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

The Association of Choice for Estate Planning Professionals

December 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 Newly-Elected President M. Eileen Dougherty

NAEPC Who we are

Who We Are

Reflection on the values of NAEPC Celebrating the service of
Robert E. Fox

AEP Designation

Accredited Estate Planner® Designation


Member Benefits

Member Benefits

LINK: education brought to you by The Legacy Companies and sponsored by NAEPC

Are you ready to successfully work in a collaborative environment?


55th Annual Advanced Estate Planning Strategies Conference

November 6-9, 2018


Robert G. Alexander Webinar Series

Series subscription now available for live or on-demand viewing



Miss the October 31st Webinar "Teaming for Success in Three Legacy Planning Business Models," the program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation? Register for your complimentary replay today!


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. Continuing education credit is available at each NAEPC-hosted 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.

Registration Fees

Individual Program
Series Subscription
Accredited Estate Planner® Designee 
$40 $280
Junior / Student (Junior or Student member of an affiliated Estate Planning Council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in a required or elective course at The American College)
$40 $280
Member of Affiliated Estate Planning Council / At-Large Member of NAEPC
$60 $420
$100 $700
Group Gathering (one feed shown in a single location to a group, additional feeds available for $25) $250 $1,125

2018 Schedule Released!

For full program details and to register for either the series or an individual program, visit

Wednesday, January 10, 2018
Lawrence P. Katzenstein, Atty, AEP® (Distinguished)

Wednesday, January 17, 2018
Complimentary Sponsored Webinar: Longevity Changes Everything with Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group and Ashar SMV

Wednesday, February 14, 2018
Non-Tax Developments of Interest to Estate Planners: An Overview of Recent Cases of Significance for all Estate Planning Professionals with Jeffrey N. Pennell, JD

Wednesday, March 14, 2018
High Tax Free Compounded Returns: The Keys to Building Wealth and Accomplishing Great Financial Planning with Jonathan G. Blattmachr, Esq., AEP® (Distinguished) and Jeff Glickman

Wednesday, April 25, 2018
Complimentary Sponsored Webinar

Wednesday, May 9, 2018
The Top 20 Insurance Planning Mistakes - How to Avoid or At Least Fix Them with Lawrence Brody, JD, LL.M., AEP® (Distinguished)

Wednesday, June 6, 2018
Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change with Joshua S. Rubenstein, JD, AEP® (Distinguished)

Wednesday, July 18, 2018
What the Estate Planner Needs to Know about Roth Retirement Plans with Natalie B. Choate, Esq., AEP® (Distinguished)

Wednesday, August 8, 2018
Complimentary Sponsored Webinar

Wednesday, September 12, 2018
Professional Collaboration with Heidi K. Gardner, PhD

Wednesday, October 10, 2018
Blended Gifts for Boomers with A. Charles Schultz, JD

Wednesday, December 12, 2018
Jeremiah W. Doyle, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)

Save the Date

Join us in Ft. Lauderdale for the 55th Annual NAEPC Advanced Estate Planning Strategies Conference! The committee is hard at work planning an exceptional program that features all that the annual conference has become known for PLUS an additional half-day of technical education! What to expect:

  • A date that is earlier in November
  • The conference will begin on Tuesday* and end on Friday afternoon (while adding an additional half day of technical education)
  • A new city rotation—we'll start in Ft. Lauderdale in 2018—head over to Las Vegas in November 2018—and repeat!

More information about these exciting changes will be shared on our website and within upcoming newsletters.

*Council Leadership Day will take place on Tuesday, November 6 and technical education will follow from November 7-9.

The 54th Annual NAEPC Advanced Estate Planning Strategies Conference concluded approximately a month ago and 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 remains known for, and provided attendees with 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  



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:

LINK: Working in Collaboration

There are two circumstances when you work in collaboration: when you want to, and when you have to. Regardless of the reason, it can be challenging, frustrating and even professionally annoying. But when you have a process, and you use the 5 Best Practices of Collaboration, working with other professional advisors can be rewarding and productive.

NAEPC commissioned The Legacy Companies to design, develop and deploy an interactive and self-paced 9-module online course at an incredibly low cost so that each of us can become experts at working in collaboration. To learn more, visit

The registration fee is just $169 for members of affiliated local councils and $100 for active Accredited Estate Planner® designees. AEP® designees can obtain their special discount code by logging into the national website or giving the NAEPC office a call at (866) 226-2224 prior to enrolling, council members can visit the website to get started today!

LINK: Working in Collaboration

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

AEP LogoAccredited Estate Planner® (AEP®) Designation Program

What do you have in common with a growing number of estate planning professionals who have recently attained the Accredited Estate Planner® designation? A dedication to the team concept of estate planning because you know that when a team collaborates, the client wins! If you are a credentialed professional actively licensed or certified as an accountant; attorney; insurance and financial planner; philanthropic advisor; or trust officer—holding one or more of the following credentials CAP®, CFA, CFP®,ChFC®, CLU®, CPA, CPWA®, CSPG, CTFA, JD, MSFS, and MST—who is devoting at least a third of your professional time to estate planning and are willing and able to meet stringent qualifications at the time of application and commit to ongoing continuing education and recertification requirements, contact our office today to learn more about the only graduate-level designation in estate planning—AEP®.

Estate Planning Hall of Fame® Spotlight

Year-end is a time of celebration for many, including NAEPC! We are most excited to have recently inducted the 2017 class of NAEPC Estate Planning Hall of Fame® entrants at a ceremony held during the Annual NAEPC Advanced Estate Planning Strategies Conference on Friday, November 17, 2017 in New Orleans, Louisiana. Please join us in recognizing excellence in estate planning and service to the profession as the following individuals received the AEP® (Distinguished) designation. Learn more by viewing our slideshow or page in the November issue of Trusts & Estates magazine.

Vincent M. D'Addona, CLU®, ChFC®, RICP®, RFC, CExPô, 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)

The annual celebration of excellence wouldn't have been complete without the presentation of the NAEPC Hartman Axley Lifetime Service Award to NAEPC Estate Planning Hall of Fame® member Jonathan G. Blattmachr, Esq., AEP® (Distinguished). Congratulations, Jonathan, on this acknowledgment of your dedication to the estate planning community and service to NAEPC.

Message from the President


M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Philadelphia, Pennsylvania

Joining the board on December 1, 2011 triggered a string of events that brought us to December 1, 2017, the very day on which I assumed the presidency of this esteemed association. Valuable friendships have been formed, NAEPC has continued to grow and become stronger, and I have learned from so many in the past seven years. As I take over as president this year I owe a heartfelt thanks to all who have served before, especially immediate past president Paul S. Viren. Thank you, Paul, and the entire board of directors, for your service.

So many things happened during calendar year 2017, of which I will highlight two. First, you have quite likely noticed our shiny new website! My personal thanks to Robert P. Goodman and the Website & Technology Committee for taking this project on and for delivering a new site that is intuitive, modern, and much more user-friendly. Second, I am excited to share with you our brand new video. Whether you are a long-standing member of NAEPC or brand new to the association or an affiliated council, this exciting video is sure to highlight what we do, how we do it, and the importance of the affiliated local council network.

NAEPC is thriving because of the remarkable team of an estimated 75 board members and volunteers. We have been blessed with continued growth and, as a result, are in need of additional volunteers to serve on the Council Relations Committee, a team comprised of territory representatives who serve as the liaisons between the individual councils (both affiliated and unaffiliated) and NAEPC. The committee works to deliver the exceptional resources, unsurpassed education and best practices referenced prominently within the association's mission statement to the affiliated councils, as well as to work to assist those councils interested in membership in NAEPC through the affiliation process. If you are interested in joining the team, please visit our website for a committee volunteer application.

Finally, I hope that I will see you at the 55th Annual NAEPC Advanced Estate Planning Strategies Conference scheduled from November 6-9, 2018 in Ft. Lauderdale. We will be providing an additional half day of education this year, watch your email and this newsletter for additional details as they become available.

Best wishes,
M. Eileen Dougherty


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.