Message from the
S. Mark Alton, CFP®, ChFC®, CLU®,
Syracuse, New York
This won't surprise anyone, but we are facing a new frontier of disruption
and co-creation. Rapid and persistent advances in technology are threatening the
traditional role of advisors across the entire spectrum of disciplines, and we
are experiencing it in all sorts of ways. Multiple conferences and white papers
are all asking the same question; "What must we do to survive and thrive over
the next 10 years?" Fee compression and robo-advisors are calling for us to
consider ways in which we can create and provide more value for our clients, to
compete with the "machines" and justify the fees we charge.
NAEPC is well-positioned to adapt and flourish and embracing these changes
wholeheartedly. There has never been a better and more important time to be a
member of your local Estate Planning Council, and for our association! The
national association is first and foremost a peer-to-peer learning organization
providing multiple opportunities for councils, their volunteer leaders, and
professional advisor members to listen to and learn from one other; what I have
come to call "reciprocal learning relationships."
Those volunteers who work tirelessly for your local estate planning council
have opportunities to learn from one another during
Council Leadership Day,
held during the Annual NAEPC Advanced
Estate Planning Strategies Conference, at
Regional Leadership Day events, within the
private leader-only group on
LinkedIn, by participating in the
Council of Excellence process, and through council-led regional leadership
gatherings. During these meetings and activities participants discuss and
receive feedback on shared challenges, successes, and best practices during
their time together.
Ultimately, this benefits you as a member of an affiliated council,
Accredited Estate Planner® designee
Estate Planning Law Specialist certificant by being a member of a stronger
and more vibrant council. What's more, you - as a council member - have an
opportunity to gather the same benefit every time you attend a local council
meeting or the Annual NAEPC Advanced Estate Planning Strategies Conference and
through active participation in the NAEPC group on LinkedIn.
I look forward to meeting you personally in Las Vegas this November.
Accredited Estate Planner® (AEP®) Designation
Do you have what it takes to be an Accredited Estate Planner® (AEP®)
- Devotion to the team concept of estate planning, because you know that
is how a client is best-served
- Strong communication and relationship-building skills
- The ability to both lead and be a part of a team of allied professionals
If you answered "YES" to these questions and meet the following
criteria, you may be the perfect candidate for the AEP® designation!
Brief Overview of Requirements for all Applicants
- Active practice for a minimum of five years within one of the following
disciplines: accounting; insurance and financial planning; law;
philanthropy; or trust services
Devote at least 1/3 of one's time to estate planning
- One or more of the following professional credentials: JD (active law
license required if this is the only credential with which you are
applying), CPA, CLU®, CFP®, ChFC®, CPWA®, CFA, CAP®*, CSPG, CTFA, MSFS, and
- Three professional references from individuals with whom you have worked
with on estate planning cases and assignments
- Current membership in an
estate planning council
Additional Requirement for Applicants with 5-15 years of Experience
- Two graduate courses provided through The American College
Learn more and download an application at
*Special requirements, please contact the NAEPC office for more
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
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.
Your Advanced Personal Financial and Estate Planning advantage at AICPA
no getting around it—financial planning is personal business. Whether or
not your clients have a clear vision for their legacy, they are looking to
you to make it come to life.
Advanced Estate Planning Conference brings together a holistic view
of estate planning, one that's adaptable to your clients' needs and your
role in contributing to their goals.
By building and expanding your consultation services, you'll be ready to
meet future client needs and expectations. And you'll be ahead of changes in
the profession that are just around the corner.
Advanced Personal Financial Planning Conference focuses on making you
an invaluable voice in your clients' lives, starting today.
AICPA ENGAGE brings there two highly technical events under one roof with
6 other conferences for the accounting and financial professional event of
AICPA ENGAGE Advantage:
- Earn up to 41.5 CPE in 5 days
- 360+ sessions
- 300+ speakers
- 3,900+ accounting and financial professions
Your PFP advantage:
- Tax reform updates included in applicable sessions, as selected by
leaders in the profession
- Technical breakouts in PFP's five core areas: Tax, retirement, estate,
risk management and investments
- Opportunities to grow your community with personal financial planning
- Practical information and guidance to implement in your practice
Your Estate Planning advantage:
- More current events coverage, including Section 199A, tax reform and
- Strategies for income tax and estate tax and how they intertwine
- Advanced sessions for experienced practitioners
- Introductory and intermediate concepts for your up-and-coming staff or
your general exposure to estate planning
NAEPC members are eligible for a colleague discount: Save $100 with code
Don't miss the chance to bring your whole team in 2019! Group discount
rate available separate from our ENG19NAEPC discount.
For more information or to register: Click
56th Annual NAEPC Advanced Estate Planning Strategies
Speakers and topics have been announced! NAEPC prides itself on offering a
well-rounded and multi-disciplinary conference program and we hope you will join
us in Las Vegas from November 5-8, 2019 to learn from the leaders in the
Educational sessions take place the entire day of Wednesday, November 6, 2019
and Thursday, November 7, 2019 and end at 12:15 pm on Friday, November 8, 2019.
The early bird brochure and conference registration will be available soon.
Learn more at
Wednesday, November 6, 2019
Supplemental 7:00 am Bonus Session: Small Business Gifts to CRTs and DAFs
Gregory W. Baker, J., ChFC®, CFP®, CAP
Session provided by RenPSG
Estate Planning Tips and Nuggets
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
Life Settlement Legal and Ethical Responsibility
Jon B., Jamie L. and Jason T. Mendelsohn
Session provided by Ashar Group, LLC
Traps for the Unwary—Some Estate Planners' Proscriptions and Conundrums
Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) and Jeffrey Schoenblum,
JD, AEP® (Distinguished)
Ethics of Negotiation
Michael H. Rubin, JD
*Ethics credit will be requested for this session.
Financial Issues for the Recent Widow or Widower
Jeremiah W. Doyle, JD, LL.M. (taxation), LL.M. (banking law), AEP®
Valuation: How to Read and Critique an Appraiser's Appraisal
Stephanie Loomis-Price, JD, AEP® (Distinguished)
Thursday, November 7, 2019
Current Developments in Estate Planning
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
Beyond the Numbers: Understanding Forms 1041/706/709
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
Timeshares and Estate Planning
Session provided by Wesley Financial Group, LLC
Concurrent Breakout Sessions
Traps for the Unwary—Some Estate Planners' Proscriptions and
Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) and Jeffrey
Schoenblum, JD, AEP® (Distinguished)
Secrets of Successful Families: Transferring Values with Wealth for a
Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®
Planning for Parents of Minors
Sarah Moore Johnson, JD
New Kids on the Block(chain): Planning with Bitcoin and Cryptocurrency
Abigail Rosen Earthman, JD, LL.M.
Preparing the Next Generation for What's Ahead
Donna E. Trammell
Supplemental Private Session for Accredited Estate Planner® Designees and
Estate Planning Law Specialist Certificants
Friday, November 8, 2019
Supplemental Concurrent Breakfast Sessions (Optional)
Accredited Estate Planner® Designation from A - Z
For those interested in learning more about or attaining the AEP®
designation, this session offers the perfect opportunity to have your
questions answered by the experts at NAEPC.
Getting Started on the Path to Specialization with the Estate Planning
Law Specialist Certification
This session is for actively-licensed attorneys who are interested in
learning more about the EPLS certification, the only national board
certification in estate planning.
Estate Planning and Trust Management for a Brave New World: It's all in the
Family... What's a Family?
R. Hugh Magill, JD, AEP® (Distinguished)
Charitable Giving with Retirement Assets: Strategies, Traps and Solutions
Christopher R. Hoyt, JD, AEP® (Distinguished)
Powers of Appointment: Basics, Basis, and Beyond
Turney P. Berry, JD, AEP® (Distinguished)
We are grateful for the support of all sponsors and exhibitors from the
NAEPC Advanced Estate Planning Strategies Conference, including those shown
Please click on each logo to learn more.
Reflections on the Values of NAEPC by Eido M. Walny, JD, AEP®, EPLS
planning is a rare area that affects everyone. Whether you are young or old,
rich or poor, or of any ethnic background, estate planning can have an impact on
your life. It is amazing that so few people realize that fact. And as a result,
there is a need to educate the public why planning is important regardless of
whatever preconceived notions one may have. NAEPC serves an important role in
Estate planning is not just a pile of paper prepared by an attorney, either.
Planning done properly can require the input of an attorney, accountant,
insurance agent, CPA, and other professionals. No one of those professionals can
work in a vacuum because doing so risks acting in a manner contrary to what
another professional has done. Collaboration amongst professionals is critical
for the successful planning and execution of a client's estate plan. NAEPC
serves an important role in that process.
The law is not static. Ideas are not static or proprietary, either. In order
to do good planning for a client, there must also be intellectual collaboration
amongst professionals. These professionals need to talk amongst themselves to
share best practices, successes and failures, and also to create a collegial
environment. NAEPC serves an important role in that process, as well.
NAEPC serves an pre-eminent role for clients and professionals to make estate
planning a better experience for everyone. It is a place where the public can
come for resources and professionals can come to become better professionals.
There is no organization quite like it. Without any question, I am a better
estate planner thanks to NAEPC, and my clients have benefited, as well.
Eido Walny is a long-serving volunteer with both NAEPC and the Estate Law
Specialist Boards and recently joined the NAEPC Board of Directors.