Boot Camp for Advisors™

With business owners exiting their companies in record numbers, establishing a comprehensive Exit Planning Process should be top of mind for today's business advisors. Boot Camp for Advisors™ not only helps advisors identify opportunities for growing their business through Exit Planning, but it also provides in-depth training and a proven process for helping clients successfully exit their businesses.

Specifically, the Boot Camp for Advisors™ two-day seminar provides advisors with:

• The ability to approach, present and engage business owners through Exit Planning.
• The competitive advantage to set their business apart from others in the community with advanced training and exceptional marketing tools.
• The opportunity to enhance revenue streams while helping clients during a critical stage of their business.

Every advisor has the technical skills to assist an owner in Exit Planning, but few know how to package the process and use it to drive demand for their services. Attend an upcoming Boot Camp for Advisors™ to begin implementing Exit Planning into your practice today and to take advantage of all the opportunities that Exit Planning can offer. Don't miss this opportunity to set yourself apart from the competition.

Business Week Magazine

Subscribe to Business Week magazine today at a special NAEPC member rate! As an added benefit, you'll also receive FREE access to Business Week Online with every subscription. Log on for expanded news stories, previews of the upcoming edition, and a searchable archive of issues dating back more than 5 years! It's a library of history and information available for retrieval 24-hours a day!

CCH, a Wolters Kluwer business

CCH, a Wolters Kluwer business, features an extensive line of research materials and software solutions that are the professional's first choice for reliable, practitioner-oriented guidance for advising clients and making critical business decisions.

Visit Tax.CCHGroup.com to learn more about titles including:

• Estate and Retirement Planning Answer Book
• Asset Protection Strategies
• Estate Planning, 6th Edition
• Practical Guide to Estate Planning
• Multistate and Multinational Guide to Estate Planning

Civicom Audio Conferencing

Get everyone together without having to get them together!

Civicom serves many of the world's top 100 and 500 largest corporations with advanced communications solutions, and is able to do so at a very low cost due to a next-generation SIP technology platform that was the first implementation of its kind in the U.S. The company was founded in 2000 on the premise that a combination of low-cost, convenience, and excellence in communication services would meet with broad acceptance in the marketplace. Civicom currently offers services in the following general areas:

• Conference Calling - Virtually any form of conferencing possible at a great value.
• Web Conferencing - Present or collaborate over the web. Participants go to a simple web address to join.
• Event Calls - Civicom operators connect everyone and assist you on the call. Contact us for details.
• One Click Calling - People can call you, or vice versa, with a mouse click - instead of looking up phone numbers and dialing. Calls are made on regular phones.
• The ability to record your calls and have them transcribed at a very low cost.

Civicom Dial-A-Note Transcription

Tired of typing your meeting notes? With this new service offered by Civicom, you can get a low-cost transcription by e-mail the morning after you record it by dialing your number and dictating for as long as you like. See Civicom Audio Conferencing section for more information about this innovative company!

Complimentary Private Wealth Magazine Subscription

Private Wealth is the first and only magazine to exclusively target advisors and providers who cater to the financial, legal and lifestyle demands of the ultra-affluent. PW serves the very "top slice" of several different advisory segments, including: Private Bankers, Brokers, Asset Managers/Investment Managers, RIAs, Insurance Producers, Trust Officers, Accountants, Family Office Executives, Estate Planners, Attorneys, Wealth Managers and Luxury Providers.

DocuBank: Emergency Access to Healthcare Directives

DocuBank stores clients' healthcare directives and makes them immediately available to hospitals 24/7/365, anywhere in the world. The wallet card also provides vital medical information and contact information to reach loved ones quickly. This service protects clients and provides great marketing benefits for your firm!

Family Foundation Advisor

Editor: Jerry J. McCoy, LL.B, LL.M.

Written by one of the country's leading authorities on foundation management and law, Family Foundation Advisor is a bimonthly report letter devoted exclusively to helping professional advisors serving foundation administrators preserve foundation assets, avoid legal pitfalls, and ensure that the foundation has a positive impact on the community it serves. Each issue reviews current legal and regulatory developments and provides the best current ideas and strategies for investment and asset protection, taxes and estate planning, compensation, fiduciary issues, and other important legal issues, with a special focus on private, family-directed non-profits.

Free Kit on Providing for Pets in Estate Plans

Your clients want the very best for their pets. They want to know that you as an estate planner can help them provide for the dog, cat, horse, or bird who is much more than simply property to them.

The Humane Society of the United States (HSUS) encourages estate planning professionals and laypeople to carefully consider the ramifications of failing to adequately provide for companion animals in the event that the owners die before their pets. To help with this issue, The HSUS’s Office of Major and Planned Gifts now offers a free kit, “Providing for Your Pet’s Future Without You,” complete with a six-page fact sheet, wallet alert cards, emergency decals for windows and doors, and caregiver information forms. The fact sheet is available online at www.hsus.org/petsinwills. The material is suitable for not only estate planning professionals, but also their clients.

Interactive Legal Partnership with NAEPC

For estate planning professionals serious about staying up-to-date in their areas of expertise, a new "Webinar" series making its debut this May is something not to be missed. Featuring leading national experts as speakers, these Web seminars will promote success through education in estate planning, business planning, elder law, tax law, asset protection, and more.

This innovative series represents a new way to remain current, take in best practices, and learn about the latest developments in the field - essential for the success of any firm. The format takes full advantage of the latest Internet technologies. The result will be a high-quality presentation filled with essential information that's also affordable and convenient. Try finding that combination in a traditional seminar!

The Estate Planning Webinar series is made possible through a collaboration between the NAEPC and InterActive Legal, an NAEPC Member Benefit Partner that specializes in creating software for attorneys. To sign up - or to learn more about the upcoming Webinar series - you can e-mail Patricia McLelland at pmclelland@interactivelegal.com.

We'll keep you posted on topics, speakers and dates as that information becomes available. We know you won't want to miss a single Webinar.

Journal of Taxation of Investments

Editor: Jerry J. McCoy, LL.B, LL.M.

Written by one of the country's leading authorities on foundation management and law, Family Foundation Advisor is a bimonthly report letter devoted exclusively to helping professional advisors serving foundation administrators preserve foundation assets, avoid legal pitfalls, and ensure that the foundation has a positive impact on the community it serves. Each issue reviews current legal and regulatory developments and provides the best current ideas and strategies for investment and asset protection, taxes and estate planning, compensation, fiduciary issues, and other important legal issues, with a special focus on private, family-directed non-profits.

Kettley Publishing Software

Through a special arrangement with Kettley Publishing Company, NAEPC is pleased to make a very special opportunity available just for members of your local council. Members can subscribe to the nationally-recognized Kettley software solutions at great savings. Included in this special offer is Back Room Technician, the industry standard source of client proposal information and concept material.

Konica / Minolta

Konica Minolta is an international leader in Document imaging and production equipment. Konica Minolta has factory direct pricing on equipment, service and supplies at discounted prices to the members of NAEPC.

Konica Minolta entire document imaging line of equipment was selected “Line of the Year” for 2005 by Buyers Laboratories. Buyers Laboratories is the imaging industry’s independent consumer testing facility.

Konica Minolta’s document imaging equipment meets a host of imaging capabilities, featuring copying, fax, network printing and scanning. Combined with software designed to find, archive and control documents. This new technology will change the way you do business.

Logo Merchandise - Accredited Estate Planner Designation

License Plate Frames

Accredited Estate Planners in good standing can purchse AEP license plate frames at a cost of 1/$10 or 2/$12.

Replacement AEP Lapel Pins

Replacement lapel pins are available to current AEP's at a cost of $10 each.

Both of these items are available by calling the AEP Administrator at the NAEPC office at (866)226-2224.

Logo Merchandise - NAEPC

Polo Shirts
NAEPC logo polo shirts are now available for purchase! The shirts are available in various colors and sizes.

The cost per shirt is $25 and orders must be placed by calling the National Office at (866) 226-2224.

National Center for Family Philanthropy

Splendid Legacy is the first and only comprehensive guide designed especially for donors, families, and their advisors. Enter "naepc" in the promo code line to obtain the NAEPC member price.

Seminar Marketing by Acquire

Our focus is to provide a very select group of top producers with unique, high-impact, response-driving seminar invitations—accurate mailing lists and turn-key production solutions. We also use time-tested direct mail advertising techniques and strategies to drive a great response, versus using a meal as the main attraction. This common-sense approach simply yields top-notch attendees, more appointments and more new clients.

Acquire Direct Marketing provides the marketing-minded advisor with a risk-free solution to all his or her marketing needs. Our unparalleled capabilities, direct mail experience, and unique ability to innovate and create, has resulted in a wide assortment of marketing materials for any seminar marketer.

Most importantly, we do the ground work it takes before launching any new seminar system. We do an In-depth study of the targeted prospect to include interviews and focus groups to better understand their desires, concerns and fears. Then we tailor the direct mail package to address those hot buttons. Then we thoroughly test the invitations for their impact and ultimate response rates. Then and only then do we offer time-tested materials to our advisor partners. Our seminar marketing consultants have implemented thousands of seminar events. We capture detailed and accurate demographic criteria for every consumer in the country to include:

• Exact and modeled age
• Income
• Net worth
• Income-producing assets

Trusts & Estates Magazine

Special Members Only Price!

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!

Wealth Transfer Planning

Practice with Confidence!

Wealth Transfer Planning® (powered by HotDocs®) is the most powerful and drafting system for estate planning professionals. All WTP Practice Systems include extensive content help, available every step of the way. Document intake dialogs contain help and legal commentary for each question. Our exclusive substantive audio-visual tutorials, recorded by Jonathan G. Blattmachr, elevate the help system to the next level, providing more guidance on advanced and complex topics such as tax planning, tax apportionment, credit shelter trusts, and more. In addition, document interviews can be run in our exclusive "tutorial mode," which provides an extra level of help. Functional help is also available via a series a audio-visual tutorials, accessible from within the system. The system is available in three versions. See what’s included in each version.

All WTP versions are subscription based, and renewable annually. Included with all licenses is HotDocs Player software, at no additional cost. All WTP versions are updated regularly through a web updating service. Twelve months of content updating service is included.