Message from the
Lawrence M. Lehmann, JD, AEP®
Lehmann Norman & Marcus LC
New Orleans, LA
As the NAEPC leadership prepares to gather for its first of two yearly
face-to-face board meetings in early May, I am excited to share with you the
exciting progress that has been made during the first several months of 2016.
This organization, your organization, is truly experiencing a transformation,
and we are glad that you are here with us for the journey!
Much of the association's focus since the latter part of 2015 has been on
providing additional resources surrounding multi-disciplinary teaming, and in
weaving the teaming theme through all of the activities of NAEPC. While our core
belief has always been that the team concept of estate planning best serves the
client, we have taken steps and employed initiatives to provide additional
guidance on the matter through the white paper "High-Performance
Teaming & Professional Collaboration: A Multi-Disciplinary Team Approach to
Estate Planning," taken a hard look at who belongs "at the table", and
worked to spread the teaming message over all of the activities of the
association. As a direct result of these efforts, you will be able to attend a
very special complimentary webinar on May 17th entitled "Complimentary
Webinar: Five Critical Best Practices for Collaboration," hosted jointly with Trusts & Estates
magazine. In addition, the 53rd Annual
Advanced Estate Planning Strategies Conference, scheduled from November
16-18, 2016 in Arizona, boasts a well-rounded program that combines the
technical with the thoughtful for an exceptional attendee experience. Won't you
consider joining us?
Finally, if you are looking for the place where your knowledge and skill
intersect with a strong and ongoing commitment to the collaborative approach to
estate planning, look no further than the
Accredited Estate Planner® designation program! Awarded by NAEPC to
credentialed professionals who meet special requirements of education,
experience, 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. Please consider becoming an AEP® today!
by John S. Scott, Jr., CPA, AEP®, CGMA
|Estate planning, now more than ever, should occur with a team approach
involving cross-professional disciplines assisting the client to meet their
goals. The team needs a balance sheet, a summary of the current estate plan, and
an understanding of the clients' wishes and goals. With those facts, planning
points can be identified and shared with clients that align with their goals.
Read more >
53rd Annual NAEPC Advanced Estate Planning
full list of speakers and topics for this uniquely intimate and
conference has been released and appears below. We believe you will be impressed
with the exceptional line up of nationally-known presenters covering a wide
array of topics!
The conference will be hosted at The Wigwam, a unique resort located just
outside of Phoenix, Arizona. Originally built in 1918 as a gathering place for
the Ohio-based executives of Goodyear Tire & Rubber, The Wigwam has maintained a
reputation as one of the Southwest's landmark resort destinations. The NAEPC
room rate is $179 (single or double occupancy plus applicable taxes) plus a
$6/night resort fee.
bird" brochure has been released and
registration is open for the
November program! It's not too early to confirm your attendance, register today!
|Annual Special Private Session for Active
Accredited Estate Planner® Designees: Fearless Public Speaking for
Estate Planners, an Interactive Discussion with Conrad Teitell, LL.B.,
LL.M., AEP® (Distinguished)
Thursday, November 17, 2016, 5:15 pm
Michael Amoia, JD,
LL.M., CFP®, CLU®, ChFC®
Loan Regime Split-Dollar for Both Single and Joint Lives
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
The Critical Importance of High Investment Returns and Tax Free
Compounding, and How to Achieve Them
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
Annual Tax Update
James E. Hughes, JD
An Interview on the Nature and Practice of Our Profession and its
Capacity to Meet the Challenges of the "Shirt Sleeves" Proverb
Robert S. Keebler, CPA, MST, AEP® (Distinguished)
The Mathematics of Estate Planning
Stephanie Loomis-Price, JD
Privileges/Valuation - Exploring Privileges in the Context of Hiring
Kathryn W. Miree
Ten Charitable Planning Ideas for the Current Environment
Nancy B. Rapoport, JD
Collaboration Across Small and Great Divides: Teamwork, Tensions, and
Jeffrey Schoenblum, JD, AEP® (Distinguished) Nominee
The Governing Law Clause in Trusts - Not Just Boilerplate Anymore
John J. Scroggin, JD, LL.M., AEP®
What Can We Learn from the Estates of Deceased Celebrities?
Kathy K. Wiseman
Family and Multi-Disciplinary Team Dynamics for High Performance Family
Wealth and Business Succession Planning
We are most grateful for the support of our 53rd Annual NAEPC Advanced Estate
Planning Strategies Conference sponsors, including:
For information on sponsoring the conference, please visit
NAEPC Journal of
Estate & Tax Planning
The March 2016 Issue of the NAEPC Journal of Estate & Tax Planning
was recently released! Visit today to see what you are missing, including the AEP®
designee Top Pick, "The Anatomy of the Perfect Modern Trust - Part 1" where
authors Richard Oshins, JD, LL.M., MBA, AEP® (Distinguished) and Steven G.
Siegel, LL.M identify and examine methods to accomplish the 6 factors on the
client "wish list": control; use/enjoyment; flexibility; creditor protection;
tax savings; and, simplicity. This article was reproduced courtesy of Thomson
Reuters' Estate Planning.
Interested in receiving notifications when a new Journal is published?
Robert G. Alexander Webinar Series
Robert G. Alexander Webinar Series
was launched in September 2013 to provide estate planners with accessible, high
quality, multi-disciplinary education. Programs are available live and on-demand
and most often take place on the second Wednesday of each month at 3:00 pm ET.
Attendees can choose to register for individual programs, or for a series
It's not too late to register for the 2016 series! Those who choose to do so
will have access to all of the programs hosted during 2016, including the
following on-demand programs:
- A Year in Review: An Estate Planners Perspective - Howard M. Zaritsky,
JD, LL.M., AEP® (Distinguished) & John O'Grady
- Business Succession Planning - Louis A. Mezzullo, JD, AEP®
- Life Insurance as an Asset Class - Richard M. Weber, MBA, CLU®, AEP®
- Grantor Trusts - Third Party and Grantor Debt: What Are the Effects
During Life and At and After Death? - Jonathan G. Blattmachr, Esq., AEP®
And all upcoming programs:
- Tuesday, May 17, 2016 (2:00pm - 3:00pm ET), Complimentary Webinar: Five
Critical Best Practices for Collaboration with Todd A. Fithian, David W. Holaday, Melissa Mitchell-Blitch
- Wednesday, June 8, 2016 (3:00pm - 4:00pm ET) with S. Stacy Eastland, JD, AEP®
- Wednesday, August 10, 2016 (3:00pm - 4:00pm ET) with Carlyn McCaffrey, LL.B.,
LL.M., AEP® (Distinguished)
- Wednesday, September 14, 2016 (3:00pm - 4:00pm ET) with Christopher R. Hoyt,
JD, AEP® (Distinguished)
- Wednesday, October 19, 2016 (3:00pm - 4:00pm ET) with David A. Handler, JD,
- Wednesday, December 14, 2016 (3:00pm - 4:00pm ET), Top Ten Estate Planning
and Estate Tax Developments of 2016 with Ronald D. Aucutt, JD, AEP®
See full program information.
Subscribe to receive
notifications about upcoming webinars in your email inbox.
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. Please
contact firstname.lastname@example.org prior to attending your first program if you have any
questions with regard to this policy.
NAEPC provides a diverse offering of Value Partners as a resource to you, a
member of an affiliated local estate planning council! Click on the links below
to browse the list by category, or see the
full list of
Trusts & Estates Magazine
& Estates' in-depth peer-reviewed articles have made the magazine the authority
on estate law, tax issues, and wealth management for over a century. Attorneys,
fiduciaries, accountants, investment advisors, charitable giving specialists,
family office executives, insurance agents, and valuation experts all contribute
their insight and advice to the pages of the magazine. Always with a view to
helping you better meet your client's needs. Written by experts for experts!
All the benefits of full priced subscriptions are yours...even at this low rate!
- Every subscription includes 12 monthly issues of Trusts & Estates magazine,
in print and digital editions.
- Unlimited access to ALL Trust & Estates online premium content.
- Full access to our exclusive Trusts & Estates Plus iPad app.
- Our annual supplements: Tax Year In Review and Charitable Giving
- Three monthly e-newsletters: Conrad Teitell's Philanthropy Tax e-Letter,
reporting and analyzing an important tax development governing charitable
contributions; Wealth Watch News, reporting on federal and state government
estate tax, retirement benefits, and life insurance reforms; and The Trusts &
Estates Technology Review, examining high-tech resources for the trusts and
Subscribe to Trusts & Estates at the low member's price of just $149. Save 60%
off the regular $375 rate! Click the "special offer" link to take advantage!
For special password-protected 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
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