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

The Association of Choice for Estate Planning Professionals

August 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

Celebrating Success

55th Annual NAEPC Advanced Estate Planning Strategies Conference

November 6-9, 2018
Register by September 14th for early bird rate


September 5th Webinar

Professional Collaboration

Heidi K. Gardner, PhD


NAEPC Journal of Estate & Tax Planning

July 2018 Issue Released.
Click to Read, Subscribe and Share!

NAEPC Who we are

Who We Are

Reflection on the values of NAEPC by John J. Scroggin, JD, LL.M. (taxation), AEP® (Distinguished)

Member Benefits

NAEPC Member Benefits

New: ACTEC Trust and Estate Talk


Message from the President


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

Dear Colleagues,

I very much consider NAEPC to be a family—members and friends drawn together by our profession and called to do what is best for our clients. This month I'm saddened to share with you the passing of one of our family members and long-time volunteer, John Meyer of New Orleans, LA. His work on the Council Relations Committee and with the Council of Excellence program was exceptional and he will be missed by all who had the chance to know him.

The association recently concluded its 2nd Annual Regional Leadership Day programs. Held in California and Washington, several national board members gathered with nearly 75 volunteer leaders and executives of estate planning councils to share new ideas and discuss ways to make the estate planning councils and our national network even stronger than they are today! I share my personal thanks with all who attended, as well as our own board member, Larry Macklin, whose leadership made these exceptional events possible.

During our meetings on the West coast I heard that question we so often hear... "Tell me about this conference of yours, and who attends?" I'm here to debunk the myth—the Annual NAEPC Advanced Estate Planning Strategies Conference, scheduled from November 6-9 in Ft. Lauderdale, is not just for estate planning council leaders. While yes, one day is devoted to council leaders, the two and one-half days of education that follow are for YOU, our members. If you haven't already attended, this is the perfect year to give the program a try - we have a brand new schedule, more continuing education credit, and a little more free time to enjoy Ft. Lauderdale. (And if you register by September 14th you can take advantage of the early bird discount!)

Something else that came up frequently during our regional events was the Accredited Estate Planner® designation. The AEP® designation is the only graduate-level designation in estate planning, which I have proudly held for now over ten years. As you start to think about your year-end goals, why not consider making attainment of the AEP® designation one of them? We'd be delighted to welcome you to the family!

M. Eileen Dougherty

November 6-9, 2018
Ft. Lauderdale, Florida

Marriott Harbor Beach Resort & Spa
  • 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

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

> Online Registration Form

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)

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.

Trusts & Estates


Skinner    Welcome FUnds

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 Benefit

ACTEC Trust and Estate Talk

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. ACTEC Trust and Estate Talk is a free weekly podcast series that offers wealth professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.

Past topics have included What Should Attorneys have in their Engagement LettersState Law PitfallsPowers of AppointmentSecurity of Clients' Information, and 9100 Relief. You may listen and subscribe to the series through many popular podcast players:

New podcasts are also announced weekly on LinkedInFacebook and Twitter

NAEPC is grateful to The American College of Trust and Estate Counsel for offering this valuable benefit to our members.

Who Are We?

Reflection on the values of NAEPC by John J. Scroggin, JD, LL.M. (taxation), AEP® (Distinguished)

Estate planning and all of its inextricably related elements (e.g., family business succession, conflict minimization) deal with two of the most fundamental elements of human existence: as Ben Franklin noted, "but in this world nothing can be said to be certain, except death and taxes." After forty-four years of practicing our profession, I have garnered a few personal perspectives.

First, we as estate planners sometimes treat estate planning as though it is fundamentally about death and the avoidance of a resulting tax. To the contrary, I believe that the fundamental purpose of estate planning is to leave a Legacy for The Living. It's not that death and taxes are unimportant, they just pale in significance to the legacy you leave behind for those who survive you.

Second, developing strong relationships with professionals from related disciplines over the years of your practice can create mentors to your personal and professional growth and serve as welcome sounding boards when you need help.

Third, we as professionals learn far more from our clients and fellow professionals (in their successes but perhaps even more in their mistakes) than they ever learned from us.

Fourth, there is no better calling in life than to work every day to solve the problems of people you care about and help people cope with death, disability, conflict, sorrow, and confusion.

Last, at the end of life, it's not about the toys you've accumulated, it's about the friends and family that are gathered around to see you off—because you made a difference in their lives.


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