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

The Association of Choice for Estate Planning Professionals

April 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.

NAEPC President

Message from President M. Eileen Dougherty

An update on our service to estate planning councils and their members

4 Ways to Maximize Your Membership


Special Webinar

"S.A.V.E. Yourself"


NAEPC Journal of Estate & Tax Planning

11 feature articles provided by the nation's leading experts

NAEPC Who we are

Who We Are

Reflection on the values of NAEPC by David J. Abelson CFP®, CIMA®, MBA

Member Benefits

NAEPC Member Benefits

6 New or Updated Opportunities


4 Ways to Maximize Your Membership

1 Participate

Membership associations are as strong as their members. Make sure you are an active participant at the local and national levels with these handy tips:

  • Regularly attend local estate planning council meetings to learn and network with local professionals. Traveling? Why not find an estate planning council in the area in which you are visiting to see if they have a meeting scheduled?
  • Attend the Annual NAEPC Advanced Estate Planning Strategies Conference, which builds upon the education offered by your local council and allows you to create your national network of multi-disciplinary professionals. Attending in-person conferences is also consistently noted as one of the best ways to impact the future of your business and ensure that you are up-to-speed on the latest developments.
  • Participate in our community on LinkedIn.
  • Complete in your educational calendar with programs from the Robert G. Alexander Webinar Series. Affordable and flexible, these online courses bring national speakers right to your desk or conference room!
2 Take Advantage of Member Benefits

As a member of NAEPC, which you are, you have access to a dynamic list of benefits that provide discounts on subscriptions, conferences, specialty services, books and more. If you haven't looked at the list recently, you may are likely missing out! Note that this list may also appear on your council's website.

Discount programs are just one of the ways we benefit our membership. Have you checked out the "Guide to Teaming" page of our website? Full of exceptional teaming-based resources, this page delivers materials and programs in support of our core values, multi-disciplinary teaming and excellence in estate planning.

3 Attain the Accredited Estate Planner® Designation or Estate Planning Law Specialist Certification

Professional designations and certifications offer significant benefits for practitioners. NAEPC offers two programs, both of which help to set you apart and gain a competitive edge.

  • The Accredited Estate Planner® designation is the only graduate-level designation in estate planning and is available to credentialed professionals 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 and who are devoting at least a third of one's professional time to estate planning.
  • Attorneys who become Board-certified under the only ABA-accredited program in estate planning, the Estate Planning Law Specialist certification, demonstrate a high level of professionalism and commitment to the concept of specialization. This program is available only to actively licensed attorneys with five or more years of experience during which at least 40% of their practice is devoted to estate planning at an enhanced level, among other requirements.
4 Subscribe

Receiving this newsletter is great, but we'd like to be able to reach you more often so you don't miss any important information or announcements. Subscribe to receive emails about the Annual NAEPC Advanced Estate Planning Strategies Conference, new releases of the NAEPC Journal of Estate & Tax Planning, and other important announcements from NAEPC. We promise that we won't email too often or make your information available to parties outside of NAEPC.


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 Program

Wednesday, April 25, 2018
S.A.V.E. Yourself
Speaker: Chad Sheehan

This webinar could save your life!

A message from the Webinar Committee Chair, Thomas M. Borchert

It was Robert Alexander's dream to bring "the best of the best, of the best" speakers to the NAEPC webinar series and to build a quality educational archive for Accredited Estate Planner® designees and local council members. In the six years since our beginning the series we have done so, and will continue to be guided by his dream.

Our selection of monthly topics has paralleled our commitment to providing quality speakers. Occasionally, a topic is so imperative that we bring it to you even when it is not a technical estate planning subject. In those rare occasions we ask your indulgence and continued attendance so you can hear a broader range of topics which have value and importance. The S.A.V.E. Yourself webinar planned for April 25th is one of these imperatives. Your safety and that of your staff and family can be positively impacted by attending this presentation. Training from Mr. Sheehan has already proven to have saved lives during the mass killings in Las Vegas. We encourage you to attend and to consider registering your business or council for a group showing of the presentation, which can be watched live or on-demand at a time that is convenient for you.

Learn what to do in the midst of an active shooter situation.

How to survive the most horrific episode of your life.

Does your office have written procedures for handling work place violence? If not, you could be facing a severe O.S.H.A. response following a deadly incident. The S.A.V.E. Yourself program has taught over 100,000 people in more than 24 states how to respond in the 3-6 minutes of danger during an active shooter situation, before help arrives. It incorporates current training philosophies and best practices of: U.S. Dept. of Homeland Security, U.S. Dept. of Justice, U.S. Department of Education, American College of Surgeons, International Association of Chiefs of Police, O.S.H.A., and S.H.R.M.

This webinar will condense what is typically a half-day program into one hour and will provide background, philosophy and examples chosen specifically for NAEPC members. It will empower attendees with ideas to assist in a situation of workplace violence. Emphasis will be placed on the proactive response to violence in the workplace and elsewhere. Attendees will be empowered to survive. If you survive, you can help others plan to thrive.

Chad Sheehan is the creator of S.A.V.E. Yourself, a training program for businesses, associations, and schools for their staff and students. He is a 23 year veteran of law enforcement with assignments in Hostage Negotiations, as a Field Training Officer and a member of a Critical Incident Stress Management team. Mr. Sheehan is a certified instructor in Rapid Response to active shooter, Conflict Resolution, Tactical Communication and D.A.R.E.

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

Member Benefits

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

New & Updated Benefits

AICPA ENGAGE - June 9-14, 2018, Las Vegas

What you will find at AICPA ENGAGE:

  • four days of thought-provoking questions
  • candid insights
  • deep technical dives and even some radical ideas

It's your time to absorb, reflect, challenge and apply the best of what the CPA profession has to offer.

We are proud to be sponsors at the 2nd annual AICPA ENGAGE 2018. Join NAEPC in Las Vegas June 9-14 with pre-curriculum workshops starting on June 9-10. Explore all AICPA ENGAGE has to offer for up to 39 CPE.

As a sponsor of the unique event, NAEPC is able extend a colleague discount—NAEPC members can save $100 with code "ENG18NAEPC" at checkout.
> Learn more or register

American Law Institute Continuing Legal Education Estate Planning in Depth 2018

American Law Institute Continuing Legal Education (ALI CLE) is pleased to offer NAEPC members a special 40% discount off the regular registration fee for its annual CLE conference, Estate Planning in Depth 2018. This course is cosponsored by Continuing Legal Education of Wisconsin (CLEW) and will be held at the University of Wisconsin Law School in Madison and via live video webcast on June 24-28, 2018.

Gain insights, tips, and strategies on some of the most complex challenges—including significant tax and non-tax issues—facing estate planners today from a faculty comprised of top practitioners from across the country.

To receive their 40% discount, NAEPC members must register by June 24 at and enter coupon code CZ020NAEPC at checkout. (This offer is valid on new registrations for the in-person course and full webcast only, and may not be combined with other offers, including group discounts.)

American Law Institute Continuing Legal Education Planning Techniques for Large Estates 2018

American Law Institute Continuing Legal Education (ALI CLE) is pleased to offer NAEPC members a special 40% discount off the regular registration fee for its annual CLE conference, Planning Techniques for Large Estates 2018. This course will be held at the Sheraton Austin Hotel at the Capitol in Austin, Texas and via live video webcast on April 25-27, 2018.

Prepare for your clients' tough questions by attending this top-rated program. An expert faculty will provide updates on the impacts of tax reform and other significant developments and offer sophisticated guidance on the latest planning techniques designed to preserve the wealth of future generations.

To receive their 40% discount, NAEPC members must register by April 25 at and enter coupon code CZ016NAEPC at checkout. (This offer is valid on new registrations for the in-person course and full webcast only, and may not be combined with other offers, including group discounts.)

American Law Institute Continuing Legal Education Representing Estate and Trust Beneficiaries and Fiduciaries 2018

American Law Institute Continuing Legal Education (ALI CLE) is pleased to offer NAEPC members a special 40% discount off the regular registration fee for its annual CLE conference, Representing Estate and Trust Beneficiaries and Fiduciaries 2018. This course will be held at the Gleacher Center in Chicago, Illinois on July 19-20, 2018.

This annual national conference surpasses traditional trust and estate administration to address the latest in tax, litigation, liability, and fiduciary developments. Attendees will learn applicable strategies to meet the complex challenges that may arise in the wake of recent changes, including the impact of tax reform on trust and estate issues.

To receive their 40% discount, NAEPC members must register by July 19 at and enter coupon code NAEPC1718 at checkout. (This offer is valid on new registrations for the in-person course only, and may not be combined with other offers, including group discounts.)

LINK: Advanced Online Training in Collaboration

Fact: Take any two people, no matter how much they like and respect each other, put them in a room and it's just a matter of time before it becomes a competition for the truth. Working together can be tough, even when it's good.

> Watch the LINK introduction video

Working successfully with other professional advisors takes more than a good intention, it takes a process—and we have that process for you. LINK is a fun, interactive and self-paced 9-module online course will be 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
  • The step-by-step 4 Phase Model for collaborative planning

LINK was specifically designed by The Legacy Companies and thought leader Todd Fithian with the needs of NAEPC members in mind and is provided at a special price that no other group will receive. The registration fee is just $100 for active Accredited Estate Planner® designees and $169 for members of affiliated local councils. This low fee offers on-demand access to the course for one year from the date of sign up.

Council members can visit the link below to enroll. AEP® designees should login to the private page of this website or contact the NAEPC office to obtain a special discount code prior to enrolling.

Are you ready to successfully work in collaboration? Enroll Today!

Ruby Receptionists

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Why do financial professionals love Ruby?

  • Win Business with Memorable Impressions
    Ruby answers 100% of business hour calls live, ensuring your callers always reach a friendly, professional receptionist excited to deliver an exceptional experience that helps attract and retain customers.
  • Call-Handling Tailored to Your Needs
    Ruby's proprietary software enables a high degree of customization. You can select when we answer, the types of calls you'd like connected versus sent to voicemail, who from your business receives certain types of calls, and more!
  • Save Money Without Sacrificing Quality
    With Ruby, you get our legendary live service, a business phone number and a comprehensive suite of features for a fraction of the cost of an on-site hire—leaving room in the budget to reinvest in your business.

Plus, NAEPC members receive an exclusive 6% discount on all Ruby pricing plans!

We're so confident you'll love our service, we provide a 21-day money back guarantee! If you aren't satisfied, we'll fully refund your money in the first three weeks.

What others are saying about Ruby...

"As a small business owner, having a live person answer my calls has been the best thing for my business," offered John W. Chang, Patinelli & Chang, LLP, Estate Planning, Trust and Probate Law. "Ruby provides excellent service, the app works really well, and the communications with my callers is spot on. They are truly dedicated to my clients having the best experience possible—it's a no brainer to have them answer all your calls."

"I have ZERO complaints. I always say hiring Ruby is the best thing I ever did. I was at the bank the other day and my banker commented on how professional my receptionist was."

> Learn more and sign up at or watch the Ruby video on YouTube!
> Read the Ruby newsletter, "The Watercooler"

To learn more about the Annual Conference, please visit our website. Registration opens soon!

We are grateful for the support of all 55th Annual NAEPC Advanced Estate Planning Strategies Conference sponsors and exhibitors, including those shown below. You may click on each logo to learn more.

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.

Message from the President


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

Dear Colleagues,

With nearly one-third of my presidency behind me, I'm delighted with all of the exciting progress and activities happening at NAEPC this year, a few of which I'd like to highlight within this message.

As an organization that provides service to estate planning councils, much of our work surrounds their needs and a few very important yearly initiatives, the first of which is Regional Leadership Day. We are delighted to be planning our 2nd annual regional "roadshow" with events planned on June 19th in Anaheim, June 21st in San Francisco, and in Seattle/Tacoma on June 25th. These programs give volunteer leaders and council executives an excellent opportunity to meet and learn from one another and provide the NAEPC leadership with a rare opportunity to be together with council leaders for an entire day! These regional events will be followed closely by the announcement of the 2018 Council of Excellence winners and the award ceremony that will take place at the 55th Annual NAEPC Advanced Estate Planning Strategies Conference.

This year we have also teamed up with The Legacy Companies to launch an exclusive and unique online educational program focused on collaboration. LINK, as the program is known, provides on-demand access to over four hours of education on best practices with regard to multi-disciplinary teaming and is available to Accredited Estate Planner® designees for the low enrollment fee of $100 and members for just $169. I personally invite you to enroll, complete, and to share your thoughts about the program with our leadership. In addition to LINK, our very active Multi-disciplinary Teaming Committee has produced an exceptional new resource—a sample client letter highlighting the importance of teaming in light of the new tax act. Take a look today!

In closing, I share my heartfelt invitation for you to attend the 55th Annual NAEPC Advanced Estate Planning Strategies Conference in warm and sunny Ft. Lauderdale this November. I truly hope that I will be able to meet you in person there and learn about how you are maximizing your membership in NAEPC!

Until November,
M. Eileen Dougherty


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