This Just In...

Just released!
NAEPC Journal of Estate & Tax Planning - Third Quarter Update

Early bird discount for 49th Annual Conference expires September 14th—don't delay!

National Estate Planning Awareness Week, October 15-21, 2012

Message from the President

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

Dear Colleagues,

I sometimes get a bit long-winded in writing these letters, so will try to stay brief as I stress three matters of importance:

  1. NAEPC and The NAEPC Education Foundation will present our 49th Annual Conference on November 7-9 at the Buena Vista Palace in Orlando. The educational programs on Thursday and Friday feature a star-studded cast of speakers addressing timely and interesting topics; Council Leadership Day on Wednesday is guaranteed to provide local council leaders with ideas that will help make your councils even more effective and successful; the Companion Program will be the best ever; and the Welcome Reception on Wednesday evening and the Exhibit Hall visits on Thursday and Friday will afford opportunities to meet with old friends and make new ones. Please click the National Conference icon for full details and registration information. I look forward to seeing you there!
  2. You are probably aware that Val Sabuco, Executive Director of The NAEPC Education Foundation, played a significant role in the Presidential Proclamation naming the third week in October NATIONAL ESTATE PLANNING AWARENESS WEEK (NEPAW). What you may not know is that both NAEPC and The Foundation have a multitude of programs already developed to enable your council to provide programs in your community that will increase public awareness about what constitutes estate planning and who best to provide estate planning services. For information on how you and your council can participate, log on to or call 866-226-2224.
  3. Do you know that the degree(s) and/or designation(s) that you have earned and the years of experience you have enjoyed probably qualify you for the prestigious Accredited Estate Planner® (AEP®) designation conferred by NAEPC? To learn more, click on or call Susan Austin Carney, Designation Administrator, at our Cleveland headquarters (866-226-2224). Join the ever increasing ranks of your fellow professionals who proudly display their AEP® designation to announce to their clients and their communities that they support the professional team concept of estate planning.

That's it for this month. I look forward to seeing you in Orlando in November!



Who Are We?

Reflections on the Values of NAEPC...
A violent debate, if not an open conflict, exists in the insurance world today over the meaning and application of the term "insurable interest" which is the foundation of all insurance. Overlooked by most, is the US Supreme Court case of Grigsby v. Russell, 222 U.S. 149 (1911) in whose opinion, none other than Chief Justice Oliver Wendell Holmes, stated: "The very meaning of an insurable interest is an interest in having the life continue and so one that is opposed to crime." He went on to say... read more

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

BannerThe NAEPC / The NAEPC Education Foundation 49th Annual Conference is scheduled from November 7 – 9, 2012 in Orlando, Florida. The full registration brochure, online reservation links, and general information can be found at The $50 early bird discount expires Friday, September 14, 2012… don't delay in making your reservation.

The Annual Conference has become the "go-to" event for estate planners throughout the country! Our exciting line-up of nationally-recognized speakers, coupled with a fabulous location and incredibly competitive registration and guest room fees, make the 49th 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 49th 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 for more details.

It's not too early to plan for 2013...the 50th Annual Conference will take place November 20-22, 2013 in Las Vegas! Please join the celebration and plan on attending!

*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

Accredited Estate Planner® Designation Information

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

It's August, and savvy AEP®s are making their travel arrangements for the 49th Annual Conference in Orlando, Florida from November 7-9, 2012. As smart shoppers they know that early planning results in two great discounts; the normal $50 discount available to all active AEP®s attending the conference PLUS the limited time EARLY BIRD discount of $50 for those registering BEFORE 9/14/12. A review of the conference information reflects top-flight speakers and timely topics that currently impact your clients (or may in the near future).

I am delighted that AEP®s will have exclusive access to a special session on Thursday November 8, 2012 from 5:00 to 6:00 PM conducted by the multi-talented Albert E. Gibbons, CLU®, ChFC®, AEP® titled "How AEP® Designees Can Work Effectively as Collaborative Teams and Why They Are Essential for High Net Worth Clients". If I sound excited about the conference it's because I see it as a great opportunity not just for AEP®s but for all NAEPC members and their professional colleagues to benefit from the networking and educational opportunities. I have already registered and I look forward to seeing you there.

The AEP® Committee is delighted to see the number of new AEP® applications during the busy summer months. As always, please contact our Designation Administrator, Susan Austin-Carney, JD, at 866-226-2224 if you have any questions about the AEP® application process.

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

James S. Aussem, JD, AEP® Cleveland, OH
Colleen Kit Callahan, ChFC®, CLU®, AEP® San Diego, CA
Katti Esp, JD, LL.M. (taxation), AEP® Bellingham, WA
Daniel J. Flanagan, CPA/PFS, CFP®, AEP® Lexington, MA
Joshua Brent Geib, CPA/PFS, MST, AEP® Delray Beach, FL
Virginia Hammerle, JD, AEP® Lewisville, TX
Timothy P. Hammond, CFP®, AEP® Phoenix, AZ
Kenneth B. Knox, CLU®, ChFC®, AEP® Westwood, MA
Jon A. Law, CLU®, ChFC®, CFP®, CLTC, AEP® Syracuse, NY
Larry L. Rothstein, CLU®, AEP® Cleveland, OH
Sandra T. Saner, CFP®, CTFA, CAIA, AEP® Boston, MA
Daniel M. Sierchio, CPA/PFS, AEP® Lansdale, PA
George E. Willock, CLU®, LUTCF, CAP®, AEP®         Auburn, AL

National Estate Planning Awareness Week

Please join 2012 distinguished honorary co-chairpersons Jonathan Blattmachr, Esq., AEP® (Distinguished), recognized as one of the country's most creative trust and estate lawyers, author and speaker; and Janet Novack, leading financial journalist, exceptional communicator, and the Washington D.C. Bureau Chief & Executive Editor for Forbes, leading financial service associations and organizations, and the press, in a concentrated media campaign by promoting financial awareness during National Estate Planning Week, the third week in October (15-21).

This significant public service was initiated by Congressman Mike Thompson and 49 of his colleagues. See a full version of H. Res 1499 along with the names of the co-sponsors.

Here are some ways you can participate:

  • Encourage your council and other groups to host community-wide programs built around estate and financial planning during the months of October and April (National Financial Literacy Month).

  • Add estate and financial planning editorial content to your website, newsletter, social media groups, local newspapers, and radio/television/web-based shows. During the months of October and April you are welcome to use, at no cost, any of the financial and estate planning feature articles from as content or research for your content for your website, newsletter, and magazines.

  • Circulate the 2012 NEPAW-NFLM Media Kit to colleagues, associates, and other parties as you see appropriate.

See a full kit and downloadable documents. Take a look today!

If you would like additional information about National Estate Planning Awareness Week and National Financial Literacy Month, or to receive complimentary estate and financial planning content, a link for your website, or serve as a volunteer on The NAEPC Education Foundation National Estate and Financial Awareness Committee, please contact The NAEPC Education Foundation's executive director/publisher:

Valentino Sabuco, CFP®, 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.

The National Association of Estate Planners & Councils Member Benefits Committee is excited to announce the launch of its new "Elite Value Partner" status. This new initiative offers existing value partners an opportunity to support the association and its membership in an advanced manner and, in return, offers expanded recognition. An Elite Value Partner offers additional visibility to NAEPC member councils and their members through expanded recognition within the various activities of NAEPC. Watch this newsletter for additional information in the upcoming issues.

New Benefits

CB Data™

CareBinders' goal is to help with what we call "Generational Organizing"—giving individuals and families the peace of mind for easy transitions when (not if) those inevitable crises and natural disasters occur.

  • It reminds and alerts users to important things in their lives that need to be done.
  • An unlimited number of profiles can be created: store data for just one person or each member of a family!
  • Important data is entered once and CBData® instantly places it in all the appropriate places.
  • Copies of important documents can be scanned/attached and data can be easily imported from other programs
  • Intelligent reports and all their data can be instantly created in PDFs, Rich Text and even Excel and used with doctors, lawyers, accountants, employers & more
  • CBData™ supports strong user-control and user-permissioning by user and allows for trusted advisors to access certain sections on a read-only basis, if desired
  • There's no connection to the Internet; all data is protected by the highest levels of security

Order CBData™ today and have one place to keep track of important items like:

Account numbers—banks, brokerage & more
Art collections and collectibles
Copies/scans of all important documents
Credit cards
Dates, Appointments, Meetings
Emergency contacts
Emergency medical information, inc. history
Home inventories and collectibles
Insurance policies and other critical documents
Location of documents or personal belongings
Multiple residences, inc. commercial property
Passwords and secure locations
Service providers/vendors
Vaccines and Immunizations
Vital statistics

CBData is the all-in-one tool to help simplify your, and your client's, lives! Special pricing is available for NAEPC members.

See complete details about this benefit.

International Genealogical Search, Inc.

At International Genealogical Search Inc. (IGS), We Find Missing Heirs A Better Way®. IGS has proudly provided its better way search services to the Legal Profession and Trust Institutions since 1967.
We think that you would agree, no one should have to give away as much as 1/3, or more, of their inheritance… just to be located!

The heirs that you represent in a fiduciary capacity probably wouldn't willingly make that choice. However, unreasonable heir tracing fees of that magnitude could be the unintended consequence when search firms independently look for missing heirs and, once found, sign them to contracts for a significant percentage of their inheritance.

There is a Better Way to search for missing heirs! IGS fees are reasonable and non-percentage based, quoted in advance and a search is only undertaken upon your written authorization.

It is also our focus at IGS to advance education and awareness to the estate planning community on the different fee structures and varying search firm practices in the heir search industry.

To receive a complimentary Laminated Consanguinity Chart or request a no obligation quote, contact IGS at 800-663-2255 or The IGS Laminated Consanguinity Chart is a great resource to reference when meeting with clients or to use as an educational tool in seminars.

See complete details about this benefit.

Wall Street-Themed Greeting Cards

Send a smile to the special investor in your life with these funny, stylish and premium greeting cards brought to you by nationally syndicated Wall Street cartoonist Jack Guinan.

Cards are for all occasions: Holiday, Birthday, Get Well, Congratulations and more.

Buy specific occasion cards or in assorted box sets; then customize them to fit your needs. Customization is available inside the card, on the back of the card, or both. So, whether you're sending cards for business or personal use, a gift box of CureSearch customized greetings lets friends, family and valued clients know that you care about them.

See complete details about this benefit.

Featured Benefit is a community destination developed by Penton Media's Wealth Management Group who produces two of the leading financial trade publications, Registered Rep. and Trusts & Estates.

As a community member you will have the ability to establish a profile that will give you valuable targeted exposure to the community. You will also have ongoing access to Penton's financial service properties and expertise which includes a Concierge Program that will support you as needed to effectively market to your prime audience in a way no other website can offer.

The Concierge Program can provide you with an initial competitive analysis so you can gauge the market and where you're currently positioned. Penton is then able to help you develop content including white-papers, press releases, videos and webinars. Content can then be plugged into a lead generation program like an eblast or newsletter and distributed to a database of over 280,000 professionals.

Because of this new partnership, NAEPC members and members of affiliated local councils can take advantage of a 50% discount on Gold and Platinum Community Profiles!

See complete details about this benefit.

We are very proud to make the following benefits available to you, the members of our affiliated local councils, at reduced prices or substantial discounts:

  • Acquire Direct Marketing
  • Advisys
  • AfterSteps
  • Amicus Creative Media
  • BizActions LLC
  • Business Valuation Resources, LLC
  • Charitable Planning Desk Reference for Advisors / Strategic Philanthropy
  • CrummeyService
  • Discuss Directives, LLC - Heart2Heart Workbook & Deck of Cards
  • DocuBank
  • Estate Planning Smarts
  • Family Business Magazine
  • Florida Domicile Handbook
  • Klark Proposal Software
  • Konica Minolta Business Solutions
  • LegacyQuest, LLC
  • Legal Vault
  • Midwest Transaction Group
  • My Perfect Will
  • Oswald Companies Personal Excess Liability
  • Private Wealth Magazine
  • PS Awards
  • Ruby Receptionists
  • Sterling Cut Glass
  • The ABA Checklist for Family Heirs...
  • Trusts & Estates

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.

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!

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.

National Association of Estate Planners & Councils  1120 Chester Avenue, Suite 470  Cleveland, OH   44114
Phone: (866) 226-2224   ~   Fax: (216) 696-2582   ~   E-Mail:

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