NAEPC Board of Directors

NAEPC is governed by a volunteer board of directors, a group of dedicated multi-disciplinary individuals who devote many hours of their time to helping NAEPC grow and thrive.  Learn more about our board by clicking the links below.

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Board Nominations

TO:      Estate Planning Council Officers and Boards of Directors and Accredited Estate Planner® Designees

FROM: 2024 NAEPC Nominating Committee, John T. Midgett, JD, AEP®, Chair

DATE:  Monday, May 20, 2024

RE:       Nominations for NAEPC Board of Directors

The National Association of Estate Planners & is governed by a board of directors that reflects its membership of affiliated local estate planning councils, Accredited Estate Planner^® designees, and At-Large members from throughout the country.  I write this letter to seek your help in identifying potential leaders to join the national board of directors.

s a leader within your estate planning council and/or an active Accredited Estate Planner® designee, you have likely had an opportunity to work closely with individuals who have demonstrated leadership qualities, not only through your council, but also through other professional and civic organizations.  We would like to ask you to take the time to contact these people and ask if they have an interest in serving their profession as a possible future NAEPC board member. If so, please submit their names and other information requested on the attached NAEPC board nomination form by Tuesday, July 9, 2024.  Feel free to nominate more than one candidate, and please consider submitting yourself as a candidate if you wish.

The ideal candidate is either a past president or current officer of an affiliated local council, or a member who has demonstrated leadership in professional organizations and endeavors.  Ideally, they would also have attended at least two annual conferences and have served on a committee of the NAEPC. While these activities are not a requirement to join the board of directors, they are looked upon with significance.

Candidates for the national board must be representative of the following professional disciplines: (i) attorney, (ii) accountant, (iii) insurance/financial planning professional, (iv) philanthropic professional, and (v) trust professional and must be significantly engaged in the field of estate planning and support the team concept of estate planning.  The Accredited Estate Planner® (AEP®) designation, although not required at the time of application, is highly desirable, and, if not held at the time of election to the board, must be obtained within one year or the term of service will terminate after such one-year period.  Candidates should assess whether they will be able to meet these requirements, including successful completion of coursework (if applicable), before applying.

Being a board member carries with it many responsibilities, a full outline of which can be found within the application packet.  If you have any questions, please contact me or our office directly.

Exciting things continue to happen with your national organization, and we seek candidates to become part of a dynamic national board of directors.  It is an honor and privilege to be able to serve your profession and NAEPC and is an extremely rewarding experience.  Please submit your nomination(s) by Tuesday, July 9, 2024.  All applicants will be informed of the committee decision via postal mail following the nomination process.  Those applicants who are not chosen for the limited number of available positions are kept on file for three full years.

Thank you for your time and consideration.

> Download the Application