Message from the
President
Jordon N. Rosen, CPA, MST, AEP®
Belfint, Lyons & Shuman, PA
Wilmington, Delaware
I would like to take a moment to reflect on an exciting year of activities
and initiatives within this message as my service as president of NAEPC draws to
a close. It has truly been an honor to serve as your president during 2015, and
I look forward to my continued involvement with the association in the years to
come.
Perhaps the most exciting activity of the calendar year was the
implementation of the
Walter Lee Davis, Jr. and Leonard H. Neiman Council of Excellence Award
program. We anxiously await the ceremony scheduled on November 18th (during
Council Leadership Day)
where the Baltimore, Bergen County, Boston, Chattanooga, and Riverside County
Estate Planning Councils will be honored as the first-ever Council of Excellence
Award recipients. In addition, we are excited to recognize the Central Arizona,
Central New York, Chicago, Cleveland, Eastern New York, Greater New Jersey,
Nassau County and
New Orleans Estate Planning Councils as "5 Star" councils at this same ceremony.
Second, there has been much discussion among two groups of the association
this year—the Multi-disciplinary Teaming (MDT) and the Philanthropic Inclusion
Committees. These groups were formed to address two very specific needs. The MDT
Committee is working to create practice aids and white papers that speak to our
core value—the team concept of estate planning and its benefit to the client.
In addition, this group will be creating consumer content to help the public
understand the benefit of their group of advisors working together as a team.
The Philanthropic Inclusion Committee has been meeting regularly to discuss the
best way to include philanthropic professionals within the leadership of our
association. You can expect to see and hear more from these committees in the
months to come.
I would also like to thank the entire NAEPC
board of directors and the many
non-board volunteers who worked tirelessly during calendar year 2015. Your time,
talent, and effort are appreciated. I would also be remiss if I did not mention
the early October passing of a long-serving board member, Pettus C. Gibbons.
Pete held a seat on the NAEPC board for many years and as a committee member
following his board service. He will be missed by all who knew him, including
his family and wife Caryn, who is also a dear friend of our association.
In closing, thank you for the opportunity to have served as the volunteer leader of
this association. I offer my best wishes and full support to Lawrence M.
Lehmann, JD, AEP® and the entire 2016 board of directors as they take office on
December 1st.
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Who
Are We?
by Kristen E. Simmons, JD, EPLS, AEP® |
As estate planners, we help our clients plan their estates in the most
transfer tax efficient and protective manner. However, we are also the trusted
advisors that clients call upon in the hardest times, whether those times
involve an illness in the family or discord among family members. When dealing
with a family going through a difficult time, the advisor must remember which
family member is the client and do his or her best to act in the client's best
interests.
Read more > |
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Conferences & Events
52nd Annual NAEPC Advanced Estate Planning
Strategies Conference with Pre-conference Sessions for Council Leaders
Education & Collaboration
November 18 - 20, 2015
Amelia Island, Florida ∙ Omni Amelia Island Plantation
Where
else will you find two full days of multi-disciplinary technical education
provided by nationally-known presenters in a beautiful oceanside setting, up to
15 hours of continuing education credit in just two days of sessions, and the
perfect opportunity to network with estate planners from around the country...all
with a competitive registration cost that includes most meals AND a reduced fee
just for you—a member of an estate planning council? The 52nd Annual NAEPC
Advanced Estate Planning Strategies Conference is "the place to be" for the
estate planning community from November 18-20, 2015. It's not too late to
register to attend!
For full program information, including speakers, topics, and continuing
education details, and to download the registration brochure, please
visit our website.
The 52nd Annual NAEPC Advanced Estate Planning Strategies Conference is
sponsored by:
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Upcoming Webinars in
the
Robert G. Alexander Webinar SeriesRegistration
Fees
$40 / Accredited Estate Planner® designee
$60 / member of an affiliated local estate planning council
$100 / individual non-member
$250 / council meeting or group gathering
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Upcoming
Programs |
Wednesday, December 9, 2015 3:00pm
- 4:00pm ET
Asset Protection and Estate Planning for Retirement Benefits
Edwin P. Morrow III, JD, LL.M. (tax), MBA, CFP®, RFC, Director of Wealth
Transfer and Tax Planning for Key Private Bank Family Wealth Advisory Services
This advanced program will explain the differences and overlap among
bankruptcy, federal (ERISA) and state law protections for retirement benefits,
and how these protections may be lost or augmented through various techniques
and strategies. Attendees will explore when - and how - protection can be
maintained or increased without impairing the maximum tax benefit or the estate
plan for the owner and their intended beneficiaries.
Ed Morrow is Director of Wealth Transfer and Tax Planning Strategies for the
Key Private Bank Family Wealth Group. Before joining KeyBank, he was in private
law practice in Cincinnati, Ohio. He is a board certified specialist in Ohio in
estate planning and trust law and has published several articles on tax and
asset protection planning for Leimberg Information Services, Trusts and Estates,
and other publications.
Registration will be open soon for all of the webinars scheduled during 2016: |
January 20, 2016 (special date)
Howard M. Zaritsky, JD, LL.M., AEP® (Distinguished) & John O'Grady
A Year in Review: An Estate Planners PerspectiveFebruary 10, 2016
Louis A. Mezzullo, JD, AEP® (Distinguished) Business Succession Planning
March 9, 2016
Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
Life Insurance as an Asset ClassApril 20, 2016 (special date)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
June 8, 2016
S. Stacy Eastland, JD, AEP® (Distinguished)August 10, 2016
Carlyn McCaffrey, LL.B., LL.M., AEP® (Distinguished)
September 14, 2016
Christopher R. Hoyt, JD, AEP® (Distinguished)
October 19, 2016 (special date)
David A. Handler, JD, AEP® (Distinguished)
December 14, 2016
Ronald D. Aucutt, JD, AEP® (Distinguished)
Top Ten Estate Planning and Estate Tax Developments of 2016 |
See full information about the
Robert G. Alexander webinar series. |
Continuing
Education Credit Continuing education credit is available at each
webinar for Accredited Estate Planner® designees. In addition, a general
certificate of completion will be made available for those professionals
who feel the program satisfies their continuing education requirements
and are able to self-file. It is the responsibility of the attendee to
determine whether their state, discipline, or designation will allow one
to self file for a distance-learning program.
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Member Resources
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. Visit
www.NAEPCJournal.org today to view
current and past issues of the publication.
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 top benefits of membership in NAEPC.
A new issue was released in
October!
Take a look today!
Member Benefit Programs
All members of affiliated local councils have access to a growing and diverse
offering of benefits provided by the council's affiliation with NAEPC. As you
browse, please remember that some benefits are password protected. For these
special benefits members must utilize a user name/password to access detailed
ordering links and information. If you are an At-large member or member of a
council that utilizes passwords on a website hosted by NAEPC, you can use the "I
forgot my password" option. Others should contact NAEPC with questions about the
appropriate user name/password combination.
Existing Benefits
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Acquire Seminar Marketing
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Ahrens Technology
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American Bar Association Paralegal Program
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Amicus Creative Media
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Bloomberg BNA's Art of the Estate Tax Return by Keith Schiller
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BVR's Guide to Business Valuation Issues in Estate & Gift Tax edited by
Linda Trugman, CPA/ABV, CBA, ASA, MBA
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Charitable Planning Desk Reference for Advisors offered by Strategic
Philanthropy
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Cloudia Assistant
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CrummeyService, America's Leading ILIT Software Company
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Disinherit the IRS
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DocuBank: Emergency Access to Vital Documents
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Estate Assist
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Estate Planning Smarts, A Practical, User-Friendly, Action-Oriented
Guide, By Deborah L. Jacobs
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EstatePlanningBinders.com
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Family Business Magazine
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Family Wealth Map
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Florida Domicile Handbook: Vital Information for New Florida Residents
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Heart2Hearts: Workbook and Deck of Cards, Discuss Directives, LLC
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Accredited Estate
Planner® Designation
Professional estate planners can achieve an accreditation that acknowledges
their experience and specialization in estate planning. Simply put, the
Accredited Estate Planner® designation means "I believe in the team concept of
estate planning."
Awarded by the National Association of Estate Planners & Councils to estate
planning professionals who meet special requirements of education, experience,
knowledge, professional reputation, and character, the AEP® designation helps
both clients and colleagues understand your belief in, and dedication to, the
team concept of estate planning.
The Accredited Estate Planner® designation is available to attorneys,
Chartered Life Underwriters®, Certified Public Accountants, Certified Trust and
Financial Advisors, Chartered Financial Consultants®, and Certified Financial
Planners® who are actively engaged in estate planning and meet stringent
qualifications at the time of application and commit to ongoing continuing
education and recertification requirements.
- With a minimum of 5 years of experience, the designation is available
after taking two courses through The American College.
- For those individuals who have 15 years of experience or more, one may
choose to be exempt from the required graduate-level courses in estate
planning.
To learn more or to download an application, please visit
www.NAEPC.org/AEP.
Please join us in congratulating the newest Accredited Estate Planner®
designees nationwide:
James Murray Adcox III, JD, LL.M. (Estate Planning & Elder
Law), EPLS, AEP® |
Brentwood, TN |
N. Mauldin Avinger, CFP®, AEP® |
Greenville, SC |
Brian A. Beduze , CLU®, CFBS, AEP® |
Lafayette, LA |
H. William Beseth, III, JD, AEP® |
Cleveland, OH |
Alane L. Boffa, CPA, MST, AEP® |
Akron, OH |
Kevin C. Curtis, CFP®, AEP® |
Carlisle, PA |
David A. DiPalma, JD, CPA, CELA, EPLS, AEP® |
East Providence, RI |
Gerald M. Dorn, JD, EPLS, AEP® |
Reno, NV |
Brian K. Duffey , JD, AEP® |
Boca Raton, FL |
Ross B. Feldman, CFP®, CLU®, RICP®, CASL®, CLTC, AEP® |
Ithaca, NY |
Christen Gibbons, CLU®, ChFC®, AEP® |
Ithaca, NY |
Arthur E. Gibbs III, JD, AEP® |
Cleveland, OH |
Abbey L. Henderson, CFP®, AEP® |
Concord, MA |
Andrew T. Huber, JD, LL.M. (taxation), AEP® |
Palm Beach, FL |
Jeffrey Michael Judge, CFP®, ChFC®, CLU®, AEP® |
Baltimore, MD |
Maureen A. Lyons, JD, AEP® |
Riverside, CA |
William Franklin Marutzky, JD, CPA, LL.M. (taxation), EPLS,
AEP® |
Chicago, IL |
Edward J. McGill, CFP®, RICP®, CLU®, ChFC®, CASL®, AEP® |
Urbandale, IA |
Elizabeth Dipp Metzger, CFP®, AEP® |
El Paso, TX |
Nancy T. Murphy, CFP®, AEP® |
Indianapolis, IN |
Henry T. Peck, CFP®, AEP® |
Tucson, AZ |
Mark D. Schuchardt, CLU®, ChFC®, CASL®, RICP®, CFP®, AEP® |
Creve Coeur, MO |
Ryan P. Smith, ChFC®, CASL®, CFP®, AEP® |
Ada, MI |
Felix M. Tankersley, III, CFP®, CTFA, AEP® |
Birmingham, AL |
Richard D. Tanner, CLU®, AEP® |
Cleveland, OH |
Christopher W. vonLindenberg , CFP®, CLU®, ChFC®, RICP®, CFS, AEP® |
Wilmington, DE |
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