NAEPC {CouncilName|National Association of
Estate Planners & Councils}

The Association of Choice for Estate Planning Professionals
September 2016

Message from the President


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 today!

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) certification.

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.

Best wishes,
Lawrence M. Lehmann


Who Are We?
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)

Estate 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, eliminated entirely.

The NAEPC and its accompanying programs, materials, and collegiality among its members, provides us with the tools to accomplish these laudable goals for our clients.




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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, October 18th. 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 EPLS certification.

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 CLE:

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 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 Advisors
  • 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 Strategies Conference

You already know the basics about the 53rd Annual Advanced Estate Planning Strategies Conference...

November 16-18, 2016
Litchfield Park, Arizona (outside of Phoenix / Scottsdale)
The Wigwam

What's new?

  • Registrations are coming in at a fast pace—join us!
  • The full registration brochure has been released and is available online.
  • A deadline is coming! Register by September 30th to receive the early bird discount.
  • Shuttle and rental car information and discounts have now been posted.
  • The exhibit hall is nearly full with vendors eager to make your acquaintance.

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

The 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 receive on-demand access to all of the programs hosted during calendar year 2016.

Upcoming Programs

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 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.

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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