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Kathleen J. Belmonte, CTFA, AEP
Sabal Trust Company
Tampa, FloridaWelcome to the current issue of the NAEPC
Journal of Estate & Tax Planning. We are pleased to assist
our affiliated local estate planning councils and their members
by providing a forum to maintain and strengthen their
cutting-edge awareness of the continually changing and expanding
opportunities and to enhance communication and development of a
common language between all the disciplines represented by
members of local councils.
The NAEPC is the nation's premier, multi-disciplinary estate
planning association and through
The NAEPC Foundation
we are committed to providing estate planning professionals with
timely, pertinent education materials that will be useful to all
members of our affiliated local estate planning councils, as
well as individual members who are located in areas where local
council membership is not available.
We trust that you will find the NAEPC Journal a
compelling read and hope that you will find it useful in gaining
knowledge about the latest ideas in sophisticated estate
planning techniques to enable you to provide the highest quality
of service available to your clients.
If you have missed any of our past issues, you can find them
archived on our website, where you will also find information
about our upcoming conferences, along with requirements to apply
for the designations of
Accredited
Estate Planner (AEP) and
Estate Planning
Law Specialist.
Best wishes for a wonderful summer!
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