NAEPC {CouncilName|National Association of
Estate Planners & Councils}

The Asssociation of Choice for Estate Planning Professionals
December 2014
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Message from the President


Jordon N. Rosen, CPA, MST, AEP®
Belfint, Lyons & Shuman, PA
Wilmington, Delaware

Greetings from NAEPC. This is how I start my presentations to local councils so I thought it was appropriate to greet you this way as I begin my term as president. It is truly an honor to have been selected to lead the almost 260 local councils and 29,000 individual members that make up NAEPC and I look forward to the upcoming year.

The strength of our organization has always been our people. We continue to have a strong board, administrative and committee structure, made up of dedicated individuals who give countless hours of their time to provide the local councils and their members with quality programs, webinars, benefits, publications, and, of course, our signature event, the Annual Estate Planning Conference. If you have not had the opportunity to participate in all of these, please take a moment to check them out on the NAEPC web site at

Over the next year I hope to advance several initiatives. The first is the multi-disciplinary teamwork concept, which is at the core of our values, both at the national level and at the local council level. I am happy to have Mark Alton at the helm of this endeavor and if you were at the 51st Annual Estate Planning Conference in San Antonio last month, you noticed that it was the common theme of all presentations. We have even added a new tab on our web site, "Guide to Teaming" which we hope to populate with more valuable articles and information in the very near future.

The second initiative will be to bring those professionals in the philanthropy and planned giving area into the AEP® fold. Through the leadership of past president Joanna Averett, it is my hope that this becomes a reality in 2015.

My third initiative is to promote more diversity within the various estate planning professional groups that make up NAEPC. I see this as a long-term endeavor with the goal of a more diverse representation of professional estate planners at the local council and national level. You will be hearing more about this during the upcoming year.

Let me close by wishing you and your families and friends a joyous holiday season and a healthy and prosperous 2015!

Who Are We?
by Sidney Kess, CPA, JD, LL.M., AEP® (Distinguished)
One of the valuable parts of being associated with NAEPC is the unique opportunity to meet with some of the leading professionals in the estate planning area who bring a unique perspective to the field of estate planning. Not only are you joining together with attorneys and CPAs, but you are meeting the leading trust officers, financial planners, investment advisors, etc. In addition to their technical competence, they are some of the finest people I have had the opportunity to meet in my career. Every program that you attend is an exceptional experience. I treasure the time that I devote to NAEPC functions.



NAEPC National Website



Annual Conference

With a successful 51st Annual Conference in the rear view mirror, we would like to take a moment to say a few closing words from our board of directors:

  • To each ATTENDEE, we were delighted to have you with us and look forward to seeing you again!
  • To our SPEAKERS, thank you for offering your time and talent and for sharing your wisdom!
  • To the COMMITTEE for their years of hard work and planning, we appreciate you!
  • To each ESTATE PLANNING COUNCIL that sent a leader to Council Leadership Day, we are honored that you see that value in our program and can’t wait to see you next year!

Finally, we are so grateful for the support of all 51st Annual Conference sponsors for making this event possible, including Premier Sponsor:

Please start making your plans now to attend the 52nd Annual Conference. Additional information will be posted on our website very soon! Here are seven compelling reasons to attend:
  • Two full days of multi-disciplinary education
  • Nationally-known presenters
  • Up to 15 hours of continuing education credit
  • Reduced rate for council members
  • Private event just for AEP® designees
  • Networking with estate planners
  • One full day of council leadership sharing sessions

Accredited Estate Planner® Designation Program

Professional estate planners have access to an accreditation that acknowledges their experience and specialization in estate planning. The Accredited Estate Planner® (AEP®) designation is available to attorneys, Chartered Life Underwriters, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants, and Certified Financial Planners® and is awarded to professionals who meet stringent experience and education qualifications.

I believe that the team concept of estate planning best serves my clients.

If this statement describes you, please consider attaining the Accredited Estate Planner® designation. Growing at a rapid pace, the program truly embodies the core value of NAEPC, multi-disciplinary teaming. The AEP® designation will:

  1. Demonstrate that you have special knowledge, skill, and expertise in the field of estate planning
  2. Allow you to gain the competitive edge…success requires setting yourself apart from the competition
  3. Give clients and potential clients a way to identify you as a qualified estate planner who is able to meet their needs

See full program details, or contact our national office.

Please join us in congratulating the newest Accredited Estate Planner® designees nationwide:

John O. Henry Allen, Jr., CTFA, AIF®, AEP® Shelby, NC
Eric Thomas Carver, MBA, JD, LL.M. (taxation), AEP® Bloomfield Hills, MI
Alessandra DiMauro, CFP®, AEP® Westport, CT
Douglas Finley, MS, CFP®, AEP® Estero, FL
Alan E. Fleischauer, CFP®, CLU®, ChFC®, RICP®, AEP® Minnetonka, MN
Margaret Holly Isdale, JD, TEP, AEP® Bryn Mawr, PA
Kim Kamin, JD, B.A., AEP® Chicago, IL
Stanley M. Koehl, CLU®, CFP®, CASL®, ChFC®, AEP® Fort Wayne, IN
Scott A. LeBauer, CLU®, ChFC®, AEP® Highlands Ranch, CO
Steven H. McCleskey, JD, AEP® Memphis, TN
Michael W. Mihelich, JD, AEP® Riverside, CA
Patricia E. Miller, CFP®, AEP® Boulder, CO
Michael R. Miranda, CPA, QKA, AEP® Sioux Falls, SD
John S. Mosher , CLU®, ChFC®, AEP® Clearwater, FL
Charles W. Nichols, ChFC®, CAP®, LUTCF, AEP® Columbia, MO
Robert J. Robertory, III, MBA, MS, CFP®, CFA, CLU®, ChFC®, LUTCF, CASL, AEP® Fairfax, VA
Hubert Ross, CFP®, CPWA®, ChFC®, AEP® Destin, FL
Michael Sterling Smith, CLU®, AEP® High Point, NC
Chance C. Stoeser, CFP®, CRPC, AEP® Sioux Falls, SD
Lawrence Eric Wyss, MBA, CFP®, CLU®, AEP® Baltimore, MD

The Council Corner: News Just for the Estate Planning Council

The Council Relations Committee wishes to thank the dedicated work of Paul Pantano who co-chaired the committee these last two years. We are pleased to welcome a current committee member, Kit MacNee from Southern California, as the co-chairperson to work with Paul Viren during 2015.

We are excited to announce the Walter Lee Davis, Jr. and Leonard H. Neiman Council of Excellence Award to be presented next November at the 52nd Annual Conference. Each of the 260 local councils are encouraged to apply for the recognition and share your success and experiences with all of us! See more information and the application.

If you feel a nudge to volunteer some of your time to help the Council Relations Committee, we welcome your call. Please contact the national office or Paul Viren at if you want to learn more about serving as a committee member.

Finally, we have had an amazing year as a Council Relations Committee with a record number of councils now affiliated with NAEPC. The reason for this success is simple – we provide the membership of each council a wealth of resources and educational offerings to their practice. Please check out the website for all that we offer.

Councils in the News

Charleston Estate Planning Council Awards 1st Lifetime Achievement Award

The Charleston Estate Planning Council has awarded the 2014 Lifetime Achievement Award to Peter S. White of Charleston for over 55 years of service to clients, the community and the estate planning profession. He is the first recipient of the award. White is a financial planner who works with individuals and businesses. He has earned credentials as a chartered life underwriter, chartered financial consultant, accredited estate planner, series 7 license, and chartered advisor in philanthropy. He has qualified for insurance industry honors including Top of the Table and Court of the Table and has been a member of the Million Dollar Round Table since 1962. White received his bachelor’s degree from West Virginia University in business administration. He has served as a volunteer and board member for numerous civic and nonprofit organizations around the state. See more information about the Charleston Estate Planning Council.

Member Benefits

All members of affiliated local councils have access to a growing and diverse offering 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.

New Benefits

Estate Assist, Inc.

Safe by Estate Assist: Your Online Safe Deposit Box

Safe by Estate Assist protects your financial and digital assets, as well as important life documents. This includes life insurance, loans, bank, brokerage, 401K, social media, email accounts, as well as your will, power of attorney, and more. Our product allows members to securely and accessibly store account information and documents, while making them available on the web or your mobile device.

With user-friendly, step-by-step workflows to set up and manage an encrypted and electronically stored digital estate, Safe's system replaces old paper binders, messy files, hand written notes, and password locked spreadsheets. We allow members to share their asset information with one or more trusted people, while living or upon incapacitation or death. This ensures that heirs get the money, property, and life insurance benefits that they deserve, including items they personally may not have been aware of.

NAEPC members can receive a 33% discount on all Safe plans by visiting Estate Assist, clicking "Get Started Free" and registering for a Safe account.

If you're interested in partnering with Estate Assist to provide Safe to your clients, please reach out to us at

See complete information about this benefit.

Society of FSP's Arizona Institute, January 18-22, 2015 - Phoenix, AZ


Join fellow estate planners and financial advisors at the Society of FSP's Arizona Institute on January 18-22, 2015, in Phoenix. NAEPC members, if registered by December 22, 2014, can save $200 off the regular non-member price.

Attendees will hear Jim Frank, JD, LL.M., on "Estate Planning and Portability," Gerry Beyer, BA, PhD, LL.M., JSD, on "Estate Planning for Non-Human Family Members," and more.

  • Earn up to 18 CE credits.
  • Expand your network of elite professionals and grow your practice.

For complete program information and to register go to or call FSP Member Services @ 800-392-6900 (M-F, 9 am-4:30 pm ET). Use promo code NAEPC.

See complete information about this benefit.

Existing Benefits


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