Many benefits are available grouped in the following categories:

• Software
• Educational Opportunities
• Subscriptions and Publications
• Discipline-Specific Information
• Marketing and Website Design Services
• Programs and Services for Council Development
• Other Benefits, Programs & Services
• Show All

Educational Webinars for Councils & Members sponsored by NAEPC & InterActive Legal

For estate planning professionals serious about staying up-to-date in their areas of expertise, our webinar series is not to be missed! Featuring leading national experts as speakers, these programs 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 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.

Program attendance will count toward Accredited Estate Planner continuing education! Register today!

Webinar Schedule
Visit https://interactivelegal.webex.com to register for any of these exciting programs! You will need to enter a discount code when registering to obtain the NAEPC’s member pricing of $85. The code appears when you log in to the secure portion of this site.

September 8, 2010 – 1:00 pm – 2:00 pm ET
COMPLIMENTARY WEBINAR: A Systematic Approach to Building Quality Referrals with Jennifer Campbell Goddard, CEO, Integrity Marketing Solutions and Kyle E. Krull, Esq., President, Integrity Marketing Solutions
There are so many marketing tools available to build your practice - from websites to workshop, billboards to blogs. But a marketing tool is not a marketing plan, and even a marketing plan is not always a system. Marketing expert Jennifer Campbell will show you how marketing should work, in a systematic way, to build a steady stream of quality referrals. Participants will learn the three-step marketing process that reduces client acquisition costs, cultivates a steady stream of referrals, and builds a practice that virtually runs itself; the one thing that most law firm websites lack, and why those websites don't result in new business for the firm; why your website should be integrated with social media, and why Linked-In is probably not working for you; and how to bring a systematic approach to your practice development efforts to get the most from your marketing investments.

September 22, 2010, 1:00 pm – 2:00 pm ET
Key Estate Planning & Trust Issues in Uncertain Times with Al W. King, III, JD, LL.M., AEP® (Distinguished)
Mr. King will address generation skipping trust planning with no GST tax, asset protection planning updates with discretionary trusts, possible SEC registration requirements for family offices and RIAs serving as trustees (including planning alternatives), state income tax updates for trusts, private family trust company updates and a reformation/modification and decanting update.

October 6, 2010 – 1:00 pm – 2:00 pm ET
COMPLIMENTARY WEBINAR: Social Media: Time Drain or Essential Strategy? with Jennifer Campbell Goddard, CEO, Integrity Marketing Solutions and Kyle E. Krull, Esq., President, Integrity Marketing Solutions
Social media marketing is all the buzz this year. If you're not "liking" things on Facebook, "tweeting" on Twitter, or "blogging" your thoughts daily -- are you missing the boat? On the other hand, are these new media worth your time? If you write it, will they come? Is there anybody out there? You may be surprised at the some of the answers you'll get from marketing experts Jennifer Campbell and Kyle Krull. Participants will learn why social media is an integral part of your practice development plan; how to leverage your time online and get the most for your efforts; the deadly sins you should never commit on social media; and how not marketing can build your practice and grow new referrals.

NAEPC Journal of Estate & Tax Planning

The NAEPC Journal of Estate & Tax Planning is available online at http://www.naepcjournal.org and includes cutting edge technical materials. Take a look today!

09/07/10 Webinar, Estate Planning Explored in 2010: The New Model offered by The Knowledge Group, LLC

Tuesday, September 7, 2010
12:00 pm - 2:00 pm ET

The expiration of many Bush-Era tax cuts at the end of 2010 will force many estate planners to rethink their strategies for their clients. The Knowledge Group has assembled a panel of key experts in estate planning to help walk you through the fundamentals of estate planning in the 2010 paradigm.

Some of the topics that will be covered in this course:
- Updating your estate plans in 2010
- Dealing with the tax cut expirations including the “death tax”
- Tax reduction planning
- Tax free transfers
- Generation skipping tax
- Gift tax and other exclusions
- Bypass trusts
- Up-to-the-minute regulatory updates

Estate planners and CPAs, in light of all that’s changed, it’s time to dust off and update those estate plans you created for your clients a while ago. The Knowledge Group has assembled a group of experts to help you via this 2 hour accredited LIVE webcast. Advanced registration is recommended as space is limited.

Speakers ~
Weil, Gotshal & Manges LLP
Carlyn S. McCaffrey

Deutsche Bank Private Wealth Management
Blanche Lark Christerson

Schlesinger Gannon & Lazetera LLP
Sanford J. Schlesinger

Baker Tilly Virchow Krause, LLP
Robert S. Keebler

Continuing Education ~Information
Course Level: IntermediateCourse
Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.
Advance Preparation: Print and review course materials
Course Code: 104017


Course Fee: $199 - $299 (Early Bird Discounted Rate - on or before 08/31/2010)
$249 - $349 (Regular Rate - registration after 08/31/2010)

Additional details and registration information can be found at https://web.memberclicks.com/mc/quickForm/viewForm.do?orgId=gkc&formId=83901.

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!

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!

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.

Leimberg Information Services (LISI) Subscription

Members of affiliated local estate planning councils that have signed up for the Leimberg Service can now get pre-paid access to Leimberg Information Services (LISI), a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts. LISI is also home to a very powerful engine that will help subscribers create customized searches and past and future cases more easily and quickly than ever before possible. Contact your affiliated local council about participating in this program. REMINDER - This benefit is a benefit for affiliated local councils!

Logo Merchandise - Accredited Estate Planner Designation

License Plate Frames

Accredited Estate Planners in good standing can purchase 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.

Midwest Transaction Group - Merchant Account Services for Councils and Members

Whether it’s through your affiliated local estate planning council website or your personal business, accepting credit card payments just makes good business sense. Using Midwest Transaction Group to process those payments makes even better sense.

That’s because NAEPC councils and their members get preferred rates when they process their credit or debit card transactions through Midwest Transaction Group – a leading provider of processing services to the legal and accounting communities.

With Midwest Transaction Group you get

Great Rates
qualified swiped transactions cost only 1.55% + 20¢.
qualified non-swiped transactions cost only 2.25% + 20¢.

Incredible Customer Service
available 24 hours a day, 7 days a week from people you know and trust – you’ll never get an impersonal call center.

Unmatched Experience
legal and accounting communities have repeatedly made Midwest Transaction Group their number one processing choice

Free PCI Compliance Support
specialists will help you comply with the new PCI security standards and meet the related filing requirements, at no cost

For more information on the discounted credit and debit card processing services available to NAEPC Councils and their members, contact Charlie Creamer at Midwest Transaction Group at 888.599.2209 – and make sure you let him know you are affiliated with NAEPC.

Midwest Transaction Group (MTG) is a leading provider of credit and debit card processing services to the legal and accounting communities. They are certified to represent Visa, MasterCard, Discover and American Express and are capable of processing them in dial-up, wireless or Internet environment. MTG is a registered ISO/MSP of Wells Fargo Bank and a member in good standing in the national Electronic Transactions Association.

My Estate Planning Organizer™, Helping To Develop & Maintain a Sound Estate Plan for You & Your Family - Council Benefit

This estate planning tool for Estate Planning Councils can be used to enhance the visibility of Council members, attract new business, all while serving as a valuable estate planning tool for residents and business owners of the Council’s community. My Estate Planning Organizer also serves as an excellent syllabus for estate planning seminars given during National Estate Planning Awareness Week.

Organizing financial information is challenging for most people. My Estate- Planning Organizer makes it easier for people to organize their financial information prior to creating an estate plan. Once organized, My Estate- Planning Organizer streamlines the entire estate planning process, providing a structured and systematic approach. It can be used by estate planning professionals to guide their clients through the estate planning process. Individuals can use it as they prepare their financial information before consulting with an estate planning professional. My Estate Planning Organizer has an educational component designed to assist users in making informed decisions, highlighting the differences between their choices and their ability to reach identified financial goals.

My Estate Planning Organizer can be customized with information from the local Estate Planning Council along with a directory of Council Members and their contact information.

NAEPC members are entitled to individual and volume discounts. As a valued NAEPC member you are entitled to a 20% discount on pricing; just key in the following code – NAEPC20. Click here for additional information or past the following into your web browser. http://www.myestateplanningorganizer.com/order.htm

Sterling Cut Glass - Special Discounts on Award Pieces

Sterling Cut Glass offers perfect gifts for outgoing board members, honorees or speakers!

Sterling Cut Glass was founded in 1902 atop Mt. Adams’ “Art Hill” in Cincinnati, Ohio. Sterling artisans specialize in intricate hand cutting and polishing of the “Brilliant” period of American crystal.

Today, Sterling continues to enhance the beauty of fine crystal with custom etching and hand cutting for our retail store in Cincinnati, Ohio as well as for fine specialty retailers, golf and country club, resorts and distributors of custom etched crystal.

Sterling’s artisans continue to use the craftsmanship standards of our founders while always maintaining cutting edge technology.

Councils affiliated with NAEPC are entitled to a 10% discount. Please contact Kristin Dyas at 513.985.8100 ext.206 to place your order. Please reference "NAEPC Council Discount Program" when calling.

The NAEPC Foundation No Charge Council Speaker Program

The NAEPC Foundation is very proud to report that we are able to make speakers available to all dues paying councils at NO CHARGE (council must fund travel, lodging and meeting expenses as outlined within the informational packet). This benefit has been wildly successful since its inception!

Available speakers for the 2010/2010 programming seasons are:

• Robert G. Alexander, JD, LL.M., AEP®, EPLS
• Robert E. Burton, CLU®, ChFC®, AEP®, LL.B.
• Joseph V. Falanga, CPA, AEP®
• Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM
• Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished)

The informational packet offers a biography and topic choice(s) for each presenter, as well as their availability. All presentations will be assigned on a first come, first served basis so ACT FAST! Don't miss the chance for your council to take advantage of this exciting program! After submitting your request via fax to (216) 696-2582 or Eleanor@naepc.org, a representative from The NAEPC Foundation will phone or e-mail the council contact noted with the outcome of the request (available or not available). If the speaker is available, The NAEPC Foundation representative will supply council contact with address and telephone information for the speaker.

2010/2011 Fiscal Year Informational Packet