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For Professionals

For information on joining this Estate Planning Council, please reference the "Application Form" page of this website or visit the "Contact Us" page.


Issue 28 - April, 2018 Issue

Regular Columns and Reports

  • Editor's Note: Slightly Withered Estate Exemption Amount Released, But Estate Planning Remains an Evergreen Opportunity

Features‚Äč

  • How The Tax Cuts and Jobs Act Might Change Estate Planning
  • Heckerling Musings 2018 and Estate Planning Current Developments
  • Marty Shenkman Meeting Notes from Heckerling: Day 1, Day 2, Day 3, Day 4
  • Summary of Selected Considerations After the 2017 Tax Act
  • An Analysis of Proposals Using Life Insurance: What Works, What May Not Be as Effective as Promoted, And What Does Not Work
  • Who Is Your Client When Everyone Is Your Client? Ethical Dilemmas for Estate and Business Planners In Representing Family Members
  • Impact of Tax Reform on Choice of Entity
  • How to Utilize a Sophisticated Medical Risk Model in Estate Planning
  • How Did Nonprofits Fare In Tax Reform?
  • Tax Reform and Real Estate: Impact of the Tax Cuts and Jobs Act on Real Estate 

News Nook: A Compendium of Current Affairs

  • The NAEPC Journal of Estate & Tax Planning Tax Update
  • Tax Topics - The Bipartisan Budget Act of 2018
  • Practical Planner Newsletter
  • NAEPC Monthly Technical Newsletter

Read the complete Journal issue.

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Member Benefits

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!


55th Annual
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 

> See the most current program information


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