Central Florida Estate Planning Council

Member of The National Association of Estate Planners & Councils (NAEPC)

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NAEPC News

April, 2015 NAEPC Monthly Newsletter

April 2015 Issue

National Association of Estate Planners & Councils Minute

∙ the monthly administrative report for affiliated local council officers ∙

 This monthly email is being sent to you as an officer or administrator for your NAEPC-affiliated local estate planning council, all officers on file with NAEPC receive the email.

NAEPC Minute is an administrative report that does not take the place of NAEPC News, the official newsletter of the NAEPC, which is sent to the members of those councils that have approved access through the Every Council Campaign.  Past issues of NAEPC News can be found HERE.

Please share this publication with your entire board at the next council board meeting or forward it via email if a meeting is not scheduled soon.

IN THIS ISSUE

  • Referral Lists & Sample Documents
  • May 13, 2015 Webinar: Please Share Details with your Members
  • NAEPC Welcomes New Estate Planning Councils

IN EVERY ISSUE

  • 52nd Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-conference Sessions for Council Leaders
  • Best Practice Tidbit
  • Benefits For Members of Your Council
  • Officer Update Form
  • Stay Connected Via LinkedIn

Referral Lists & Sample Documents
NAEPC offers all affiliated councils access to a growing number of referral lists, presentations, and sample documents to aid in the operation of your council.  Found online, this reference library offers sample pre-meeting PowerPoint presentations, sample bylaws and articles of incorporation, best practice recommendations, etc.

We welcome your input!  Is there something you would like to see added to this list?  Send us your request!

May 13, 2015 Webinar

Wednesday, May 13, 2015
3:00pm – 4:00pm ET

Case Studies on In-Home Care: Important Information for Your Clients presented by Care.com

Tom Breedlove Director, Care.com HomePay℠

If you have clients who employ a senior caregiver(s), there are important nuances to compliance that may impact your clients, especially if the care is funded through a trust or through third-party payers like Medicaid or Long Term Care insurance. Tom Breedlove of Care.com HomePay Provided by Breedlove, an expert in household employment, will share relevant case studies that illustrate tax and legal risks and how to help your clients avoid them.

Tom Breedlove, Director, Care.com HomePay℠

Tom brings 25+ years of business experience, including 9 years on the executive team at Breedlove & Associates – now Care.com HomePay – the nation’s leading household employment specialist.  With a mission to help families handle all the tax and legal obligations that come with employing a caregiver in the home, Care.com HomePay is the go-to resource for thousands of placement agencies, accountants, financial advisors and attorneys.  As Director of Care.com HomePay, Tom is a leader of a national service firm focused on delivering a comprehensive solution for busy families with care in the home – handling all of the state and federal employer requirements related to payroll, wage reporting, tax remittance, labor law compliance, and tax agency correspondence.  From paydays to tax time and all points in between, Care.com HomePay eliminates all the work and worry for household employers.

THERE IS NO FEE TO ATTEND THIS SPECIAL SPONSORED PROGRAM!

> REGISTER HERE <

Continuing Education Credit

Continuing education credit will be available at each webinar for Accredited Estate Planner® designees.  In addition, a certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self- file for a distance-learning program. Councils may also file the program in their home state for programs offered in a group setting.

NAEPC Welcomes New Member Councils

NAEPC is excited to welcome the following councils to membership during the first months of 2015:

West Broward Estate Planning Council

Young Professionals Estate Planning Council of Tampa Bay

52nd Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-conference Sessions for Council Leaders

NAEPC would like to formally invite your leadership and members to attend the 52nd Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-conference Sessions for Council Leaders in Amelia Island, Florida this November 18-20, 2015.

The first day of the conference is Council Leadership Day and at the meeting council representatives will gather to share ideas and learn techniques that will help to develop the best possible estate planning council.  This day is appropriate for an officer or director and paid administrator from your council to attend.

The two days of continuing education that follow feature the most prominent national speakers in the estate planning industry.  We believe you will not find a better continuing education program in the country. These two days of education are appropriate for every single member of your council; please pass information about the program along to them!

Your council has recently received a supply of “early bird” brochures.  Please take a moment to pass these materials out to the members of your EPC at upcoming meetings.  Should you need more copies, please don’t hesitate to ask.

Finally, registration is now OPEN!  Register soon to take advantage of the $50 early bird discount.

Best Practice Tidbit

Interested in a brief video that provides a refresher of what NAEPC is all about, including the Accredited Estate Planner® designation?  Click HERE!

Looking for additional best practices and tidbits? Visit the “Referral Lists” page of the website built just for you council leaders!  Looking for guidance on a particular issue? Please contact our national office – we stand ready to assist.

Member Benefits, Programs & Services Recap

Members of your affiliated local council have access to a wide array of benefits at reduced or no cost.  These offerings are a great way to build upon benefits your council is already offering with no additional work on behalf of your board!  Please be sure to mention these valuable benefits at each council meeting, whether verbally or in print.  Brochures are available that can be customized to your council or printed as-is, contact the national office for more details or for your copy.

Please remember… all members must utilize a user name/password to access detailed ordering links and information.  If your council has a website hosted through NAEPC and utilizes passwords, members can use the “I forgot my password” option to access the benefits page that appears right on your website.  Other councils should contact NAEPC to obtain the appropriate user name and password combination for their council and must use the national site to access the benefits.

 Existing Benefits

 

Officer Update Form

All councils are encouraged to update NAEPC each and every time there is a change to the roster of officers.  A fillable PDF document to do so can be found online at http://www.naepc.org/assets/national/pdf/council_officer_form.pdf.

Staying Connected Via LinkedIn

NAEPC maintains a sub-group of the primary association group on LinkedIn, just for council leaders.  Join today to interact with other council leaders from across the country, initiate and participate in council management-specific dialogue, and to receive weekly information from NAEPC!  The sub-group is available only to current officers and directors of affiliated local estate planning councils.  Click HERE to join (you must have a LinkedIn account to participate.)

National Association of Estate Planners & Councils

1120 Chester Ave., Ste. 470

Cleveland, OH 44114

(866) 226-2224 – fax (216) 696-2582

admin@naepc.org

The Association of Choice for Estate Planning Professionals


April 17, 2015

LISI April Tool for Councils

CFEPC.org Limberg Services Spotlight on BenefitsThank you for promoting the Leimberg Services Subscription to your membership!

We are committed to sending a monthly tool to assist in maximizing the subscription’s value to your members.   We hope that your board will use these resources to remind your members of the powerful search engine they have available at their fingertips, as well as how to access the program. This month’s tool is a flyer: “what others are saying about the value of LISI to their practice” Highly respected members of the estate planning community endorse LISI, and discuss how it has helped their practice.  Copies are being mailed to your attention for distribution at an upcoming meeting.  A pdf is attached for your perusal.  If you would like additional copies, we are happy to send them to you.

Feel free to contact me with any questions you or your members may have about this flyer or the LISI service in general.  If you have ideas on other tips, tools, or resources that would be helpful to you for your promotion of the LISI service, I would appreciate hearing from you.

Other tools available:

  • September: PowerPoint presentation: An Overview of Leimberg Services.
  • October: Handout spotlighting LISI’s contributors who have been elected to the Estate Planning Hall of Fame® and awarded the Accredited Estate Planner® (Distinguished) designation.
  • November: Handout Spotlight on Newsletters highlighting available newsletters  and printed excerpts from Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2255 from 11/13/14.
  • December:  Safe-listing LISIupdate@naepc.org to receive weekly summary (sent each Tuesday)
  • January 2015: Maximizing Your LISI Membership PowerPoint presentation (6 slides)
  • February 2015: Just the Basics presentation flyer (1 page)
  • March 2015: Let LISI Help You during Tax Season flyer

Bridget M. Troy
National Association of Estate Planners & Councils
1120 Chester Ave., Ste. 470
Cleveland, OH 44114
ph:  866-226-2224    fax: 216-696-2582
councilservices@naepc.org
www.naepc.org
The Association of Choice for Estate Planning Professionals


March 10, 2015

Leimberg Services Counsel Tool

Leimberg Services FlyerOne of the most widely valued benefits of council membership is access to LISI, and we are excited that your council has chosen to utilize this service again in 2015.   Not only is the information timely and meaningful to your members, your council receives this service at a substantial discount!

We are committed to sending a monthly tool to assist in maximizing the subscription’s value to your members.   We hope that your board will use these resources to remind your members of the powerful search engine they have available at their fingertips, as well as how to access the program.

This month’s tool is a short Let LISI Help You during Tax Season flyer, which you can distribute at an upcoming meeting or via e-mail to your members.

Feel free to contact me with any questions you or your members may have about this flyer or the LISI service in general.  If you have ideas on other tips, tools, or resources that would be helpful to you for your promotion of the LISI service, I would appreciate hearing from you.

Other tools available:

  • September: PowerPoint presentation: An Overview of Leimberg Services.
  • October: Handout spotlighting LISI’s contributors who have been elected to the Estate Planning Hall of Fame® and awarded the Accredited Estate Planner® (Distinguished) designation.
  • November: Handout Spotlight on Newsletters highlighting available newsletters  and printed excerpts from Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2255 from 11/13/14.
  • December: Safe-listing LISIupdate@naepc.org to receive weekly summary (sent each Tuesday)
  • January 2015: Maximizing Your LISI Membership PowerPoint presentation (6 slides)
  • February 2015:  Just the Basics presentation flyer (1 page)

Bridget M. Troy
National Association of Estate Planners & Councils
1120 Chester Ave., Ste. 470
Cleveland, OH 44114
ph:  866-226-2224    fax: 216-696-2582
councilservices@naepc.org
www.naepc.org
The Association of Choice for Estate Planning Professionals


February 25, 2015

National Association of Estate Planners & Councils Minute

∙ the monthly administrative report for affiliated local council leaders ∙

This email is being sent to you as an officer or administrator for your NAEPC-affiliated local estate planning council, all officers on file with NAEPC receive the email.

NAEPC Minute is an administrative report that does not take the place of NAEPC News, the official newsletter of the NAEPC, which is sent to the members of those councils that have approved access through the Every Council Campaign.

Past issues of NAEPC News can be found HERE.

Please share this publication with your entire board at the next council board meeting or forward it via email if a meeting is not scheduled soon.

IN THIS ISSUE

  • A Special Message from NAEPC President Jordon Rosen
  • Participate in the LinkedIn Group for Council Leaders
  • Council of Excellence Award Application Deadline Friday, April 3rd
  • March 18, 2015 Webinar

IN EVERY ISSUE

  • Best Practice Tidbit
  • Benefits Available Members of Your Affiliated Local Council
  • Officer Update Form

Message from the President

If you ask each member of your council Board of Directors to define leadership, you will probably get 10 variations on the theme.  Although the term can mean different things to different people, there is usually a common thread that most can agree on – effective leadership is the ability to bring the future to the present by creating a vision and motivating people along the way to achieve a common goal. In the case of your estate planning council, the goals will be driven by the mission and vision statements.  Which brings me to my point – have you taken stock of your council’s activities and are there things your council leadership can provide to its members to make them the best they can be?  Below are a few suggestions to consider.

  • Encourage members to serve on a committee.  This will engage them beyond merely attending monthly meetings and provide a pool for selecting future board members.
  • Encourage current and past board members to get involved at the national level by serving on one of NAEPC’s various committees.
  • Don’t be so technical.  Hold networking and social events which allow members to mingle and meet others that can be helpful to their practice.
  • Ask your speakers to promote the benefit of multi-disciplinary teaming as part of their presentation.  Consider an entire program on the topic using a panel of representatives from the various professions within your council.
  • Promote the Accredited Estate Planner® designation to let those qualified candidates distinguish themselves within their profession and in the community.
  • Participate in National Estate Planning Awareness Week or create a community outreach program to better connect with the community that your members serve.
  • Connect with local colleges and universities (and even high schools).  Invite instructors, department heads and students to your meetings and maybe even create a mentor and/or scholarship program for students that want to pursue careers in estate planning related fields.

Many of these ideas have been successfully implemented by councils across the country with great success.  To further encourage our member councils to become the best they can be, NAEPC has established the Council of Excellence Award which recognizes those councils that have gone beyond being a mere membership organization and have created the best opportunities for success for their members and the community in which they exist.  For further information and to apply for this award which will be presented (by council size) at the 52nd Annual Conference in Amelia Island, Florida (November 18-20, 2015), please visit our website at www.NAEPC.org.

LinkedIn Sub-group for Council Leaders

NAEPC maintains a sub-group of the primary association group on LinkedIn, just for council leaders.  Join today to interact with other council leaders from across the country, initiate and participate in council management-specific dialogue, and to receive weekly information from NAEPC!  The sub-group is available only to current officers and directors of affiliated local estate planning councils.  Click HERE to join (you must have a LinkedIn account to participate.)

Council of Excellence Award, Recognizing Achievement

Created in 2014 and launched at the 51st Annual Conference, the National Association of Estate Planners & Councils Council of Excellence Award is designed to recognize those councils affiliated with the NAEPC that are positioned toward success.  The program criteria were carefully developed with all council sizes in mind by a task force of council leaders, past presidents of NAEPC, and current board members.

We are very excited to announce that the first awards will be offered in 2015 to councils in five categories – extra-small, small, medium, large, and extra-large.  Applications are due by Friday, April 3, 2015.  For full program criteria and a downloadable application, please click HERE.  Please direct questions to our national office at 866-226-2224 or admin@naepc.org.

March 18, 2015 Webinar
March 18, 2015 – 3:00 pm ET

John J. Scroggin, JD, LL.M., AEP® – Scroggin & Company, P.C.

Basis Planning

For decades the primary tax focus of estate planning has been in the minimization of transfer tax costs. For over 99% of Americans, the passage of ATRA shifted the tax focus of estate planning to income tax planning and tax basis planning. Jeff Scroggin will discuss some of the practical traps and opportunities in planning for the basis of assets; including pre-mortem basis planning, planning for loss assets and why many of the previous techniques clients previously adopted have pivoted 180 degrees.

John J. (“Jeff”) Scroggin has practiced as a business, tax and estate planning attorney in Atlanta for 36 years. Jeff serves as a member of the board of directors of the University of Florida College of Law and as a founding trustee of the University of Florida College of Law Tax Institute. Jeff served on the board of directors of the NAEPC from 2002 to 2010 and was founding editor of the NAEPC Journal of Estate and Tax Planning from 2006-2011. He was co-editor of CCH’s Practical Estate Planning from 2004 to 2006. Jeff is the author of over 250 published articles, white papers and books. Jeff has been quoted extensively, including 8 times in the Wall Street Journal, on CHH Headline, National Public Radio, the New York Times, Fortune, Forbes, Kiplinger’s, Money, the International Herald Tribune, the Chicago Tribune, The South China Post, The LA Times, Newsday, and the Miami Herald.  REGISTER HERE

Continuing Education Credit

Continuing education credit will be available at each webinar for Accredited Estate Planner® designees.  In addition, a certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self- file for a distance-learning program. Councils may also file the program in their home state for programs offered in a group setting.

Registration Fees

$40 / Accredited Estate Planner® designee (dues must be current at the time of registration)

$60 / member of an affiliated local estate planning council or at-large member of NAEPC

$100 / individual non-member

$250 / council meeting or group gathering (council dues must be current at the time of registration)

Best Practice Tidbit

Member recognition is an important part of council operation.  Is your council actively recognizing its Accredited Estate Planner® designees?  If not, view our handy resource guide, which is available by clicking HERE.

Looking for additional best practices and tidbits? Visit the “Referral Lists” page of the website built just for you council leaders!  Looking for guidance on a particular issue? Please contact our national office – we stand ready to assist.

Member Benefits, Programs & Services Recap

Members of the National Association of Estate Planners & Councils and members of your affiliated local council have access to a wide array of benefits, programs & services at reduced or no cost.  These offerings are a great way to build upon benefits your council is already offering with no additional work on behalf of your board!

Please be sure to mention these valuable benefits at each council meeting, whether verbally or in print.  Brochures are available that can be customized to your council or printed as-is, contact the national office for more details or for your copy.

Please remember… all members must utilize a user name/password to access detailed ordering links and information.  If your council has a website hosted through NAEPC and utilizes passwords, members can use the “I forgot my password” option to access the benefits page that appears right on your website.  Other councils should contact NAEPC to obtain the appropriate user name and password combination for their council and must use the national site to access the benefits.

Existing Benefits

 

Officer Update Form

All councils are encouraged to update NAEPC each and every time there is a change to the roster of officers.  A fillable PDF file to do so can be found online at http://www.naepc.org/assets/national/pdf/council_officer_form.pdf.

 National Association of Estate Planners & Councils

1120 Chester Ave., Ste. 470

Cleveland, OH 44114

(866) 226-2224 – fax (216) 696-2582

admin@naepc.org

The Association of Choice for Estate Planning Professionals