1 NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS Presenter’s Name Address Phone National Association of Estate Planners & Councils 1120 Chester Avenue,

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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]

http://www.naepc.org

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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

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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

Documents

1 NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS Presenter’s Name Address Phone National Association of Estate Planners & Councils 1120 Chester Avenue,