National Association of National Association of Estate Planners & Estate Planners & CouncilsCouncils

The Association of Choice The Association of Choice

for Estate Planning Professionalsfor Estate Planning Professionals

NAEPC WELCOMESNAEPC WELCOMES

Your Your

Estate Planning Council Estate Planning Council

to to thethe national network of estate national network of estate

planning professionals!planning professionals!

NAEPC MEMBERSNAEPC MEMBERS

235 Affiliated Local Estate 235 Affiliated Local Estate Planning Councils and their Planning Councils and their 27,000 Individual Members27,000 Individual Members

1,650 Active Accredited Estate 1,650 Active Accredited Estate PlannerPlanner®® Designees (and Designees (and growing!)growing!)

MISSIONMISSION

It is the Mission of the National Association of Estate It is the Mission of the National Association of Estate Planners & Planners &

Councils to: Promote the multi-disciplinary approach to Councils to: Promote the multi-disciplinary approach to estate planning by supporting local estate planning councils estate planning by supporting local estate planning councils

and and their members and by encouraging the formation of new their members and by encouraging the formation of new councils.councils.

To that end we are committed to:To that end we are committed to:

Encourage attainment of the Accredited Estate Planner® Encourage attainment of the Accredited Estate Planner® (AEP®) and Estate Planning Law Specialist (EPLS) (AEP®) and Estate Planning Law Specialist (EPLS) designations by qualified estate planning professionals.designations by qualified estate planning professionals.

Support efforts of The NAEPC Foundation to increase Support efforts of The NAEPC Foundation to increase public awareness of the importance of estate planning by public awareness of the importance of estate planning by a team of professional advisors.a team of professional advisors.

VISIONVISION

The National Association of Estate Planners & Councils The National Association of Estate Planners & Councils will be the association of choice for professionals will be the association of choice for professionals

engaged in the engaged in the practice of estate planning because:practice of estate planning because:

Unsurpassed education and networking opportunities Unsurpassed education and networking opportunities are provided by attending local council meetings and are provided by attending local council meetings and NAEPC’s annual national conference; andNAEPC’s annual national conference; and

The public demands its estate planners bear earned The public demands its estate planners bear earned and recognized credentials, including the Accredited and recognized credentials, including the Accredited Estate Planner® designation, conferred only by NAEPC Estate Planner® designation, conferred only by NAEPC and the Estate Planning Law Specialist designation, and the Estate Planning Law Specialist designation, conferred only by the NAEPC affiliate Estate Law conferred only by the NAEPC affiliate Estate Law Specialist Board.  Both designations are among the Specialist Board.  Both designations are among the few that meet this qualification.few that meet this qualification.

LEADERSHIPLEADERSHIP

21 Officers & Directors 21 Officers & Directors Representing 15 States and 21 Representing 15 States and 21 Estate Planning CouncilsEstate Planning Councils

A Wealth of Non-board Volunteers A Wealth of Non-board Volunteers from Across the Countryfrom Across the Country

MEMBER BENEFITSMEMBER BENEFITS

35 Multi-Disciplinary Discount 35 Multi-Disciplinary Discount Programs Within Various Programs Within Various CategoriesCategories

Regular Additions & ReviewRegular Additions & Review Accessible at www.NAEPC.orgAccessible at www.NAEPC.org

– User Name: contact NAEPCUser Name: contact NAEPC– Password:Password: epcmember epcmember

MEMBER BENEFITS, MEMBER BENEFITS, cont.cont. Complimentary ResourcesComplimentary 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

MEMBER BENEFITS, MEMBER BENEFITS, cont.cont.

Flagship BenefitsFlagship Benefits

Trusts & Estates, $129 Trusts & Estates, $129 SubscriptionSubscription

Advisys Back Room TechnicianAdvisys Back Room Technician Many More!Many More!

4949thth Annual Conference Annual Conference

November 7 – 9, 2012November 7 – 9, 2012

Orlando, FloridaOrlando, Florida

Member Discount Available to Members of Central New Jersey

Estate Planning Council!

Early Bird Discount Expires September 14th, Don’t Delay!

4949thth Annual Conference Annual Conference

Reasons to AttendReasons to Attend Two Full Days of Technical EducationTwo Full Days of Technical Education Earn Continuing Education CreditEarn Continuing Education Credit Participate in the Exchange of IdeasParticipate in the Exchange of Ideas Network with Estate Planning Network with Estate Planning

Professionals From Around the Professionals From Around the CountryCountry

Experience Orlando, FL & Downtown Experience Orlando, FL & Downtown DisneyDisney

4949thth Annual Conference Annual Conference

Presenters…Presenters… Jonathan G. Blattmachr, Esq., AEPJonathan G. Blattmachr, Esq., AEP®®

(Distinguished)(Distinguished) Lawrence Brody, JD, LL.M., AEPLawrence Brody, JD, LL.M., AEP®®

(Distinguished)(Distinguished) Herbert Chasman, JD, CLUHerbert Chasman, JD, CLU®®, ChFC, ChFC®®, AEP, AEP®®

(Distinguished)(Distinguished) Jeremiah W. Doyle, IV, JD, LL.M. Jeremiah W. Doyle, IV, JD, LL.M.

(taxation), LL.M. (banking law), AEP(taxation), LL.M. (banking law), AEP®® (Distinguished)(Distinguished)

Gary L. Flotron, MBA, CLUGary L. Flotron, MBA, CLU®®, ChFC, ChFC®®, AEP, AEP®®

4949thth Annual Conference Annual Conference

Presenters, continued…Presenters, continued… Thomas C. Foster, JDThomas C. Foster, JD Albert E. Gibbons, CLUAlbert E. Gibbons, CLU®®, ChFC, ChFC®®, AEP, AEP®®

Robert S. Keebler, CPA, MST, AEPRobert S. Keebler, CPA, MST, AEP®® (Distinguished)(Distinguished)

Caryn B. Keppler, JD, EPLS, AEPCaryn B. Keppler, JD, EPLS, AEP®®

Ray D. Madoff, JD, LL.M.Ray D. Madoff, JD, LL.M. Jeffrey N. Pennell, JDJeffrey N. Pennell, JD

4949thth Annual Conference Annual Conference

Presenters, continued…Presenters, continued… David Pratt, JD, LL.M.David Pratt, JD, LL.M. Richard A. Schwartz, FSA, MAAA, CLURichard A. Schwartz, FSA, MAAA, CLU®®

Bruce M. StoneBruce M. Stone Richard M. Weber, MBA, CLURichard M. Weber, MBA, CLU®®, AEP, AEP®®

(Distinguished)(Distinguished) E. Randolph WhitelawE. Randolph Whitelaw Diana S.C. Zeydel, JD, LL.M.Diana S.C. Zeydel, JD, LL.M.

Accredited Estate Accredited Estate PlannerPlanner®® Designation Designation ProgramProgram

Awarded by NAEPC to recognized Awarded by NAEPC to recognized estate estate

planning professionals who meet planning professionals who meet

requirements of education, experience, requirements of education, experience,

knowledge, professional reputation, knowledge, professional reputation, and and

character. character.

Accredited Estate Accredited Estate PlannerPlanner®® Designation Designation Program, cont.Program, cont.Available to:Available to: AttorneysAttorneys Chartered Life UnderwritersChartered Life Underwriters Certified Public Accountants Certified Public Accountants Certified Trust and Financial Certified Trust and Financial

AdvisorsAdvisors Chartered Financial ConsultantsChartered Financial Consultants Certified Financial PlannersCertified Financial Planners®®

Accredited Estate Accredited Estate PlannerPlanner®® Designation Designation Program, cont.Program, cont.Why Become an AEPWhy Become an AEP®®?? Recognition as a Professional Recognition as a Professional

Dedicated to the Team Concept of Dedicated to the Team Concept of Estate PlanningEstate Planning

Demonstrate Special Knowledge Demonstrate Special Knowledge and Abilitiesand Abilities

National Referral ProgramNational Referral Program

Accredited Estate Accredited Estate PlannerPlanner®® Designation Designation Program, cont.Program, cont.Requirements for All ApplicantsRequirements for All Applicants Gateway Degree or DesignationGateway Degree or Designation Minimum 5 Years of Experience Minimum 5 Years of Experience Presently & Significantly Engaged in Presently & Significantly Engaged in

Estate PlanningEstate Planning Member in Good Standing of Member in Good Standing of XXXXXX

EPCEPC

Accredited Estate Accredited Estate PlannerPlanner®® Designation Designation Program, cont.Program, cont.Requirements for All Applicants, Requirements for All Applicants,

cont.cont. Professional ReferencesProfessional References Ongoing Commitment to NAEPC Ongoing Commitment to NAEPC

Code of EthicsCode of Ethics Yearly Continuing EducationYearly Continuing Education Annual Recertification & DuesAnnual Recertification & Dues Cooperation with Random Audit, if Cooperation with Random Audit, if

SelectedSelected

Accredited Estate Accredited Estate PlannerPlanner®® Designation Designation Program, cont.Program, cont.Paths to Secure DesignationPaths to Secure Designation Education & ExaminationEducation & Examination

– Successful Completion of Successful Completion of Coursework Through The American Coursework Through The American College or Accredited Business or College or Accredited Business or Law SchoolLaw School

– Challenge ExamChallenge Exam 15-Year Experience Exemption15-Year Experience Exemption

Estate Planning Law Estate Planning Law Specialist DesignationSpecialist Designation Offered Through the Estate Law Offered Through the Estate Law

Specialist Board, a Subsidiary of Specialist Board, a Subsidiary of NAEPCNAEPC

ABA-Accredited ProgramABA-Accredited Program Available to Attorneys with 5 Years Available to Attorneys with 5 Years

or More of Experienceor More of Experience Extensive ExaminationExtensive Examination Yearly Renewal, 5-Year Yearly Renewal, 5-Year

RecertificationRecertification

ONLINE RESOURCESONLINE RESOURCES

NAEPC Journal of Estate & Tax NAEPC Journal of Estate & Tax Planning (Planning (www.NAEPCJournal.orgwww.NAEPCJournal.org))

Monthly Technical Newsletter Monthly Technical Newsletter Offered by Steve LeimbergOffered by Steve Leimberg

ASSOCIATION AWARDS ASSOCIATION AWARDS & HONORS& HONORS

Hartman Axley Lifetime Service Hartman Axley Lifetime Service

AwardAward

Awarded to those Highly Active in the Awarded to those Highly Active in the

Estate Planning Community and Estate Planning Community and Crucial Crucial

to the Development of NAEPC to the Development of NAEPC

ASSOCIATION AWARDS ASSOCIATION AWARDS & HONORS& HONORS

Estate Planning Hall of FameEstate Planning Hall of Fame®®

Offered in Recognition of Offered in Recognition of Distinguished Service to the Field Distinguished Service to the Field

of Estate Planning of Estate Planning

INDUSTRY INDUSTRY PARTICIPATIONPARTICIPATION

Founding Member of the Founding Member of the

Synergy SummitSynergy Summit

Unified Think Tank and Voice of the Unified Think Tank and Voice of the Leadership of Eight Major Financial Leadership of Eight Major Financial and Legal Services Organizations and Legal Services Organizations

www.SynergyPro.org www.SynergyPro.org

THE NAEPC THE NAEPC EDUCATION FOUNDATIONEDUCATION FOUNDATION

MissionMission Provide the public with financial awareness Provide the public with financial awareness

programs and improve financial literacy programs and improve financial literacy Educate the public regarding the benefits of Educate the public regarding the benefits of

the multi-disciplinary team concept of estate the multi-disciplinary team concept of estate and financial planning as espoused by the and financial planning as espoused by the National Association of Estate Planners & National Association of Estate Planners & Councils Councils

Develop educational programs for estate and Develop educational programs for estate and financial planning professionals financial planning professionals

Develop and promote a community outreach Develop and promote a community outreach program for the general public program for the general public

Hold educational conferences, seminars, Hold educational conferences, seminars, forums, and meetings regarding estate and forums, and meetings regarding estate and financial planning financial planning

THE NAEPC THE NAEPC EDUCATION FOUNDATIONEDUCATION FOUNDATION

Formed in 2005 Formed in 2005 Continually Enhancing the Continually Enhancing the

Educational Process for all Educational Process for all Members of the Estate Planning Members of the Estate Planning Team and for the General Public Team and for the General Public those Practitioners Serve those Practitioners Serve

THE NAEPC THE NAEPC EDUCATION FOUNDATIONEDUCATION FOUNDATION

Primary ActivitiesPrimary Activities

National Estate Planning National Estate Planning Awareness Week (3Awareness Week (3rdrd Full Week in Full Week in October Each Calendar Year)October Each Calendar Year)

National Financial Literacy Month National Financial Literacy Month (April of Each Calendar Year)(April of Each Calendar Year)

THE NAEPC THE NAEPC EDUCATION FOUNDATIONEDUCATION FOUNDATION

Getting InvolvedGetting Involved Talk to Clients, Colleagues & Friends Talk to Clients, Colleagues & Friends

About Each Awareness CampaignAbout Each Awareness Campaign Post Information Within Your Post Information Within Your

Website, Blogs, Social Media OutletsWebsite, Blogs, Social Media Outlets Visit and Share Visit and Share

www.EstatePlanningAnswers.orgwww.EstatePlanningAnswers.org Contribute to the Cause!Contribute to the Cause!

CALL TO ACTION!CALL TO ACTION!

Volunteers Needed!Volunteers Needed! Accredited Estate PlannerAccredited Estate Planner®®

Designation Committee (Active Designation Committee (Active Designees Only, Please)Designees Only, Please)

Annual Conference CommitteeAnnual Conference Committee Council Relations CommitteeCouncil Relations Committee Member Benefits CommitteeMember Benefits Committee Website & Technology Committee Website & Technology Committee

NEED HELP?NEED HELP?

NAEPCNAEPC

1120 Chester Ave., Ste. 4701120 Chester Ave., Ste. 470

Cleveland, OH 44114Cleveland, OH 44114

(866) 226-2224(866) 226-2224

admin@naepc.orgadmin@naepc.org

www.NAEPC.org www.NAEPC.org

Welcome!Welcome!We’re glad to have We’re glad to have

you as a you as a member council!member council!