NAEPC National Association of
Estate Planners & Councils

The Association of Choice for Estate Planning Professionals
June 2015

Message from the President


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

This summer season has surely started off on a unique foot. The weather, at least in the East, has included a variety of average spring days paired with periods of exceptionally warm weather, distinctive, indeed! Much like the beginning of summer holds a special place in our hearts, NAEPC holds a unique position within the estate planning community.

Our organization, unlike many others, was built to serve the estate planning councils. Over time, those services have expanded to members of affiliated estate planning councils and Accredited Estate Planner® and Estate Planning Law Specialist designees. You are receiving this newsletter as either an active designee or a member of an estate planning council affiliated with NAEPC. As you read through, you'll find that it includes a wealth of information about benefits that you can take advantage of, all because your council has chosen to maintain its membership in NAEPC. If this is the first time you are reading NAEPC News, welcome to a family of 29,000 estate planning professionals, please read on!

In closing, I truly hope you are taking advantage of all of the benefits that NAEPC offers, including our signature annual event, the 52nd Annual NAEPC Advanced Estate Planning Strategies Conference with pre-conference sessions for Estate Planning Council Leaders. I will most certainly be in Florida this November, and hope you will be too.


Who Are We?
by E. Randolph Whitelaw, AEP® (Distinguished)
We are a 'fiduciary advisor' to our clients fully aware that, to demonstrate best practices, we must always understand our client's objectives, reliance upon other 'team' professionals and... our limitations. Further, we must quarterback an active plan management process recognizing that service commitment best aligns our interest with those of the client.



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Conferences & Events

Upcoming Webinars in the Robert G. Alexander Webinar Series

WebinarRegistration Fees
$40 / Accredited Estate Planner® designee
$60 / member of an affiliated local estate planning council
$100 / individual non-member
$250 / council meeting or group gathering

Next Program

Wednesday, July 8, 2015 3:00pm - 4:00pm ET
Your Clients May Not Be Cyborgs But You Still Must Plan for Their Digital Assets
Gerry W. Beyer, JD, LL.M., JSD, AEP® (Distinguished) Nominee

This beginner presentation focuses on the developing area of "digital assets," electronic records ranging from e-mail accounts to banking, investment, and shopping accounts, domain names, social networking sites, and online games. Prof. Beyer will offer guidance on the utility of comprehensive planning for digital assets and will discuss issues that affect this set of assets, offer estate planning options, analyze existing laws, and explore current and future trends in this area.

Gerry W. Beyer joined the faculty of the Texas Tech University School of Law in June 2005 as the first holder of the Governor Preston E. Smith Regents Professorship. Previously, Prof. Beyer taught at St. Mary's University and has served as a visiting professor at several other law schools including Boston College, The Ohio State University, Southern Methodist University, the University of New Mexico, Santa Clara University, and La Trobe University (Australia). He is the recipient of dozens of outstanding and distinguished faculty awards including the Chancellor's Distinguished Teaching Award, the most prestigious university-wide teaching award at Texas Tech. Prof. Beyer was also the recipient of the 2012-2013 Outstanding Researcher Award from the Texas Tech School of Law. As a state and nationally recognized expert in estate planning, Prof. Beyer is a highly sought after lecturer. He presents dozens of continuing legal education presentations each year for many state and local bar associations, universities, and civic groups. Prof. Beyer is the editor of the most popular estate planning blawg in the nation which for the past five years has been named to the ABA Journal's Blawg 100. He has authored and co-authored numerous books and articles focusing on various aspects of estate planning, including a two volume treatise on Texas wills law, an estate planning casebook, and the Wills, Trusts, and Estates volume of the Examples & Explanations series. He has three times won awards from the American Bar Association's Probate & Property magazine for his writing and is one of the most often downloaded law authors on the Social Science Research Network. He is currently the Editor-in-Chief of the REPTL Reporter, the official journal of the Real Estate, Probate and Trust Law Section of the State Bar of Texas. Prof. Beyer serves as a mentor to many students and various law school organizations as well participating regularly in pro bono activities. He is the advisor for the Estate Planning and Community Property Law Journal and its annual seminar. Professor Beyer received his J.D. from the Ohio State University and his LL.M. and J.S.D. degrees from the University of Illinois. He is a member of the Order of the Coif, an Academic Fellow of the American College of Trust and Estate Counsel, and a member of the American Law Institute.

Register Now
Upcoming Programs

Wednesday, August 12, 2015 3:00pm - 4:00pm ET
Financed Life Insurance with Exit Strategies
Michael W. Halloran, CFP®, CLU®, ChFC®, AEP® (Distinguished) Nominee

Register Now

Wednesday, September 9, 2015 3:00pm - 4:00pm ET
Financial Reform: Impact on Your Merchant Account sponsored by LawPay®
Janelle Benefield
This is a complimentary program for NAEPC members.

Register Now

Wednesday, October 14, 2015 3:00pm - 4:00pm ET
Subchapter J (Income Tax of Trusts and Estates)—The Forgotten Tax
Jeffrey N. Pennell, JD

Register Now


Wednesday, December 9, 2015 3:00pm - 4:00pm ET
Asset Protection and Estate Planning for Retirement Benefits
Edwin P. Morrow

Register Now
Continuing Education Credit

Continuing education credit is available at each webinar for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self file for a distance-learning program.


52nd Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-conference Sessions for Council Leaders

Education & Collaboration

November 18 - 20, 2015
Amelia Island, Florida ∙ Omni Amelia Island Plantation

Please plan to attend the 52nd Annual NAEPC Advanced Estate Planning Strategies Conference with pre-conference sessions for Estate Planning Council Leaders where we have scheduled the brightest minds in estate planning to make impactful presentations on the most recent developments in the areas of estate, tax, trust, insurance and financial planning.

  • Steve R. Akers, JD, AEP® (Distinguished): "Annual Update" & "Exclusive AEP® Session: A Dialogue with Steve Akers"
  • Janelle Benefield: "Financial Reform & Its Impact on Your Merchant Account"
  • Tom Breedlove: "The Case(s) for Household Employment Compliance: Case Studies Illustrating How to Mitigate Tax & Legal Risk"
  • Mickey R. Davis, JD: "All About that Basis: Creative Ways to Obtain Basis at Death"
  • Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished): "Dealing with Uncle Sam, Everyone's Least Favorite Relative in the Family Business (Income Tax Planning for Closely-held Businesses)"
  • Michael W. Halloran, CFP®, CLU®, ChFC®, AEP® (Distinguished) Nominee: "Due Diligence in Selecting and Understanding Life Insurance Policies"
  • Stephan R. Leimberg, JD, AEP® (Distinguished): "Life Insurance - Key Cases and Rulings of 2014-15"
  • Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished): "Improving (and/or Revisiting) Popular Estate Planning Strategies"
  • Jeffrey N. Pennell, JD: Third Party Trusts in Divorce - Is a Beneficiary's Interest Marital Property?"
  • John W. Porter, B.B.A., JD, AEP® (Distinguished): "The 30,000 Foot View from the Trenches: A Potpourri of Transfer Tax Issues on the IRS's Radar Screen"
  • Nancy B. Rapoport, JD: "Nudging More Ethical Behavior through Incentives and Checklists"
  • Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished): "Planning Potpourri"
  • Diana S.C. Zeydel, JD, LL.M.: "Portability or No: Death of the Credit Shelter Trust"

The program is a great way to receive up to 15 hours of continuing education credit and participants will depart with tactics for putting advanced concepts into practice in a multi-disciplinary environment.

You've already made NAEPC your association of choice; why not make the 52nd Annual NAEPC Advanced Estate Planning Strategies Conference your conference of choice?

Set in the Sea Island chain, Amelia Island was Florida's first luxury destination and it is still treasured for its long stretches of quiet beaches, natural beauty, unique history, and charming character.

See full program information and online registration.

The 52nd Annual NAEPC Advanced Estate Planning Strategies Conference is sponsored by:


Sponsorship Opportunities
The NAEPC Advanced Estate Planning Strategies Conference offers a unique and affordable opportunity to connect with NAEPC members. Don't miss your opportunity to participate in NAEPC's only national, face-to-face meeting each year - sign up to sponsor or exhibit now! Questions about sponsoring or exhibiting may be directed to Ed Socorro at or 312-600-5303.

Member Resources

The NAEPC Journal of Estate & Tax Planning

The NAEPC Journal of Estate & Tax Planning is a web-based library of best-in-class thought leadership appropriate for every member of every estate planning council. Visit today to view current and past issues of the publication.

Published quarterly and available at no-charge to all estate planning council members and Accredited Estate Planner® designees, The Journal is considered to be one of the top benefits of membership in NAEPC.

Have an idea for a hot topic or cool tool? Email with your suggestion!

Member Benefit Programs

All members of affiliated local councils have access to a growing and diverse offering of benefits provided by the council's affiliation with NAEPC. 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.

Featured Benefits

AICPA Advanced Estate Planning Conference, July 20-22, 2015, Salt Lake City, UT

During the 2015 AICPA Advanced Estate Planning Conference, you'll get up to speed on the most current aspects of estate, gift and inheritance planning. Respected experts will share updates from the Hill, with advanced technical training, interactive sessions, case studies and more. Don't miss this opportunity to discover sophisticated insights into estate planning's newest challenges, and gain the resources to effectively construct your clients' estate plans.

Who Should Attend
CPAs, financial planners, attorneys, insurance agents and tax advisors with a fundamental knowledge of estate planning.

Register online HERE or download the full conference brochure HERE.

Please log into our members-only area for special pricing and ordering links.

Disinherit the IRS

Help your clients Disinherit the IRS

In today's competitive financial services industry, you need more than just a license to sell insurance, securities, and investment products.

Studies on generational marketing reveal a different kind of decision-making process is now taking place in America. The Greatest Generation is beginning to pass its wealth to the Baby Boomer and X generations and this means your style of sales will need to adapt if you want to build new relationships and gain their trust.

Education is a key factor in marketing to these sophisticated clients.  But it takes more than just a slick product brochure. And while a generous expense account can help you build a relationship over dinner, these consumers will need more than just a nice conversation.

That's why Author and Family Wealth Preservation Specialist - E. MICHAEL KILBOURN dusted off his best-selling book Disinherit the IRS, and rewrote it in 2014.

NAEPC members receive a 25% discount off the retail price by logging in to the members only section and placing an online order.

Please log into our members-only area for special pricing and ordering links.

WealthCounsel 2015 Symposium, July 14 - 17, 2015, San Diego


This special conference is full of valuable learning, collaboration and guidance on how to advance your practice. Now, prepare yourself for an even more memorable experience at Symposium 2015 with 3½ days of learning and networking:

  • Fill your first day with half-day intensive courses or take in San Diego through fun excursions that include collaborative discussions
  • Mix up your learning experience with 90-minute classroom breakouts and 60-minute workshops, presentations and panel discussions
  • Be inspired by BOLD Talks - short, motivational stories of personal growth and success
  • Get your day off to an energizing start with powerful keynote speakers

You'll learn. You'll network. You'll discover new ways of thinking that can help you elevate your practice. You'll be glad you made the decision to be in San Diego for a new and exciting Symposium experience.

In partnership with WealthCounsel, the Estate Law Specialist Board is excited to offer an in-person review course and proctored Estate Planning Law Specialist exam at The 2015 Symposium, scheduled from July 14-17, 2015 in San Diego, California. Once registered for the proctored exam, candidates will be contacted by the Estate Law Specialist Board with the application for certification, which must be completed and returned to the Estate Law Specialist Board in advance of the exam and by June 30, 2015. Exam results will be communicated within thirty (30) days.

Please log into our members-only area for special pricing and ordering links.

Existing Benefits

Accredited Estate Planner® Designation

Professional estate planners can achieve an accreditation that acknowledges their experience and specialization in estate planning. Simply put, the Accredited Estate Planner® designation means "I believe in the team concept of estate planning." Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character, the AEP® designation helps both clients and colleagues understand your belief in, and dedication to, the team concept of estate planning.

The Accredited Estate Planner® designation is available to attorneys, Chartered Life Underwriters®, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants®, and Certified Financial Planners® who are actively engaged in estate planning and meet stringent qualifications at the time of application and commit to ongoing continuing education and recertification requirements. See more information about the AEP® designation program.

Spotlight on the Estate Planning Hall of Fame®

The Estate Planning Hall of Fame® was created in 2004 to recognize distinguished service to the estate planning community. As of November 20, 2015 there will be 87 entrants into the Hall of Fame, representative of all of the estate planning-related disciplines and an academic category. Those honored by induction are truly the "best of the best" in the industry, modeling the values of the National Association of Estate Planners & Councils. Please visit our website to learn more.

Please join us in celebrating with the newest Accredited Estate Planner® Designees:

Barbara C. Attardo, CFP®, AEP® Boston, MA
Jay C. Burgman, CFP®, AEP® Jamison , PA
Lisa Weinstein Burns, JD, LL.M. (taxation), AEP® Boston, MA
Yasmin Causer, MST, CPA/PFS, CFP®, AEP® Waltham, MA
Stephen Arthur Colella, CPA, PFS, JD, MST, AEP® Woburn, MA
Tracy A. Craig, JD, AEP® Worcester, MA
Timothy M. Dardis, ChFC®, LUTCF, AEP® Sioux Falls, SD
David G. Domian, CFP®, ChFC®, CLU®, AEP® Chesterfield, MO
H. Jill Fivecoat, CFP®, AEP® St. Louis, MO
Evan Y. Lin, JD, CPA, AEP® Green Bay, WI
Richelle M. Maguire, CPA, MST, AEP® Boston, MA
Beth S. Milkovits, CFP®, AEP® Boston, MA
Kyle P. Mooney , ChFC®, LUTCF, AEP® Jacksonville, FL
Michael F. Niemann, CPA, CGMA, AEP® St. Louis, MO
John Przybylski, JD, LL.M. (taxation), CFP®, AEP® Boston, MA
Michael K. Rosenman, CLU®, ChFC®, CASL®, AEP®       Stamford, CT
Michael S. Schwartz, CFP®, AEP® New York, NY
Sun Mi "Anne" Shim, CFP®, EA, AEP® Los Angeles, CA
Mark D. Silverstein, CFP®, AEP® Seattle, WA
Robert O. Stachura, CFP®, AEP® Millersville, MD
Julie Thomas Sward, JD, CFP®, AEP® Clayton, MO
Connell J. Tarr, CLU®, ChFC®, LUTCF, AEP® Portsmouth, NH
Eric B. Waggoner, CFP®, CLU®, ChFC®, AEP® East Lansing, MI
Jay M. Weinstein, CLU®, ChFC®, AEP® Timonium, MD
Andrew L. Whitehair, CPA, AEP® Cleveland, OH
Stephen N. Wilchins, JD, CPA, AEP® Wellesley, MA


Just for Estate Planning Council Volunteer Leaders

The Council Relations Committee wishes to thank the dedicated work of the 49 councils that submitted applications for the 2015 Walter Lee Davis Jr. & Leonard H Neiman Council of Excellence Award. The award committee will be reviewing applications over the coming months. We are looking forward to recognizing the winning councils on November 18th during Council Leadership Day at the 52nd Annual NAEPC Advanced Estate Planning Strategies Conference in Amelia Island, Florida.

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 or submit a brief interest form.

Your council contact on record will be hearing from the Council Relations Committee about all of the benefits available to both your council and its individual members very soon. In the interim, feel free to check out our website to see all of the valuable benefits, including the AICPA Advanced Estate Planning Conference, ABA Paralegal eLearning Program, the Washington Institute for Graduate Studies, and more!

Finally, the NAEPC board of directors wishes to thank the entire Council Relations Committee for the time they make available to keep in touch with each of the nearly 260 councils affiliated with NAEPC.

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