This Just In...
Special Issue of the NAEPC Journal of Estate & Tax Planning dedicated the
American Taxpayer Relief Act of 2012 ("ATRA")
The American Taxpayer Relief Act of 2012 was signed into law on Jan. 2,
2013, averting the fiscal cliff and avoiding draconian changes to our
transfer tax system. Far from the grand bargain needed to deal with our
nation's unsustainable deficits, ATRA was, in essence, a patch to prevent
the expiration of the Bush-era tax cuts from falling on middle-income
taxpayers. Even so, ATRA contained a number of promising transfer-tax
provisions that were adopted "permanently," resulting in planning clarity
for 2013 and beyond. Please see the
Editor's Column: Estate
& Tax Planning in 2013 and Beyond - The American Taxpayer Relief Act of 2012
for 10 Planning Pointers and Predictions.
Message from the President
Averett, MBA, CFP®, AIF®, AEP®
First American Trust
San Bernardino, California
It's hard to believe we are now one quarter through my term as president of
this fantastic organization!
There are so many exciting things to talk about this time of year—the
50th Annual Conference approaching so quickly, spring
and summer just around the corner, and the fantastic pool of talent on our board
and serving as volunteers on various committees, etc. Today I will focus this
message on the true core value of NAEPC—the team approach to estate planning,
and the Accredited Estate Planner® designation.
At NAEPC, we believe the AEP® designation serves as a message that we embrace
the team concept of estate planning and are comfortable enough in our skin to
welcome working cooperatively with other professionals in order to best serve
our mutual clients. For many of you, your credentials, professional background,
and reputation are such that you qualify to earn the AEP® designation with
nothing further required except the completion of an application. Coursework may
certainly be required for some and some will choose to take the coursework even
if it is not a required element of the application, however. Down to our very
core, this association supports the team concept of estate planning. Do you? If
your answer is "yes," please consider the AEP® designation!
Read more below.
N. Rosen, CPA, MS (taxation), AEP®
Belfint, Lyons & Shuman, PA
plan on joining NAEPC & The NAEPC Education Foundation this November in Las
Vegas, Nevada. The hosting property, The Cosmopolitan of Las Vegas, is
the newest property on the Las Vegas Strip and the annual conference provides
the perfect opportunity for just a little extra time away! Plan now to join the
celebration of 50 years of exceptional conferences and educational programming!
BREAKING NEWS! The 50th Annual Conference
program has been released, our speakers are:
Thursday, November 21, 2013
- Jeffrey N. Pennell, JD / Current Developments
- Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished) / A Portable Guide
to the Portability Election
- Paul S. Lee, JD, LL.M. / Family Investment Partnerships: Structure,
Design, Issues & Problems (Beyond the Valuation Discount)
- Nancy B. Rapoport / Social Science, Human Error & Behavior
- David A. Handler, JD, AEP® (Distinguished) / Structuring Trusts or Trust
- Breakout Session: David A. Handler, JD, AEP® (Distinguished), Stephan R.
Leimberg, JD, AEP® (Distinguished), and Richard A. Oshins, JD, LL.M., MBA,
AEP® (Distinguished) / How to Get Your Clients to Proceed with Their
- Breakout Session: Christopher R. Hoyt, JD, AEP® (Distinguished) / So You
Want to Be a Philanthropist?
- Breakout Session: Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® /
Special Needs Trusts: What Every Estate Planning Professional Needs to Know
- Private Session for Active Accredited Estate Planner® Designees Only:
Stephan R. Leimberg, JD, AEP® (Distinguished) / Six Magic Steps to Power
Friday, November 22, 2013
- David H. Kirk / Section 1411 - The Tax Version of the Twilight Zone
- Carlyn McCaffrey, LL.B., LL.M., AEP® (Distinguished) / Using Defined
Value Clauses to Reduce Gift Tax Valuation Risk
- Steven J. Oshins, JD, AEP® (Distinguished) / Hybrid DAPT
- John W. Porter, B.B.A., JD, AEP® (Distinguished) / FLPs
- Robert S. Keebler, CPA, MST, AEP® (Distinguished) / Advanced Tax
Strategies for High Net Worth Individuals
- Breakout Session: Vincent M. D'Addona, CLU®, ChFC®, AEP®, Robert S.
Keebler, CPA, MST, AEP® (Distinguished), and Steven J. Oshins, JD, AEP®
(Distinguished) / Choice of Wealth Shifting Strategies
- Breakout Session: Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
Nominee, Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF,
MSFS, MSM, and Robert C. Slane, CLU®, AEP® / Let's Get Ready to Rumble:
Fundamentals of Life Insurance
- Breakout Session: Jeremiah W. Doyle IV, JD, LL.M. (taxation), LL.M.
(banking law), AEP® (Distinguished) / Estate Planning for Divorces
The Annual Conference Committee prides itself on choosing exciting companion
programs for those that accompany Council Leadership Day and Educational Package
registrants to the conference! Three thrilling programs are planned for this
- Wednesday, November 20, 2013 - The Cosmopolitan of Las Vegas Food Tour &
- Thursday, November 21, 2013 - Day Trip to Hoover Dam and Boulder City,
- Friday, November 22, 2013 - Historic Las Vegas, including the Freemont
St. Zip Line Adventure
The registration brochure will provide a full description of each program.
Two- and three-day registration packages are available and include the Welcome
Reception, breakfasts, and tours.
Online registration is open now! Visit
for more information.
Finally, the Annual Conference provides a fantastic opportunity to reach
NAEPC members face-to-face at our only in-person event each year. Sponsoring or
exhibiting provides an opportunity for your organization have a presence for as
little as $1,250, with the ability to gain national exposure to estate planning
http://www.naepc.org/conference for complete information today!
Accredited Estate Planner® Designation Information
Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Hawthorn - PNC Family Wealth
As we approach the end of the tax season (for timely filers), I wish you
well. We all have our hands full at this time of year! As we see the family of
AEP® designees 1,600+ strong continue to grow and expand, I want to thank the
affiliated local councils who have referred new members and commend them on
their commitment and creativity. In the next issue of this newsletter I will
thank you each specifically.
This year just keeps getting better and better as we approach the 50th
anniversary of the Annual Conference! NAEPC Estate Planning Hall of Fame® 2004
entrant, Stephen R. Leimberg, JD, AEP® (Distinguished), will be the speaker at
the private AEP® session on Thursday, November 21, 2013. This is the third time
we have had this segment at the annual conference and we could not be more
pleased that Steve will be our presenter this year. Special thanks to fellow
board member Jordon Rosen and the committee as they work hard to bring us a
fantastic 50th Annual Conference.
For existing designees, please consider referring qualified candidates to
obtain the designation. There is strength in numbers and we would be thrilled to
welcome more new designees in 2013!
For those that may not be as familiar with the program, the Accredited Estate
Planner® 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
- 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
NAEPC would like to congratulate the newest Accredited Estate Planner®
designees on their achievement:
|David S. Berezin, CPA, AEP®
David Eldridge Burns, CTFA, AEP®
Vanessa Lynn Brown Claiborne, CPA/ABV, ASA, BS, MBA, AEP®
New Orleans, LA
Christopher C. Collins, CFP®, CLU®, ChFC®, AEP®
William F. Denney, CLU®, AEP®
Andrew A. Dincolo, MBA, CPA, CGMA, AEP®
Farmington Hills, MI
Joseph N. Grabar III, CLU®, ChFC®, CFP®, MSFS, AEP®
Marjorie A. Harris, JD, AEP®
Nicholas A. Harris, CFP®, CRPC®, AEP®
Debra Hirschi, CPA, AEP®
Melissa Langa, A.B., JD, LL.M. (taxation), AEP®
Mary E. Macukas, CFP®, AEP®
John A. Macukas, CFP®, AEP®
Aron W. McDonald, CTFA, CFP®, AEP®
Mitzi E. Mulloy, CFP®, AEP®
Elizabeth E. Nam, JD, AEP®
Palm Beach, FL
Robert J. Pyle, CFP®, CFA, AEP®
Shawna M. Robinson, CPA, MBA, AEP®
Mitchell D. Rosenberg, CLU®, ChFC®, CFP®, MSFS, AEP®
Thousand Oaks, CA
|Leonard Scott Sanford, CLU®, ChFC®, CFP®, AEP®
|| Denver, CO|
|Cheryl J. Schaffer, CPA, MST, AEP®
|Steven M. Schmitt, CFP®, AEP®
|Ronald C. Scott, CFP®, ChFC®, CLU®, CLTC, AEP®
||New York, NY|
Bryan W. Skoruppa, MS, CFP®, CTFA, CLU®, ChFC®, AEP®
San Antonio, TX
Jeffrey T. Talbert, BA, JD, LL.M. (taxation), AEP®
Virginia Beach, VA
Gregory D. Thomas, CPA, CIC, LUTCF, MBA, AEP®
Jeffrey M. Turner, CFP®, CLU®, ChFC®, MBA, AEP®
John M. Woleben, Jr., B.S., CLU®, ChFC®, AEP®
Virginia Beach, VA
Deborah A. Yeats, CFP®, AEP®
S. Viren, CLU®, ChFC®, AEP®
Viren & Associates, Inc.
The Council Relations Committee is pleased to report that we have added 6 new
or past renewing estate planning councils to our ranks and we are on pace to
have 235 councils from all corners of the country in 2013. The Council Relations
Committee, made up of 21 dedicated volunteers, is engaging regularly with the
councils assigned to them within their territory.
Council leaders can anticipate hearing from these volunteers with their
mission of sharing the benefits of our relationship together, which is designed
just for you—the members of the affiliated local councils!
In particular, this April is National Financial Literacy Month and many of
our councils are participating in this annual effort to educate the public on
the benefits of being aware of financial and estate planning topics and issues.
This special month is not just for councils though—please consider how you may
wish to become involved!
Please also be aware that the third week of October is National Estate
Planning Awareness Week. If you need additional information or marketing
materials we can provide these materials to you and are happy to assist you or
your local council in its efforts to educate our communities.
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, the
members of our affiliated local councils, at reduced prices or substantial
discounts. A brief description of each product or program can be found online in
the member benefits section of our website, along with pricing and ordering
information. Some of the resources are even complimentary—take a look today!
ABA RPTE 24th Annual Spring CLE Symposia, May 2-3, 2013, Washington, DC
This year's Symposia will offer an insider's view of the latest planning
techniques and developments in both estate planning and real property. Speakers
will include not only the nation's leading practitioners and professionals, but
also a wide variety of Washington, D.C. insiders including judges, officials
from United States government agencies, and U.S. Senate staff from both sides of
the aisle who will share their insights on both recent developments and future
trends. The Symposia will also offer valuable networking opportunities with
attorneys from across the country, including working lunches hosted by
substantive committees. Finally, we have planned a variety of social events for
your enjoyment during your visit to our nation's capital, highlighted by a
private reception on Thursday evening at the National Portrait Gallery. See
full program information and the
NAEPC members (AEP designees and members of affiliated local councils) who
have never attended the RPTE Symposia before may take advantage of a special
$250 discount extended to all first time registrants. In addition, all members
who register before April 12th are eligible to receive a complimentary ticket to
the Thursday committee luncheon!
DocuBank: Emergency Access to Healthcare Directives
DocuBank service is a complete document solution for your clients. The Emergency
Access Card makes healthcare directives and other emergency information
immediately available to hospitals 24/7/365, anywhere in the world. The wallet
card displays allergies, medical conditions and emergency contacts and provides
hospitals with the information they need to obtain healthcare directives
immediately via fax or the web.
allows clients to upload their complete estate plan and all their important
documents to a private online storage bank. Both services offer branding and
marketing support for your firm. DocuBank specializes in working with estate
planning professionals to increase client conversion and retention by providing
a low-cost, value-added service they will appreciate. DocuBank provides peace of
mind for your clients and provides great marketing benefits for
- Your firm name and information appear on all client cards, SAFE home
page and DocuBank correspondence.
- Alerts sent to your client's family feature your name and contact
- The "DocuBank Provider Finder" service on the website guides prospective
clients to your firm.
- A fax sent to the client's physician puts your firm information in front
of area doctors.
- DocuBank renewals can be a tangible addition to your client
Ordering information for individual members can be found when entering the
password-protected area of the NAEPC website.
to begin providing DocuBank.
- ABA Book Publishing / The ABA Checklist for Family Heirs
- Acquire Direct Marketing
- American Dream Planner LLC
- Amicus Creative Media & Legal Vault
- BizActions LLC
- Business Valuation Resources, LLC
- Cards for a Cure
- Charitable Planning Desk Reference for Advisors / Strategic Philanthropy
- Discuss Directives, LLC - Heart2Heart Workbook & Deck of Cards
- Estate Planning Smarts / Pensworth
- Family Business Magazine
- Fiserv Investment Services
- Florida Domicile Handbook
- International Genealogical Search Inc.
- Klark Proposal Software
- Konica Minolta Business Solutions
- Lawgic, LLC
- LegacyQuest, LLC
- Midwest Transaction Group
- My Perfect Will
- My Personal DataSafe LLC
- Oswald Companies Personal Excess Liability
- Private Wealth Magazine
- PS Awards
- Ruby Receptionists
- Sterling Cut Glass
- The Ultimate Estate Planner
- 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.
The NAEPC Education Foundation Corner
Sabuco, CFP®, AEP®
Executive Director & Publisher
Happy springtime and happy National Financial Literacy Month!
Our public outreach campaign is off to an outstanding start. To see the 2013
Press Release and Media Kit for National Financial Literacy Month (NFLM) &
National Estate Planning Awareness Week (NFLM), or to download the 2013
Affiliated Local Estate Planning Council Information Kit, and for a listing of
upcoming free webinars, please click
NFLM Campaign—Here are some simple ways for you to
- Become part of the concentrated media blitz by adding new estate and
financial planning checklists and/or editorial content to your website,
newsletters, social media groups, local newspapers, and
radio/television/web-based shows in support of National Financial Literacy
Month (April) and National Estate Planning Awareness Week (3rd week in
- Encourage your council, organization, and colleagues to host
community-wide programs built around estate and financial planning during
the April and October.
- Help us identify and encourage other financial services companies,
employers, and nonprofits to join us in supporting and participating in NFLM
and six-months later during NEPAW.
- Circulate the communication and the 2013 Media Kit to colleagues,
associates, media contacts, and other parties as you see appropriate.
NFLM Report and Scrapbook—How to be included
To be included in our 2013 NFLM Report and Scrapbook don't forget to email us
copies or links to your client checklist, articles, websites, and community
activities created in support of National Financial Literacy Month. We will use
that feedback in our planning to develop "Council Challenges" to generate
friendly competition in future years, for both National Financial Literacy Month
each April and National Estate Planning Awareness Week in October.
Stelter & The NAEPC Education Foundation 2013 Research Project
Metrics that Matter: the Links between Advisors, Donors, and Nonprofits
We know a large number of Americans do not have a current estate plan. NAEPC
and the NAEPC Education Foundation are dedicated to reducing these numbers, and
are making great strides in the public outreach campaigns.
When we expanded our alliances to include the nonprofit sector,
The Stelter Company reached out to help us.
Our colleagues in the nonprofit sector regularly interface with donors regarding
their estate and financial plans and are frequently included within those plans.
We believe there are many hidden opportunities between financial advisors and
nonprofits that will improve estate and financial planning awareness and
financial literacy. In order to identify these opportunities, we have developed
some powerful ideas for a joint research project. The results and data from our
research project will be initially presented at Partnership for Philanthropic
Planning's Annual Conference in October and to AEP® designees, affiliated local
estate planning councils and their members, and the professional communities at
large during National Estate Planning Awareness Week.
We can't do it alone and welcome your support—Be a part of
We are hard at work becoming the 'foundation of choice' for improving
financial awareness and financial literacy amongst the estate and financial
planning professionals, nonprofits and the public. If you
or a client would like to make a donation, planned giving gift, bequest, grant,
or to learn more about us and how you can make a meaningful difference, please
contact me directly at V.Sabuco@TheNAEPCEF.org
Thank you for your assistance and support!
Valentino Sabuco, CFP®, AEP®
Executive Director & Publisher
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.
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.
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National Association of Estate
Planners & Councils 1120 Chester Avenue, Suite 470
Cleveland, OH 44114
Phone: (866) 226-2224 ~ Fax: (216)
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2013, All Rights Reserved.