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

The Association of Choice for Estate Planning Professionals

June 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

NAEPC's Value in a Changing World, and Where You Fit In

56th Annual NAEPC Advanced Estate Planning Strategies Conference

November 5-8, 2019
Registration is Open


Next Webinar

June 12, 2019
3:00 pm ET

"Leaving a Lasting Legacy" with Eric Weiner, PhD: Your Role Helping Clients Deepen a Family's Values and Philanthropic Commitments


NAEPC Journal of Estate & Tax Planning

May 2019 Issue Feature:
Qualified Opportunity Zones
What, Where and How in the Aftermath of the April Release of IRS Proposed Regulations

NAEPC Who we are

Who We Are

Reflection on the values of NAEPC by Lawrence M. Lehmann, JD, AEP®

Member Benefits

Member Benefits

Don't miss these featured member benefits


Message from the President


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

Dear Reader:

The world is changing at an accelerating and incredibly fast pace. Waking up each morning, it's hard to believe what I see all around me, and I suspect that you, like me, struggle with the challenge of keeping up. As this change impacts the profession of estate planning, one thing is clear: there has truly never been a better time to be a member of a peer-to-peer learning organization like NAEPC.

NAEPC is not just an organization; it's an 'association,' which implies inter-member connection and interaction. Our ecosystem includes 275 estate planning councils and their estimated 30,000 multi-disciplinary professional advisors, over 2,000 Accredited Estate Planner® (AEP®) designees, Estate Planning Law Specialist (EPLS) certificants, and the many generous sponsors that support our programs and that of the councils. It also includes past, present and future leaders, boards, committees, and task force members at both the national and local level and, of course, those inducted into the NAEPC Estate Planning Hall of Fame®, recipients of the Hartman Axley Lifetime Service Award, and those who have been honored by the affiliated councils.

We are all united together by the pursuit of excellence in estate planning. However, excellence can mean different things to different people and is evolving quickly as the world wrestles with remarkable disruption, co-creation and social change. To keep up, as individuals and an association, we must be innovative, collaborative and provide value at an unprecedented speed and scale. NAEPC provides a myriad of opportunities for members of our ecosystem to harvest the collective wisdom of peers from across the country.

We are always open to hearing new ideas from the membership of NAEPC and encourage open communication with the national board of directors. Working together, I feel we are well-prepared to thrive regardless of the change coming our way.

Finally, I am excited to announce an upcoming initiative geared toward younger and unpublished professionals who have an interest in co-authoring an article for consideration for an upcoming issue of the NAEPC Journal of Estate & Tax Planning. NAEPC board member and Estate Planning Hall of Fame member Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished) has agreed to assist. Participation will be limited to the first four individuals and those with interest should email

S. Mark Alton

56th Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders

Conference November 5-8, 2019
Las Vegas, Nevada
The Cosmopolitan of Las Vegas


> Register Now & SAVE

  • Download the early bird brochure
  • Speakers and topics announced
  • Hotel Registration is Open
  • Up to 17 continuing education credit hours* from nationally-known presenters, including members of the NAEPC Estate Planning Hall of Fame®
  • Pre-conference sessions for council leaders (also known as Council Leadership Day) take place on Tuesday with small topic-based discussions and additional time with other council leaders
  • Single-day passes available

See all conference details, including registration fees and packages, on our website.

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.

Please click on each logo to learn more.


Trusts & Estates



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

AICPA ENGAGE 2019 - June 9-13, Las Vegas or Attend Online

AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. Now is the time to push forward—faster, higher.

Seek new peaks with 3,900+ accounting and financial professionals during 4 days of unparallel learning. Earn up to 41.5 CPE.

The experience:

  • Fresh ideas to strengthen your core practice
  • Candid conversations about the disruption you're experiencing now and how to prepare for even more
  • Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Attend sessions from:

  • Advanced Estate Planning Conference
  • Advanced Personal Financial Planning Conference
  • Advanced Accounting and Auditing Conference
  • EDGE Career Development Conference
  • Practitioners and TECH+ Conference
  • Tax Strategies for the High-Income Conference
  • Association for Accounting Marketing Summit
  • CPAFMA National Practice Management Conference

NAEPC membership extends a colleague discount: Save $100 with code at checkout: ENG19NAEPC

See more information or to register.

*Offer expires 6/13/2019 11:59 PM Eastern Standard Time. Restrictions apply. Discounts can be applied to Super Early Bird (expires 1/31/19), Early Bird Discount (Expires 5/1/19), Members discounts (AICPA, AAM, CPAFMA) and Section Member Discounts. Cannot be combined with other offers or applied to prior purchases/registrations. Conference discounts cannot be applied toward guest passes, special events, or group registrations. Must use code at checkout.

Lorman Education

Lorman Education has been educating professionals for over 32 years and understands the need for concise, accurate and timely information on regulations, laws, and business changes.

NAEPC members are eligible for a $449 discount on the All-Access Pass for CLE training and/or a 30% discount on individual live or on-demand webinars.

The All-Access Pass is a 12 month online training membership. With it, subscribers will get unlimited access to all of Lorman's training products including videos, slide decks, written materials, and live and on-demand webinars.

To order an All-Access Pass, visit Other training options can be purchased at Please use Priority Code 19189 and Discount Code T1275547 when ordering.

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.

Who Are We?

Enjoy this republication from August 2014
By Lawrence M. Lehmann, JD, AEP®

PhotoWe, as estate planning professionals, all share a common goal to help our clients make wise choices about holding, growing and transferring their wealth. It is important to remember that our clients need to achieve clarity of purpose in order to make meaningful choices. What is a client's true motivation to engage in estate planning? Is it only estate and income tax avoidance or is it something much more important?

The most helpful thing we as estate planning professionals can do for our clients is to begin our conversations with one simple question: Why? Why do you really want to plan your estate? You might be surprised at the answers you receive. Some individuals may have concerns about their own financial independence. Some may have concerns about the needs of family members. Some have passionate philanthropic goals. Some may focus on the meaning and value of their own lives. Starting the estate planning conversations with "Why" before explaining "How" can assure us that our recommendations are consistent with our client's own mission, vision, values and goals.

Unfortunately, planning often begins with conflicting recommendations by professionals from different disciplines. The usual result is nothing gets implemented because the client does not understand why each professional is making different recommendations.

NAEPC promotes the collaborative approach to estate planning by members of all estate planning professions in order that the client achieve the best possible estate planning result through actually implementing a well thought out estate plan. What a better way to collaborate than by starting the process with a clear understanding of the client's mission, vision, values, and goals. With the entire team understanding the client's "why", the team will have the information to make a unified recommendation of "how."

Lawrence M. Lehmann, JD, AEP® is a past president of NAEPC and remains active on the Council Relations Committee.


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