National Association of Estate Planners and Councils

Educational Opportunities

Annual NAEPC Advanced Estate Planning Strategies Conference

The Annual NAEPC Advanced Estate Planning Strategies Conference has truly become the "go-to" event for estate planners from across the country and is available to every single member of every estate planning council, as well as non-members. An exciting line-up of nationally-recognized speakers coupled with fabulous locations and competitive registration fees make this signature annual event one that is not to be missed.

To learn more about the conference, please visit our website

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LINK: Online Education brought to you by The Legacy Companies and sponsored by NAEPC

Fact: Take any two people, no matter how much they like and respect each other, put them in a room and it’s just a matter of time before it becomes a competition for the truth. Working together can be tough, even when it’s good.

> Watch the LINK introduction video

Working successfully with other professional advisors takes more than a good intention, it takes a process – and we have that process for you.  LINK is a fun, interactive and self-paced 9-module online course will be loaded with content, including:

  • How to prepare yourself for collaboration
  • How to conduct the initial client conversation
  • Helping the client invite other advisors to the planning table
  • How to have a successful initial meeting with other advisors
  • Successfully hosting the Strategy Session
  • How to host the Client Recommendation Meeting
  • The step-by-step 4 Phase Model for collaborative planning

LINK was specifically designed by The Legacy Companies and thought leader Todd Fithian with the needs of NAEPC members in mind and is provided at a special price that no other group will receive.  The registration fee is just $100 for active Accredited Estate Planner® designees and $169 for members of affiliated local councils.  This low fee offers on-demand access to the course for one year from the date of sign up.

Council members can visit the link below to enroll.  AEP® designees should login to the private page of this website or contact the NAEPC office to obtain a special discount code prior to enrolling.

Are you ready to successfully work in collaboration?  Enroll Today!

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Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was introduced in 2013 and provides monthly online programs for viewing live or on-demand (at your leisure).  The special programs are available to affiliated local estate planning councils, Accredited Estate Planner® designees, members of affiliated local estate planning councils, and non-members for individual viewing or group gatherings.

Program content complements the core value of NAEPC, the multi-disciplinary concept of estate planning.

Continuing education credit will be available at each webinar for Accredited Estate Planner® designees.  In addition, a certificate of completion will be made available for those professionals that feel the program satisfies their continuing education requirements and are able to self-file.  Councils may also file the program in their home state for programs offered in a group setting.

Registration Fees

  • $40 / Accredited Estate Planner® designee (dues must be current at the time of registration)
  • $60 / member of an affiliated local estate planning council or at-large member of NAEPC
  • $100 / individual non-member
  • $250 / council meeting or group gathering (council dues must be current at the time of registration)

Please visit our website for more information, including the availabilitly of series subscriptions.


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AICPA ENGAGE - June 9-14, 2018, Las Vegas

What you will find at AICPA ENGAGE:

  • four days of thought-provoking questions
  • candid insights
  • deep technical dives and even some radical ideas

It’s your time to absorb, reflect, challenge and apply the best of what the CPA profession has to offer.

We are proud to be sponsors at the 2nd annual AICPA ENGAGE 2018. Join NAEPC in Las Vegas June 9-14 with pre-curriculum workshops starting on June 9-10. Explore all AICPA ENGAGE has to offer for up to 39 CPE.

As a sponsor of the unique event, NAEPC is able extend a colleague discount - NAEPC members can save $100 with code "ENG18NAEPC" at checkout.  > Learn more or register




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American Bar Association RPTE Paralegal eLearning Program

The ABA Section of Real Property, Trust and Estate Law is proud to continue its professional development series focused on paralegals, legal assistants, and others working in the areas of Trust & Estate Law. This program is co-sponsored by the ABA Standing Committee on Paralegals.

Attendees of the Paralegal eLearning Program will learn substantive legal and ethics issues, as well as best practices, from leading industry professionals with in-depth knowledge and hands-on experience in Trust & Estate Law. The program includes ten 60-minute webinar sessions, and attendees can register for the entire series or individual sessions. Those who sign-up for the entire series after it begins will be registered for the remaining webinar sessions and receive recordings of the sessions that have already occurred.

As a special limited-time offer, those who register for the entire 2014 Paralegal eLearning Program series will receive complimentary Associate membership in both the ABA and Section of Real Property, Trust & Estate Law for the 2013-2014 bar year.

For full program information, please click HERE.

Attendees will receive a certificate of course completion at the conclusion of each webinar session. Attendees attending all ten sessions will receive an additional certificate of series completion. Neither certificate bears state licensing approval. However, attendees may choose to self-report their participation depending on their relevant jurisdiction(s). Attendees are encouraged to contact individual state licensing agencies directly with questions.

NAEPC is pleased to offer this benefit through a relationship with the RPTE section of the American Bar Association provided by the Synergy SummitThe Synergy Summit is a unique organization whose delegates come from the leadership of the major legal, accounting, and financial service organizations in the country, including two sections within the ABA, two sections within the American Institute of Certified Public Accountants, the National Academy of Elder Law Attorneys, the National Association of Estate Planners & Councils, the Society of Financial Service Professionals, the American Association of Attorney-Certified Public Accountants, the Partnership for Philanthropic Planning, and the Society of Trust and Estate Practitioners.  The Synergy Summit, as its name implies, is a unified think tank allowing the leaders of its constituent organizations to coordinate programs, compare notes, and offer more value to their respective members. These organizations together represent more than 200,000 lawyers, accountants, financial planners, and insurance and other professionals.

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American Law Institute Continuing Legal Education Estate Planning in Depth 2018

American Law Institute Continuing Legal Education (ALI CLE) is pleased to offer NAEPC members a special 40% discount off the regular registration fee for its annual CLE conference, Estate Planning in Depth 2018. This course is cosponsored by Continuing Legal Education of Wisconsin (CLEW) and will be held at the University of Wisconsin Law School in Madison and via live video webcast on June 24 – 28, 2018.  

Gain insights, tips, and strategies on some of the most complex challenges  — including significant tax and non-tax issues — facing estate planners today from a faculty comprised of top practitioners from across the country. 

To receive their 40% discount, NAEPC members must register by June 24 at and enter coupon code CZ020NAEPC at checkout. (This offer is valid on new registrations for the in-person course and full webcast only, and may not be combined with other offers, including group discounts.)

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American Law Institute Continuing Legal Education Representing Estate and Trust Beneficiaries and Fiduciaries 2018

American Law Institute Continuing Legal Education (ALI CLE) is pleased to offer NAEPC members a special 40% discount off the regular registration fee for its annual CLE conference, Representing Estate and Trust Beneficiaries and Fiduciaries 2018. This course will be held at the Gleacher Center in Chicago, Illinois on July 19 - 20, 2018.

This annual national conference surpasses traditional trust and estate administration to address the latest in tax, litigation, liability, and fiduciary developments. Attendees will learn applicable strategies to meet the complex challenges that may arise in the wake of recent changes,  including the impact of tax reform on trust and estate issues.

To receive their 40% discount, NAEPC members must register by July 19 at and enter coupon code NAEPC1718 at checkout. (This offer is valid on new registrations for the in-person course only, and may not be combined with other offers, including group discounts.)

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Fusion Collaboration: July 24 - 25, Denver, CO

Sharpen Your Skills and Receive Continuing Professional Education Credit at Fusion Collaborationsday, July 24th – Wednesday, July 25th,

NAEPC members have a special opportunity to attend a unique conference called Fusion Collaboration at which attendees will discover the power of fusing technical planning with best practices from the legacy, relational and philanthropic domains.  And, you'll also practice Collaboration using a case study multi-disciplinary approach.  This conference is the best place to master proven strategies for creating positive and sustainable legacies and will take place from Tuesday, July 24th - Wednesday, July 25th in Denver at the Embassy Suites by Hilton Downtown Denver.

NAEPC members who've attended this program in the past call it "The Most Innovative Conference in the Wealth and Legacy Planning Space." 

Use promo code NAEPC to register for this cutting edge two-day conference at the highly discounted rate of $650 AND you'll also receive a special offer to join the Purposeful Planning Institute for $100 more.  That's a savings of $400 over the current conference pricing plus a savings of $500 on the bonus of one-year PPI membership.  This special price won’t be around for long!  Rates increase on May 30th

Fusion Collaboration will showcase great speakers like Marty Shenkman, Susan Bradley, David Cahoone, Jay Hughes, Randy Fox, John A. Warnick, Tim Belber, and many more.  It’s your access to the most innovative techniques, processes and conversations that are transforming the ways we deliver estate and succession planning services.  Most sessions will qualify for continuing professional education for attorneys, CFP® designees and other professionals.

To learn more or register now visit

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Heart2Hearts: Workbook and Deck of Cards

The Heart2Hearts™ Deck of Cards and Workbook are the perfect client gift! Read more below or visit the private link for additional details.

About the Heart2Hearts™ Deck of Cards

"How do I start a conversation about my end-of-life healthcare wishes?" "This is really uncomfortable." "What should I say?" These questions were asked over and over again by clients. As a result, the Heart2Hearts™ deck of cards was created as a tool to help your clients with 52 conversation starters. This tool will make for better estate planning with your clients. These cards can also generate estate planning business for your law firm. To learn how, call 440-591-8091.

About the Heart2Hearts™ Workbook...

Illness, death and dying are not topics that we like to broach.  How do we even begin to answer the difficult questions about healthcare choices? Heart2Hearts™: The Workbook  helps your clients make the most important conversation of their life easier. By completing this innovative workbook, they will have a source document that provides peace of mind. This will help the family know the wishes and follow them when the time comes.

In this workbook your clients will discover how easy it is to:

  • Overcome fears
  • Discover feelings regarding their loved ones
  • Improve communication
  • Share where important financial and legal documents are kept
  • Determine what is important to their quality of life
  • Ensure that their wishes will be followed

NAEPC members are eligible for a 10% discount on the deck of cards, workbook or bundle of both. They can be customized with your law firm’s logo and contact information in purchases of 500 decks and up as it is a great marketing tool.​


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The Charitable Planning Desk Reference for Advisors

The Charitable Planning Desk Reference for Advisors®, now in its 4th edition was created by Strategic Philanthropy, Ltd., in collaboration with estate planning attorneys and wealth advisors. The Desk Reference is a practical resource designed to help legal and financial professionals more effectively engage their clients in conversations about their philanthropic intent, options and opportunities. The 4th Edition includes new chapters and an expanded resource section. It is the first such comprehensive tool developed specifically for the advisor community to support their integration of philanthropy as a value added and revenue opportunity in their practice.

Some of the topics in The Desk Reference cover:

  • Initiating the charitable conversation;
  • Using non-cash assets to fund charitable giving;
  • Benefits of Charitable Remainder and Charitable Lead Trusts
  • Engaging the next generation;
  • Fundamentals of International Giving
  • A comparative chart illustrating the benefits and limitations of vehicle choice and a resource guide for advisors, and;

The Desk Reference is available at no cost to the advisor community. Simply go to and request your electronic copy.



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The Ultimate Estate Planner, Inc.

The Ultimate Estate Planner, Inc. was formed by nationally renowned estate planning attorney, Philip J. Kavesh, back in 2004.

What initially started as a training for fellow estate planning attorneys and financial advisors has since expanded into a company that provides estate planning professionals of all kinds - - attorneys, CPAs, financial advisors and life insurance agents - - practical, tested and proven technical, practice-building and marketing products. Its products and services are practical and can be quickly and easily implemented into estate planning practices of all levels of experience and expertise.

The Ultimate Estate Planner, Inc. offers a variety of resources to estate planning professionals, including but not limited to:

The Ultimate Estate Planner, Inc. has extended NAEPC members a special 15% discount on its products and services, which can be obtained by logging in to this website.

For more information, log into the Members Only section. 


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Washington Institute for Graduate Studies

Washington Institute for Graduate Studies is a recognized, quality provider of advanced degrees for tax professionals.  Our Masters in Taxation is sought after and earned by a wide variety of practitioners.  We recognize the National Association of Estate Planners and Councils as a premier association for estate planners, providing continuing education, research and required information to keep their members at the top of their game.  We fully support NAEPC’s mission to serve its members, assuring their success in this important field of knowledge.  Therefore, we are making available significant tuition waivers that are designed to enhance the careers of NAEPC members, thereby aiding NAEPC in this mission. 

In the Offer Details that follow, we’ve provided information on both the tuition waivers available, as well as how to access them.   Additional information about the programs (i.e., admission requirements, graduation requirements, tuition payment programs, etc) can all be found on the website at .  This offer is subject to change and cannot be combined with any other promotion.  Please Contact Robert Hanson toll-free at (858) 546-2838 or  for any questions you may have. 

Offer Details:

One ½ tuition waiver per calendar year, per councilEach calendar year, Washington Institute for Graduate Studies will make available one ½ tuition waiver for a student from each council.  This particular feature applies only to the Masters Degree Program and may be further combined with the standard 10% “Paid in Full” discount.

To take advantage of this ½ tuition offer, a council must be willing to pursue a selection process that ensures their members have an equitable opportunity to benefit from the offer.  Washington Institute does not require specific activities as a part of the selection process, but must know that each state chapter has given consideration to interested candidates.  The NAEPC member recommended by the council must meet all admission and program requirements.  Washington Institute will require a simple letter/note from the chapter president informing us of their recommended waiver recipient.

If this waiver is not used in a specific year, it is forfeited (i.e., waivers do not accumulate from year to year).

10% tuition waiver for NAEPC MembersIn order to qualify for this tuition waiver, the prospective student must demonstrate (s)he is a current NAEPC member by submitting that information along with her/his enrollment materials.  In addition to this 10% waiver, NAEPC members that have the interest may combine Washington Institute’s standard 10% “Paid in Full” discount.

10% (Add’l) waiver for 5+ within a CouncilAn affiliated local council that refers 5 (or more) members to successfully enroll in Washington Institute’s degree program, within a 12-month period, each enrollee will receive an additional 10% off the tuition (effectively 20% off current tuition rates). 

If tuition is paid on the monthly payment plan, the discount is applied to the final payment.However, if tuition is paid in full, the discount applies to the initial payment, which qualifies the member for an additional 10% discount (our standard “Paid in Full” discount).Under this multi-enrollment option, if the “Paid in Full” discount is utilized, the student may receive a 30% discount off current tuition rates.

EXAMPLE. . .If only four students from an affiliated council enroll initially, then these enrollments will only receive the standard 10% tuition waiver for NAEPC members.  If, later within the same 12 month period, a fifth student enrolls from the same council, then the discount will be applied retroactively to the first four enrollments as well as to the fifth enrollment.  Either a refund check, credit card credit or a course purchase credit will be issued (if the initial enrollments were paid in full) or (if on the monthly payment plan) the discount will be applied to the final payment(s).  Additional enrollments within the 12 month period continue to receive the discount.


These discounts cannot be applied retroactively through to a preceding 12 month period.  However, the 12 month period is continuous.  For example, if four students enroll on January 12, 2015, and a fifth enrolls on December 17, 2015, all would then be eligible for the enrollment discount.  If another four students enroll on November 9, 2016, they too will be eligible for the discount, as the December 17, 2015, enrollment also makes 5 enrollments within a 12 month period.

A Bachelor’s Degree May Not Be RequiredNational accreditation standards will permit up to 6% of the enrolled student body to be admitted as “special consideration” enrollees (i.e., those admitted into a Masters Program without a Bachelor Degree). 

NAEPC members that seek to apply for “Special Consideration” are evaluated on a case-by-case basis but must have an academic and/or professional background equivalent to a bachelor’s degree.  As a general rule, these applicants must have no less than ten years of proven professional experience in the field of taxation. Further, prospective students that qualify will be admitted on a “first come, first served” basis.

In addition to the information provided on the Student Enrollment Agreement, a Special Consideration Applicant must provide a written statement of his or her personal and professional goals and how completion of the Master of Science in Taxation program would assist in the pursuit and achievement of those goals.

Accept certain, advanced CPE workshops as “transfer credits”This particular feature would only apply to CPE/CLE courses that represented a series of workshops all under a specific title/topic that administered an exam and that was no less than 10 hours of aggregate class time. Such courses must have been completed not more than 24 months prior to the date of enrollment.  The prospective student must provide signed CPE/CLE certificates, along with her/his enrollment materials.

Advisory Board Position. . .A Taxation Program with Representation!  Washington Institute welcomes qualified individuals to this board to provide industry insights, course suggestions and/or overall improvements to our tax programs.

The individual must be nominated by the state chapter President and subject to approval by Washington Institute.  This individual would not be expected to travel for this role and would be listed among the board membership in Washington Institute publications/website.

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Wolters Kluwer Tax & Accounting – CCH Publications

Wolters Kluwer Tax & Accounting offers innovative, integrated and customer-focused solutions that support the workflow of CPAs, corporate tax and accounting departments, and auditors — enabling growth, enhancing productivity and increasing profitability. Expert analysis, authoritative content, high-quality software applications and integrated workflow productivity tools allow professionals to turn information into action.

Through an Association Alliance Program, Wolters Kluwer offers a generous 35% discount on valuable and industry leading research publications. This relationship gives you the necessary tools to expand your professional development, enhance your knowledge and increase your expertise on tax, accounting, financial and estate planning, audit topics and more.

With leading titles in taxation, accounting, estate planning and more, the 100+ CCH Publications offer expert information to help NAEPC members stay on top of industry and market-leading developments. Publications are available in both print and eBook formats.

From May 14th through June 30th, NAEPC members can take advantage of a Summer Early Bird Promotion!  Titles below are available at a 40% discount.

U.S. Master Tax Guide® - Special Edition – Tax Cuts and Jobs Act (2018), Estimated Publication Date May 2018
Income Tax Regulations (Summer 2018), Estimated Publication Date June 2018
Internal Revenue Code (Summer 2018), Estimated Publication Date June 2018
U.S. Master Depreciation Guide (2019), Estimated Publication Date June 2018
U.S. Master Estate & Gift Tax Guide (2019), Estimated Publication Date June 2018
Guide to Choice of Entity (2018), Estimated Publication Date June 2018
Guide to Estate Planning (2018), Estimated Publication Date June 2018
Guide to Pass Through Entities (2018), Estimated Publication Date June 2018
Guide to Charitable Planning (2018), Estimated Publication Date July 2018
Guide to Corporate Tax (2018), Estimated Publication Date July 2018
Guide to Divorce (2018), Estimated Publication Date July 2018
Guide to Exempt Organizations (2018), Estimated Publication Date July 2018
Guide to High Net Worth Individuals – Assets Protections (2018), Estimated Publication Date July 2018
Guide to International Tax – Corporations (2018), Estimated Publication Date July 2018
Guide to Investments (2018), Estimated Publication Date July 2018
Guide to Real Estate (2018), Estimated Publication Date July 2018
Guide to Retirement Planning (2018), Estimated Publication Date July 2018
Guide to Small Business (2018), Estimated Publication Date July 2018
Guide to Standard Deduction (2018), Estimated Publication Date July 2018
Tax Cuts and Jobs Act – Law, Explanation and Analysis (2018)

To obtain the link to the special NAEPC website and the association’s discount code, log in now.


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