Message from the President
Jordon N. Rosen, CPA, MST, AEP®
Belfint, Lyons & Shuman, PA
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 www.NAEPC.org.
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
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
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
- 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
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:
- Demonstrate that you have special knowledge, skill, and expertise in the
field of estate planning
- Allow you to gain the competitive edge…success requires setting yourself apart from
- 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®
|Eric Thomas Carver, MBA, JD, LL.M. (taxation), AEP®
||Bloomfield Hills, MI
|Alessandra DiMauro, CFP®, AEP®
|Douglas Finley, MS, CFP®, AEP®
|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®
|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®
|Michael W. Mihelich, JD, AEP®
|Patricia E. Miller, CFP®, AEP®
|Michael R. Miranda, CPA, QKA, AEP®
||Sioux Falls, SD
|John S. Mosher , CLU®, ChFC®, AEP®
|Charles W. Nichols, ChFC®, CAP®, LUTCF, AEP®
|Robert J. Robertory, III, MBA, MS, CFP®, CFA, CLU®, ChFC®, LUTCF, CASL,
|Hubert Ross, CFP®, CPWA®, ChFC®, AEP®
|Michael Sterling Smith, CLU®, AEP®
||High Point, NC
|Chance C. Stoeser, CFP®, CRPC, AEP®
||Sioux Falls, SD
|Lawrence Eric Wyss, MBA, CFP®, CLU®, AEP®
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
email@example.com if you want to learn more about serving as a
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
www.NAEPC.org website for all that we offer.
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.
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
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
complete information about this benefit.
Society of FSP's Arizona Institute, January 18-22, 2015 - Phoenix, AZ
ATTENTION NAEPC MEMBERS: ESCAPE WINTER'S WORST!
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
www.arizona-institute.com or call
FSP Member Services @ 800-392-6900 (M-F, 9 am-4:30 pm ET). Use promo code NAEPC.
complete information about this benefit.
- Acquire Seminar Marketing
- American Dream Planner Software
American Bar Association Paralegal Program
- Amicus Creative Media
- BizActions enewsletters for practioners
- BVR's Guide to Business Valuation Issues in Estate & Gift Tax edited by Linda Trugman, CPA/ABV, CBA, ASA, MBA
Cards for a Cure
- Charitable Planning Desk Reference for Advisors offered by Strategic Philanthropy
CrummeyService, America's Leading ILIT Software Company
DocuBank: Emergency Access to Vital Documents
Estate Planning Smarts, A Practical, User-Friendly, Action-Oriented Guide, By Deborah L. Jacobs
Family Business Magazine
- Family Wealth Map
Fiserv Investment Services
Florida Domicile Handbook: Vital Information for New Florida Residents
Heart2Hearts: Workbook and Deck of Cards, Discuss Directives, LLC
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