Message from the
Lawrence M. Lehmann, JD, AEP®
Lehmann Norman & Marcus LC
New Orleans, LA
As the world prepares to watch the summer Olympic Games, I cannot help but
notice parallels between several of the sports we will all be watching in August
to the core value of NAEPC, the team concept of estate planning. I also notice
the highly committed athletes of the Olympics; all with different skill sets
working together toward a common goal, much like the professionals involved in a
high-performing estate planning team. My hope is that you also see these
similarities and share my excitement as the Games draw near.
So, how can you show your commitment to the team approach to estate planning
like the Olympians show their commitment to their country and sport?
This is also a fantastic time to make sure you are taking full advantage of
the benefits available to you as a member of your local estate planning council.
Please make sure to review the list of discount programs
found within this newsletter, including several new offerings, subscribe to the
NAEPC Journal of Estate & Tax Planning,
NAEPC group on LinkedIn, and download our recently-refreshed app to stay
current on the "happenings" at NAEPC.
In closing, I hope to see you in November in Arizona for the
NAEPC's Advanced Estate Planning
Strategies Conference. Registration is open and the early bird discount
expires in September, don't delay—register today! I truly believe that the
annual conference is the "go to" national estate planning conference. It is
built by and for estate planners of all disciplines and I know you will not be
by Ben G. Baldwin, Jr., MSFS, MSM, CLU®, ChFC®, CFP®, AEP® (Distinguished)
|For a non-lawyer, such as myself, it is a particular privilege to be a part
of the NAEPC and to have the support of so many professionals dedicated to the
team concept, and to their clients best interests, by helping clients determine
those best interests and implementing plans to attain multi-generational
financial security. Charles T. Munger, of Berkshire Hathaway fame, was quoted in
the Wall Street Journal on September 12th, 2014. He summed-up why our
team approach to honing "estate planning" to perfection is so important. He
"Knowing the edge of your circle of competency is one of the most
difficult things for a human being to do. Knowing what you don't know is much
more useful in life and business than being brilliant."
Working in teams with NAEPC professionals keeps us all working within our
circle of competency, providing the wide range of competencies our clients need
to accomplish their goals.
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
Directive Communication System (DCS)
Do you know how to effectively handle online accounts and digital assets
Even one forgotten account can ruin all you worked for!
Directive Communication Systems (DCS) is the service for estate professionals
and their clients for handling online and offline personal account directives
organization, management and administration. With the onset of digital
dependency, traditional methods for estate planning and administration are no
longer effective. They're outdated, insufficient and impractical. Risks of
hidden and lost accounts are intensifying leaving estates vulnerable to
undistributed and unclaimed assets.
DCS provides a fully automated and secure solution for organizing, identifying
and contacting digital and off-line personal accounts, protecting you, the
estate and loved ones. Using our exclusive Portfolio Plus feature, DCS
continually adds new accounts to a client's portfolio as they conduct their
everyday activities keeping their accounts current and their wishes transparent.
With DCS as your service provider, you'll enjoy the many benefits of being
Benefits to your practice:
- protects estates and trusts from hidden and lost accounts
- expands your estate product portfolio
- reduces time spent on account identification and notification
- combines digital and offline assets into one organized collection
- satisfies many of the elements for new state legislation
Benefits to your clients:
- organization of digital and traditional accounts
- continual account capture with Portfolio Plus feature
- requires no passwords or other security information, reducing risk of ID
- emotional relief for loved ones at their most vulnerable time
- reduces the confusion and anxiety of identifying and acting on accounts
See more information about
Directive Communication Systems,
The Life Documents Organizer Kit by Smead Manufacturing Company
Manufacturing Company, a leader in office filing products and records management
systems, was established in 1906 in Hastings, Minnesota. Smead is a privately
held, certified Women's Business Enterprise (WBE) offering thousands of
organizational products for use in the home or office. For more information on
organizational products, including hundreds of products
made in the USA visit www.smead.com.
Life Documents Organizer Kit helps you organize and store key life documents
such as wills & trusts, health care directives, investment and retirement plans,
marital documents and contact information. Having your papers in order
alleviates the guesswork and stress of locating important documents in case of
an emergency or occurrence of a life-changing event. Having your key life
documents organized helps to ensure that your wishes and assets are managed,
retained and distributed as needed while being less stressful for you and your
loved ones. Each kit contains 6 colored hanging folders, 24 SuperTab® file
folders, 1 sheet of Viewables Quick-Fold tabs, 3 label sheets with pre-printed
labels and a detailed instruction sheet.
See more information on the
Life Documents Organizer Kits.
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
www.NAEPCJournal.org today to view current and past issues of the
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. Make sure to
subscribe to receive immediate
notification when new issues are published!
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
53rd Annual NAEPC Advanced Estate Planning
NAEPC Advanced Estate Planning
Strategies Conference is scheduled from November 16-18, 2016 in Litchfield
Park, Arizona (near Scottsdale). The Annual Conference has become the "go-to"
event for estate planners from across the country, providing an exciting line-up
of nationally-recognized speakers, a fabulous location and unique headquarters
hotel, and incredibly competitive registration and guest room fees. The
conference is built by and for all of the disciplines that make up the estate
planning team, making it an event that is not to be missed. The early bird
registration brochure, online reservation link, and general information can be
http://www.naepc.org/conference. The $50 early bird discount expires
Friday, September 30, 2016—don't delay in
The Conference Committee prides itself on choosing exciting companion programs
for those who accompany Council Leadership Day and Educational Package
registrants to the event! Two very exciting programs are planned for this year:
|Thursday, November 17, 2016
Arabian Ranch Tour & Time to Explore the Valley of the Sun
||Friday, November 18, 2016
4-Wheel Desert Tour
The companion package fee is $475 and includes the Thursday & Friday
breakfasts and companion tours and the Wednesday evening Welcome reception.
We are most grateful for the support of our 53rd Annual NAEPC Advanced Estate
Planning Strategies Conference sponsors, including:
Sponsorships are still available! Questions may be directed to Ed Socorro at
ESocorro@NAEPCmarketing.org or 312-600-5303.
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
All at 3:00 pm - 4:00 pm ET
|Wednesday, August 10, 2016
Planning for Divorce
Carlyn McCaffrey, LL.B., LL.M., AEP® (Distinguished)
Wednesday, September 14, 2016
Income Tax Deductions for Charitable Bequests of IRD
Christopher R. Hoyt, JD, AEP® (Distinguished)
Wednesday, October 19, 2016
Tricky GST Issues
David A. Handler, JD, AEP® (Distinguished)
Please note special date.
Wednesday, December 14, 2016
Top Ten Estate Planning and Estate Tax Developments of 2016
Ronald D. Aucutt, JD, AEP® (Distinguished)
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.
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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