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Estate Planning Council

Membership News


Let us know what you think!  Tax updates, comments on presentations, ideas for future speakers, words of wisdom and great resources to share...post them here!
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  • 17 Oct 2017 4:05 PM | Anonymous


    Dear Reader:

    We are pleased to send you our most recent quarterly release of the NAEPC Journal of Estate & Tax Planning. Please know that the Journal is currently sent on a complimentary basis to all Accredited Estate Planners® and to those planning practitioners who opt-in to be notified about our new issues.

    The entire issue is listed below with links to the articles. You may also see the issue as a web page or see an archive of past issues.

    Since the Journal is compiled by practitioners for practitioners in the various disciplines of estate planning, please know that we welcome your contributions and suggestions by contacting me directly. Thank you!

    Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®
    Email: editor@naepcjournal.org 

    Issue 27 - October, 2017

    NAEPC Journal of Estate & Tax Planning

    Regular Columns and Reports

    Editor's Note: Forget "Must Love Dogs" - Go with "Must Love DSUE"
    No dogs were injured in the writing of this note.
    Author: Susan P. Rounds, JD, CPA, LL.M., AEP®, TEP

    List of Conferences
    2017 Conferences on Estate, Financial Planning

    Distance Learning Programs
    Upcoming and on-demand professional education

    Features

    Crowdsource Funding to Help Victims of the Las Vegas Massacre (PDF file)
    This just in! The issues surrounding crowdfunding are numerous and complex. In order to provide some on-the-spot technical guidance in an area with little law and less guidance, these "Masters Among Us" quickly developed this road map to motivate quick and compassionate action in the wake of this and other charitable causes you and your clients are considering.
    Authors: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD, Bernard A. Krooks, Esq., and Jonathan G. Blattmachr, Esq.

    A First Look at Congress' Tax Reform Blueprint - What Advisors Need to Know Now to Better Inform Their Clients (PDF file)
    This indispensible commentary not only explains the Unified Framework for Fixing our Broken Tax Code, but it goes much deeper and analyzes the potential issues and planning opportunities that may arise.
    Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
    Authors: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) and Jim Magner, JD, CLU®, ChFC®

    Innovative Trust Designs Better Serve Inheritors (PDF file)
    Why grant only three wishes when you can grant them all? Learn what is on every estate planning client's "wish list" and which drafting provisions can accomplish these universal client aims.
    Originally published in the June 2017 issue of Estate Planning. Reproduced with permission.
    Authors: Richard Oshins, MBA, LL.M., AEP (Distinguished) and Paul Hood, Jr., JD, LL.M.

    Planning in Uncertain Times - Part III (PDF file)
    The final segment in the trilogy Planning in Uncertain Times continues the discussion of the cost of delaying planning by incorporating an illustration utilizing dynastic planning and life insurance.
    Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
    Author: Robert W. Finnegan, JD, CLU®

    Balancing Collaboration With the Attorney-Client Privilege (PDF file)
    Collaboration is frequently recognized as a best practice. The authors highlight the need to maintain confidentiality in this framework and examine the importance of striking a balance between increased collaboration and preserving the attorney-client privilege.
    Originally published in the March 2017 issue of Trusts & Estates. Reprinted by permission.
    Authors: Charles Douglas JD, CFP®, CAP®, AEP®, Judi Cunningham MA, FEA and Jennifer Devine Odom, JD

    Checklist: Annual Review (PDF file)
    This cool tool provides a quick overview of the suggested areas to review with your estate planning clients each year.
    Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD

    Complacency. Motivation. Retention. (PDF file)
    Looking for ways to engage clients in the financial planning process? Understand the intrinsic and extrinsic motivational factors and techniques advisors can use to garner good results, client retention, and bonus - an increased probability of referrals.
    Author: Bronwyn L. Martin, PhD, MBA, ChFC®, CLU®, AEP®, CRPC®, CFS®, CMFC®, CLTC®

    High Performance Organizational Teams (PDF file)
    As the world of estate planning becomes increasingly interdependent, and many of us strive to accomplish our client's objectives through multi-disciplinary teaming, how can we structure teams that are truly high performing? Laying out the difference between 'groups' and 'teams' and identifying the markers of an actual team and the stumbling blocks to getting there, the authors provide a roadmap that leads to true TEAMWORK.
    Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
    Authors: Nancy B. Rapoport, J.D. and Charlie Douglas J.D., CFP®, CAP®, AEP®

    Reviewing a Life Insurance Policy: The Owner As Pilot (PDF file)
    A practical spin on a lofty topic. A handy list of 10 questions to chart your course when reviewing a life insurance policy.
    Reproduced courtesy of Ultimate Estate Planner
    Author: Jason Oshins, MBA

    Built-in Gain Tax Liability: Defend Yourselves! (PDF file)
    There is a potential value reduction for Built-in Capital Gain Tax Liability (BIGL) for certain assets owned by an estate. This detailed and technical paper takes us through the history of the case law culminating in the Estate of Richmond, which supports a value reduction based on an assumed future liquidation date of the corporation's assets. The author lays out the valuation and accounting principles inherent in calculating the deduction and argues against using future expectations as a basis for valuation.
    Author: James Lisi, CVA, MBA

    Proposed Regulations Under Code §2704 Finally Die (PDF file)
    Find out if they actually pulled the plug. The autopsy results for the infamous Proposed Regs under 2704.
    Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
    Author: Keith Schiller, Esq.

    Fees for Life Insurance Consulting? Why Would I Do That? (PDF file)
    For our NAEPC Journal readers. A great question deserves a great answer. Learn about a novel phenomena in the insurance industry: Fee-based consulting.
    Author: Bill Boersma, CLU®, LIC, AEP®

    News Nook: A Compendium of Current Affairs

    The NAEPC Journal of Estate & Tax Planning Tax Update (PDF file)
    Author: Scott E. Swartz, JD, LL.M., AEP®

    Tax Topics - September: "Unified Framework for Fixing Our Broken Tax Code" & August: Possible "Extenders" Bill if Tax Reform Doesn't Pass (PDF file)
    Author: Blanche Lark Christerson, JD, LL.M. (taxation)

    Practical Planner Newsletter (PDF file)
    Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD

    NAEPC Monthly Technical Newsletter
    Reproduced courtesy of Leimberg Information Services, Inc. (LISI)


  • 11 Oct 2017 9:09 AM | Anonymous


    Robert G. Alexander Webinar Series
    Upcoming Program

    Participate Live or Purchase a Replay!

    Wednesday, October 11, 2017
    3:00 pm - 4:00 pm ET

    "Integrating Asset Protection Planning Into Your Estate Planning Practice"
    COMPLIMENTARY SPONSORED WEBINAR


    Expertise offered by:
    Douglass S. Lodmell, JD, LL.M., Managing Partner & Co-Founder, Lodmell & Lodmell, P.C.

    Your registration will entitle you to: 1) the handout materials and 2) the ability to watch the webinar either at the scheduled time or—if for any reason you can't view it then—we'll automatically provide you with a link within 24 hours to view it at your convenience.

    About the program:

    Join host Douglass Lodmell, J.D., LL.M., Managing Partner of Lodmell & Lodmell, P.C., and founding member of the Asset Protection Council® as he presents the tools and information you need to educate your clients in this complex area of law and shares his unique insights on how to make AP a core component of your practice.

    About the speaker:

    Douglass Lodmell is the Founder of the Asset Protection Council®, and the Co-Founder and Managing Partner of Lodmell & Lodmell, P.C., recognized as one of the nation’s leading asset protection law firms. In addition to holding a Juris Doctorate from Cardozo School of Law, Mr. Lodmell has an advanced law degree (LL.M.) in taxation from NYU School of Law. Douglass is a leader in the Asset Protection community and the creator of the breakthrough concept of "The Bridge Trust®." He has authored numerous articles for professional journals as well as a popular book about the explosion of lawsuits in America called The Lawsuit Lottery: The Hijacking of Justice in America. Doug’s extensive experience in asset protection makes him a frequent guest speaker at professional conferences and seminars throughout the country, as well as teaching concepts of asset protection to other attorneys at continuing legal education seminars nationwide.

    Register Here


  • 09 Oct 2017 3:57 PM | Anonymous
    Join us in wishing a very Happy Birthday for the month of September to:

    Christopher Graham

    Pamela Wheeler

    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month.


  • 09 Oct 2017 3:15 PM | Anonymous

     7/21  8/4 8/22
    9/6  10/9    Goal

     Renewed

     35 39
    49
    51 57   

     New

     3 6
    8
    10  12   

     Total

    38
     45 57
    61  69   80
    (70 full/10 half season)

    Potential Renewals due

     41 37
    26
    25  15   


  • 12 Sep 2017 1:01 PM | Anonymous
    Join us in wishing a very Happy Birthday for the month of September to:

    Kristie Leshinskie



    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month.


  • 08 Sep 2017 9:42 AM | Anonymous

    NAEPC Wants You! NAEPC Council Relations Committee Needs Your Help

    NAEPC is actively seeking volunteers for the in the following states: Alabama, California, Connecticut, Georgia, Idaho, Kansas, Kentucky, Michigan, Minnesota, Missouri, New York, North Carolina, North Dakota, Oregon, South Carolina, South Dakota, Utah, and Virginia. The Council Relations Committee includes 51 territory representatives who serve as the liaisons between the individual councils (both affiliated and unaffiliated) and NAEPC. It is the mission of the CRC to deliver the exceptional resources, unsurpassed education and best practices referenced prominently within the association's mission statement to the affiliated councils, as well as to work to assist those councils interested in membership in NAEPC through the affiliation process. We meet once a month over the phone on the fourth Thursday. Come join us share the value of NAEPC. Learn more about volunteering and download an application

    Estate Planning Law Specialist Certification Live Review Course & Exam scheduled on October 25th

    In partnership with the Notre Dame Tax & Estate Planning Institute, the Estate Law Specialist Board offers attorneys an opportunity to participate in a live review course and proctored exam to earn the Estate Planning Law Specialist (EPLS) certification - the only national board certification in estate planning. The review course will be offered on October 25, 2017 on campus at the Notre Dame Law School from 8:00 am to noon followed by the two-hour proctored exam which will begin promptly at 2:00 pm. Once registered for the proctored exam, candidates will be provided with the application for certification which must be completed and returned by Wednesday, October 11th in order to participate in the review session and exam. To obtain the certification, candidates must successfully pass the examination and receive application approval by the national review committee. Please note that the exam will be offered in hardcopy only and exam results will be communicated within thirty (30) days. Cost for members of an NAEPC-affiliated local estate planning council is $595 and $645 for non-members. For more information and to register, please contact the Estate Law Specialist Board office at 866-226-2224.

    Webinars

    The Robert G. Alexander Webinar Series provides estate planners with accessible, high quality, multi-disciplinary education. Programs are available live and on-demand and attendees can choose to register for individual programs, or for a series subscription. We hope you will join us for an upcoming program:

    Wednesday, September 13, 2017, 3:00pm - 4:00pm ET
    The Perfect Modern Trust Including Income Tax Sheltering Opportunities Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) REGISTER HERE

    Wednesday, October 11, 2017, 3:00pm - 4:00pm ET
    Complimentary Sponsored Webinar: Understanding Asset Protection in the 21st Century Douglass S. Lodmell, JD, LL.M., Managing Partner & Co-Founder, Lodmell & Lodmell
    REGISTER HERE

    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.

    Individual program registration fees:

    • $40 for active AEP® designees
    • $60 for council members
    • $100 for non-members
    • $250 for a group gathering: one feed to be shown to a group gathered together in a single location, additional feeds are available for $25

    Series Subscriptions are also available! The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! (On-demand access is provided for all prior 2017 programs.) Register for the series.

    • $280 Accredited Estate Planner® designee ($360 value)
    • $420 Member of an affiliated local estate planning council or at-large member of NAEPC ($540 value)
    • $700 Non-member ($900 value)
    • $1,125 Council meeting / group gathering: one feed to be shown in a single location to a group ($2,250 value)


     

    You already know the basics about the 54th Annual Advanced Estate Planning Strategies Conference. What's new?

    • Registrations are coming in at a fast pace—register by September 30th to receive the early bird discount
    • Shuttle and rental car information and discounts are now available
    • Companion programs have been announced
    • The exhibit hall is nearly full with vendors eager to make your acquaintance

    Attendees will join over 400 estate planners from around the country for a unique and intimate networking opportunity and to learn from the nation's top speakers. We are exceptionally pleased to have the following presenters at our podium:
     

    • Steve R. Akers, JD, AEP® (Distinguished)
    • Darwin M. Bayston, CFA
    • John Bergner, JD
    • Jeff Chadwick, JD
    • William Clark
    • Philip B. Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP® (private session for AEP® designees
    • Mickey R. Davis, JD
    • Sharna Goldseker (optional add-on for educational program)
    • Marianne M. Jennings, JD
    • Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA

    • Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
    • William D. Lipkind, JD, LL.M.
    • Douglass S. Lodmell, JD, LL.M.
    • Jamie Mendelsohn
    • Jon B. Mendelsohn
    • John W. Porter, B.B.A., JD, AEP® (Distinguished)
    • Charles L. Ratner, JD, CLU®, ChFC®, AEP® (Distinguished)
    • John J. Scroggin, JD, LL.M., (taxation), AEP® (Distinguished) Nominee
    • Melissa J. Willms, JD, LL.M.

    To learn more about the conference, including registration fees and packages, and to download the early bird brochure, please visit our website.

    We are grateful for the support of our conference sponsors and exhibitors. Their participation allows us to provide attendees with the experience the annual conference has become known for and also gives attendees access to new resources during the three days of exhibit hall hours.

    Please click on each logo to learn more.



    CFP Board

    DonorsTrust   eMoney Advisor  

    OfficeTools

    Sponsorships are still available! Those that have an interest can review the conference sponsor kit or contact Ed Socorro at ESocorro@NAEPCmarketing.org or 312-600-5303 for more details.

    Member Benefits

    As an AEP® designee or member of your local council, you have access to a list of nearly 40 member benefits spanning a range of categories.

    View all of the exciting benefits available to you as a member of NAEPC, including our highlighted benefit for August:

    Featured:
    The Ultimate Estate Planner, Inc.

    The Ultimate Estate Planner, Inc. was formed by nationally renowned estate planning attorney, Philip J. Kavesh, in 2004.

    What initially started as a training for fellow estate planning attorneys and financial advisors has since expanded into a company that provides estate planning professionals of all kinds—attorneys, CPAs, financial advisors and life insurance agents—practical, tested and proven technical, practice-building and marketing products. Its products and services are practical and can be quickly and easily implemented into estate planning practices of all levels of experience and expertise.

    The Ultimate Estate Planner, Inc. offers a variety of resources to estate planning professionals, including but not limited to:

    • Practical Educational Teleconferences and On-Demand Programs from Some of the Nation's Leading Experts
    • Unique & Breakthrough Legal Document Forms
    • Tested & Proven Seminar Marketing Packages
    • Practice-Building Packages to Help Your Firm Run Efficiently
    • Books, CDs, DVDs and Calculators
    • FREE! Publications, Podcasts, Charts & Reports
    • Information on Upcoming Events in the Industry
    • Personal Coaching & Consulting
    • In-Depth Practice Development Training for Estate Planning Attorneys

    The Ultimate Estate Planner, Inc. has extended NAEPC members a special 15% discount on its products and services, which can be obtained by logging in to this website.

    Please log into our members-only area for special pricing and ordering links.

    We want to hear from you! What benefits would you like to see? Email us your suggestions today!

    Accredited Estate Planner® Designation Program

    NAEPC

    Education • Experience • Knowledge • Professional Reputation • Character

    Available to professionals in the following disciplines—accounting; insurance and financial planning; legal; philanthropy; and trust services—who hold a gateway credential of CPA, CLU®, ChFC®, CFP®, CPWA®, CFA, MSFS, MST, JD, CAP®, CSPG, or CTFA and meet stringent qualifications at the time of application and commit to ongoing continuing education and recertification requirements, the AEP® designation helps both clients and colleagues understand your belief in, and dedication to, the team concept of estate planning.

    Myth #1: I'm a trust officer who doesn't hold a CTFA designation so I don't qualify.

    Not true! While every applicant must hold a gateway credential in good standing, it is not a requirement that gateway credential be a match for the discipline in which one is applying.

    Example 1) Mary is employed by a community foundation in a philanthropic capacity and has an active law license. She can apply for the designation in the philanthropy discipline, but use her active law license as the gateway credential.

    Example 2) John is a relationship manager at a trust company and has an active CFP® designation. He can apply for the designation in the trust services discipline and use his active CFP® designation as the gateway credential.

    Myth #2: It's too expensive!

    The regular application fee is currently just $300 and first year dues must be submitted at the time of application, making your investment just $450 to obtain the only graduate level, multi-disciplinary designation in estate planning.*

    Myth #3: I don't do enough estate planning to qualify.

    As a multi-disciplinary organization, the NAEPC definition of estate planning includes a wide variety of activities. After careful consideration, most applicants easily exceed the requirement of spending 33-1/3 percent of one's professional time devoted to estate planning.

    *Coursework, when required, is not included in this calculation.

    Interested in learning more? Visit www.NAEPC.org/AEP or contact our national office at (866) 226-2224 or admin@naepc.org.

    Message from the President

    Paul S. Viren, CLU®, ChFC®, AEP®
    Viren & Associates, Inc.
    Spokane, WA

    As I begin this message today, we are in the wake of Hurricane Harvey, one of the most powerful natural disasters in our history. The NAEPC Board of Directors shares its heartfelt wishes for a speedy recovery to those affected by the storm. Your NAEPC family stands with you in the days ahead.

    Having served on the Spokane Estate Planning Council and NAEPC boards of directors for many years I have the perspective of time and experience (I call that getting old!) that reaffirms the privilege of being an Accredited Estate Planner® (AEP®) designee. Like you, I am passionate about estate planning!

    To help clients and their families in planning and preparing for their future is truly an amazing honor. The future I refer to is not only for tomorrow but for generations to come. Collectively, the advisor team works patiently and carefully to guide these families in making their life's goals a reality. What we do is humble work and takes plenty of patience and good listening. Our important work will last for generations, and while our names may be lost to the ages, the legacy we leave behind truly makes a difference for the families we serve.

    Being an AEP® designee matters! It matters because we subscribe to a set of principles that include an unwavering dedication to working collaboratively with other advisors, high ethical standards, and putting clients' interests ahead of our own.

    For those who are active AEP® designees, I am so proud of your work and dedication to the estate planning profession. If you are not yet an AEP®, I encourage you to consider attaining the designation as it truly sets you apart as a leader in the estate planning field, and acknowledges that your experience and expertise can be relied upon by other professionals and your clients. If you would like more details or an application, please visit www.NAEPC.org/AEP. If you have any questions about becoming an AEP®, please call me or the national office at any time.

    Until November,
    Paul S. Viren
     

    Who Are We?

    by Joseph E. Lowry, AEP®, ChFC®, CLU®, AIF®, RHU® (Gainesville, FL)

    Recently I had pause to reflect, again, on why I do what I do and why I have chosen to continue doing it, even beyond the age when most people have retired from their 'work'. The answer is simple; I love what I do, because it allows me to fulfill my life-long desire "to help people improve the quality of their lives."
     Read more >

    Estate Planning Hall of Fame® Spotlight

    This newest section of NAEPC News highlights the activities and good work of one of the NAEPC Estate Planning Hall of Fame® members in each issue. This month, we are proud to feature Stephan R. Leimberg, JD, AEP® (Distinguished).

    Steve is a long-standing partner of NAEPC, especially through a very special arrangement that allows estate planning councils affiliated with NAEPC an opportunity to provide their members with the Leimberg LISI Service at a greatly reduced fee. In October, Steve will team up with another Hall of Fame member, Martin M. Shenkman, to host a webinar on Friday, October 20, 2017 at 12:00 noon ET from which all proceeds will benefit The American Cancer Society! Learn more about "Estate and Financial Planning Nuggets for a Time of Turmoil!"

    Resources

    NAEPC National Website

    Follow us on:

    LinkedIn

    Facebook

     


  • 06 Sep 2017 10:43 AM | Anonymous

     7/21  8/4 8/22
    9/6    Goal

     Renewed

     35 39
    49
    51  

     New

     3 6
    8
    10   

     Total

    38
     45 57
    61   80
    (70 full/10 half season)

    Potential Renewals due

     41 37
    26
    25   


  • 22 Aug 2017 11:04 AM | Anonymous

     6/27  7/7  7/14  7/21  8/4 8/22
      Goal

     Renewed

    10
    24
    28
     35 39
    49
     

     New

    1 2
    4
     3 6
    8
     

     Total

    11 26
    32
    38
     45 57
     80
    (70 full/10 half season)

    Potential Renewals due

    67 53
    48
     41 37
    26
     
  • 08 Aug 2017 3:43 PM | Anonymous
    Join us in wishing a very Happy Birthday for the month of August to:

    Mary Jordan

    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month.
  • 08 Aug 2017 8:48 AM | Anonymous

     6/27  7/7  7/14  7/21  8/4   Goal

     Renewed

    10
    24
    28
     35 39
     

     New

    1 2
    4
     3 6
     

     Total

    11 26
    32
    38
     45  80
    (70 full/10 half season)

    Potential Renewals due

    67 53
    48
     41 37
     
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Website Original Content and Information: Copyright 2011/2012/13/14/15/16/17 East Valley Estate Planning Council

Please note: Starting in May of 2017, the East Valley Estate Planning Council is affiliated formally with the National Association of Estate Planners and Councils, and can fulfill the AEP(R) requirement of belonging to an NAEPC local council.

Neither the East Valley Estate Planning Council (EVEPC) nor its sponsors make any warranties, either express or implied, concerning the accuracy, completeness, reliability, or suitability of any information or materials provided by presenters at its functions or posted for member reference to this website.  Nor does EVEPC or its sponsors warrant that the use of this information or materials is free of any claims of copyright infringement.  Any opinions expressed are solely those of the presenters and are not necessarily those of EVEPC.

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