This Just In...

Registration is OPEN for 49th Annual Conference!
Plan on joining NAEPC and The NAEPC Education Foundation this November in Orlando. See Online Registration form.

Have you visited lately?

Nominations for the NAEPC Board of Directors Open

Message from the President

PhotoClark B. McCleary, CLU, ChFC, MSFS, AEP®
McCleary & Associates
Houston, Texas

Dear Colleagues,

Many of you are becoming increasingly aware of the existence of The NAEPC Education Foundation, but as I visit and speak to councils across the country I learn that many individual members of councils are still unaware of that organization. Please allow me to enlighten you.

Creation of The NAEPC Foundation was authorized by the board of directors of NAEPC in 2005, and in July of that year the Foundation was incorporated in Delaware as an IRC Section 501 (c) (3) corporation. I was not involved with NAEPC at that time, so can take no credit whatsoever for that event. However, I continue to be impressed by the wisdom and foresight shown by NAEPC's officers and directors at that time whenever I review the Articles of Incorporation. Statement 9 in that document outlines the purposes for which the corporation was organized. I think that restating four of those purposes herein is appropriate:

  1. to educate the public regarding the benefits of the team concept of estate planning as espoused by the National Association of Estate Planners & Councils;
  2. to develop educational programs regarding estate planning for estate planning professionals and the general public;
  3. to hold educational conferences, seminars, forums, and meetings regarding estate planning;
  4. to engage in any and all lawful activities that serve to educate estate planning professionals and the general public regarding estate planning.

Those are certainly laudatory objectives, and I am happy to report that our foundation is growing both legs and wings in pursuit of those stated purposes. It has, together with NAEPC, co-hosted our nationally acclaimed Annual Conference for the past several years, was instrumental in obtaining the Presidential Proclamation naming the third week in October as National Estate Planning Awareness Week, and has partnered with our Synergy Summit colleagues in supporting Financial Literacy Awareness Month in April. In addition, the Foundation has created an excellent website for use by the public

Because the Foundation has been so involved in educational activities, its name was changed last year to include that focus: The NAEPC Education Foundation. I invite you to learn more about this growing organization by logging on to Browse to your heart's content, and then click on the "Contribute" link in order to join many of our local and national leaders in providing financial support for this most worthy endeavor. Thanks in advance.


Who Are We?

Reflections on the Values of NAEPC...
It is the mission of the National Association of Estate Planners & Councils to: promote the multi-disciplinary approach to estate planning by supporting local estate planning councils and their members and by encouraging the formation of new councils.

To that end we are committed to:

- Encourage attainment of the Accredited Estate Planner® (AEP®) and Estate Planning Law Specialist (EPLS) designations by qualified estate planning professionals.

- Support efforts of The NAEPC Education Foundation to increase public awareness of the importance of estate planning by a team of professional advisors.

View our Vision Statement.


NAEPC National Website


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49th Annual Conference scheduled from November 7 - 9, 2012
in Orlando, Florida

BannerPlease 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!

Available registration packages:

  • Council Leadership Day Package
    Includes Council Leadership Day sessions on Wednesday, November 7, 2012, sponsor bonus and technical education sessions on Thursday, November 8, 2012 & Friday, November 9, 2012, presentation material, conference breakfasts & luncheons, and the Wednesday evening Welcome Reception—$800
  • Educational Package
    Includes the Wednesday evening Welcome Reception, sponsor bonus and technical education sessions on Thursday, November 8, 2012 & Friday, November 9, 2012, presentation material, and Thursday and Friday breakfasts & luncheons—$700
  • 3-Day Companion Package
    Includes Wednesday - Friday breakfasts and companion tours and the Wednesday evening Welcome Reception—$400
  • 2-Day Companion Package
    Includes Thursday - Friday breakfasts and companion tours and the Wednesday evening Welcome reception—$350

Discounts are available!

Visit for additional information, a full conference brochure, descriptions of the educational sessions and companion program, and links to online hotel reservations. Don't delay—the $50 early bird deadline expires on September 14, 2012!

Accredited Estate Planner® Designation Information

PhotoM. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Semper Trust Company
King of Prussia, PA

Our designee family continues to expand in 2012 with the addition of 75 new AEP® members so far this year. Look for the names of the newest designees at the end of this message and please greet them warmly when you see them at your affiliated local estate planning council meetings or at the upcoming conference in November, in Orlando. We are delighted to welcome Al Gibbons CLU®, ChFC®, AEP® as the featured speaker at the AEP® special presentation (just for active designees!) on Thursday, November 8, 2012 in Orlando. Read more about this unique event in the upcoming AEP® Alert or within the annual conference brochure.

As I mentioned in the last issue of this publication, we admire the creative ways that local councils across the country continue to value and honor their AEP® members at meetings. We are delighted to see so many leaders of the councils embracing the designation for themselves and their board members. Please share your traditions with us, as we love to hear your feedback.

Why should you earn the AEP® designation?

  • Gain a competitive edge...success requires setting yourself apart from the competition
  • 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 database
  • 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

Please join NAEPC in congratulating the newest recipients of the Accredited Estate Planner® designation:

Michele L. Ahwash, CFP®, CTFA, MBA, AEP® Wilmington, DE
C. Dennis Brislawn, Jr., JD, AEP® Kirkland, WA
Michael L. Brown, CPA, JD, AEP® Boston, MA
Jerry D. Coats, CLU®, ChFC®, AEP® Little Rock, AR
David H. Coldwell, CLU®, CLTC, AEP® Palm Beach Gardens, FL
Jimmy D. Crocker, JD, AEP® Birmingham, AL
Albert J. DeLorenzo, Jr., CFP®, AEP® Newburgh, NY
Kevin R. DeYoung, CPA, AEP® Bellingham, WA
Rosanne M. Duane, JD, LL.M. (taxation), AEP® Jupiter, FL
Cary P. Geller, CFP®, CPA, PFS, MBA, AEP® Boston, MA
Linda J. Gladson, JD, AEP® Upland, CA
Brandon Scott Handy, CLU®, LUTCF, AEP® Layton, UT
William H. Humphries, III, JD, CPA, AEP® Pittsburgh, PA
Jonathan D. Lau, CFP®, AEP® Bloomfield Hills, MI
Darwin J. Lindsey, MSFS, CFP®, ChFC®, CASL®, AAMS®, AWMA®, AEP® Vincennes, IN
Russell Luna, CLU®, CLTC, AEP® Prescott, AZ
Todd H. Martin, CLU®, ChFC®, AEP® Savannah, GA
Heath P. Novak, CTFA, AEP® Charlotte, NC
Nancy W. Pine, JD, AEP® West Chester, PA
Constance D. Smith, JD, LL.M. (taxation), AEP® Denver, CO
Mary Ann Snell, JD, AEP® Bethlehem, PA
Kirby G. Upright, JD, LL.M., CPA, AEP® Bethlehem, PA
Todd M. Villarrubia, JD, LL.M. (taxation), AEP® New Orleans, LA

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.

Featured Benefit

Trusts & Estates magazine
$129 subscription rate!

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 fully priced subscriptions are yours … even at this low rate! Every subscription includes:

  • 12 monthly issues of Trusts & Estates magazine
  • Unlimited access to the magazine's online editorial archive (select a user ID and password as you order for same day access)
  • Three monthly e-newsletters: Conrad Teitell's Philanthropy Tax e-Letter reporting and analyzing an important tax development governing charitable contributions, Wealth Watch News reporting on federal and state government estate tax, retirement benefits, and life insurance reforms, and the Trusts & Estates Technology Review examining high-tech resources for the trusts and estates practitioner

See complete details about this benefit.

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
  • Advisys
  • AfterSteps
  • Amicus Creative Media & Legal Vault
  • BizActions LLC
  • Business Valuation Resources, LLC
  • CCH, a Wolters Kluwer business
  • Charitable Planning Desk Reference for Advisors / Strategic Philanthropy
  • CrummeyService
  • Discuss Directives, LLC Heart2Hearts Workbook & Deck of Cards
  • DocuBank
  • Estate Planning Smarts by
  • Evaluation Services Inc.
  • Family Business Magazine
  • Financial Partner
  • Klark Proposal Software
  • Konica Minolta Business Solutions
  • LegacyQuest, LLC
  • Midwest Transaction Group
  • My Perfect Will
  • Oswald Companies Personal Excess Liability
  • Private Wealth Magazine
  • Ruby Receptionists
  • Sterling Cut Glass
  • Trusts & Estates
  • 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.

National Financial Literacy Month Recap

April 2012 was National Financial Literacy Month! A copy of the full post-campaign report can be found online. It's not too early to start thinking about how you can make an impact during National Estate Planning Awareness Week, scheduled from October 15-21, 2012. All members of affiliated local councils are encouraged to get involved!

Have you Visited Lately?

Our website, boasts many exciting features and capabilities. If you have not visited lately, take a look today. Here are just a few of the many things you can do when you get there:

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.

Get Involved!

Nominations for the NAEPC Board of Directors Open Until Friday, July 6, 2012

The National Association of Estate Planners & Councils is the association of choice for estate planning professionals! Our membership is comprised of affiliated local estate planning councils and Accredited Estate Planner® designees from throughout the country. As such, the board of directors greatly reflects the individual estate planning councils and their 27,000 members. Any organization is only as strong as those who lead it and the association now seeks your help in identifying potential leaders for the national board of directors. If you are interested in serving, or know of someone that might be a good candidate, please contact the national office to receive a copy of the NAEPC board nomination kit and be sure to submit the completed application by the July 6th deadline.

Talented Volunteers Needed!

NAEPC is a dynamic and growing association comprised of affiliated local estate planning councils, their 27,000 members, and Accredited Estate Planner® designees, led entirely by a volunteer board of directors, a strong committee configuration, and many volunteers serving on an as-needed basis for project-based or task force work. We are always looking to expand our volunteer base and encourage council leaders, council members, and designees to get involved by serving on one or more committee. Visit our website for a list of committees and an application.

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.

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