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
- Planning in Uncertain Times - Part III
- Balancing Collaboration With the
- 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
- Proposed Regulations Under Code §2704
- 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
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
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
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
- $420 Member of an affiliated local estate planning council or at-large
member of NAEPC ($540 value)
- $700 Non-member
$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
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
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.
Sponsorships and exhibit booths are still available! Review the
sponsor kit or contact Ed Socorro at
312-600-5303 for more details.
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
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 www.smead.com.
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 www.myorganized.life.
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?
your suggestions today!
Accredited Estate Planner® Designation Program
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
Interested in learning more? Visit
www.NAEPC.org/AEP 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®
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
Paul S. Viren, CLU®, ChFC®, AEP®
Viren & Associates, Inc.
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
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.