Message from the
S. Mark Alton, CFP®, ChFC®, CLU®,
Syracuse, New York
We, both individually and collectively, make up the
National Association of Estate Planners & Councils (NAEPC). We are a vast
network of over 275 affiliated estate planning councils and their 30,000
credentialed members, past presidents, board members, committee chairs and
members, and Accredited Estate Planner® (AEP®) designees. We are NAEPC, and
NAEPC is us.
We are a leadership organization as well, comprised of family, institutional
and community leaders. Our core strength is that of our diversity, and the depth
and breadth of our skills and expertise, advanced training and resources, and
the deep experience we bring to each other and to our association. When we fully
embrace a multi-disciplinary team approach to estate planning, we cultivate
excellence in estate planning. When we do it well, collaboration becomes first
and foremost a learning experience, and we become a learning organization. The
Multi-disciplinary Teaming Committee has already begun meeting for the year and
is excited to be working on a deliverable for councils and their members on
collaboration do's and don'ts.
Applying for, and being awarded the
Accredited Estate Planner® designation, is a great way for you to show your
commitment to our profession and clients. AEP® designees are recognized for having
achieved the highest standards of excellence in the areas of education,
experience, character, professional reputation, and most importantly, team
Over the next ten years, we will be faced with never before seen risks and
opportunities. To survive and thrive in this age of rapid technological and
social change will require innovation, collaboration and value creation at an
unprecedented speed, scale, and impact. Truthfully, I can't conceive of an
organization that is better equipped to flourish in this environment. I am proud
to be working alongside each and every one of you, and am truly looking forward
to the future we will co-create together.
P.S. I you haven't visited our
YouTube channel lately;
two new videos were recently added. Take a look at (and comment on) "Risks and
Opportunities for Estate Planning Professionals" and "Overcoming Road Blocks to
Teaming", featuring one of our newest board members, Martin M. Shenkman , CPA,
PFS, MBA, JD, AEP® (Distinguished).
Working with Widows
Kathleen M. Rehl, Ph.D., CFP®, CeFT®
Wednesday, February 13, 2019—3:00 pm - 4:00 pm ET
Not able to attend on the live date and time? Register anyway! We'll send you
a link to the archive so you can view it at your convenience
According to the Journal of Financial Service Professionals, the
average age at which a woman becomes widowed is 59.4 years. 80% of married men
will die while married, leaving their wives often unprepared. Interestingly, the
study also notes that 70% of widows will fire their financial advisor. While
poverty rates in the United States between men and women are not significantly
different, elderly women living alone are much more vulnerable with a rate of
poverty that is consistently three to four times higher than elderly married
women. Attend this intermediate session to enhance your understanding of
widowhood, while gathering practical tools, skills, and processes to enhance
relationships with these women.
Kathleen M. Rehl, Ph.D., CFP®, CeFT® wrote the multi-award-winning book,
Moving Forward on Your Own: A Financial Guidebook for Widows. She empowers
widows financially™ and inspires their advisors through speaking, writing,
mentoring and research. Her work has been featured in the New York Times,
Street Journal, AARP Bulletin, CNBC, USA Today, U.S. News & World Report,
Journal of Financial Service Professionals, Journal of Financial Planning, and
> Learn More About Webinars
Registration is available for individual
webinars or by purchasing a yearly series
subscription, which offers access to all of the programs
scheduled during the calendar year for one low price.
Accredited Estate Planner® designee or Estate
Planning Law Specialist certificant
Junior/Student (available to a Junior or Student member of
an NAEPC-affiliated council or one who is in the process of
attaining the AEP® designation by virtue of being enrolled
in either the required or an elective course offered by The
Member of an affiliated
local estate planning council or at-large member of
Council meeting / group gathering (one feed to be shown in a
single location to a group that has gathered together)
available for $25 per feed per webinar by contacting us
after the initial registration
Continuing education credit is available at most webinars 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. It is the
responsibility of the attendee to determine whether their state, discipline, or
designation will allow one to self-file for a distance-learning program.
As an AEP® designee or member, you have access to a list of nearly 40 member
benefits spanning a range of categories.
New & Featured Benefits
Arcadia Art Consultancy
Art Consultancy is a full-service, tangible asset management firm that
specializes in appraisal reporting, advisory, and collection management
services for private collectors of fine art and other luxury assets.
Uniquely positioned within the realms art, finance, and the law, Arcadia Art
Consultancy can handle the most complex matters for high net worth clients.
The firm writes thoroughly researched and well-reasoned appraisal reports
for such purposes as charitable contributions, equitable distribution,
estate tax liability, gift tax liability, imminent sale, insurance coverage,
damage and loss claims, and probate and also provide comprehensive art
advisory and collection management services to help private collectors
effectively buy, manage, and sell impressive collections of fine art and
NAEPC members receive a 12.5% discount on professional services.
Interested members can either complete a new client form at
www.arcadiaappraisals.com/naepc-member-benefit or email
referencing the NAEPC discount in the email.
Estate Planning for the Sandwich Generation: How to Help Your Parents and
Protect Your Kids
Planning for the Sandwich Generation: How to Help Your Parents and Protect
Your Kids, debuted as the #1 Amazon bestseller in new releases for
Wills/Estate Planning. It features 10 estate steps to create an estate plan,
why it is critical to use an estate planning attorney, and 5
talks to have with your parents about the future.
This book addresses frequently asked questions, walks clients through the
estate planning process, and affirms the clients' decision to work with an
estate planning attorney. Additionally, the book highlights 5 important
discussions to have with aging parents regarding finances, medical concerns,
aging, end-of-life care, and death.
Use this book as a marketing tool for your practice! Hand the book to
prospective clients as an introduction to your estate planning services or
give the book as a meaningful thank you to clients for their business.
NAEPC members receive a 20% discount off the cover price of $14.99 plus
FREE shipping by emailing
email@example.com. Orders of 50 books or more receive a 25%
discount off the cover price and FREE shipping!
Response is the largest data-driven marketing services company,
providing targeted print advertising, social media marketing, and digital
advertising to boost client acquisition for estate planning attorneys.
Having marketed close to 600,000 consumer-focused events, the Leading
Response seminar event marketing program has generated over 17,500,000
consumer reservations and 800-1,200 campaign mailings per month. The success
of the Leading Response social media event marketing is fueled by a
second-to-none "look-alike" database of over 112 million consumer contacts.
Because of this, clients are assured to get in front of the qualified
prospects in their area who need their services. The Leading Response team
prides itself on not only having unique industry insight from 25 years of
event marketing, but world class consulting and customer service as well.
NAEPC members and members of affiliated councils are eligible for a 5%
discount on all marketing products and services, including direct mail and
digital marketing services.
Contact Josh Danielson, National Marketing Consultant, at 813-885-8231 or
get started. Make sure to mention NAEPC!
Trusts & Estates Magazine
& Estates' in-depth peer-reviewed articles have made the magazine the
authority on estate law, tax issues, and wealth management for over a
century. Attorneys, fiduciaries, accountants, investment advisors,
charitable giving specialists, family office executives, insurance agents,
and valuation experts all contribute their insight and advice to the pages
of the magazine. Always with a view to helping you better meet your client's
needs. Written by experts for experts!
All the benefits of full priced subscriptions are yours...even at this
- Every subscription includes 12 monthly issues of Trusts & Estates
magazine, in print and digital editions.
- Unlimited access to ALL Trust & Estates online premium content.
- Our annual special issues: Tax Year In Review and Charitable
- Free weekly newsletter The Estate Planner brings financial advisors
expert advice on trusts and estate planning issues
Subscribe to Trusts & Estates at the low NAEPC member price of just $149.
Save 60% off the regular $375 rate!
New Subscribers, click
Existing Subscribers, click
HERE to renew (please have your account number ready)
Trusts & Estates is now offering webinars! Approved for one hour of
Accredited Estate Planner® designee continuing education credit, webinars
are available both live and on-demand.
Trusts & Estates also offers complimentary newsletters for those who
choose to sign up! Click
HERE and look for "Industry Newsletters" on the right side of the page
to sign up.
We are grateful for the support of all sponsors and exhibitors from the
NAEPC Advanced Estate Planning Strategies Conference, including those shown
below. You may click on each logo to learn more.
Please click on each logo to learn more.
Reflections on the Values of NAEPC by Ryan P. Laughlin, CPA, MST, AEP®
Winston Churchill once said, "We make a living by what we get, but we make a
life by what we give." NAEPC, along with its affiliated councils and their
members, embodies this belief every day by encouraging and nurturing
collaboration among professional advisors. This multi-disciplinary approach
creates synergy where the whole is truly greater than sum of its parts. I have
been fortunate to see this synergy become reality in countless estate planning
sessions with other advisors.
Of course, estate planning certainly involves getting or saving dollars and
cents, taxes, or other financial or economic metrics. Ultimately, however, the
most successful estate planning discovers what clients really desire to give or
pass, and develops solutions that bring those desires to life. The discovery and
development can only happen when all the clients' professional advisors
participate and have a voice in the process, because each advisor's own
experiences, education, and understanding of the client's desires provide value.
In the end, the advisors win by giving their very best to the client. Clients
win by giving what they truly desire.
I believe NAEPC's dedication to collaboration, a multi-disciplinary approach
to estate planning, and unsurpassed education opportunities provide advisors the
necessary tools to ensure success.
Ryan Laughlin recently joined the NAEPC Board of Directors.