NAEPC National Association of
Estate Planners & Councils

The Association of Choice for Estate Planning Professionals

July 2017


You are receiving this newsletter because you are an active Accredited Estate Planner® designee and/or member of NAEPC through your estate planning council's affiliation. Membership offers many perks and this newsletter contains an overview of those opportunities. Read on for more information.

NAEPC President

Robert G. Alexander Webinar Series

Aug. 9th - Alternatives to Self-settled Trusts, with Gideon Rothschild, JD, CPA, AEP® (Distinguished)

NAEPC President

54th Annual Advanced Estate Planning Strategies Conference

New Orleans
November 15-17, 2017

NAEPC President

Member Benefits

You are a member of NAEPC – take full advantage of the benefits today!

New benefits since January 1st

NAEPC President

Accredited Estate Planner® Designation

Education • Experience • Ethics

NAEPC WHo we are

Who We Are

Reflections on the values of NAEPC by Gary L. Flotron, MBA, CLU®, ChFC®, AEP®

NAEPC President

Message from the President

Paul S. Viren, CLU®,

Top 10 "Did you Know" facts
about NAEPC

Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was created in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary education. Programs are available live and on-demand and attendees can choose to register for individual programs, or for a series subscription. We hope you will join us for an upcoming program:

Wednesday, August 9, 2017, 3:00pm - 4:00pm ET
Alternatives to Self-settled Trusts • Gideon Rothschild, JD, CPA, AEP® (Distinguished)

Wednesday, September 13, 2017, 3:00pm - 4:00pm ET
The Perfect Modern Trust Including Income Tax Sheltering Opportunities • Richard A. Oshins, JD, LL.M., MBA, 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.

Individual program registration fees:

  • $40 for active AEP® designees
  • $60 for council members
  • $100 for non-members
  • $250 for a group gathering: one feed to be shown to a group gathered together in a single location, additional feeds are available for $25

Series Subscriptions are also available! The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! (On-demand access is provided for all prior 2017 programs.) 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)

The Annual NAEPC Estate Planning Strategies Conference has become the "go-to" event for estate planners from across the country! An exciting line-up of nationally-recognized speakers, coupled with a fabulous city, plush host hotel, and incredibly competitive registration fees, make the 54th Annual Conference an event that is not to be missed. You've already made NAEPC and your affiliated local council your associations of choice; why not make the Annual NAEPC Estate Planning Strategies Conference your continuing education and networking event of choice?

Abbreviated Conference Schedule

Wednesday, November 15, 2017

  • Special Add-on Opportunity for Educational Attendees: Communication Across Generations and the Impact of Family Philanthropy with Sharna Goldseker

Thursday, November 16, 2017 Educational Sessions

  • 7:00 am Bonus Session: Life Insurance in Estate Planning: Beyond the Role of Benefits for Beneficiaries & Tax Strategies
    Darwin M. Bayston, CFA
    Session provided by Berkshire Settlements, Inc.
  • Modern Uses of Partnerships in Estate Planning
    Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
  • Life Insurance Product Selection, Design and Funding: Making Fundamental Decisions in Common Financial and Estate Planning Scenarios
    Charles L. Ratner, JD, CLU®, ChFC®, AEP® (Distinguished)
  • Sponsored General Session: Advanced Planning Applications for Market-Based Life Insurance Valuations
    William Clark, Jamie Mendelsohn & Jon B. Mendelsohn
    Session provided by Ashar Group / Ashar SMV
  • How Slippage and Gray Areas Lead Us Into Ethical Lapses
    Marianne M. Jennings, JD
  • Minimizing Family Conflicts in Estate Planning
    John J. Scroggin, JD, LL.M., (taxation), AEP® (Distinguished) Nominee
  • Current Issues in Estate and Gift Tax Audits and Litigation
    John W. Porter, B.B.A., JD, AEP® (Distinguished)

Special Concurrent Sessions on Thursday, November 16, 2017, 5:15 pm

  • Annual Private Event for Active Accredited Estate Planner® Designees and Estate Planning Law Specialist Certificants: Legacy Planning Reimagined: a Discussion with Philip B. Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP®
  • The Accredited Estate Planner® Designation Program from A - Z
    For those who are interested in learning more about or attaining the AEP® designation, this session will provide an overview of the program and offer an opportunity to have your questions answered by the experts at NAEPC.

Friday, November 17, 2017 Educational Sessions

  • Tax-Efficient Drawdown Strategies during Retirement
    Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
  • Estate Planning Current Developments and Hot Topics
    Steve R. Akers, JD, AEP® (Distinguished)
  • Sponsored General Session: Understanding Asset Protection in the 21st Century
    Douglass S. Lodmell, JD, LL.M.
    Session provided by Asset Protection Council® / Lodmell & Lodmell, P.C.
  • Inter Vivos Non-Grantor Trusts (Some Complete; Some Not) for State (and Some Federal) Income Tax Minimization
    William D. Lipkind, JD, LL.M.
  • Planning for Privacy in a Public World: The Ethics and Mechanics of Protecting your Client's Privacy and Personal Security
    John Bergner, JD & Jeff Chadwick, JD
  • Income Taxation of Trusts & Estates – Ten Things Estate Planners Need to Know
    Mickey R. Davis, JD & Melissa J. Willms, JD, LL.M.
Register Here To learn more about the conference, including registration fees and packages, and to download the early bird brochure, please visit our website.

Sponsorships are still available! Those that have an interest can review the conference sponsor kit or contact Ed Socorro at or 312-600-5303 for more details. We are grateful for the support of all conference sponsors, including:

Please click on each logo to learn more.

CFP Board



Member Benefits

New member benefits this year include:

M Brands Film

Do you have website video? If not, you are turning away 90% of your prospects and clients. Through a value partner arrangement with NAEPC, M is offering video production services at a 20% discount to members. Read more >

New council benefits this year include:

AdvisorAdit - Mobile Event Services for Councils

Introducing New NAEPC Program: 50% off standard rates and a free trial!
Our suite of mobile event services is a cost-effective way to modernize your attendee experience. Read more >

View all of the exciting benefits available to you as a member of NAEPC, including our flagship benefit, a $149 subscription to Trusts & Estates magazine (a 60% discount!).

We want to hear from you! What benefits would you like to see? Email us your suggestions today!

Accredited Estate Planner® Designation Program

The Accredited Estate Planner® (AEP®) designation truly embodies the core value of NAEPC, excellence in estate planning. Three compelling reasons to obtain the designation today:

NAEPC Gain the competitive edge – set yourself apart from the competition

Demonstrate that you have special knowledge, skill, and expertise in multi-disciplinary estate planning

Give colleagues and consumers a way to identify you as a qualified professional who stands ready to meet their needs

Abbreviated Program Requirements

  • Core Mission – acknowledge an ongoing commitment to the team concept of estate planning
  • Credential – active license or certification as an attorney (JD), accountant (CPA), insurance professional and financial planner (CLU®, ChFC®, CFP®, CFA, CPWA®), philanthropy (CAP®, CSPG), or trust officer (CTFA)
  • Experience – minimum of 5 years of experience in estate planning
  • Reputation & Character – 3 professional references; one of whom must share the applicant's primary discipline and 2 others from 2 different disciplines
  • Education – applicants must successfully complete 2 graduate courses from The American College or similar graduate courses through an accredited university, college or school of law as part of a masters' or doctoral degree program (a minimum of 15 years of experience in estate planning exempts one from this requirement)
  • Ethics – sign a declaration statement to continuously abide by the NAEPC Code of Ethics
  • Membership – maintain a membership within an affiliated local estate planning council where one is geographically available (you've likely already met this requirement!)
  • Continuing Education – minimum of 30 hours of continuing education, 15 of which must be in estate planning, every 24 months

Interested in learning more? Visit or contact our national office at (866) 226-2224 or

Message from the President


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

Summer is upon us! I wish you and your family a healthy and happy season! At NAEPC, we are in the midst of a summer "makeover" of our newsletter and website, among other exciting activities. Keep an eye out, you will see a brand new look and feel coming soon to your association of choice!

As I keyed my thoughts for this newsletter, fresh from our first of two annual face-to-face national board meetings not very long ago, I thought I would share a few "Did you know?" facts about NAEPC. Our top ten list, if you will!

  • Fact #1: As a member of an affiliated local council, you are granted membership rights at NAEPC and can take advantage of all of the benefits and services offered by the national organization.
  • Fact #2: Our mission is simple - Excellence in Estate Planning
  • Fact #3: This newsletter is your link to the "happenings" at NAEPC – make sure to keep an eye out for future issues.
  • Fact #4: NAEPC boasts over 270 affiliated estate planning councils, including their estimated 30,000 individual members.
  • Fact #5: NAEPC has over 70 dedicated volunteer board and committee members working hard to provide value to you, our member.
  • Fact #6: The Accredited Estate Planner® designation is the only graduate level, multi-disciplinary designation in estate planning.
  • Fact #7: At any given time, NAEPC offers approximately 40 discounted benefits to our members.
  • Fact #8: The Annual NAEPC Advanced Estate Planning Strategies Conference is available to the entire estate planning community and provides two full days of national, multi-disciplinary continuing education credit.
  • Fact #9: The Robert G. Alexander Webinar Series provides monthly educational events with the brightest minds in estate planning tackling touch technical topics in an understandable way. You can take advantage of the member rate to attend!
  • Fact #10: You can opt in to receiving more frequent communications from NAEPC in less than a minute.

I hope that you learned something new about NAEPC after reading the bullets above! I do hope for an opportunity to meet you in person this November 15-17 in New Orleans!

Until November,
Paul S. Viren


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