the association of choice for estate planning professionals national association of estate planners...

The Association of Choice for Estate Planning Professionals

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

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

Cleveland, OH 44114phone: (866) 226-2224 ~ fax: (216) 696-2582

[email protected]

www.naepc.org

Council Services Presentation


Multiple Disciplines

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This presentation is provided as a service to NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

You may “fast forward” to your area of interest by going directly to the slides noted below:

• Advantages of Membership, slide 4

• Annual Conference, slide 8

• Website Platforms, slide 9

• Leimberg LISI Service, slide 10

• Accredited Estate Planner® Designation, slide 21

• Accredited Estate Planner® Council Nominated Program, slide 34

• Individual Member Benefits, slide 37

• Short FAQ’s (or “Blurbs”) Suitable for Reproduction or Repurposing for Council Meetings, slide 41



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WWho Are We? Where Did We Come From?

• Formed in 1962 by 9 Councils

• Today: 230+ Affiliated Councils and their 27,000 Members

NNAEPAEPCC



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Advantages Of Council Advantages Of Council AffiliationAffiliation

• Be Part Of National Network Of Estate Planning Professionals

• Access To Council Resource Manual “The Torch”

• Valuable Benefits for YOUR Membership• Meet, Learn & Network at the 50th Annual

Conference in Las Vegas from November 20-22, 2013

• Establish Web Site For Your Council using NAEPC-Hosted Platform



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Advantages Of Council Advantages Of Council AffiliationAffiliation

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

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

• Be Recognized Through National News Articles & Promotions

• Discounts On Estate Planning Related Products & Services for Membership (Without Extra Effort by Your Council Board!)



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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 – November 20-22, 2013



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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

• Yearly No-Charge National Speaker Opportunity

• Access To Many Referral Lists & Documents



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Receive an Invitation To 50Receive an Invitation To 50thth Annual Conference in OrlandoAnnual Conference in Orlando

November 20, 2013: Council Leadership Day• Learn About NAEPC Benefits, Programs & Services

• Receive Advice from Other Leaders on How To Manage Your Council

• Sharing Sessions With Other Leaders

November 21-22, 2013: Technical Education• Outstanding National Speakers and Continuing

Education Credit



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Establish A WebsiteEstablish A WebsiteFor Your CouncilFor Your Council

• Printable and Sort-able Roster Information For Your Membership

• Members Can Reserve For Meetings Online• Process Credit Cards Automatically• Email Members About Meetings/Events• Create Links To Other Websites Important To

Your Members• 50% Discount on New Service or Upgrade

(2013)



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Advantages Of Council Advantages Of Council MembershipMembership

Leimberg Information Leimberg Information Services (LISI)Services (LISI)



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Why Does Your Council Why Does Your Council Want Leimberg?Want Leimberg?



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

• 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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• Unlimited Access To Leimberg Information Services (LISI)

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




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




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

• $20 Per Member• Service Through December

• Sign Up Between May 1 & August 31• $16 Per Member• Service Through December

• Sign Up Between September 1 & December 31• $26 Per Member• Service Through December of following year



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

Join

• Yes, Even Those Who Have No Email Must Be Included

• We Bill The Council, Not The Members (Add It To The Dues Next Year!)



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

• Sign Up With the NAEPC• Provide NAEPC With The Names And Email

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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How Do You Begin?How Do You Begin?

Call the

NAEPC Office:

866-226-2224



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Advantages Of Council Advantages Of Council MembershipMembership

AAccredited ccredited EEstate state PPlannerlanner® DesignationDesignation



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NNAEPAEPCCWho Are We?Who Are We?

• 1500+ Accredited Estate Planner® designees

• Hart Axley , our “Father” – 1976

• First AEP® : Harold Small, CA - 1990

• Third NAEPC Mission: “Advocacy for Councils and Individual Members”



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



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What Is AnWhat Is AnAAccredited ccredited EEstate state PPlannerlanner®??

• 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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Why Be an Why Be an AAccredited ccredited EEstate state PPlannerlanner®??



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Why Be An Why Be An AAccredited ccredited EEstate state PPlannerlanner®??

• 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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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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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 and Related Activities



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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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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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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 or Two Graduate Level Estate Planning Couses from Accredited Business or Law School

• Challenge Exams -The American College• Experience Exemption – 15 Years Minimum• Council AEP Nominees



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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 Accredited Business or Law School

• “Challenge” The Exams



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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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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 Four (4) Disciplines + At-large Each Year

• Councils Of More Than 100 May Nominate Up To Two (2) AEP Candidates In Each Of Four (4) Disciplines + At-large Each Year



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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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NNAEPAEPC PromotionsC Promotions

• Interviews / Quotes From NAEPC Officers By National Media

• National Estate Planning Awareness Week (3rd Full Week in October Every Year)

• Attendance at Several National Conferences Each Year to Promote Membership at Local Level



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NNAEPAEPC Member Discount C Member Discount ProgramsPrograms

• NAEPC Journal of Estate & Tax Planning• ABA Book Publishing / The ABA Checklist for Family Heirs

• Acquire Direct Marketing

• Advisys

• AfterSteps

• American Dream Planner LLC

• Amicus Creative Media & Legal Vault

• BizActions LLC

• Business Valuation Resources, LLC

• Cards for a Cure

• CBData™

• Charitable Planning Desk Reference for Advisors / Strategic Philanthropy

• CrummeyService

• Discuss Directives, LLC - Heart2Heart Workbook & Deck of Cards

• DocuBank

• Estate Planning Smarts / Pensworth

• EstatePlanningBinders.com

• Family Business Magazine

• Florida Domicile Handbook



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NNAEPAEPC Member Discount C Member Discount ProgramsPrograms

• International Genealogical Search Inc.

• Klark Proposal Software

• Konica Minolta Business Solutions

• Lawgic, LLC

• LegacyQuest, LLC

• Midwest Transaction Group

• My Perfect Will

• My Personal Data Safe

• Oswald Companies Personal Excess Liability

• Private Wealth Magazine

• PS Awards

• Ruby Receptionists

• Sterling Cut Glass

• The Ultimate Estate Planner

• Trusts & Estates

• WealthManagement.com



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

Call us:

866-266-2224


Come To Come To Las Vegas , Las Vegas , NevadsNevads

for thefor the 50 50thth

Annual ConferenceAnnual ConferenceNovember 20-22, 2013November 20-22, 2013



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This section of the presentation list “blurbs” that your council may repurpose for its internal publications or use during slide show

presentations.

Q. How large is NAEPC?

A. NAEPC currently boasts 230+ affiliated local councils with over 27,000 members of those affiliates nationwide. In addition, there are 1,500+ AEP® designees in the U.S.



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Blurbs, continued…

Q. Is a member of our council a member of NAEPC?

A. No, the council is a member of NAEPC and by virtue of the council maintaining its membership, the members have access to benefits, programs and services offered by NAEPC.



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Q. What publications does NAEPC offer?

A. NAEPC produces the NAEPC Journal of Estate & Tax Planning (online), NAEPC News (email for council members enrolled in the Every Council Campaign) and the NAEPC Monthly Minute (email for council leaders).



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Q. Does NAEPC have an annual meeting?

R. Of course! The Annual Conference takes place in November each year and offers one day of affiliated local council leadership development, as well as two full days of continuing education programming for estate planning-related disciplines.



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Q. What types of benefits, programs and services can our council members take advantage of?

R. The online list is sorted into software, educational offerings, subscriptions/publications, marketing services, discipline-specific offerings as well as other opportunities.



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Q. What is this “Every Council Campaign” I hear about?

R. The Every Council Campaign is the program that allows NAEPC to email your membership the publication NAEPC News directly up to six times per year. Your members will learn about the programs they can take advantage of without any extra effort by the council!



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Q. What is the Accredited Estate Planner designation?A. The Accredited Estate Planner® (AEP®) designation

is a graduate level accreditation in estate planning obtained in addition to already recognized professional credentials within the various disciplines that make up estate planning: attorneys, accountants, insurance and financial planners and trust officers. The only multi-disciplinary designation in estate planning, it is awarded to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.



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Q. What is the Council Nominated AEP® program?A. As an affiliated local council, you hold the special honor of

nominating eligible candidates for the AEP® designation! The council must submit a board of director’s resolution signed by the president and one additional council officer. Councils are permitted to nominate one (1) candidate in each discipline plus one (1) in any of the four (4) disciplines for councils with less than 100 members and two (2) candidates in each discipline plus two (2) additional in any of the four disciplines for councils with more than 100 members. The application fee for council-nominated AEP® designation candidates is 50% of the regular application fee and must be accompanied by yearly annual dues at the time of application.



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Q. What types of benefits can our COUNCIL take advantage of?

R. Referral lists, sample organizational documents, council checklists and guides, website programs at greatly reduced fees, Leimberg LISI service… just to name a few!



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Q. Can you explain more about the Leimberg LISI service?

R. Councils must enroll every member of their council at a per member/per year fee. Members can then access the Leimberg website at their leisure throughout the entire year!



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Q. Can council members enroll in the Leimberg LISI service on an individual basis at the NAEPC price?

R. No, if your council is not participating in the program a member must enroll directly with the LISI service. A council discount cannot be offered.



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Q. What is The NAEPC Education Foundation?

A. The NAEPC Education Foundation was formed in 2005 with a primary mission of public and professional education. Its main activity in 2011 was the creation of an online library of public content, www.estateplanninganswers.org.



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Q. Who should council members call if they have questions?

R. As always, NAEPC is available to assist! Phone the national office for questions about council or member programs.

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