national a ssociation of e state p lanners & councils

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NATIONAL NATIONAL AASSOCIATION OF SSOCIATION OF EESTATE STATE PPLANNERS & COUNCILSLANNERS & COUNCILS

Presenter’s Name

Address

Phone

National Association of Estate Planners & Councils1120 Chester Avenue, Suite 470

Cleveland, OH 44114Phone: (866) 226-2224 ~ Fax: (216) 696-2582

E-Mail: [email protected]://www.naepc.org

mailto:[email protected]

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Multiple Disciplines

Attorney

C.P.A.

CLU

ChFC

CFP

CTFA

Cooperative Cooperative Estate Estate

PlanningPlanning

WWho Are We? Where Did We Come From?

• Formed in 1962 by 9 Councils• Today: 180+ Affiliated Councils –

23,000 Members

NNAEPAEPCC

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Advantages Of Council Advantages Of Council AffiliationAffiliation

• Be Part Of National Network Of Estate Planning Professionals

• Access To Council Resource Manual “The Torch”

• Meet, Learn & Network at the 44th Annual Conference – New Orleans, LA November 14 – 16, 2007

• Establish Web Site For Your Council

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Advantages Of Council Advantages Of Council AffiliationAffiliation

• Secure Access To Leimberg Information Services (LISI) At Special Price

• Nominate Members To Receive Accredited Estate Planner (AEP) Designation

• Be Recognized Through National News Articles And Promotions

• Discounts On Estate Planning Related Products & Services for membership

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Be Part Of National Network Of Be Part Of National Network Of Estate Planning ProfessionalsEstate Planning Professionals

• Locate Professionals (AEP’s) In Other Areas Through The NAEPC Web Site

• Be Available To The Public Through The NAEPC Web Site For Consultation And Referrals

• Combat “Trust Mills” Through Your Affiliation With A Truly Professional Organization

• Meet, Learn And Network At The Annual Conference – Amelia Island, FL ~ Nov. 1-3, 2006

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Access To Council Resource Access To Council Resource Manual “The Torch”Manual “The Torch”

• Help You Form, Organize & Manage Operations Of Your Council

• Gain Access To A List Of Qualified Speakers

• Learn About Conducting an Estate Planning Day In Your Community

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Receive an Invitation To 44Receive an Invitation To 44thth Annual ConferenceAnnual Conference

November 14, 2007: Council Leadership Day• Learn About The Programs & Services Offered • Receive Advice from The NAEPC on How To

Manage Your Council • Sharing Sessions With Other Leaders

November 15 – 16, 2007: Technical Education• Outstanding Local and National Speakers

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Establish A Web SiteEstablish A Web SiteFor Your CouncilFor Your Council

• Printable and Sort-able Roster Information For Your Membership

• Record The History Of Your Council• Reserve For Meetings Online• Process Credit Cards Automatically• E-mail Your Members About Meetings/Events• Create Links To Other Web Sites Important

To Your Members

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Advantages Of Council Advantages Of Council MembershipMembership

Leimberg Information Leimberg Information ServicesServices

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Why Does Our Council Why Does Our Council Want Leimberg?Want Leimberg?

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning


• To Survive In The Estate Planning World You Must Stay Current.

• No Other Quality Resource Is Available At This Cost.

• A Strong Incentive for Chapter Membership.

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

• Unlimited Access To Leimberg Information Services (LISI)

• Newsletters Written By:• Natalie Choate• Jonathan Blattmachr• Howard Zaritsky• And Many Others


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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

• Links To Financial Calculator Sites• CCH Financial Calculators• Quicken Financial Calculators• Estate Tax Calculator/Estimator• Savings Bond Calculator • Required Minimum Distribution

Calculator• Many Others


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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

• Section 7520 Rates• AFR Rates• Rulings• Cases• Proposed Tax Changes• Up to Date Economic Data


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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

• Daily Update E-mails From LISI • Available To Look At That Same

Day. You Just Have To Log In.• Number Cruncher

• But You Do Get Access To Many Financial Estate Planning Calculators.


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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

What Is The Cost?What Is The Cost?• Sign Up Before May 1

• $16 Per Member• Service Through December

• Sign Up Between May 1 & August 31• $12 Per Member• Service Through December

• Sign Up Between September 1 & December 31• $22 Per Member• Service Through December of following year

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

What Is The Catch?What Is The Catch?• All Members Of Your Council Must

Join.• Yes, Even Those Who Are Still In The

19th Century And Who Have No E-mail Must Be Included

• We Bill The Council, Not The Members. Add It To The Dues Next Year.

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

What Do You Have To Do?What Do You Have To Do?

• Sign Up With the NAEPC• Provide NAEPC With The Names And E-mail

Addresses Of Your Members• For Councils With An NAEPC Web Site Have

Members Log In, Go To Leimberg And Receive Their Password

• For Councils Without An NAEPC Web Site We Will Provide You With A Password For Each Member

• Develop a Continued Promotional Plan

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

How Do You Begin?How Do You Begin?

Call Kim Hronek at the NAEPC Office:

866-266-2224

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Advantages Of Council Advantages Of Council MembershipMembership

AAccredited ccredited EEstate state PPlanner lanner DesignationDesignation

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

NNAEPAEPCCWho Are We?Who Are We?

• 1200 Accredited Estate Planners• Hart Axley , our “Founder” – 1976• First AEP: Harold Small, CA - 1990• Third NAEPC Mission: “Advocacy for

Councils and Individual Members”

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

What is anWhat is anAAccredited ccredited EEstate state PPlanner?lanner?

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

What Is AnWhat Is AnAAccredited ccredited EEstate state PPlanner?lanner?

• Graduate Level Specialization Designation In Estate Planning

• Awarded In Addition To Other Recognized Professional Credentials

• Awarded By NAEPC To Professionals Who Meet Stringent Experience, Knowledge , Education, Professional Reputation And Character Requirements

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Why Be an Why Be an AAccredited ccredited EEstate state PPlanner?lanner?

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Why Be An Why Be An AAccredited ccredited EEstate state PPlanner?lanner?

• Public Identification of You As a Qualified Estate Planning Professional

• Demonstrate To Clients That You Have Special Knowledge And Abilities

• Gain a Competitive Edge In A Competitive World

• National Referral Program

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Who Is EligibleWho Is EligibleTo Be An To Be An AEPAEP??

• Attorneys • Certified Public Accountants• Chartered Life Underwriters

(CLU) • Financial Planners (CFP & ChFC)• Certified Trust & Financial

Advisors (CTFA)

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Requirements For All Requirements For All AEPAEP Applicants Applicants

• Required Credentials within Your Discipline

• Minimum Of Five Years Experience in Estate Planning Activities

• Presently & Significantly Engaged In “Estate Planning”

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Requirements For AllRequirements For AllAEPAEP Applicants Applicants

• Member In Good Standing Of Affiliated Local Council

• Good Professional Reputation And Character – Professional References

• Commitment To NAEPC Code Of Ethics

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Requirements For AllRequirements For AllAEPAEP Applicants Applicants

• Dedication To The “Team Concept” Of Estate Planning

• Continuing Education Required – 30 Hours (15 In Estate Planning) in Prior 24 Months

• Annual Recertification• Maintain Local Council Membership (if

available)

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Three Roads To Secure Three Roads To Secure The The AEPAEP Designation Designation

• Education and Examination – 5+ Years• Successful Completion of Two Designated

Courses Through The American College• Challenge Exams -The American College

• Experience Exemption – 15 Years Minimum

• Council AEP Nominees

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

American College Education And American College Education And Examination RequirementsExamination Requirements

Applicants With Less Than 15 Years Estate Planning Experience

• Meet All Other Requirements• Completion Of Two Approved Graduate

Level Courses Offered Through The American College, or

• “Challenge” The Exams

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

AEPAEP Applicants ApplicantsUnder Experience ExemptionUnder Experience Exemption

• Meet All Other Requirements• 15 Years of Substantial Experience in

Estate Planning• Three Professional References• Reference from Affiliated Council

President and Another Officer

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Council Council AEPAEP Nominees Nominees• Meet All Other Requirements

• Affiliated Council Nominates Highly Qualified Candidates With At Least 15 Years Experience

• Councils Of 100 Or Less May Nominate Up To One (1) AEP Candidate In Each Of The Five (5) Disciplines Each Year

• Councils Of More Than 100 May Nominate Up To Two (2) AEP Candidates In Each Of The Five (5) Disciplines Each Year

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

Council NominatedCouncil NominatedAEPAEP Candidates Candidates

• Simplified Application Process• No Examination Requirements• No Other Professional References Required

Outside Of The Council Board

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

NNAEPAEPC PromotionsC Promotions

• ARA Content Articles• Articles Prepared By NAEPC For Publication• Published In Newspapers Throughout The

Country• Interviews And Quotes Of NAEPC Officers

By National Media

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

NNAEPAEPC C Membership DiscountsMembership Discounts

• Leimberg Information Services (Council Benefit)• Wealth Transfer Planning Software• CCH • Kettley Software• Nat’l Center for Family Philanthropy• Trust And Estates Magazine• Business Week Magazine• BEI – Boot Camp for Advisors• Civicom & Dial-a-Note• Wealth Transfer Planning® Sotfware• Konica / Minolta

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Attorney

C.P.A.

CLU

ChFC

CFP

CTFA


PlanningPlanning

How Does Our Council Begin?How Does Our Council Begin?

Call us: 866-266-2224

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Come To New Orleans Come To New Orleans 4444thth Annual Conference Annual Conference

November 14 – 16, 2007November 14 – 16, 2007

national a ssociation of e state p lanners & councils

Documents

estate planning day

estate planning world

council resource manual

council leadership daylearn

council sharing sessions

web sitefor

naepc web sitebe available

national news articles