For Professionals

For information on joining this Estate Planning Council, please reference the "Application Form" page of this website or visit the "Contact Us" page.


Issue 32 - October, 2019 Issue

Regular Columns and Reports

  • Editor’s Note: Opportunity Knocks . . . Know The Code To Open the Door!
  • Complimentary Webinar: The Melton Family Case: Climbing the Philanthropic Learning Curve, provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation

Features​

  • Kaestner Supreme Court Case Summary
  • Estate and Tax Planning Roadmap for 2019-2020
  • 5th Annual Non-Grantor Trust State Income Tax Chart
  • Team Culture
  • How to Retire in the Magical Retirement Income Castle in the Clouds
  • Estate Planning Updates and Planning Nuggets
  • Indiana Enacts Self-Settled Asset Protection Trust Legislation
  • Connecticut Adopts Omnibus Trust Code 
  • What Did Bill Gates and Warren Buffett Learn from Andrew Carnegie? 
  • Perpetual Care Pet Trust Agreement
  • Amici Curiae Brief to U.S. Supreme Court

News Nook: A Compendium of Current Affairs

 

  • Tax Topics: Interest Rates, GRATs, Sales and Loans
  • Tax Topics: The Generation-Skipping Transfer Tax (GSTT)
  • Practical Planner Newsletter Apr-Jun 2019
  • NAEPC Monthly Technical Newsletter

Read the complete Journal issue.

Get notified when new NAEPC Journal issues are released.

* required

*

*

*





 


Member Benefits

Members of NAEPC and affiliated local councils can take advantage of discounts on benefits, programs and services through our member benefit providers.  Visit the "Member Benefits" page of this website to learn more.


Online Education That Fits Your Schedule

Advanced Training in Collaboration, NAEPCs Newest Member Benefit
LINK: online education brought to you by The Legacy Companies and sponsored by NAEPC 
This fun, interactive and self-paced 9-module online course is 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; and the step-by-step 4 Phase Model for collaborative planning.  > Read more about this exciting new member benefit or watch the introduction video

Educational Webinars Available Live or On-Demand
Robert G. Alexander Webinar Series
A complete list upcoming programs can be found on the "Event Calendar" page of this website and all programs can be found on the national website; sessions are available live or on-demand to learn at your leisure.  Council members can always take advantage of the member rate!


56th Annual
NAEPC Advanced Estate Planning Strategies Conference 
with Pre-Conference Sessions for Estate Planning Council Leaders

November 5-8, 2018 - Las Vegas, Nevada

The NAEPC Advanced Estate Planning Strategies Conference is open to all estate planning professionals and provides:

Multi-disciplinary content provided by nationally-known presenters
Continuing education credit (with an additional half day this year!)
Networking with estate planners from around the country 

> See the most current program information


Accredited Estate Planner® Designation 

How can you gain a "leg-up" on your competition in your estate planning practice? Obtain the Accredited Estate Planner® (AEP®) designation. Professional estate planners can achieve a nationally-recognized, graduate level accreditation that acknowledges their experience and specialization in 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 designation is available to credentialed professionals actively licensed or certified as an accountant; attorney; insurance and financial planner; philanthropic advisor; or trust officer – holding one or more of the following credentials CAP®, CFA, CFP®,ChFC®, CLU®, CPA, CPWA®, CSPG, CTFA, JD, MSFS, and MST– who are devoting at least a third of one’s professional time to estate planning. Eligible applicants must meet stringent qualifications at the time of application and commit to ongoing continuing education and recertification requirements.

Join the growing group of professionals who recognize the value of holding the premier estate planning professional designation.  Become an Accredited Estate Planner® designee. > Learn More


Estate Planning Law Specialist Certification 

The Estate Planning Law Specialist (EPLS) certification is available to attorneys and is administered by the Estate Law Specialist Board, Inc., an attorney-run subsidiary of the National Association of Estate Planners & Councils. Attorneys who become board-certified under this program demonstrate a high level of professionalism and commitment to the concept of specialization. This program is currently the only program, other than certain state bar association programs which are only for residents of their particular states, accredited by the American Bar Association to Board-certify attorneys as Estate Planning Law Specialists. Many states permit lawyers to hold themselves out as specialists if their certification is awarded by an ABA-accredited program. Each lawyer, however, must consult the rules in his or her own state to determine how such a certification can be presented to the public. > Learn more