Guide to Teaming
Excellence in Estate Planning
The core value of the National Association of Estate Planners & Councils is that the team concept of estate planning best serves the client. Everything we do builds upon this single principle. No two clients are alike, nor are their planning needs.
As a result, our members are those professionals who must have a seat at the table to properly serve the client – attorneys, accountants, trust officers, and credentialed insurance & financial planners, and philanthropic professionals, among others.
It’s important to note that NAEPC is an association of estate planning councils and Accredited Estate Planner® designees. The information and resources found within this section of our website are for designees, members of estate planning councils, and estate planning councils alike.
High-Performance Teaming and Professional Collaboration,
the LINK Online Course in Collaboration
As an Accredited Estate Planner® designee or member of an estate planning council, you have declared your commitment to the team concept of estate planning because you know that this process best serves the client. All too often, a truly collaborative experience escapes even the most seasoned and well-meaning advisor... and that is where the LINK Online Course in Collaboration comes in! Based on the NAEPC Model for Collaboration, LINK digs into best practices, helping to balance communication, coordination, and cooperation and turn those elements into a true collaborative experience that benefits the client and sets you apart from others.
LINK is a self-paced, 9-module course that students complete at their leisure. Segments are short and concise; the program is easy to follow, completion is on your schedule, and NAEPC members have access to a reduced enrollment fee.
Become a Leader >Learn more about the LINK Online Course in Collaboration
The LINK Online Course in Collaboration was developed with industry leaders Todd Fithian and David W. Holaday, using the NAEPC Model for Collaboration as its guide.
- Article: A Multi-disciplinary Approach to the New Tax Law (originally published in Trusts & Estates, September 2018)
- Importance of Teaming in Light of the Tax Cut and Jobs Act of 2017 (this document can be used in conjunction with the tri-fold brochure found below, A Consumer's Guide to Collaborative Estate Planning)
- Tri-Fold Brochure: A Consumer's Guide to Collaborative Estate Planning
- White Paper: High-Performance Teaming & Professional Collaboration: A Multi-Disciplinary Team Approach to Estate Planning (PDF format)
- Collaboration Discussion Facilitator's Guide (PDF format)
- Article: High Performance Teaming & Professional Collaboration (originally published in Trusts & Estates, May 2016)
NEW! Webinar: Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth, a complimentary webinar with Trusts & Estates and sponsored by the Accredited Estate Planner® designation (original air date 10/01/20)
The pandemic forced us to face ourselves and reorganize our lives in a way that could not have been anticipated or imagined. Divorce rates, alcohol sales, suicide rates, and philanthropic donations skyrocketed during this time. Families sheltered in place who before traveled freely and independently throughout the world. This timely and exceptionally well-attended webinar will educate estate planners on pandemic statistics impacting family dynamics - and assist trusted advisors as they help families embrace their new normal, moving into their future and creating a comprehensive Family Wealth Plan in a pandemic era. To access a complimentary replay of this presentation, click HERE.
Webinar: The Melton Family Case: Climbing the Philanthropic Learning Curve, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation (original air date 09/05/19)
This well-attended webinar, you will see that a particular specialty (advice on grant-making for philanthropic impact) is often missing, even when philanthropy is a big part of the estate plan. Join panelists Phil Cubeta, CLU®, ChFC®, CAP®, AEP®, Tony Macklin, CAP®, and Jennie Zioncheck, CAP®, MFT to identify when strategic grant-making advice is needed, identify specialists providing such advice to family foundations and large donor advised funds, and decide whether you will handle such advice or hand it off based on the case study. To access a your complimentary replay of this presentation, click HERE.
Webinar: The Multidisciplinary Team Approach to Estate Planning: More Important Than Ever After Tax Reform, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation (original air date 09/20/18)
This highly-rated webinar offers an overview of planning opportunities after the Tax Cuts and Jobs Act of 2017 provided by panelists S. Mark Alton, Theodore Kurlowicz, Blake Melton, John A. Warnick and Moderator John T. Midgett. To access a complimentary replay of this presentation, click HERE.
Webinar: Teaming for Success in Three Legacy Planning Business Models, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation (original air date 10/31/17)
In this practical webinar you will learn why teaming is essential for multi-generational legacy planning, and how teaming plays out in three business models: Family Office, Private Bank, and Best of Breed Teams of Independents. Join panelists Phil Cubeta, Tom Rogerson, and Marty Shenkman, with moderator, Charlie Douglas, to learn how to position your practice for success in this rapidly changing legacy planning landscape. To access a complimentary replay of this presentation, click HERE.
Publication: The NAEPC Journal of Estate & Tax Planning
The NAEPC Journal of Estate & Tax Planning is a web-based library of best-in-class thought leadership appropriate for every member of every estate planning council. Published quarterly and available at no-charge to all estate planning council members and Accredited Estate Planner designees, The Journal is considered to be one of the premier benefits of membership in NAEPC. Those who are interested in receiving direct notification of new issues should opt in to doing so on the right column of the Journal's home page.
Other Resources and Recommended Reading