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

The Association of Choice for Estate Planning Professionals

February 2018


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 M. Eileen Dougherty

I  hope to see you in Ft. Lauderdale in November!
NAEPC Who we are

Who We Are

Reflection on the values of NAEPC

AEP Designation

Accredited Estate Planner® Designation

The only graduate level designation in estate planning


Member Benefits

Member Benefits

Explore today


55th Annual Advanced Estate Planning Strategies Conference

November 6-9, 2018


2/14/18 Webinar

Non-Tax Developments of Interest to Estate Planners
Jeffrey N. Pennell

Watch live or on-demand



Advanced Training in Collaboration, Our Newest Member Benefit

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

This fun, interactive and self-paced online course is loaded with content, including: how to prepare yourself for collaboration; how to conduct the initial client conversation; helping the client invite other; advisors to the planning table; how to have a successful initial meeting with other advisors; successfully hosting the Strategy Session; how to host the Client Recommendation Meeting; and the step-by-step 4 Phase Model for collaborative planning.

Resource for Members—Sample Client Letter Highlighting the Importance of Teaming in Light of the New Tax Act

As you know the Tax Cut and Jobs Act of 2017 was recently enacted. Not only does this create new challenges for you and your clients, it also creates new opportunities. The Act changes traditional planning in many ways (e.g. corporate tax rates lower than individual tax rates) and creates entirely new concepts (e.g. the Sec. 199A 20% deduction for pass-through entities). No single discipline has the expertise about each facet of the new tax law and its implications to adequately address all the concerns that clients will have. With this in mind, we want to remind you of the importance of multi-disciplinary teaming and the resources that NAEPC has made available to you.


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.

Upcoming Programs

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
REGISTER HERE for the individual program

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
REGISTER HERE for the individual program

Choose the registration option that fits your needs—purchase programs individually or save with a series subscription. For full program details and to register for either the series or an individual program, visit our website.

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

The Annual NAEPC Advanced Estate Planning Strategies Conference is well-known for providing nationally-known presenters, national & multi-disciplinary continuing education credit, and the perfect opportunity to meet and network with estate planners of all disciplines from across the country. This year, we've included several exciting changes to the program:
  • Council Leadership Day, the portion of the program for estate planning council volunteer leaders and executives, will now take place on Tuesday, November 6th
  • The technical education portion, which is appropriate for every single member of every estate planning council, will now be two and one-half days, starting the morning of Wednesday, November 7th and ending near noon on Friday, November 9th.
  • The program will now offer up to 17 hours of CE credit (individual states and governing bodies determine the final number of hours awarded)
  • More free time has been incorporated by ending sessions a bit earlier in the day on Wednesday and Thursday

The full schedule, including speakers and topics, will be available on our website soon. Check in often for updates!

We are grateful for the support of all 55th Annual Conference sponsors and exhibitors, including those shown below.

Please click on each logo to learn more.


Sponsorships are still available! Those that have an interest can review the conference sponsor kit or contact Ed Socorro at or 312-600-5303.

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.

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®.

Message from the President


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

As I sit here in my office in Philadelphia writing this message on a cold winter day, I can't keep my thoughts from wandering to warmer climates, especially Ft. Lauderdale, the host of the 55th Annual NAEPC Advanced Estate Planning Strategies Conference scheduled for November 6-9, 2018. This is going to be a very special conference with an additional half day of education and other enhancements, which you can learn more about in this newsletter. I do hope that you will join us in Florida in November.

Each president of this great organization chooses a theme for his or her presidency. After careful reflection, my theme is to be "Back to Basics." During my presidency our board will focus on drilling down to the core of NAEPC—who we serve and how we do so. NAEPC is truly an association of estate planning councils and professionals, drawn together by a single pursuit—Excellence in Estate Planning. This year we will be focusing on our service to councils, providing benefits to members, and enhancing the Accredited Estate Planner® designation and supporting the efforts of the Estate Law Specialist Board to assist Estate Planning Law Specialist certification program. I will keep you updated on these efforts throughout the year.

I do hope that you will take some time today to explore the wealth of benefits available through your membership, especially our newest benefit, the LINK Online Training in Collaboration. This online program provides advanced education in multi-disciplinary teaming and is available to you today!

Best wishes,
M. Eileen Dougherty


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