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Message from President Julie A. Buschman

The Association’s Upcoming Celebration of Excellence

Robert G. Alexander Webinar Series

October 19, 2022 at 3:00 pm ET
Family Matters: How Business-Owning Families Can Work Together for a Unified Future with Claudia B. Sangster, JD

NAEPC Journal of Estate & Tax Planning

The Centralized Location for Best-in-Class Thought Leadership

Now with More Original Work

National Estate Planning Awareness Week

October 17-23, 2022

59th Annual NAEPC Advanced Estate Planning Strategies Conference

November 15-18, 2022

Attend Virtually or In-Person in Fort Lauderdale, Florida

Accredited Estate Planner® Designation

The Only Graduate Level, Multi-disciplinary Credential Emphasizing the Collaborative Approach to Client Relationships
Quick Links:
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Estate Planning Law Specialist Certification Estate Planning Law Specialist Certification

Message from the President

Julie A. Buschman, CPA, AEP, CAP
The Northern Trust Company
Dallas, Texas

Dear Members and Friends,

We are approximately one month away from gathering together and I could not be more excited to return to Fort Lauderdale to attend the 59th Annual NAEPC Advanced Estate Planning Strategies Conference. The event is so much more than simply an educational conference and I hope you are planning to join us as we assemble for the first time since 2019.
During our time together we’ll learn from one another and from the profession’s leaders, names we know and respect. We’ll also focus on the true meaning of excellence in estate planning while celebrating and honoring the affiliated estate planning councils that will be receiving a Council of Excellence, 5 Star, or Emerging Council honors, the recipient of the Robert E. Fox, CLU®, AEP® Volunteer Service Award and the Hartman Axley Lifetime Service Award, and those who will be joining the NAEPC Estate Planning Hall of Fame® in 2022! The event also recognizes those who serve on the board of NAEPC and who volunteer their time and talent on local council boards and within national committees; the many dedicated members who help keep NAEPC on a forward path and for whom we are exceptionally grateful.
Please join us in Florida next month to celebrate the excellence in estate planning that YOU have created. Don’t forget, the hotel and regular registration deadlines are October 17th so register today!


2022 President

59th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre‑Conference Sessions for Estate Planning Council Leaders

November 15 - 18, 2022 · Ft. Lauderdale, Florida
Fort Lauderdale Marriott Harbor Beach Resort & Spa


Registration packages & single-day passes available

Upcoming Deadlines:
Download the Brochure >>
Whether you are a council leader attending the pre-conference sessions or a council member attending for the education sessions, you’ll be an important part of an event that is designed to bring estate planning professionals together in a safe, collaborative, and thought-provoking environment. This event is designed for YOU!
Enhance your knowledge with exciting sessions provided by the profession’s leading experts while obtaining national and multi-disciplinary continuing education credit for insurance, legal, and accounting professionals along with CFP®, CTFA, and PACE designees.
  • Harlan Accola, CRMP
  • Dennis C. Bartos, PA
  • Clayton Becker & Chace Daley
  • April Caudill, JD, CLU®, ChFC®, AEP®
  • Jeffrey D. Chadwick, JD
  • Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
  • Abigail Rosen Earthman, JD, LL.M.
  • Ric Edelman
  • Elizabeth Forspan, Esq.
  • Tom Foster
  • Wendy S. Goffe, JD, AEP® (Distinguished) & Kim Kamin, JD, BA, AEP® (Distinguished) Nominee
  • Christopher R. Hoyt, JD, AEP® (Distinguished)
  • Meghan Gehr Hubbard, JD
  • Amy K. Kanyuk, JD & Melissa Langa, A.B., JD, LL.M. (taxation), AEP®
  • Evan Levine, ChFC® & Nainesh Shah, CFA, CVA
  • Jamie L. Mendelsohn, Jon B. Mendelsohn & Todd Steinberg, JD
  • Raymond C. Odom, JD, CFP®
  • Michael A. Perlmutter, JD, CPA, CVA, ABAR
  • Dave Zumpano, Esq., CPA
  • And Eido M. Walny, Atty, AEP®, EPLS presenting the private AEP® & EPLS Session
Strong, multi-disciplinary relationships are the foundation of client service and one of the foundational elements of both NAEPC and your affiliated local council. Attend to expand your personal national network of estate planning professionals.
Learn More and Register >>
We are grateful to all 59th Annual Conference sponsors and exhibitors, including:

Premier Sponsors

Partner Sponsors

We welcome your questions about sponsoring or exhibiting at this and upcoming annual conferences. Please contact Ed Socorro at or 312-600-5303 with questions or to be added to our distribution list.

National Estate Planning Awareness Week

October 17-23, 2022
National Estate Planning Awareness Week is the annual event designed to help consumers understand what estate planning is (and is not) and why it is such a crucial component of financial wellness.
New in 2022, NAEPC has teamed up with profession leader Martin M. Shenkman, LawEasy, and several guests to provide NAEPC members with access to short videos dedicated to consumers. You are welcome to share these videos as you wish leading up to (and during) National Estate Planning Awareness Week. > Learn More

NAEPC thanks Marty Shenkman and his expert guests for sharing their time and talent on this initiative.

Member Benefits

Opportunities to Save

As an AEP® designee or council member, you have access to benefits spanning a range of categories.  Take a look today to make sure you’re not leaving an opportunity to save behind!

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