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

The Association of Choice for Estate Planning Professionals

June 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

Summer Treats

55th Annual NAEPC Advanced Estate Planning Strategies Conference

November 6-9, 2018


July Webinar

What the Estate Planner Needs to Know about Roth Retirement Plans

Natalie B. Choate, Esq., AEP® (Distinguished)


NAEPC Journal of Estate & Tax Planning

NAEPC Who we are

Who We Are

Reflection on the values of NAEPC by Robert E. Fox, CLU®, AEP®

Member Benefits

NAEPC Member Benefits

Three New or Featured Benefits


Message from the President


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

Dear Colleagues,

Summer is in full swing here in Pennsylvania as I'm sure it is where you are today reading this newsletter. I associate so many images with the season: cool and sweet treats like ice cream and popsicles; vacations and longer days filled with a little extra rest and relaxation; and time to reconnect with family and friends at barbeques, festivals, picnics, and the like. Here at NAEPC, summer also offers some of the same!

We are hard at work creating our very own "sweet treats" for our members—whether new member benefits, educational programs like the 55th Annual NAEPC Advanced Estate Planning Strategies Conference or programs in the Robert G. Alexander Webinar Series, our committees are working hard to plan events and provide opportunities that are as enticing as your favorite flavor of ice cream! Speaking of upcoming events, registration for the annual conference is now open and you won't want to miss the July webinar with Natalie Choate, a real delight for NAEPC members!

I think most of us use the summer months to rest and recharge—even the councils take a few months off each year from their exceptional programming schedules! Although the pace slows a bit, NAEPC is here to answer all of your questions. Whether you are interested in the Accredited Estate Planner® (AEP®) designation, the Estate Planning Law Specialist certification, or learning more about the benefits you can take advantage of as our member, we are here to help! Now is a great time to reach out to have all of your questions answered.

No summer would be complete without a trip to the beach or pool, a barbeque, or a family gathering. As the days pass, our board of directors gets more excited for our annual "family gathering," the Annual NAEPC Advanced Estate Planning Strategies Conference. Planned for November 6-9 in sunny and warm Ft. Lauderdale, this annual conference is sure to be a crowd-pleaser with the exceptional speakers NAEPC is known for offering more continuing education credit than ever before, a great host hotel that is right on the beach, and the camaraderie that makes NAEPC so special. I do hope you will be with us in Florida in November.

M. Eileen Dougherty

November 6-9, 2018
Ft. Lauderdale, Florida

Marriott Harbor Beach Resort & Spa

Attend the 55th Annual NAEPC Advanced Estate Planning Strategies Conference with pre-conference sessions for Estate Planning Council Leaders where the brightest minds in estate planning will make impactful presentations in the areas of estate, tax, trust, insurance and financial planning. Participants will:

  • Network with estate planning professionals from across the country
  • Earn up to 17 hours of national, multi-disciplinary continuing education credit during 2½ days of educational sessions
  • Experience the 55 years of educational excellence that NAEPC and our affiliated council network is known for

For a full list of speakers and topics, please visit our website or download the conference early bird brochure.

Registration Options

  • 55th Annual Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
  • 55th Annual Advanced Estate Planning Strategies Conference
    $1,075 member* / $1,300 non-member
  • Companion Package

Available Discounts

$50 Early Bird Discount (Registration must be received by September 14, 2018)
$50 Active Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
$50 Host Council Discount for Members of Florida Councils
$100 NAEPC Volunteer Discount (available to non-board members of any committee of NAEPC)

> Online Registration Form

A $50 late fee applies to all registrations submitted after October 19, 2018.

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

Please click on each logo to learn more.


Member Benefits

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

Highlighted Benefit

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!

New & Updated Benefits


Committed and casual (or accidental!) owners of valuable works often require updated valuations and/or liquidity alternatives.

CollectorIQ is the most efficient, cost-effective and objective tool giving fiduciaries and other advisors around the world the ability to track this large component of owned wealth.

CollectorIQ offers proprietary data, valuation, and liquidity tools that combine traditional collection management with data aggregated from thousands of sources in real-time and analyzed instantly to provide accurate value trends. CollectorIQ's deep public and private data allow collectors and advisors to make better planning and buying and selling decisions with instant auction price comparables and sale trends. Its iOS application enables users to have collection access anywhere.

Security and privacy are of paramount focus. CollectorIQ employs bank-level digital security and are the only platform currently deployed at major financial institutions in the U.S. and Europe. That's why institutions and collectors have entrusted over $8 billion in collection assets to CollectorIQ.

NAEPC members receive a 20% discount off of annual software subscription fee for the Advisor product. The offer is good for 1 year only for new subscribers. ​​Interested parties should email and reference the NAEPC discount in email.

Wolters Kluwer Tax & Accounting – CCH Publications

Wolters Kluwer Tax & Accounting offers innovative, integrated and customer-focused solutions that support the workflow of CPAs, corporate tax and accounting departments, and auditors—enabling growth, enhancing productivity and increasing profitability. Expert analysis, authoritative content, high-quality software applications and integrated workflow productivity tools allow professionals to turn information into action.

Through an Association Alliance Program, Wolters Kluwer offers a generous 35% discount on valuable and industry leading research publications. This relationship gives you the necessary tools to expand your professional development, enhance your knowledge and increase your expertise on tax, accounting, financial and estate planning, audit topics and more.

With leading titles in taxation, accounting, estate planning and more, the 100+ CCH Publications offer expert information to help NAEPC members stay on top of industry and market-leading developments. Publications are available in both print and eBook formats.

From May 14th through June 30th, NAEPC members can take advantage of a Summer Early Bird Promotion! Titles below are available at a 40% discount.

U.S. Master Tax Guide® - Special Edition – Tax Cuts and Jobs Act (2018), Estimated Publication Date May 2018
Income Tax Regulations (Summer 2018), Estimated Publication Date June 2018
Internal Revenue Code (Summer 2018), Estimated Publication Date June 2018
U.S. Master Depreciation Guide (2019), Estimated Publication Date June 2018
U.S. Master Estate & Gift Tax Guide (2019), Estimated Publication Date June 2018
Guide to Choice of Entity (2018), Estimated Publication Date June 2018
Guide to Estate Planning (2018), Estimated Publication Date June 2018
Guide to Pass Through Entities (2018), Estimated Publication Date June 2018
Guide to Charitable Planning (2018), Estimated Publication Date July 2018
Guide to Corporate Tax (2018), Estimated Publication Date July 2018
Guide to Divorce (2018), Estimated Publication Date July 2018
Guide to Exempt Organizations (2018), Estimated Publication Date July 2018
Guide to High Net Worth Individuals – Assets Protections (2018), Estimated Publication Date July 2018
Guide to International Tax – Corporations (2018), Estimated Publication Date July 2018
Guide to Investments (2018), Estimated Publication Date July 2018
Guide to Real Estate (2018), Estimated Publication Date July 2018
Guide to Retirement Planning (2018), Estimated Publication Date July 2018
Guide to Small Business (2018), Estimated Publication Date July 2018
Guide to Standard Deduction (2018), Estimated Publication Date July 2018
Tax Cuts and Jobs Act – Law, Explanation and Analysis (2018)

To obtain the link to the special NAEPC website and the association's discount code, please log into our members-only area for special pricing and ordering links.

Who Are We?

Reflection on the values of NAEPC by Robert E. Fox, CLU®, AEP®

Note from the Editor: This month we asked the Bob Fox, creator of this portion of the newsletter, to reflect on his previous submissions for the "Who We Are" section of NAEPC News, as well as how he feels today. Read the full text of his prior submissions.

Other than excellence in one's individual discipline, what are the true requirements to be a leader within our profession? After reading or authoring near 40 contributions to the "Who We Are" section of NAEPC News from leaders in the estate planning community, I submit that it is a combination of humility and a will to serve.

An ability to believe deeply that others may know more than you and that in working together, the best of each participant's contribution of knowledge and skill can make the resulting solution better. With apology to Hegel - "thesis, antithesis, synthesis" - an ability to admit an error and thank someone for calling it to your attention is paramount. This approach can result in a better solution for the client and result in our "bread and butter"—referrals.

It must be with the goal of helping a client thrive after we leave, regardless of what the Department of Labor, Congress, or individual states say, should be our guiding behavior. Our work must be in the best interest of the client, knowing that recompense either by fee, commission or salary will follow.

During my term as editor, I have gained additional and deep respect for those who have contributed to the section, reconfirmed my love of the profession we have all been called to serve, and solidified my belief that estate planning techniques are ever-changing and that our knowledge must continually be enhanced.


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