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

The Association of Choice for Estate Planning Professionals

February 2019


You are receiving this newsletter because you are an active Accredited Estate Planner® designee and/or entitled to take advantage of NAEPC benefits through your estate planning council's affiliation.

NAEPC President

Message from President S. Mark Alton

The value of NAEPC

56th Annual NAEPC Advanced Estate Planning Strategies Conference

Save the Date
November 5-9, 2019


Next Webinar

February 13, 2019
3:00 pm ET

"Working Well with Widows"


NAEPC Journal of Estate & Tax Planning

Read the latest issue and the AEP® Top Pick "Trust Planning After JCTA." Don't forget to subscribe and share!

NAEPC Who we are

Who We Are

Reflection on the values of NAEPC by Ryan P. Laughlin, CPA, MST, AEP®

Member Benefits

Member Benefits

New and Featured Benefits


Message from the President


S. Mark Alton, CFP®, ChFC®, CLU®, CAP®, CPWA®
Syracuse, New York

Dear Reader:

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 leadership.

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.

S. Mark Alton

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).

Upcoming Webinar

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, Wall Street Journal, AARP Bulletin, CNBC, USA Today, U.S. News & World Report, Journal of Financial Service Professionals, Journal of Financial Planning, and other publications.

> Register Now

> Learn More About Webinars

Registration Fees

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.  

Individual Series Type
$40 $280
($360 value)
Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
$40 $280
($360 value)
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 American College
$60 $420
($540 value)
Member of an affiliated local estate planning council or at-large member of NAEPC
$100 $700
($900 value)
$250 $1,125 
($2,250 value)
Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together) Additional feeds 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.

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 & Featured Benefits

Arcadia Art Consultancy

Arcadia 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 other valuables.

NAEPC members receive a 12.5% discount on professional services. Interested members can either complete a new client form at or email, referencing the NAEPC discount in the email.

Estate Planning for the Sandwich Generation: How to Help Your Parents and Protect Your Kids

Estate 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 Orders of 50 books or more receive a 25% discount off the cover price and FREE shipping!


Leading 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 to get started. Make sure to mention NAEPC!

Trusts & Estates Magazine

Trusts & 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 low rate!

  • 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 Giving
  • 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 HERE

Existing Subscribers, click HERE to renew (please have your account number ready)

Additional Opportunities

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 upcoming  56th Annual 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.

Trusts & Estates

Who Are We?

Reflections on the Values of NAEPC by Ryan P. Laughlin, CPA, MST, AEP®

Sir 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.


Subscription Options

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