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National Association of Estate Planners & Councils The Association of Choice for Estate Planning Professionals.

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Presentation on theme: "National Association of Estate Planners & Councils The Association of Choice for Estate Planning Professionals."— Presentation transcript:

1 National Association of Estate Planners & Councils The Association of Choice for Estate Planning Professionals

2 NAEPC WELCOMES Your Estate Planning Council to the national network of estate planning professionals!

3 NAEPC MEMBERS 235 Affiliated Local Estate Planning Councils and their 27,000 Individual Members 235 Affiliated Local Estate Planning Councils and their 27,000 Individual Members 1,650 Active Accredited Estate Planner ® Designees (and growing!) 1,650 Active Accredited Estate Planner ® Designees (and growing!)

4 MISSION It is the Mission of the National Association of Estate Planners & Councils to: Promote the multi-disciplinary approach to estate planning by supporting local estate planning councils and their members and by encouraging the formation of new councils. To that end we are committed to: Encourage attainment of the Accredited Estate Planner® (AEP®) and Estate Planning Law Specialist (EPLS) designations by qualified estate planning professionals. Encourage attainment of the Accredited Estate Planner® (AEP®) and Estate Planning Law Specialist (EPLS) designations by qualified estate planning professionals. Support efforts of The NAEPC Foundation to increase public awareness of the importance of estate planning by a team of professional advisors. Support efforts of The NAEPC Foundation to increase public awareness of the importance of estate planning by a team of professional advisors.

5 VISION The National Association of Estate Planners & Councils will be the association of choice for professionals engaged in the practice of estate planning because: Unsurpassed education and networking opportunities are provided by attending local council meetings and NAEPC’s annual national conference; and Unsurpassed education and networking opportunities are provided by attending local council meetings and NAEPC’s annual national conference; and The public demands its estate planners bear earned and recognized credentials, including the Accredited Estate Planner® designation, conferred only by NAEPC and the Estate Planning Law Specialist designation, conferred only by the NAEPC affiliate Estate Law Specialist Board. Both designations are among the few that meet this qualification. The public demands its estate planners bear earned and recognized credentials, including the Accredited Estate Planner® designation, conferred only by NAEPC and the Estate Planning Law Specialist designation, conferred only by the NAEPC affiliate Estate Law Specialist Board. Both designations are among the few that meet this qualification.

6 LEADERSHIP 21 Officers & Directors Representing 15 States and 21 Estate Planning Councils 21 Officers & Directors Representing 15 States and 21 Estate Planning Councils A Wealth of Non-board Volunteers from Across the Country A Wealth of Non-board Volunteers from Across the Country

7 MEMBER BENEFITS 35 Multi-Disciplinary Discount Programs Within Various Categories 35 Multi-Disciplinary Discount Programs Within Various Categories Regular Additions & Review Regular Additions & Review Accessible at Accessible at –User Name: contact NAEPC –Password: epcmember

8 MEMBER BENEFITS, cont. Complimentary Resources Complimentary Resources Discipline-specific Information Discipline-specific Information Educational Opportunities Educational Opportunities Marketing / Website Design Services Marketing / Website Design Services Presentation Materials / Office Supplies Presentation Materials / Office Supplies Software Software Subscriptions & Publications Subscriptions & Publications Other Benefits, Programs & Services Other Benefits, Programs & Services

9 MEMBER BENEFITS, cont. Flagship Benefits Trusts & Estates, $129 Subscription Trusts & Estates, $129 Subscription Advisys Back Room Technician Advisys Back Room Technician Many More! Many More!

10 49 th Annual Conference November 7 – 9, 2012 Orlando, Florida Member Discount Available to Members of Central New Jersey Estate Planning Council! Early Bird Discount Expires September 14 th, Don’t Delay!

11 49 th Annual Conference Reasons to Attend Two Full Days of Technical Education Two Full Days of Technical Education Earn Continuing Education Credit Earn Continuing Education Credit Participate in the Exchange of Ideas Participate in the Exchange of Ideas Network with Estate Planning Professionals From Around the Country Network with Estate Planning Professionals From Around the Country Experience Orlando, FL & Downtown Disney Experience Orlando, FL & Downtown Disney

12 49 th Annual Conference Presenters… Jonathan G. Blattmachr, Esq., AEP ® (Distinguished) Jonathan G. Blattmachr, Esq., AEP ® (Distinguished) Lawrence Brody, JD, LL.M., AEP ® (Distinguished) Lawrence Brody, JD, LL.M., AEP ® (Distinguished) Herbert Chasman, JD, CLU ®, ChFC ®, AEP ® (Distinguished) Herbert Chasman, JD, CLU ®, ChFC ®, AEP ® (Distinguished) Jeremiah W. Doyle, IV, JD, LL.M. (taxation), LL.M. (banking law), AEP ® (Distinguished) Jeremiah W. Doyle, IV, JD, LL.M. (taxation), LL.M. (banking law), AEP ® (Distinguished) Gary L. Flotron, MBA, CLU ®, ChFC ®, AEP ® Gary L. Flotron, MBA, CLU ®, ChFC ®, AEP ®

13 49 th Annual Conference Presenters, continued… Thomas C. Foster, JD Thomas C. Foster, JD Albert E. Gibbons, CLU ®, ChFC ®, AEP ® Albert E. Gibbons, CLU ®, ChFC ®, AEP ® Robert S. Keebler, CPA, MST, AEP ® (Distinguished) Robert S. Keebler, CPA, MST, AEP ® (Distinguished) Caryn B. Keppler, JD, EPLS, AEP ® Caryn B. Keppler, JD, EPLS, AEP ® Ray D. Madoff, JD, LL.M. Ray D. Madoff, JD, LL.M. Jeffrey N. Pennell, JD Jeffrey N. Pennell, JD

14 49 th Annual Conference Presenters, continued… David Pratt, JD, LL.M. David Pratt, JD, LL.M. Richard A. Schwartz, FSA, MAAA, CLU ® Richard A. Schwartz, FSA, MAAA, CLU ® Bruce M. Stone Bruce M. Stone Richard M. Weber, MBA, CLU ®, AEP ® (Distinguished) Richard M. Weber, MBA, CLU ®, AEP ® (Distinguished) E. Randolph Whitelaw E. Randolph Whitelaw Diana S.C. Zeydel, JD, LL.M. Diana S.C. Zeydel, JD, LL.M.

15 Accredited Estate Planner ® Designation Program Awarded by NAEPC to recognized estate planning professionals who meet requirements of education, experience, knowledge, professional reputation, and character.

16 Accredited Estate Planner ® Designation Program, cont. Available to: Attorneys Attorneys Chartered Life Underwriters Chartered Life Underwriters Certified Public Accountants Certified Public Accountants Certified Trust and Financial Advisors Certified Trust and Financial Advisors Chartered Financial Consultants Chartered Financial Consultants Certified Financial Planners ® Certified Financial Planners ®

17 Accredited Estate Planner ® Designation Program, cont. Why Become an AEP ® ? Recognition as a Professional Dedicated to the Team Concept of Estate Planning Recognition as a Professional Dedicated to the Team Concept of Estate Planning Demonstrate Special Knowledge and Abilities Demonstrate Special Knowledge and Abilities National Referral Program National Referral Program

18 Accredited Estate Planner ® Designation Program, cont. Requirements for All Applicants Gateway Degree or Designation Gateway Degree or Designation Minimum 5 Years of Experience Minimum 5 Years of Experience Presently & Significantly Engaged in Estate Planning Presently & Significantly Engaged in Estate Planning Member in Good Standing of XXX EPC Member in Good Standing of XXX EPC

19 Accredited Estate Planner ® Designation Program, cont. Requirements for All Applicants, cont. Professional References Professional References Ongoing Commitment to NAEPC Code of Ethics Ongoing Commitment to NAEPC Code of Ethics Yearly Continuing Education Yearly Continuing Education Annual Recertification & Dues Annual Recertification & Dues Cooperation with Random Audit, if Selected Cooperation with Random Audit, if Selected

20 Accredited Estate Planner ® Designation Program, cont. Paths to Secure Designation Education & Examination Education & Examination –Successful Completion of Coursework Through The American College or Accredited Business or Law School –Challenge Exam 15-Year Experience Exemption 15-Year Experience Exemption

21 Estate Planning Law Specialist Designation Offered Through the Estate Law Specialist Board, a Subsidiary of NAEPC Offered Through the Estate Law Specialist Board, a Subsidiary of NAEPC ABA-Accredited Program ABA-Accredited Program Available to Attorneys with 5 Years or More of Experience Available to Attorneys with 5 Years or More of Experience Extensive Examination Extensive Examination Yearly Renewal, 5-Year Recertification Yearly Renewal, 5-Year Recertification

22 ONLINE RESOURCES NAEPC Journal of Estate & Tax Planning (www.NAEPCJournal.org) NAEPC Journal of Estate & Tax Planning (www.NAEPCJournal.org) Monthly Technical Newsletter Offered by Steve Leimberg Monthly Technical Newsletter Offered by Steve Leimberg

23 ASSOCIATION AWARDS & HONORS Hartman Axley Lifetime Service Award Awarded to those Highly Active in the Estate Planning Community and Crucial to the Development of NAEPC

24 ASSOCIATION AWARDS & HONORS Estate Planning Hall of Fame ® Offered in Recognition of Distinguished Service to the Field of Estate Planning

25 INDUSTRY PARTICIPATION Founding Member of the Synergy Summit Unified Think Tank and Voice of the Leadership of Eight Major Financial and Legal Services Organizations Unified Think Tank and Voice of the Leadership of Eight Major Financial and Legal Services Organizations

26 THE NAEPC EDUCATION FOUNDATION Mission Provide the public with financial awareness programs and improve financial literacy Provide the public with financial awareness programs and improve financial literacy Educate the public regarding the benefits of the multi-disciplinary team concept of estate and financial planning as espoused by the National Association of Estate Planners & Councils Educate the public regarding the benefits of the multi-disciplinary team concept of estate and financial planning as espoused by the National Association of Estate Planners & Councils Develop educational programs for estate and financial planning professionals Develop educational programs for estate and financial planning professionals Develop and promote a community outreach program for the general public Develop and promote a community outreach program for the general public Hold educational conferences, seminars, forums, and meetings regarding estate and financial planning Hold educational conferences, seminars, forums, and meetings regarding estate and financial planning

27 THE NAEPC EDUCATION FOUNDATION Formed in 2005 Formed in 2005 Continually Enhancing the Educational Process for all Members of the Estate Planning Team and for the General Public those Practitioners Serve Continually Enhancing the Educational Process for all Members of the Estate Planning Team and for the General Public those Practitioners Serve

28 THE NAEPC EDUCATION FOUNDATION Primary Activities National Estate Planning Awareness Week (3 rd Full Week in October Each Calendar Year) National Estate Planning Awareness Week (3 rd Full Week in October Each Calendar Year) National Financial Literacy Month (April of Each Calendar Year) National Financial Literacy Month (April of Each Calendar Year)

29 THE NAEPC EDUCATION FOUNDATION Getting Involved Talk to Clients, Colleagues & Friends About Each Awareness Campaign Talk to Clients, Colleagues & Friends About Each Awareness Campaign Post Information Within Your Website, Blogs, Social Media Outlets Post Information Within Your Website, Blogs, Social Media Outlets Visit and Share Visit and Share Contribute to the Cause! Contribute to the Cause!

30 CALL TO ACTION! Volunteers Needed! Accredited Estate Planner ® Designation Committee (Active Designees Only, Please) Accredited Estate Planner ® Designation Committee (Active Designees Only, Please) Annual Conference Committee Annual Conference Committee Council Relations Committee Council Relations Committee Member Benefits Committee Member Benefits Committee Website & Technology Committee Website & Technology Committee

31 NEED HELP? NAEPC 1120 Chester Ave., Ste. 470 Cleveland, OH (866)

32 Welcome! We’re glad to have you as a member council!


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