Message from the
Lawrence M. Lehmann, JD, AEP®
Lehmann Norman & Marcus LC
New Orleans, LA
Why does the National Association of Estate Planners & Councils exist? What
purpose does it serve? Why does it have an energetic and involved national board
of directors and large group of non-board volunteers? Why do over two hundred
fifty estate planning councils from all over the country affiliate with NAEPC
during a time when the estate planning world is undergoing major changes? This
year our board has tackled these questions in an effort to assure that NAEPC
serves all of our councils in the best possible way. I am very excited to report
that the national board has recently spent a great deal of time revamping its
mission and vision statements. I am so pleased to be able to share them with you
Mission: The National Association of Estate Planners & Councils (NAEPC) will
promote excellence in estate planning by serving estate planning councils and
their credentialed members, delivering exceptional resources and unsurpassed
education, and recognizing those members within who hold the Accredited Estate
Planner® (AEP®) designation and Estate Planning Law Specialist (EPLS)
Vision: The National Association of Estate Planners & Councils (NAEPC) will
be the association of choice for professionals engaged in the practice of estate
planning. NAEPC will foster the multi-disciplinary approach to estate planning
designed to meet the needs of clients at all stages of their lives, with an
emphasis on wealth preservation and legacy.
Rest assured, our commitment to the councils and their members is unchanged
and we will continue to offer the same fantastic resources and benefits that we
always have. This new set of guiding statements simply reaffirms the
association's commitment to furthering pursuit of excellence in estate planning.
Speaking of excellence in estate planning... where will you be from November
16-18th? I hope your answer is "In Arizona, Larry" and that you are planning to
attend the 53rd Annual NAEPC Advanced Estate Planning Strategies Conference.
What's excellent about this conference and what sets it apart from other events,
you ask? For starters, the conference offers excellent nationally-recognized
speakers offering well-rounded and engaging presentations.
The Wigwam, our host
resort, is an excellent and unique hotel with a great reputation. Finally, the
conference provides an excellent opportunity to get up to two full days of
multi-disciplinary continuing education credit while surrounded by your peers!
We'll also be celebrating the 100th anniversary of the estate tax while together
in Arizona; you certainly won't want to miss the festivities!
In closing, I do hope to see you in just a few months as we see NAEPC's year
of activities and new initiatives come together in Arizona.
by Gerry W. Beyer, JD, LL.M., JSD, AEP® (Distinguished)
|"Death, as the Psalmist saith, is certain to all, all shall die."
William Shakespeare, King Henry IV (stated by Justice Robert Shallow)
planning is based on the undeniable and inescapable fact that each one of us
will become metabolically challenged and cease to function as a carbon-based
life-form, as well as the greater than 50% chance we have of being physically or
mentally disabled for at least ninety days. Should estate planning consequently
be shunned just because it is a depressing area of specialization? Absolutely
not! Estate planning may be the only area of law that applies to every
individual. For example, you can avoid the criminal justice system by obeying
the law, you can keep out of family courts by being happily married or staying
single and childless, you can bypass the income tax system by being unemployed,
and you can usually elude being sued if you do what you promise and always act
prudently. But, there is nothing you can do to escape the inevitability of death
and the probability of disability. As an estate planner, you have the potential
of providing valuable and essential assistance to every person, regardless of
the individual's financial or family circumstances.
Estate planning also offers you the tremendous opportunity to engage in the
practice of preventative law. You may avert many legal problems and the
associated human and financial costs before they arise. By expertly crafting
your client's estate plan, the client's personal and property affairs will have
a smooth transition from day-to-day life, through times of disability, and
finally into death. Court proceedings may be simplified and, in some cases,
The NAEPC and its accompanying programs, materials, and collegiality among
its members, provides us with the tools to accomplish these laudable goals for
WealthCounsel 2016 Symposium, October 18-21,
2016, Reston, Virginia
In partnership with WealthCounsel,
the Estate Law
Specialist Board is excited to offer an
in-person review course and
proctored Estate Planning Law Specialist certification exam on Tuesday,
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. Exam results will be communicated within thirty (30) days. See additional
information about the
The review course and exam will be offered during the
2016 Symposium. This collaborative conference is full of interactive and practical learning,
networking with peers, and valuable guidance on how to advance your practice.
Now, prepare yourself for an even more memorable experience at Symposium 2016
with 3-1/2 days of learning and networking where you can earn up to 20 hours of
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 Reston for a new and exciting Symposium experience.
NAEPC Journal of Estate & Tax Planning,
August 2016 Edition
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 the recently-released
issue, including the following highlights:
- Note from the Editor: Time to Start the Estate Planning Conversation
with Your Privately Held Business Owner Clients
- Creative Planning Strategies Once the 2704 Regs Become Final
- A Comprehensive Perspective on Four UPIA-TOLI Cases, Plus One That
Includes the UTC, and Their Astounding Implications for ILIT Trustees, Parts
1 & 2
- Elephant in the Room
- Estate Planning Strategy Using Cost Segregation
- A Primer on Tax and Other Issues Relevant to Art Collectors and Their
- Note Sales, Economic Substance and "The 10% Myth"
- 2nd Annual Non-Grantor Trust State Income Tax Chart
- High Performance Teaming & Professional Collaboration
- Proposed Regulations IRC Section 2704
- The NAEPC Journal of Estate & Tax Planning Quarterly Tax Update 2Q 2016
- Practical Planner Newsletter April - June 2016
- Pre-Election Estate Tax Proposals: Clinton vs. Trump
- NAEPC Monthly Technical Newsletter
Like what you see? Subscribe
to receive direct notification of new issues!
53rd Annual NAEPC Advanced Estate Planning
already know the basics about the 53rd Annual Advanced Estate Planning
November 16-18, 2016
Litchfield Park, Arizona (outside of Phoenix / Scottsdale)
- Registrations are coming in at a fast pace—join us!
full registration brochure has been released and is available
- A deadline is coming! Register by September 30th to receive the early
- Shuttle and rental car information and discounts have now been posted.
- The exhibit hall is nearly full with vendors eager to make your
Please plan joining us in November. You've already made NAEPC your
association of choice; why not make the Advanced Estate Planning Strategies
Conference your conference of choice?
We are most grateful for the support of our 53rd Annual NAEPC Advanced Estate
Planning Strategies Conference sponsors, including:
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 receive on-demand access to all of the programs
hosted during calendar year 2016.
All at 3:00 pm - 4:00 pm ET
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.
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
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
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,
no more frequently than six times per year. To unsubscribe from messages like
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