This Just In...

Enter to win a trip to the 50th Annual Conference!
New webinar series!
NAEPC is very excited to announce our first webinar on September 11, 2013!

Message from the President

PhotoJoanna Averett, MBA, CFP®, AIF®, AEP®
First American Trust
San Bernardino, California

Dear Friends:

Thank you for reading this issue of NAEPC News. I know you will find it packed with valuable information about your organization, the association of choice for estate planning professionals!

The 50th Annual Conference is nearly here and I would like to personally invite you to attend. This milestone conference features the most prominent speakers in our profession, a unique and intimate networking opportunity, and so much more. I'm excited to announce that you are able to enter to win one of three prizes to attend, please read more below.

National Estate Planning Awareness Week is also approaching quickly. Please read more within this newsletter from the president of The NAEPC Education Foundation, Clark B. McCleary, CLU®, ChFC®, AEP® (Distinguished). Help us spread the word to the public through your council and individual efforts – you need estate planning too!

I am enjoying my term as your president and encourage you to contact me at any time with your thoughts and ideas! I hope to see you in Las Vegas this November.


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Who Are We?

From the start of my advisory support to insurance/financial representatives, I've stressed that the estate planning process must be a collaborative effort involving the client's team of advisors. My experience is that the insurance/financial representative is often the one that is motivating the client to initiate the planning process. From there, the CPA and the attorney are brought in for the development of the plan. Read more

Terri L. Getman, JD, CLU®, ChFC®, AEP® (Distinguished)


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50th Annual Conference


Jordon N. Rosen
CPA, MS (taxation), AEP®
Belfint, Lyons & Shuman, PA
Wilmington, Delaware


  • Are you looking for top-notch education offered by the most prominent practitioners in estate planning?
  • Do you enjoy celebrating?
  • Would you like to earn up to 15 hours of CE credit?

If you answered "yes" to any or all of the questions above, please join us this November 20 – 22, 2013 in Las Vegas for the 50th Annual Conference!  The full conference brochure is now online!

We are very excited to announce a special contest just for this anniversary year!  You can enter to win one of three prizes to attend: 

  • Grand Prize - complimentary Council Leadership Day or Technical Education registration package, airfare reimbursement up to $500 and reimbursement for three nights of standard lodging (room & tax only) at The Cosmopolitan of Las Vegas at the NAEPC group rate. 
  • 2nd Prize - complimentary Council Leadership Day or Technical Education registration package and airfare reimbursement up to $500.
  • 3rd Prize - complimentary Council Leadership Day or Technical Education registration package.

To enter to win, please visit by September 26th and click the "click & email to WIN BIG" icon found near the top of the page, complete the email, and hit send!  It's that easy!  (Official contest rules can be found at

In addition to fantastic speakers, the annual conference offers an outstanding companion program.  Provided in a 2– or 3–day package, registered companions can take advantage of three excursions while in Las Vegas: The Cosmopolitan of Las Vegas food tour & cooking class; a day trip to Hoover Dam and Boulder City; and an historic Las Vegas tour, including an optional  ride on the New York, New York roller coaster.  More information can be found online or within the conference brochure.

NAEPC offers a unique and affordable opportunity to connect with over 400 attendees at the annual conference.  In addition, many of these attendees report back to their affiliated local estate planning council about their experience!  Don't miss your opportunity to participate in NAEPC's only national, face-to-face meeting each year – contact Ed Socorro at or 312–600–5303 if you are interested in sponsoring or exhibiting.

Accredited Estate Planner® Designation Information

PhotoM. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Hawthorn - PNC Family Wealth
, PA

As I reflect on our recent growth and the overall quality of the Accredited Estate Planner® designation program, I would like to first offer my heartfelt thanks to all active AEP® designees and a special thank you to those designees who have referred a professional to the program.  Are you interested in helping us reach the 2,000 designee mark?  If so, please review the program requirements or contact Susan Austin-Carney at our national office today!

This newsletter shares a great deal of information about the annual conference, but one session is especially important to me – the private AEP® session on Thursday evening with Stephan R. Leimberg, JD, AEP® (Distinguished), "Six Magic Steps to Power Marketing."  Fear not!  There is still time to complete the application process before the conference so you too can attend this intimate session with one of our favorite Estate Planning Hall of Famers! 

Speaking of the Estate Planning Hall of Fame, please join me congratulating the 2013 entrants, listed below.  A special induction ceremony will take place on Friday, November 22nd at the annual conference.

Frank S. Berall, Atty, LL.M., AEP® (Distinguished) Nominee

Hartford, CT

Gail E. Cohen, JD, AEP® (Distinguished) Nominee

New York, NY

Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) Nominee

Villanova, PA

Tim Kochis, JD, CFP®, AEP® (Distinguished) Nominee

San Francisco, CA

Lawton M. Nease III, Ph.D., CLU® AEP® (Distinguished) Nominee

Atlanta, GA

Duncan E. Osborne, JD, AEP® (Distinguished) Nominee

Austin, TX

Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished) Nominee

Tenafly, NJ

E. Randolph Whitelaw, AEP® (Distinguished) Nominee

St. Louis, MO

Please also join me in congratulating the newest Accredited Estate Planner® designees:

Molly Balunek, CFP®, AEP®

Beachwood, OH

Kevin Kwong-Ming Chung, CFP®, AEP®

Costa Mesa, CA

Thomas H. Craft, CPA, PFS, CDFA, AEP®

Cleveland, OH

David M. Desmarais, CPA, PFS, MST, MBA, AEP®

Waltham, MA

Cynthia Diccianni, RN, ChFC®, CLTC, CSA, AEP®

E. Norriton, PA

Andrew John Fama, JD, AEP®

Rochester, NY

Charles E. Federanich, CPA, MT, AEP®

Cleveland, OH

Stephen H. Gariepy, JD, AEP®

Cleveland, OH

Willie J. Goldwasser, CLU®, ChFC®, AEP®

Newton, MA

Mary Heaton, CFP®, ChFC®, AEP®

Orlando, FL

Joanne E. Hindel, JD, AEP®

Cleveland, OH

Alfred W. Hovis, Jr., ChFC®, CLTC, LUTCF, AEP®

Stuart, FL

Howard J. Kass, CPA, AEP®

Cleveland, OH

Joseph D. Kruse, CLU®, ChFC®, CFP®, AEP®

Dakota Dunes, SD

Stephen D. Peller, CLU®, AEP®

New Orleans, LA

Maria E. Quinn, JD, AEP®

Beachwood, OH

Kathleen K. Riley, CTFA, MBA, CWS, AEP®

Westlake, OH

June A. Seech, CTFA, AEP®

Cleveland, OH

Christopher St. John, CFP®, ChFC®, CASL, CLU®, CDFA, EA, MBA, AEP®

Myrtle Beach, NC

Larry A. Storm, JD, AEP®

Sioux City, IA

Missia A. Vaselaney, JD, CPA (inactive), AEP®

Cleveland, OH

Douglas E. Wessinger, JD, AEP®

Atlanta, GA

Council Relations Committee Report

PhotoPaul S. Viren, CLU®, ChFC®, AEP®
Viren & Associates, Inc.

The 250 estate planning councils affiliated with NAEPC are amazingly diverse. We are far reaching and different, with councils from Fairbanks, Alaska to Miami, Florida (and many places in between), and from our largest councils in Philadelphia and Boston to our smallest in Wyoming and Florida, all serve a wide variety of advisors very well, including you! There are so many councils with rich history, from the oldest council to our newest affiliates, Fairbanks and Anne Arundel County Estate Planning Councils. Drawn together by our common vision of providing support for one another in our various disciplines with the ultimate goal of serving our clients in our communities, our network of councils truly supports and helps to spread awareness of the team concept of estate planning.

The charge of the Council Relations Committee is to support each council, from large to small, old or new, to maximize their membership experience with the tools and benefits the NAEPC provides, and to assist the councils in passing these benefits down to you, the members of the affiliated local councils. Please reach out to our committee if you would like to learn more or have an interest in volunteering.

Member Benefits, Programs & Services

All members of affiliated local councils have access to the growing list of benefits provided through the council's affiliation with NAEPC, a list of which appears below. You are encouraged to visit to take a look today. As you browse, please remember that some benefits are password protected. For these special benefits 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.

Existing Benefits

  • ABA Book Publishing / The ABA Checklist for Family Heirs
  • Acquire Direct Marketing
  • Advisys
  • American Dream Planner LLC
  • Amicus Creative Media & Legal Vault
  • BizActions LLC
  • Business Valuation Resources, LLC
  • Cards for a Cure
  • CBData™
  • Charitable Planning Desk Reference for Advisors / Strategic Philanthropy
  • CrummeyService
  • Discuss Directives, LLC - Heart2Heart Workbook & Deck of Cards
  • DocuBank
  • 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

The NAEPC Education Foundation Corner

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

During a few decades of being honored to lead professional organizations, I can remember no time that I repeated a "president's message" the second time around, so this is a first! However, The Foundation's board of directors and I think that promotion of National Estate Planning Awareness Week at the local council level is so important that what follows is a repeat of my June message:

Although National Estate Planning Awareness Week is two months away, it is not too early for our 250 local councils to begin to make plans to promote the week of October 21 – 27 in your cities. Here is why I think that jumping on that bandwagon will be of tremendous value, not only to you, the members of our affiliated local councils, but to your council as well.

As I have spoken to a number of councils since Congress passed the Tax Act of 2012, I am asked by members if either NAEPC or its Foundation has advice for those concerned that the high-dollar exemptions in the gift and estate tax tables will significantly limit the number of clients who think they need our skills and services. These professionals are concerned about the future of their practices.

One step we can all take is to make plans to promote NEPAW in our communities and to stress in that promotion that estate planning is about much more than just taxes. Public meetings and seminars can be sponsored by your council to get this message across while showcasing some of your members. If this idea resonates with your council for this October, I suggest you call or email our Administrator, Eleanor M. Spuhler, at (866) 226-2224 to learn about the tools that NAEPC can provide to help in your efforts, including the recently released promotional kit!

Also, you will want to make certain that your council is well-represented at NAEPC's Annual Meeting and National Conference in Las Vegas on November 20 – 22. Additional information and material on local promotion of NEPAW in 2014 will be presented during Council Leadership Day on Wednesday, November 20th.

See you in Las Vegas!

Clark McCleary

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.

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