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

The Association of Choice for Estate Planning Professionals
December 2016

Message from the President


Paul S. Viren, CLU®, ChFC®, AEP®
Viren & Associates, Inc.

Greetings from NAEPC! In this new year I have the honor and privilege to serve as the president of this wonderful organization and look forward to our work together in the coming year. We truly have an amazing organization made up of over 260 estate planning councils and their talented advisors, in all fields of planning.

In this coming year there will be unprecedented change in our country in the wake of the election. Our clients, like never before, will count on us to provide them the best in multi-disciplinary advice and counsel in order to wade through what appears to be enormous change and opportunity. NAEPC will be there alongside each of you and every estate planning council providing top level resources and industry leading educational opportunities!

In this new year we are excited to welcome four new members to our board of directors!

  • Stacy Christman Blomeke, JD - Attorney and Philanthropic Professional with the Cincinnati Children's Hospital Medical Center and the Director of Gift Planning. She is a member of the Cincinnati Estate Planning Council. Stacy is also our first board member representing philanthropic planning and we are truly excited to have her perspective on our board.
  • John T. Midgett , JD, AEP® - Attorney with Midgett & Preti, PC in Virginia Beach, VA and a member of the Hampton Roads Estate Planning Council
  • Michael Rush Noland, CLU®, ChFC®, AEP® - Financial Planner with Integrated Financial in Tulsa, OK and a member of the Tulsa Estate Planning Council
  • Hal R. Terr , CPA, PFS, CFP®, AEP® - CPA with Withum, Smith & Brown, PC in Princeton, NJ and member of the Mercer County Estate Planning Council

NAEPC and the estate planning councils are powered by volunteers! I, like you, am passionate about the profession of estate planning! It is this collective passion and the hundreds of collective hours our board and each of you provide at the local level that make what we do possible. For your sharing of your precious time and amazing talents, I give you many thanks!

Let's make 2017 an amazing year!

Paul S. Viren


Who Are We?
by Bernard A. Krooks, JD, CPA, LL.M., AEP® (Distinguished)
Estate planning is one of those things that nobody wants to think about until it is time to think about it, and then, it is often too late. After all, who wants to think about what will happen to us if we become ill, can no longer take care of ourselves, or pass away? It is much more pleasant to think about where you will go on your next vacation, what type of car you will drive when your current lease expires, or what color carpet you will put in your new office. However, as we all know, failure to properly plan your estate can lead to unintended consequences for you and your family and result in the loss of significant personal assets. Those of us in the estate planning profession know this all too well... Read More



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NAEPC Journal of Estate & Tax Planning, December 2016 Edition

NAEPC Journal

The December 2016 Issue of the NAEPC Journal of Estate & Tax Planning will be released very soon! Subscribe today to make sure you receive direct notification of the new issue when it arrives.

Changes to Accredited Estate Planner® Designation Program

We are most excited to announce several changes to the Accredited Estate Planner® designation program, accepted during a recent national board meeting. More information about these changes will be provided online in early 2017. We believe these changes are reflective of the changing nature of the profession and include:

  • The addition of "philanthropic professional" to the list of acceptable disciplines
  • New qualifying designations/degrees - Chartered Advisor in Philanthropy® (CAP®)*, Certified Specialist in Planned Giving® (CSPG®), Certified Private Wealth Advisor (CPWA), and Master of Science in Taxation (MST)
  • Slight changes to the NAEPC definition of estate planning and applicant declarations
  • The Personal Financial Specialist (PFS) credential is acceptable in place of the graduate coursework requirement for CPA applicants with less than 15 years of experience providing coursework was taken to obtain the PFS credential.

Applicants for the AEP® designation must meet all program requirements, complete the application in its entirety, and agree to comply with all ongoing recertification requirements. For additional information about the AEP® designation program, please visit

The Accredited Estate Planner® Designation Committee is grateful to William D. Kirchick, Esq., AEP® for leading the task force charged with reviewing qualifications & requirements of the designation program.

*Applicants must take the Advanced Estate Planning Course (GS815) through The American College.

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.

Upcoming Programs

All at  3:00 pm - 4:00 pm ET

Wednesday, January 18, 2017
Rethinking Life Insurance Valuation for Seniors
Jon B. Mendelsohn, Ashar Group
REGISTER HERE for this complimentary sponsored program.

Tuesday, January 24, 2017 - Special Program!
DOL Fiduciary: When they're Running You Out of Town - Get at the Head of the Line and Make it Look Like a Parade!
Kim O'Brien & Richard Weber, MBA, CLU®, AEP® (Distinguished)

Wednesday, February 8, 2017
Powers of Appointment
Turney Berry, 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.

Series Subscriptions are available! The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.) Register for the series.

  • $280 Accredited Estate Planner® designee - $360 value
  • $420 Member of an affiliated local estate planning council or at-large member of NAEPC - $540 value
  • $700 Non-member - $900 value
  • $1,125 Council meeting / group gathering (one feed to be shown in a single location to a group) - $2,250 value

54th Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-conference Sessions for Council Leaders

November 15-17, 2017 - New Orleans, Louisiana
The Roosevelt, a Waldorf Astoria Hotel



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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