For information on joining this Estate Planning Council, please reference the "Application Form" page of this website or visit the "Contact Us" page.
Regular Columns and Reports
- Editor’s Note: Lifetime Spousal Access Trusts
- Featured Complimentary NAEPC Webinar: Philanthropic Times, They are a Changing (Video)
- Traps for the Unwary: Some Estate Planners’ Duties, Proscriptions and Conundrums in Wealth Transmission
- Opportunity Knocks: Qualified Opportunity Zones
- Trust Planning After JCTA
- International Tax Reform: GILTI, FDII, BEAT and More
- The LeBron of Asset Protection Trusts
- U.S. Conflicts of Law Involving International Estates and Marital Property
- Blockchain Technology and Digital Currency
- Block Chain and Cryptocurrency Technology, Virtual Currency and Tokenized Digital Assets; Innovation and Technology that Will Affect Every Wealth Transfer Advisor’s Practice and Clients, Yet They Don’t Even Know It’s Coming
- 7th Annual Dynasty Trust State Rankings Chart
- Giving Among the Newly Wealthy
News Nook: A Compendium of Current Affairs
- The NAEPC Journal of Estate & Tax Planning Tax Update
- Tax Topics: Inflation Adjusted Number, Plus Tips on Year-End Gifting and Planning
- Practical Planner Newsletter July-Sept 2018
- NAEPC Monthly Technical Newsletter
Read the complete Journal issue.
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!
NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Estate Planning Council Leaders
November 6-9, 2018 - 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
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