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

The Association of Choice for Estate Planning Professionals

September 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

The year in review

55th Annual NAEPC Advanced Estate Planning Strategies Conference

November 6-9, 2018
Early bird rate extended through September 28th


October Webinars

Blended Gifts for Boomers on October 10th

Educating Your Clients about a Timeshare's True Costs on October 17th


NAEPC Journal of Estate & Tax Planning

Subscribe today!

NAEPC Who we are

Who We Are

Reflection on the values of NAEPC by Edward Mendlowitz, CPA, AEP® (Distinguished)

Member Benefits

NAEPC Member Benefits


Message from the President


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

Dear Colleagues,

It is very hard to believe that my presidency is nearing its end. The time has passed quickly and I've enjoyed being the association's leader. Our board and committees have been industrious this year and I'd like to review some of our accomplishments and thank every board member and volunteer for their time, ideas, and talent.

Some of the work done by the board happens annually. The Advanced Estate Planning Conference, Robert G. Alexander Webinar Series, and the Council of Excellence selection process are all great examples of repeated initiatives. We'll be gathering together very soon in Fort Lauderdale to experience the Conference Committee's great work, most have benefitted from at least one exceptional webinar this year, and I share my heartfelt congratulations with those that have been chosen as Council of Excellence or 5 Star Council recipients for 2018.

Often, the board will also focus on new initiatives or endeavors. This year we advanced the long-overdue marketing and branding efforts formalized by Paul S. Viren during his presidency, continued to focus on diversity, and are nearly finished with a full review of the association's bylaws. These very important initiatives pave the way for future leadership and I am grateful to everyone who shared their time and wisdom for these purposes.

In closing, it will be my honor to meet you in person in Fort Lauderdale so I am hoping you plan to be with us from November 6-9 as we gather together to learn and celebrate NAEPC with those who share a passion for excellence in estate planning!

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 to:

  • Gather inspiration and head home energized and excited to put into practice what you've learned
  • Use this new knowledge in service to your clients
  • Build new relationships with like-minded professionals—people who are aligned with your passion for excellence in estate planning

Inspiration comes in many forms; find yours with NAEPC in Ft. Lauderdale this November.

> Online Registration Form
> Download the Registration 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 28, 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


    US TrustWelcome FUndsWhite Glove Workshops

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

High-Performance Teaming and Professional Collaboration, the LINK Online Course in Collaboration

A LINK is defined as a "connecting element or factor." In the estate planning community, a connected group of advisors is a proven best practice with regard to client service. The LINK Online Course in Collaboration was developed specifically for NAEPC members with industry leaders Todd Fithian and David W. Holaday, using the NAEPC Model for Collaboration as its foundation. Todd and Dave also serve as instructors for the program.

Enroll today to:

  • Become known as a connector, someone who balances communication, coordination, and cooperation and turns those elements into a true collaborative experience that benefits the client and team of advisors
  • Discover the NAEPC Model for Collaboration
  • Overcome objections to the teaming model
  • Become well-versed in the "5 Best Practices"
  • Inspire optimal behaviors among team members

LINK is a self-paced, 9-module course that students complete at their leisure. Segments are short and concise; the program is easy to follow, and completion is on your schedule. Accredited Estate Planner® designees who successfully complete the LINK program earn 4 hours of AEP® designation continuing education credit.

> Learn more about the LINK Online Course in Collaboration

The substantially-reduced enrollment fee is $100 for Accredited Esate Planner® designees* and $169 for members of NAEPC and its affiliated local councils. > Enroll online

About the Instructors
Todd Fithian is a recognized leader and an industry advocate. In 2007 he co-authored the well-known book The Right Side of the Table: Where Do You Sit in the Minds of the Affluent. Fithian is nationally recognized for his contributions to the profession and is a frequent speaker at industry conferences.

David W. Holaday has over 25 years of experience as a financial consultant, and is the founder and managing member of a firm that offers case design, analysis, and presentation services to organizations and individuals that serve high new worth clients. He has a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client’s existing advisers.

*AEP designees should log into the designee portal or contact NAEPC to obtain the discount code.

44th Annual Notre Dame Tax and Estate Planning Institute

The 44th Annual Notre Dame Tax and Estate Planning Institute will take place on October 11 and 12, 2018, at the Century Center on the banks of the St. Joseph River in downtown South Bend, Ind. The Institute will present topics of interest to a broad range of estate planning professionals, whether your clients are high net worth individuals exposed to the estate tax or more moderate net worth individuals who are below the estate tax exemptions. Long-time attendees as well as new attendees are welcome to join this year’s institute.

> Download a copy of the brochure
> Register online

Who Are We?

Reflection on the values of NAEPC by Edward Mendlowitz, CPA, AEP® (Distinguished)

There are many wealthy clients I've assisted in estate planning including minimizing the wealth transfer tax. Estate planning councils provide forums to hear leading professionals present their most updated techniques as well as venues to interact with fellow professionals and share ideas. I have found estate planners to be among the brightest, most client-centric and empathetic professionals I interact with. Most of the time it is not about the money but about creating a method where a client can pass on their wealth in a way that maintains harmony and creates feelings of security within the family. Another reason is assisting clients in developing plans, not just a memo, that passes on their values. Further, while I make substantial revenues from wealthy clients, the most satisfying things I do is advising young parents on how they could provide for their family in the terrible situation of an untimely death or disability. This involves not only a will, but the naming of a guardian and providing for and funding of an "allowance" for that guardian so they do not end up out of pocket while adding to their added responsibilities, and then the ultimate distribution of the remaining funds. The plans also consider the death of just one of the parents and in particular the primary income earner. That is what estate planners do regularly and it is not usually talked about. We really make a difference in our clients' lives. What we do in this regard is a way to give back for our success. The NAEPC, with its range of interdisciplinary members, provides opportunities to also grow in this area, and I am thankful for the many colleagues I've met that share this interest.


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