Information for Estate Planning Professionals
Highlights from:
|
Second Quarter, 2013 Issue |
Click to read
Current Issue. |
| Regular Columns and Reports |
Guest Editor's Column:
A Practical Family Dynamics Offering: The Art and Architecture of the
Family Meeting
List of Conferences |
| First Quarter Update |
Where is the Estate Planning Profession Going?
Bases of State Income Taxation of NonGrantor Trusts
The CPA's Role in Estate Planning After the American Taxpayer Relief Act
Private Family Foundations and Life Insurance
Taxes - Obama Unveils Budget Proposal
Tax Tips
Joint Trusts in a Separate Property State: Time for a Second Look?
Dead Hand Investing: The Enforceability of Trust Investment Directives
Unique and Hard-to-Value Assets
Wandry v. Commissioner: The "Secret Sauce" Estate Planners Have Been Waiting
For?
State Death Tax Chart |
Accredited Estate Planner® Designation Information
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. The AEP® designation is available to
attorneys, Chartered Life Underwriters, Certified Public Accountants,
Certified Trust and Financial Advisors, Chartered Financial Consultants, and
Certified Financial Planners® and is awarded to professionals who meet
stringent experience and education qualifications. The educational
requirements can be met through graduate level coursework offered by
The American College and other accredited colleges, universities and schools
of law. To see a complete list of qualifications and to download an
application, visit our website at
www.naepc.org/estate_planners.web.
Your affiliated local estate planning council is able to honor its most
highly respected and distinguished members by nominating them as a
Council
Nominated Candidate for the AEP® designation. Your estate planning council
has been authorized by the National Association of Estate Planners & Councils to
recommend individuals from each of the following five disciplines for this
designation: accountants, attorneys, insurance and financial planners, and trust
officers. Contact Susan Austin
Carney at (866) 226-2224 or
susan@naepc.org
if to find out more about this program.
Why should you become an AEP®? Three quick answers:
- Access to resources like the AEP® Alert, free monthly Technical Newsletter
provided by Leimberg Information Services, and the AEP® Group discussion board
on LinkedIn.
- Discounts on education at the NAEPC annual conference and other online
learning opportunities.
- Exclusive referrals for your service from the NAEPC (www.naepc.org)
and the NAEPC Education Foundation websites (www.estateplanninganswers.org).
Join the growing group of professionals who recognize the value of holding
the premier estate planning professional designation.
Estate Planning Law Specialist Designation Information
The Estate Planning Law Specialist (EPLS) designation 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 designation can be presented to the public. To see a complete list of qualifications and to download an
application, visit our website at
www.naepc.org/estate_law.web.
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