NAEPC National Association of
Estate Planners & Councils

The Association of Choice for Estate Planning Professionals

October 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

Message from President Paul S. Viren, CLU®, ChFC®, AEP®

Thoughts as we near the Annual Conference
NAEPC WHo we are

Who We Are

Reflection on the values of NAEPC by Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished)

NAEPC President

Accredited Estate Planner® Designation

Dedication to the team concept of estate planning


NAEPC President

Member Benefits

October Highlight: Life Document Organizer Kit by The Smead Manufacturing Company

NAEPC President

54th Annual Advanced Estate Planning Strategies Conference
November 15-17, 2017

It's not too late to register!

NAEPC President

Robert G. Alexander Webinar Series

Upcoming Programs & Two Special Opportunities



NAEPC Journal of Estate & Tax Planning - October Issue Released

Regular Columns and Reports

  • Editor's Note: Forget "Must Love Dogs" - Go with "Must Love DSUE"


  • Crowdsource Funding to Help Victims of the Las Vegas Massacre 
  • A First Look at Congress' Tax Reform Blueprint - What Advisors Need to Know Now to Better Inform Their Clients 
  • Innovative Trust Designs Better Serve Inheritors 
  • Planning in Uncertain Times - Part III 
  • Balancing Collaboration With the Attorney-Client Privilege 
  • Checklist: Annual Review 
  • Complacency. Motivation. Retention. 
  • High Performance Organizational Teams 
  • Reviewing a Life Insurance Policy: The Owner As Pilot 
  • Built-in Gain Tax Liability: Defend Yourselves! 
  • Proposed Regulations Under Code §2704 Finally Die 
  • Fees for Life Insurance Consulting? Why Would I Do That? 

News Nook: A Compendium of Current Affairs

  • The NAEPC Journal of Estate & Tax Planning Tax Update
  • Tax Topics - September: "Unified Framework for Fixing Our Broken Tax Code" & August: Possible "Extenders" Bill if Tax Reform Doesn't Pass
  • Practical Planner Newsletter
  • NAEPC Monthly Technical Newsletter

Read the complete Journal issue.


The Robert G. Alexander Webinar Series provides estate planners with accessible, affordable, multi-disciplinary education. Programs are available live and on-demand to watch at your leisure and attendees can choose to register for individual programs or for a series subscription. We hope you will join us for the last program in the series for 2017 or one of two special upcoming programs:

Wednesday, December 13, 2017, 3:00pm - 4:00pm ET
A December Guide to the Trump Tax Act: Where We Stand and New Planning Opportunities
Steven J. Oshins, 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.

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)

Upcoming Special Webinars

Friday, October 20, 2017, 12:00pm - 1:00pm ET
Estate and Financial Planning Nuggets for a Time of Turmoil!, a very special webinar offered by LISI
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished) & Stephan R. Leimberg, JD, AEP® (Distinguished)
A note about this program: Marty and Steve believe that the American Cancer Society has made, and will continue to make, incredible efforts to both defeat cancer and enrich the lives of those who face it. All profits from this special webinar will go to The American Cancer Society. The fee to participate is $129. This program will cover: why and how to structure irrevocable trusts to include an array of non-traditional provisions; what to do about GRATs in an uncertain environment; why and how to repurpose existing irrevocable trusts and transform frogs into trust princes with via decanting or a non-judicial modification; how to address a looming problem too few planners are taking action on - financial conflicts for aging clients; why your client should be re-considering gift provisions under existing durable POAs and revocable trusts; trust protector; and Ethics Opinion 477.

Tuesday, October 31, 2017, 2:00pm - 3:00pm ET
Teaming for Success in Three Legacy Planning Business Model, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation
Philip Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP®; Thomas C. Rogerson; Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished) and Charles V. Douglas, JD, CFP®, CAP®, AEP®
In this practical webinar you will learn why teaming is essential for multi-generational legacy planning, and how teaming plays out in three business models: Family Office, Private Bank, and Best of Breed Teams of Independents. Join this program to learn how to position your practice for success in this rapidly changing legacy planning landscape.

The 54th Annual NAEPC Advanced Estate Planning Strategies Conference is scheduled from November 15-17, 2017 in New Orleans - don't miss your chance to experience this exceptional event! The full registration brochure, online reservation links, and general information can be found on our website. It's not too late to attend; register by October 31st to avoid the late fee!

The annual conference has truly become the "go-to" event for estate planners from across the country. The exciting line-up of nationally-recognized speakers coupled with a fabulous location, The Roosevelt, our plush host hotel, and incredibly competitive registration fees, make this signature annual event one that is not to be missed.

To learn more about the conference, including the full list of speakers and topics, registration fees and packages, and to download the conference brochure, please visit our website.

We are grateful for the support of the conference sponsors and exhibitors as their participation allows us to provide attendees with the experience the annual conference has become known for, and also gives attendees access to new resources during the three days of exhibit hall hours.

Please click on each logo to learn more.

CFP Board

DonorsTrust   eMoney Advisor  

Sponsorships and exhibit booths are still available! Review the sponsor kit or contact Ed Socorro at or 312-600-5303 for more details.

Member Benefits

As an AEP® designee or member of your local council, you have access to a list of nearly 40 member benefits spanning a range of categories.

View all of the exciting benefits available to you as a member of NAEPC, including our highlighted benefit for this month:

The Life Documents Organizer Kit by Smead Manufacturing Company

Smead 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 Smead's high-quality organizational products, including hundreds of products made in the USA visit

The 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.

For more information on the Life Documents Organizer Kits, including a product overview video and assembly instructions, please visit the Smead ecommerce store at NAEPC members receive a 20% discount when using the discount code found in the NAEPC members-only area.

Please log into our members-only area for special pricing and ordering links.

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

Accredited Estate Planner® Designation Program

NAEPCQualified professionals can achieve an accreditation that acknowledges their experience and specialization in estate planning. Simply put, the Accredited Estate Planner® designation means "I believe in the team concept of estate planning." Awarded by the National Association of Estate Planners & Councils to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character, the AEP® designation helps both clients and colleagues understand your belief in, and dedication to, the team concept of estate planning.

The Accredited Estate Planner® designation is available to professionals in the following disciplines -accounting; insurance and financial planning; legal; philanthropy; and trust services - who hold a gateway credential of CPA, CLU®, ChFC®, CFP®, CPWA®, CFA, MSFS, MST, JD, CAP®, CSPG, or CTFA and meet stringent qualifications at the time of application and commit to ongoing continuing education and recertification requirements.

  • With a minimum of 5 years of experience, the designation is available after taking two courses through The American College.
  • For those individuals who have 15 years of experience or more, one may choose to be exempt from the required graduate-level courses in estate planning*.

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

*Exceptions apply, please contact the NAEPC office to learn more.

Estate Planning Hall of Fame® Spotlight

We are very excited to announce that Jonathan G. Blattmachr, Esq., AEP® (Distinguished), a 2004 entrant into the NAEPC Estate Planning Hall of Fame®, will receive the NAEPC Hartman Axley Lifetime Service Award on November 17, 2017. Created to honor those who have been highly active in the estate planning community and crucial to the development of the association, the award was named after the "heart" of the NAEPC, Hart Axley, and will be presented to Mr. Blattmachr at the 54th Annual NAEPC Advanced Estate Planning Strategies Conference. Congratulations, Jonathan!

We also celebrate those who will enter the NAEPC Estate Planning Hall of Fame® on November 17, 2017. Please join NAEPC in congratulating the following individuals who are receiving the AEP® (Distinguished) designation in recognition of service to the field of estate planning:

Vincent M. D'Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)

Donald O. Jansen, JD, LL.M., AEP® (Distinguished)

R. Hugh Magill, JD, AEP® (Distinguished)

Edward Mendlowitz, CPA, AEP® (Distinguished)

Joshua S. Rubenstein, JD, AEP® (Distinguished)

John J. Scroggin, JD, LL.M. (taxation), AEP® (Distinguished)

Message from the President


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

It is very hard to believe that both the annual conference and the end of my presidency are so near. We are very excited to be returning to New Orleans (the hometown of NAEPC's immediate past president Larry Lehmann) ten years after our last visit for the 54th Annual NAEPC Advanced Estate Planning Strategies Conference. Our entire board is hoping that you are planning to attend to gather knowledge and network with your peers in "The Big Easy." We believe that the ideas shared this week will be valuable to your professional practice as we continue to work to create ONE NATIONAL NETWORK of estate planning professionals through the affiliated local estate planning council system.

NAEPC continues to grow and break records by increasing the numbers of affiliated local councils, conference and webinar attendees, and Accredited Estate Planner® designees. This year we focused on furthering previously-adopted goals and had many committees working to provide new or enhanced programs and services. This is all accomplished because of the tireless hours our board of directors and non-board committee volunteers devote to help NAEPC thrive. For that, I thank them. Without the support of this incredibly talented group of volunteers, we could not offer the exceptional programs and services available to you on a daily basis. As you start to think about your activities for next year, please consider volunteering with NAEPC.

It has been my distinct honor to have served you and this organization as President during the past year. Lifelong friendships have grown because of my participation in NAEPC and I look forward to continuing those relationships in the coming years.
Until November,

Until November,
Paul S. Viren


Subscription Options

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 this one, please use the link at the bottom of this message to remove your address from our distribution list.

If you want to receive more frequent and timely communication about the NAEPC and its educational programming and member benefits, please be sure to subscribe for more frequent communications.


National Association of Estate Planners & Councils 1120 Chester Avenue, Suite 470 Cleveland, OH  44114
Phone: (866) 226-2224  ~  Fax: (216) 696-2582  ~  E-Mail:

© 2017, All Rights Reserved. See Privacy Policy.