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 27 - October, 2017 Issue

Regular Columns and Reports

  • Editor's Note: Forget "Must Love Dogs" - Go with "Must Love DSUE"

Features‚Äč

  • Crowdsource Funding to Help Victims of the Las Vegas Massacre 
  • A First Look at Congress' Tax Reform Blueprint - What Advisors Need to Know Now to Better Inform Their Clients 
  • Innovative Trust Designs Better Serve Inheritors 
  • Planning in Uncertain Times - Part III 
  • Balancing Collaboration With the Attorney-Client Privilege 
  • Checklist: Annual Review 
  • Complacency. Motivation. Retention. 
  • High Performance Organizational Teams 
  • Reviewing a Life Insurance Policy: The Owner As Pilot 
  • Built-in Gain Tax Liability: Defend Yourselves! 
  • Proposed Regulations Under Code §2704 Finally Die 
  • Fees for Life Insurance Consulting? Why Would I Do That? 

News Nook: A Compendium of Current Affairs

  • The NAEPC Journal of Estate & Tax Planning Tax Update
  • Tax Topics - September: "Unified Framework for Fixing Our Broken Tax Code" & August: Possible "Extenders" Bill if Tax Reform Doesn't Pass
  • Practical Planner Newsletter
  • NAEPC Monthly Technical Newsletter

Read the complete Journal issue.

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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!


55th Annual
NAEPC Advanced Estate Planning Strategies Conference 
with Pre-Conference Sessions for Estate Planning Council Leaders

November 6-9, 2017 - Ft. Lauderdale, Florida

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