NAEPC National Association of
Estate Planners & Councils

The Association of Choice for Estate Planning Professionals
May 2016

Message from the President


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!


Who Are We?
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 >



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53rd Annual NAEPC Advanced Estate Planning Strategies Conference

The full list of speakers and topics for this uniquely intimate and competitively-priced 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.

The "early 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 Appraisers

Kathryn W. Miree
Ten Charitable Planning Ideas for the Current Environment

Nancy B. Rapoport, JD
Collaboration Across Small and Great Divides: Teamwork, Tensions, and Client-Centered Solutions

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? Subscribe now.

Robert G. Alexander Webinar Series

WebinarThe 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 subscription.

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® (Distinguished)
  • Life Insurance as an Asset Class - Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
  • Grantor Trusts - Third Party and Grantor Debt: What Are the Effects During Life and At and After Death? - Jonathan G. Blattmachr, Esq., AEP® (Distinguished)

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 [REGISTER NOW]
  • Wednesday, June 8, 2016 (3:00pm - 4:00pm ET) with S. Stacy Eastland, JD, AEP® (Distinguished)
  • 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, AEP® (Distinguished)
  • 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® (Distinguished)

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 prior to attending your first program if you have any questions with regard to this policy.

Member Benefits

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 opportunities.

Featured Benefit

Trusts & Estates Magazine

Trusts & 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 estates practitioner.

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! SPECIAL OFFER

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 combination.


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