed graduate level courses in the area of
estate planning, as well as having many years of time to polish my
proficiency with the public. I belong to both the local and national
levels of estate planning councils, which are membered by attorneys, CPAs,
trust officers, and financial professionals like myself. Our commitment is
to work in conjunction with each others' individualized expertise for the
best interest of the client. When I present myself to the other
disciplines as an AEP®, it is recognized that my background commands
respect for the contributions that are made. Often, there is a
collaboration of academics and experience that places the client in a
better position than if they dealt with one discipline solely.
Paul J. Pantano, CLU, ChFC, CASL, AEP®, MSFS
|Follow us on:
Financial Literacy Month, April, 2012
Please join us in promoting April as National Financial Literacy Month.
This significant public service initiative was announced by the Presidential
Proclamation signed by President Barack Obama. A
full version can be seen on our public portal of estate & financial planning
In response to this declaration, the National Association of Estate Planners
& Councils and The NAEPC Education Foundation have teamed up with the American
Institute of Certified Public Accountants, the American Association of
Attorney-Certified Public Accountants, the American Bar Association Section of
Real Property, Trust and Estate Law, the Society of Financial Service
Professionals, the National Academy of Elder Law Attorneys, the Partnership for
Philanthropic Planning (all members of the Synergy Summit, a unified think tank
and voice of leadership for leading financial service organizations), and the
Financial Planning Association®. Together these organizations represent over
800,000 professionals and the accountants, attorneys, financial planners and
advisors, insurance agents and brokers, and trust officers that are members of
these professional associations will mobilize the entire financial and estate
planning community by providing support, tools, and education for professionals
and the public they serve.
You can help promote public and professional awareness of National Financial
Literacy Month by placing financial and estate planning editorial content within
your website, newsletter, social media groups, local newspapers, and
radio/television/web based shows.
A full complement of sample documents is available for your use; take a look and begin using them today! Your efforts in doing
- Provide the public with fundamental principles of estate and financial
- Educate the public on how to use these principles through their personal
- Assist the public in locating an appropriate multi-disciplinary team of
professionals for their unique situation
- Motivate the public to take proper action by visiting their team of
professionals to improve their estate and financial planning situations
- Serve as a friendly reminder and polite nudge to the public to get and
keep their finances in order
- Benefit nonprofits through many new potential planned giving
opportunities, gifts, bequests, and alternate beneficiary designations.
Conference scheduled from November 7 - 9, 2012
in Orlando, Florida
Please plan on joining us from November 7 - 9, 2012 in Orlando,
Florida. The hosting property, Buena Vista Palace, is near Downtown Disney and
the conference is timed to be near both the
Festival of the Masters art show and the
Epcot® International Food & Wine Festival… this conference provides
a perfect opportunity to plan a family vacation or some extra time away!
Conference attendees are eligible to take advantage of special Walt Disney
World® discounts too!
The following speakers are scheduled to present at the 49th
- Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
- Herbert Chasman, JD, CLU®, ChFC®, AEP® (Distinguished)
- Jeremiah W. Doyle, IV, JD, LL.M., AEP® (Distinguished)
- Robert S. Keebler, CPA, MST, AEP® (Distinguished)
- Caryn B. Keppler, Esq., EPLS, AEP®
- Ray D. Madoff, JD, LL.M.
- Jeffrey N. Pennell, JD
- Barry C. Picker, CPA/PFS, CFP®, AEP® (Distinguished)
- David Pratt, JD, LL.M.
- Bruce Michael Stone
- Diana S.C. Zeydel, JD, LL.M.
Additionally, Gary L. Flotron, MBA, CLU®, ChFC®, AEP® will be moderating a
panel discussion, "The Uniform Prudent Investor Act (UPIA) and Trust Owned Life
Insurance (TOLI): The Impossible Dream or A Match Made in Heaven—UPIA
Compliance, Risk Management and the Evaluation of Permanent Life Insurance",
- Lawrence Brody, JD, LL.M., AEP® (Distinguished)
- Richard A. Schwartz, FSA, MAAA, CLU
- Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
- E. Randolph Whitelaw
The annual conference always boasts an intriguing companion program, and 2012
will be no exception! Our exciting excursions include a trip to Kennedy Space
Center, "Afternoon Tea & Three Hot Laps" at the Richard Petty Driving
Experience, and Disney's Keys to the Kingdom Tour. Two- and three-day packages
are available and include breakfast and social events.
Online hotel reservations and discounted rental car details are
now available. The website will be updated as new information arrives—check in often!
Accredited Estate Planner® Designation Information
Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Semper Trust Company
King of Prussia, PA
The AEP® Committee is thrilled with the volume of new applications that we
received in January, which is a great testament to your pride in the designation
and your willingness to share your enthusiasm with fellow professionals and
council members. And a special thank you to all the NAEPC members who picked up
applications for the designation at the NAEPC exhibit booth at the annual
conference in San Antonio in November. I am delighted to tell you that the
current AEP® membership has nearly 1,600 designation holders as of the end of
January 2012. Clark discussed our wonderful news from the Society of Financial
Service Professionals in his message above and I hope this will encourage each
of you to continue to invite your colleagues and fellow council members into our
AEP® family. Look for more news about the work of your AEP® Committee in the
next AEP® Alert. Please find details about the application process below.
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
Why should you earn the AEP® designation?
- Gain a competitive edge...success requires setting yourself apart from the
- 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
- 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®
|F. Lynn Baldwin, CLU®, ChFC®, CTFA, CFP®, AEP®
||Salt Lake City, UT|
|Kimberly D. Bernatz, CFP®, AEP®||Santa Ana, CA|
|Kevin J. Bontrager, CLU®, ChFC®, AEP®
||Fort Wayne, IN|
|Timothy J. Bupp, JD, MBA, LL.M., AEP®||York, PA|
|G. Bert Clark, Jr., JD, CLU®, CFP®, CAP®, AEP®
|Peter J. Enichen, JD, AEP®||Boulder, CO|
|Beth C. Gamel, CPA/PFS, AEP®
|Wendy Miki Glaus, JD, MBA, EPLS, AEP®||Honolulu, HI|
|Mark B. Iverson, CTFA, AEP®||Boulder, CO|
|Lawrence M. Lehmann, JD, AEP®||New Orleans, LA|
|Bernard R. Lemily, CLU®, AEP®
||Bowling Green, KY|
|Jeffrey R. Lockway, CFP®, AEP®||San Diego, CA|
|Roger S. Machlin, CFP®, CFS, CLU®, ChFC®, CASL, MSFS, AEP®
|Joseph M. Maier, JD, EPLS, AEP®||Milwaukee, WI|
|Sheila Roesler McCampbell, CFP®, CLU®, ChFC®, AEP®
||Fort Wayne, IN|
|Stan Miller, JD, AEP®||Little Rock, AR|
|Alfred G. Morici, JD, LL.M. (taxation), AEP®
||North Palm Beach, FL|
|Paul D. Muller, CFP®, AEP®||Ridgewood, NJ|
|Amy E. O'Bannon, CTFA, AEP®||Memphis, TN|
|Daniel J. Orlovsky, CLU®, ChFC®, CFP®, CLTC, MBA, AEP®||Fairfield, CT|
|David J. Owsik, CLU®, ChFC®, AEP®
||King of Prussia, PA|
|Russell W. Porter, CLU®, CLTC, AEP®||Lafayette, CO|
|Kevin M. Rackers, CFP®, CLU®, ChFC®, AEP®
|Bruce G. Read, CLU®, ChFC®, CASL, AEP®||Phoenix, AZ|
|Don M. Roman, Sr., JD, AEP®||Atlanta, GA|
|Emily N. Shacklett, CPA/PFS, AEP®||Cleveland, OH|
|Susan M. Steel, CFP®, AEP®||Indianapolis, IN|
|Joseph Stone, CLU®, ChFC®, CAP®, AEP®||Hingham, MA|
|Wendell T. Walker, CPA, CVA, CSCPA, AEP®
|Melvin A. Warshaw, JD, LL.M. (taxation), AEP®||Boston, MA|
|Ralph F. Weber, CFP®, CLU®, ChFC®, REBC, GBA, AEP®
of Estate & Tax Planning / NAEPC Publications Committee Report
Douglas, JD, CFP®, AEP®
Wachovia Wealth Management
2011 was an explosive year for the NAEPC Journal of Estate & Tax Planning
with more than 60,000 visits and 128,000 articles downloaded! Year-over-year the
growth metrics for the Journal more than doubled. Why? Practitioners are
increasingly turning to the Journal first to begin to find answers to complex
estate planning questions. Simply, practitioners are looking an easy, no-cost
solution to find high quality articles from national notables to point them in
the right direction. And with core content providers for the Journal's quarterly
publication like the American College of Trust and Estate Counsel (ACTEC),
Leimberg Information Services Inc., Trust & Estates magazine, CCH Estate
Planning Review and WealthCounsel®, the Journal has established
itself as the go-to resource for cutting edge planning strategies. From Recent
Developments and Planning Pointers after Tax Reform Act of 2010 to Asset
Protection to Insurance, Trust, and Business Succession Planning, the Journal
has no online peer.
addition to networking, the #1 reason why practitioners across a bevy of
industries join an estate planning council is to increase their estate planning
knowledge. Toward that end, the Journal is the easiest, most cost-efficient way
to make that happen and a great benefit of your council membership.
Council leaders, please make sure that your council's website is linked to
the Journal and that members are aware of this incredibly valuable resource and
that articles are being pro-actively shared with membership. You may visit us at
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 Educational Programs, Benefits,
Programs & Services!
AICPA Conference on Tax Strategies for the
April 30, 2012 - May 1, 2012
Bellagio in Las Vegas, Nevada
The 2012 AICPA Conference on Tax Strategies for the High-Income Individual
features a strong roster of prominent tax experts providing in-depth knowledge
and updates on the latest tax information and planning strategies, incorporating
today's critical issues into their sessions and providing insight and tools to
optimize your effectiveness with your high-income clients. The conference will
guide you through a myriad of timely tax-related subjects - zeroing in on the
latest income and estate tax changes during this critical election year.
AEPs and Affiliated council members get the AICPA member discount!
Charitable Planning Desk Reference for Advisors / Strategic Philanthropy—see
The Charitable Planning Desk Reference for Advisors™ was created by Strategic
Philanthropy, Ltd., in collaboration with estate planning attorneys and wealth
advisors. The Desk Reference is a practical resource designed to help legal and
financial professionals more effectively engage their clients in conversations
about their philanthropic intent, options and opportunities. This is the first
such comprehensive tool developed specifically for the advisor community to
support their integration of philanthropy as a value added and revenue
opportunity in their practice. The Desk Reference is available at no cost to the
advisor community. Simply go to
http://www.stratphilanthropy.com/advisors.html and request your electronic
copy. A hard copy is available by contacting Ken Nopar:
Crummey Service Software is a web based ILIT administration tool built for
advisors and their clients, designed to automate the tedious tasks associated
with gift reminders, crummey letters, premium reminders, policy reviews, and
reporting. It may be used for one trust or many! State of the art technology
retains and organizes your clients ILIT data in a secure environment while
executing and recording time sensitive notifications. A complete view of
outstanding tasks is managed from a user friendly dash board typically managed
by the advisor or trustees. For more information on how this tool can enhance
your firms branding with members of the ILIT visit our website
www.crummeyservice.com and view an advisor video. A demo application can be accessed from the site. NAEPC
members are entitled to a FREE 30 day, fully functioning demo with training
included! Additionally, NAEPC members are entitled to a 10% discount on all
services and a waived set up fee if trust documents are already in an electronic
My Perfect Will—see
My Perfect Will is a comprehensive organizer to help record, in detail,
personal, medical and financial information in addition to your wishes. My Perfect Will provides loved ones with important information,
instructions and directions; in an all-in-one inclusive guide that is
beautifully packaged with easy to understand forms, printed on high quality,
glossy, archival paper. My Perfect Will is practical planning guide designed to
accompany a Last Will and Testament, Living Will or Trust when consulting an
attorney. All NAEPC members will receive a 10% discount.
Oswald Companies Personal Excess Liability—see
The Oswald Companies is now offering NAEPC members access to a personal
excess liability policy as part of a preferred risk pool. We live in a litigious
society and a million dollars in coverage isn't what it used to be. For many
successful individuals personal finances may be at risk in the event of a claim.
Were you educated on what the proper limits are
for your financial situation?
Were you unable to purchase more coverage even though you wanted to?
Would you purchase more to protect what you have spent years building if there
was a better price?
How much is the right amount for me?
The Oswald Companies are here to help you answer these questions.
The Oswald Companies, in conjunction with the NAEPC, is now offering excess
liability coverage for its members at a preferred rate. Available exclusively to
you, is a fixed price policy that doesn't surcharge you for an extra car, home,
young drivers, boats, ATVs, and/or moving violations/accidents. For many
individuals, they will experience a savings of anywhere from 25-40% on a policy
that covers you worldwide and provides to you additional coverage that your
current policy might not have.
Trusts & Estates—see
Special Members Only Price - $129!
Trusts & Estates' in-depth
peer-reviewed articles have made the magazine the authority on estate law, tax
issues, and wealth management for over a century. Attorneys, fiduciaries,
accountants, investment advisors, charitable giving specialists, family office
executives, insurance agents, and valuation experts all contribute their insight
and advice to the pages of the magazine. Always with a view to helping you
better meet your client's needs. Written by experts for experts! All the
benefits of full priced subscriptions are yours...even at this low rate!
We are very proud to make the following benefits available to you at reduced
prices or substantial discounts:
- ABA Book Publishing / The ABA Checklist for Family Heirs
- Acquire Direct Marketing
- Adams-Hall Publishing / A Parent's Guide to Wills and Trusts…
- Amicus Creative Media & Legal Vault
- Business Valuation Resources, LLC
- CCH, a Wolters Kluwer business
- Civic Research Institute (Family Foundation Advisor & Journal of
Taxation of Investments)
- Estate ++, created by Vaulting Systems International
- Estate Planning Smarts by Deborah Jacobs
- Evaluation Services Inc.
- Family Business Magazine
- Florida Domicile Handbook
- Heart2Hearts Workbook & Deck of Cards / Discuss Directives, LLC
- Klark Proposal Software
- Konica Minolta Business Solutions
- LegacyQuest, LLC
- Midwest Transaction Group
- My Estate Planning Organizer and Financial Partner
- Private Wealth Magazine
- PS Awards
- Robert Keebler's Exclusive IRA Converstion Decision Chart & Health Care
- Ruby Receptionists
- Sterling Cut Glass
- Wealth Management Business
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.
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.
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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Planners & Councils 1120 Chester Avenue, Suite 470
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Phone: (866) 226-2224 ~ Fax: (216)
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2012, All Rights Reserved.