Message from the
Lawrence M. Lehmann, JD, AEP®
Lehmann Norman & Marcus LC
New Orleans, LA
It is with much excitement that I began my term as president of NAEPC on
December 1, 2015, following the excellent leadership of Jordon N. Rosen. During
Jordon's administration, the membership passed a bylaw change creating a
position on the NAEPC Board for a philanthropic professional; we have designed
significant enhancements to our annual Advanced Estate Planning Strategies
Conferences; and have done much to provide tools to implement high-performance
inter-disciplinary collaborative teams among our estate planning professions.
This year we will build upon last year's progress and provide more resources for
estate planners and local councils.
As a member of an estate planning council, you understand and support our
core value—the client is best served by a team approach to estate planning. If
you haven't already done so, please take a moment today to read the
newly-released white paper "High-Performance
Teaming & Professional Collaboration: A Multi-Disciplinary Team Approach to
Estate Planning." You can expect to hear much more on this white paper as
the year progresses!
Also in support of our core value, NAEPC administers the
Accredited Estate Planner® designation
to engaged and qualified professionals who meet stringent requirements. I truly
believe that the AEP® designation says to colleagues and clients, "I believe
in the team concept of estate planning" and helps one set themselves apart from
others in their profession. Won't you consider starting the AEP® application
process during 2016? We're almost to 2,000 designees—join the movement and
become designated today!
The benefit that we provide to our member councils, and to their members, is
a rather consistent topic of discussion among the board of directors. Are you
maximizing usage of the benefits available to you as a member of an affiliated
council? I suspect the answer is no! Take some time to refresh yourself on the
various opportunities, many of which are detailed within this newsletter. Take a
look at the entire list of "Value
Partners" (member benefit providers), attend a
webinar or the
annual conference, or visit the
NAEPC Journal of Estate & Tax Planning
today...you'll be glad you did!
I encourage you to contact me throughout the year with your feedback...it is
only with input from you—our members—that we can continue to grow as an
by Natalie B. Choate, Esq., AEP® (Distinguished)
|Not all is rosy when the multiple estate planning disciplines interact. In
my role as a writer and speaker on estate planning for IRAs, I hear the
complaints and sometimes have to act as referee. We should all work together,
yes....but DO we? Here are some stories I hear again and again. I hope you will
not recognize yourself!
Read more >
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.
Webinar: Do You Understand the New Basis Consistency Regulations and How
to Properly Complete New IRS Form 8971? (offered by The Ultimate Estate
Well, you better! (And you better do so quickly, because there's an important
deadline coming up!) New IRS Form 8971 is going to be required for any estate
required to file a Form 706 after July 2015. The first sets are due March 31,
2016 (UPDATED per IRS
While Form 8971 itself seems manageable, the Schedule A is going to be a
nightmare! Each asset must be reported separately for each beneficiary. Further,
there will be special rules for IRD and for assets passing to charity or a
spouse. These filings cannot be extended and penalties exist for not filing in a
timely manner! This is why we have enlisted the help of nationally renowned CPA,
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA to navigate estate
planners through this new form. Please join The Ultimate Estate Planner for a
very special and timely presentation entitled, "Understanding the New Basis
Consistency Regulations and How to Properly Complete Form 8971". During this
90-minute presentation, Bob will cover:
- The new basis consistency regulations
- Traps & Tricks of New IRS Form 8971
- How to properly complete Schedule A
- Special IRD rules
- Assets passing to charity and spouse
- And much, much more details necessary for properly completing Form 8971
full program information and registration. NAEPC members can take
advantage of a 25% discount using promo code "NAEPC25" at checkout. Hurry, the
discount is only available through the end of February!
But The House (EBTH) is an estate sale marketplace with a large network of
bidders that helps sellers maximize the value of their belongings. EBTH's full
service model—organizing, photography, cataloging, and logistics—makes the
estate sale, downsizing or liquidating process easy. It is also incredibly
worthwhile in that proceeds are typically 3-5 times higher than a traditional
estate sale. EBTH combines high-touch customer service with the reach of an
e-commerce site, while helping families and attorneys across the United States
deal with the difficulties of estate settlement.
NAEPC members that refer their clients to our special
NAEPC URL, will ensure that their clients receive a $100 rebate in the form of
an EBTH gift card at the conclusion of a successful qualified estate sale
through EBTH ($10,000.00 in value and above). This offer also applies to NAEPC
members who require help downsizing or liquidating their possessions during any
transitional phase in their lives.
Please visit www.ebth.us/naepc to
complete our consultation request form, and one of our wonderful representatives
will contact the person whose information was provided.
a life and legacy platform that helps you and your clients gather all of the
important information, documents and wishes that they might need in case
something happens to them. This includes wills, life insurance policies, and
health care directives, in addition to online accounts, letters to friends and
family, and much more.
With Everplans Professional, you can expand your role with clients, and create
additional opportunities for your business.
Everplans Professional Key Features:
- Secure cloud storage for client's vital
documents, wishes and information
- Unique sharing technology so clients can pick
and choose which information to share with different people in their lives
- Custom co-branding for you and your firm
- Attorney dashboard to keep track of client
- Ability to pre-populate client plans with
critical information to get them started
- Thousands of proprietary and educational
articles, checklists and resources
For more information and special NAEPC pricing, contact an Everplans
Professional representative at 844-362-7526 or
special page on the Everplans website. Please make sure to alert the
representative you are part of NAEPC.
Peace of Mind
is an advisor driven software focusing on estate and legacy planning. Your folio
was designed to organize a client's estate and legacy planning to a complete
level while creating a platform that provides them with instant access to their
life's most important documents, information and instructions.
The software will assist you in providing a platform for your client's most
important documents and information. As important as it is to provide that
system for your clients, the system is available to share with those
beneficiaries, family members, trustees and collaborating professionals. Access
to that information is extremely important because the moment those documents,
information and instructions may be needed the client may be incapacitated.
the challenges that advisors incur in their business. The software platform was
created by the same professionals. Wealth transfer and connection to the
beneficiaries is equally important. Yourfolio
is a tool that fosters the creation of those relationships and assists in
Have the important conversation with your clients. Would their loved ones know
where their important documents, instructions and information are if something
were to happen to them? Let your clients know that you invest in software to
ease their burden and will provide them with peace of mind. Advise your clients
that you take advantage of a state of the art technology to assist them if any
of life's unfortunate circumstance should come their way.
NAEPC members are entitled to a $200 discount on the yearly subscription of
$995, which provides for unlimited storage and unlimited client usage. The fee
will also be guaranteed for life, including all updates and additions, as long
as the subscription is maintained continuously.
The Merrill Anderson Company
Merrill Anderson Company has been creating compelling, inexpensive financial and
estate planning communications for 80+ years.
Customers include trust departments within banks, trust companies, RIAs,
broker-dealers, and attorneys.
NAEPC members are eligible to receive an exclusive and substantial discount for
Planning Update email campaign,
a bi-monthly e-newsletter with insights about what's happening in the
estate-planning field (largely talking about recent legislation). Copy can be
provided to drop into an existing template, or the firm can handle the template
creation in your brand architecture and take care of the emailing process!
Merrill Anderson will provide a significant discount, 66%, to NAEPC members on
the content license, and a 50% discount on the template setup fee if the user
would like the company to handle email distribution.
Contact Sirvydas Vebra at email@example.com or
203-377 4996 ext.103 and mention you're an NAEPC member to receive samples of
the latest issue and more information.
Visit www.merrillanderson.com to
learn more about Merrill Anderson and their other products.
Acquire Seminar Marketing
American Bar Association Paralegal Program
Amicus Creative Media
Bloomberg BNA's Art of the Estate Tax Return by Keith Schiller
BVR's Guide to Business Valuation Issues in Estate & Gift Tax edited by
Linda Trugman, CPA/ABV, CBA, ASA, MBA
Charitable Planning Desk Reference for Advisors offered by Strategic
CrummeyService, America's Leading ILIT Software Company
Disinherit the IRS
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
Florida Domicile Handbook: Vital Information for New Florida Residents
Heart2Hearts: Workbook and Deck of Cards, Discuss Directives, LLC
Are You Interested In...
- Gaining a Competitive Edge
- Setting Yourself Apart from Your Competition
- Demonstrating Your Knowledge, Skill & Expertise
- Identifying Yourself as a Qualified Member of the Estate Planning Team
Earn the Accredited Estate Planner® Designation Today
Snapshot of Qualifications
Commitment to the team concept of estate planning
Active license or certification as an attorney (JD), accountant (CPA),
insurance professional and financial planner (CLU®, CFP®, ChFC®), or trust
Reputation & Character
Three professional references of differing disciplines
Declaration to continuously abide by the NAEPC Code of Ethics
Completion of two graduate courses from The American College or similar
graduate courses through an accredited university, college, or school of law
as part of a masters' or doctoral degree program (fifteen+ years of
experience in estate planning may exempt one from this requirement)
Minimum five years actively engaged in estate planning
Minimum thirty hours of continuing education with fifteen in estate
planning every two years
Maintain membership in an affiliated estate planning council (when
To learn more or to download an application, please visit
www.NAEPC.org/AEP. Will you be the
2,000th designee? Start the application process today!
Please join us is welcoming the newest Accredited Estate Planner® designees:
|Betty Jean Arias , CFP®, CPWA, AIF®, AEP®
Robert L. Arone , JD, LL.M. (taxation), AEP®
Anthony R. Bartlett, ChFC®, CASL®, AEP®
Joseph E. Biloon, CFP®, AEP®
Marcus R. Boland, CLU®, ChFC®, CFP®, AEP®
George M. Bowen, CFP®, AIF®, AEP®
Edward F. Cahill, JD, CFP®, CLU®, ChFC®, AEP®
Chad A. Cardwell, MBA, JD, LL.M. (estate planning), AEP®
Melanie M. Colusci, CFP®, AEP®
Jeffrey S. Glaser , JD, AEP®
Anna S. Gluse, JD, CTFA, AEP®
Jeffrey Richard Hoenle, CFP®, AEP®
Sterling Heights, MI
Charles B. Jones , JD, LL.M. (taxation), AEP®
Eric I. Kala, CFP®, CLU®, ChFC®, AEP®
San Antonio, TX
James Robert Lazenby, CPA, M.Ac., AEP®
Michael A. Mathias, CLU®, ChFC®, CFP®, AEP®
Lisa Rispoli, CPA, AEP®
Irina S. Shea, JD, CELA, AEP®
Steven J. Stanganelli, CFP®, CRPC®, MS (finance), AEP®
Shannon B. Steensma, CFP®, CLU®, ChFC®, CASL®, AEP®
Albert Lea, MN
Christopher H. Suh, JD, MBT, AEP®
Stephen M. Thaler, CLU®, AEP®
Hunt Valley, MD
52nd Annual NAEPC Advanced Estate Planning
Strategies Conference with Pre-conference Sessions for Council Leaders
Education & Collaboration
November 16-18, 2016
Phoenix/Scottsdale, Arizona - The Wigwam
- Multi-disciplinary content provided by nationally-known presenters
- Continuing education credit (up to 15 hours)
- Networking with estate planners from around the country in a collegiate
The program includes one day for leaders of estate planning councils (Council
Leadership Day, Wednesday, November 16th) and two full days of continuing
education for every estate planning professional and discipline (Thursday,
November 17th & Friday, November 18th).
"Save the Date" brochure!
The full schedule, including speakers and topics, will be released soon!
Registration opens April 2016.
Robert G. Alexander Webinar Series
Providing estate planners with accessible, high quality, multi-disciplinary
education since September 2013.
$40 / Accredited Estate Planner® designee
$60 / member of an affiliated local estate planning council
$100 / individual non-member
$250 / council meeting or group gathering
Yearly subscription packages now available! Visit our website for
|Wednesday, March 9, 2016
Life Insurance as an Asset
Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
Life Insurance as an Asset
Class (LIAC) contextualizes life insurance within the principles of financial
planning. Starting with risk tolerance to direct the client's attention to
selecting appropriate policy styles, LIAC then positions those policies into the
fixed-return portion of a client's portfolio of diversified assets. This is an
Richard M. Weber, MBA, CLU®, AEP® (Distinguished) is an NAEPC Estate Planning
Hall of Fame® entrant and former national president of the Society of Financial
Service Professionals. A 48-year veteran of the insurance industry, he has been
an agent, insurance carrier executive, and for the last 20 years a fee-only
insurance consultant working with businesses and ultra-high net worth
individuals and families.
Wednesday, April 20, 2016
3:00pm - 4:00pm ET
Grantor Trusts - Third Party and Grantor Debt: What Are the Effects During Life
and At and After Death?
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Wednesday, June 8, 2016
3:00pm - 4:00pm ET
S. Stacy Eastland, JD, AEP® (Distinguished)
Register for the 2016
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.
You are receiving this message because of your affiliation with NAEPC or
because your local estate planning council asked for its members to be included,
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National Association of Estate Planners & Councils
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Phone: (866) 226-2224 ~ Fax: (216) 696-2582 ~ E-Mail:
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