council leadership day welcome to the 47 th annual conference & the naepc foundation
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COUNCIL COUNCIL LEADERSHIP LEADERSHIP
DAYDAY
Welcome to the 47th Annual Conference
& The NAEPC Foundation
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Welcome Welcome & &
Opening Opening RemarksRemarks
PresidentPresidentMichael W. Michael W.
Halloran, Halloran, CLUCLU®®, , ChFCChFC®®, AEP, AEP®®, CFP, CFP®®, , REBC, RHU, LUTCF, REBC, RHU, LUTCF,
MSFS, MSMMSFS, MSM
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Oh, say can you see by the dawn's early lightWhat so proudly we hailed at the twilight's last gleaming?Whose broad stripes and bright stars thru the perilous fight,O'er the ramparts we watched were so gallantly streaming?And the rocket's red glare, the bombs bursting in air,Gave proof through the night that our flag was still there.Oh, say does that star-spangled banner yet waveO'er the land of the free and the home of the brave?
Oh! thus be it ever, when freemen shall standBetween their loved home and the war's desolation!Blest with victory and peace, may the heav'n rescued landPraise the Power that hath made and preserved us a nation.Then conquer we must, when our cause it is just,And this be our motto: "In God is our trust."And the star-spangled banner in triumph shall waveO'er the land of the free and the home of the brave!
The Star Spangled Banner LyricsBy Francis Scott Key 1814
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Affiliated Local Estate Affiliated Local Estate Planning Councils Planning Councils
with a Representative with a Representative in Attendancein Attendance
New Hampshire EPCNew Orleans EPCEPC of New York City North Coast EPC North Georgia EPCNorth Suncoast EPCEPC of North TexasEPC of Northeast Florida Northeastern Michigan EPCEPC of Northern NevadaNorthshore EPCEPC of Northwest Florida Northwest Suburban EPC Northwest Washington EPCOrange Coast EPCPhiladelphia EPCPhoenix Tax WorkshopPittsburgh EPCPomona Valley EPCEPC of Portland Quad City EPCRed River Valley EPCRedwood Empire EPCRiverside EPCSan Antonio EPCEPC of San Bernardino
EPC of San Diego San Francisco EPCEPC of Seattle T&EPC of Shreveport Sioux Falls EPCSiouxland EPC, Inc.South Orange County EPCEPC of Southeast Denver Southern Arizona EPCSouthern Nevada EPCSpokane EPCEPC of St. Louis Stanislaus County EPCStockton EPCSuncoast EPCTampa Bay EPCTri-Cities EPC Tri-State EPCTulsa EP ForumWashington DC EPCEPC of Westchester CountyWestern Michigan EPC
Anchorage EPCAtlanta EPCBaltimore EPCBirmingham EPCBluegrass EPCBoise EPCBoston EPCBoulder County EPCBristol County EPCCentral Arizona EPCCentral Florida EPCEPC of Central New YorkCharleston EPC Charlotte EPCEPC of Chattanooga Chester County EPCChicago EPCCincinnati EPCEPC of ClevelandConejo Valley EPCDallas EPCDelaware EPCDenver EPCDesert EPCEast Alabama EPCEast Coast EPC
Eastern Illinois EPCFresno EPCGreater Boca Raton EPCGreenville EPCHampton Roads EPCHawaii EPCHoosier Hills EPCHouston B&EPCHouston Estate & Financial ForumHudson Valley EPCLand of the Sky EPC EPC of the Lehigh Valley Los Angeles EPCMacon EPC EPC of Marion CountyEPC of Memphis Merrimack Valley EPCMetropolitan Detroit, Inc. F&EPCEPC of Middle Tennessee Mid-Missouri EPCMilwaukee Estate Planning Forum, Inc.Mississippi EPCMontgomery County EPCMontgomery EPCEPC of NaplesNassau County EPC
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National Association National Association of of
Estate Planners & Estate Planners & Councils Councils
2010 Board of 2010 Board of DirectorsDirectors
PresidentPresidentMichael W. Halloran, CLU, ChFC, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSMNorthwestern Mutual Jacksonville, FL
President ElectPresident ElectJoseph V. Falanga, CPA, AEP®
Schonbraun McCann Group LLP New York, NY
TreasurerTreasurerClark B. McCleary, CLU, ChFC, MSFS, AEP®
(Distinguished)McCleary & Associates Houston, TX
SecretarySecretaryRobert G. Alexander, JD, LL.M., AEP® , EPLSAlexander Law Offices, S.C. Milwaukee, WI
Immediate Past PresidentImmediate Past PresidentKathleen J. Belmonte, CTFA, AEP®
Sabal Trust Company Tampa, FL
ExecutiveExecutiveCommitteeCommittee
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National Association National Association of of
Estate Planners & Estate Planners & Councils Councils
2010 Board of 2010 Board of DirectorsDirectors
Geoffrey M. Rogers, TO, AEP®
The Glenmede Trust Co., NA Wilmington, DE
Harold Schwartz, Jr., LL.B., LL.M., CLU®, ChFC®, RHU, REBC, FLMI, CEBS, AEP®
Harold A. Schwartz, Jr., Attorney at Law Chattanooga, TN
John J. Scroggin, JD, LL.M., AEP®
Scroggin & Company, P.C. Roswell, GA
Gregory E. Sellers, CPA, AEP®
Wilson, Price, Barranco, Blankenship & Billingsley, PC Montgomery, AL
Claire S. Weaver, CPA, CSEP, AEP®
Seligman, Friedman & Co. York, PA
Nancy H. Weingard, CLTC, CFP®, AEP®
Raymond James and Associates Boca Raton, FL
DIRECTORS EMERITUS
Hartman Axley, CLU®, ChFC®, JD, CFP®, MSFS, RHU, AEP®
Lakewood, CO
Leonard H. Neiman, AEP®, CLU®, ChFC®
Neiman Associates New York, NY
BOARD OF DIRECTORS
Joanna Averett, MBA, CFP®, AIF®, AEP®
First American Trust San Bernardino, CA
Thomas M. Borchert, CLU®, ChFC®, LUTCF, AEP® , CLTCProfessional Insurance & Financial Alternatives Sioux City, IA
Christopher M. Brown, JD, AEP® Miller Johnson Grand Rapids, MI
Robert E. Burton, CLU, ChFC, AEP® , LL.B.Provada Insurance Services, Inc. San Francisco, CA
Cindy D. Causby, CTFA, AEP®
SunTrust Bank Asheville, NC
John P. Garniewski, Jr., CPA/PFS, CFP®, AEP®
Wilmington Family Office Wilmington, DE
Pettus C. Gibbons, MEd, CLU®, ChFC®, LUTCF, AEP®
New York Life Insurance Company Addison, TX
Robert P. Goodman, CPA, AEP®
U.S. Trust, Bank of America Private Wealth Management Phoenix, AZ
John K. O'Meara, JD, CLU®, ChFC®, CFP®, AEP®
Northwestern Mutual Life Milwaukee, WI
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Past Presidents Past Presidents Registered to attend as of Registered to attend as of
October 28, 2010October 28, 2010
Hartman Axley, CLU ®, ChFC®, JD, CFP®, MSFS, RHU, AEP®
Year of Presidency: 1974-1975Lakewood, CO
Kathleen J. Belmonte, CTFA, AEP®
Year of Presidency: 2009Sabal Trust Company Tampa, FL
Herbert Chasman, CLU®, ChFC®, JDYear of Presidency: 1978-1979AXA Advisors, LLC Irvine, CA
Walter Lee Davis, Jr., Atty, CPA, AEP®, EPLSYear of Presidency: 2008Walter Lee Davis, Jr., P.C. Johnson City, TN
Thomas M. Forrest, TO, CPA, AEP® (Distinguished)Year of Presidency: 1997-1998Charles Schwab Wilmington, DE
L. Henry Gissel, Jr., Atty, LL.B.Year of Presidency: 1975-1976Wilmington Trust Co. Houston, TX
Charles C. Ives, AEP®
Year of Presidency: 1990-1991Marblehead, MA
Harold S. Small, JD, CPA, AEP®
Year of Presidency: 1992-1993Law Office of Harold S. Small San Diego, CA
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National Association National Association of of
Estate Planners & Estate Planners & CouncilsCouncils
Non-Board Non-Board Member Member
Volunteers by Volunteers by CommitteeCommittee
Accredited Estate Planner® Designation Committee
Frank S. Berall, JD, LL.M., AEP®
Hartford, CT
Julie A. Buschman, CPA, AEP®
Dallas, TX
M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Plymouth Meeting, PA
Gary L. Flotron, MBA, CLU®, ChFC®, AEP®
Chesterfield, MO
Robert E. Fox, CLU®, AEP®
Ocala, FL
Theodore L. Greenspan, JD, LL.M., AEP®Mobile, AL
R. Mark Kirkpatrick, JD, EPLS, AEP®
Mobile, AL
Paul J. Pantano, CLU, ChFC, AEP®, CASLPittsburgh, PA
Daniel A. Rich, JD, MBA, TO, AEP®
Denver, CO
Accredited Estate Planner® Designation Committeecontinued
Eido M. Walny, JD, EPLS, AEP®
Milwaukee, WI
Annual Conference & 47th Annual Conference Sponsorship Committees
Gary L. Flotron, MBA, CLU®, ChFC®, AEP®
Chesterfield, MO
Elinor Froemsdorf, CLU®, ChFC®, AEP®
San Antonio, TX
Lawrence J. Macklin, CPA, Esq., TOBaltimore, MD
A. Stephen McDaniel, JD, AEP®, EPLSMemphis, TN
John K. Mulvey, Jr., ChFC®, CLU®, AEP®
Latham, NY
William F. Super, CPA, RIA, MS-TAX, AEP®
Carlsbad, CA
Harry S. Truman, CFP®, CLU®, AEP®
San Antonio, TX
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National Association National Association of of
Estate Planners & Estate Planners & CouncilsCouncils
Non-Board Non-Board Member Member
Volunteers by Volunteers by CommitteeCommittee
Council Relations Committee
Edward T. Autry, JD, EPLS, AEP®
Memphis, TN
Robert L. Fischer, CLU®, ChFC, AEP®
DePere, WI
Robert E. Fox, CLU®, AEP®
Ocala, FL
Lawrence Fuller, CLU®, ChFC®, FLMIColumbia, MO
Gene ImkeOklahoma City, OK
Christopher P. Jakyma, Esq., CTFA, AEP®
Cleveland, OH
John J. Meyer, CLU®, ChFC®, AEP®
New Orleans, LA
Amy O'BannonMemphis, TN
Jordon N. Rosen, CPA, MS (Taxation), AEP®
Exton, PA
Council Relations Committeecontinued
Stephen Starzec, CPA, CTFABoulder, CO
Brent A. ThomasNew Orleans, LA
Thomas VarleyWilmington, DE
Richard E. Wait, CPA/CVA, AEP®Reno, NV
Shane W. Westhoelter, CLU®, LUTCF, RFC, QFP, LTCP, AEP®
Dublin, CA
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National Association National Association of of
Estate Planners & Estate Planners & CouncilsCouncils
Non-Board Non-Board Member Member
Volunteers by Volunteers by CommitteeCommittee
The NAEPC Foundation Committee
Gary L. Flotron, MBA, CLU®, ChFC®, AEP®
Chesterfield, MO
Sharon Goodman , JD, AEP®
New York, NY
Dallas E. Klemmer, Atty., EPLS, AEP®
Greenville, SC
Valentino Sabuco, CFP, AEP®
Rohnert Park, CA
Website Committee
Dallas E. Klemmer, Atty., EPLS, AEP®
Greenville, SC
Dan H. Florence , JD, CTFA, AEP®
Nacogdoches, TX
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Retiring Retiring Board MemberBoard Member
Thomas M. Thomas M. Borchert, Borchert,
CLUCLU®, ChFC, ChFC®, LUTCF, LUTCF®, , AEPAEP®, CLTC, CLTC
Professional Professional Insurance & Insurance &
Financial Financial AlternativesAlternatives
®®
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Retiring Retiring Board MemberBoard Member
Robert E. Robert E. Burton, Burton,
CLUCLU®, ChFC, ChFC®, AEP, AEP®, , LL.B.LL.B.
Provada Provada Insurance Insurance
Services, Inc.Services, Inc.
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Retiring Retiring Board MemberBoard Member
Geoffrey M. Geoffrey M. Rogers, Rogers, TO, AEPTO, AEP®
The Glenmede The Glenmede Trust Co., NATrust Co., NA
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Retiring Retiring Board MemberBoard Member
John J. Scroggin, John J. Scroggin, JD, LL.M., AEPJD, LL.M., AEP®
Scroggin & Scroggin & Company, P.C.Company, P.C.
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Retiring Retiring Board MemberBoard Member
Claire S. Claire S. Weaver, Weaver,
CPA, CSEP, AEPCPA, CSEP, AEP®
Seligman, Seligman, Friedman Friedman
& Co.& Co.
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Retiring Retiring Board MemberBoard Member
Kathleen J. Kathleen J. Belmonte, Belmonte,
CTFA, AEPCTFA, AEP®
Sabal Trust Sabal Trust CompanyCompany
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Retiring Retiring Board MemberBoard Member
Leonard H. Leonard H. Neiman, Neiman,
AEPAEP®, CLU, CLU®, ChFC, ChFC®
Neiman Neiman AssociatesAssociates
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National Association National Association of of
Estate Planners & Estate Planners & CouncilsCouncils
Board Members Board Members with Term with Term Expiring Expiring
December 2013December 2013
One Appointment to a Term Ending December 2012
Charles V. Douglas, JD, CFP®, AEP®
Wachovia Wealth Management · Atlanta, GACategory: Trust Officer
Terms Ending December 2013
William D. Kirchick, Atty, AEP®
Bingham McCutchen LLP · Boston, MACategory: Attorney
Christopher P. Jakyma, Esq., CTFA, AEP®
FirstMerit Wealth Management Services Cleveland, OHCategory: CFP®/ChFC®/AEP®
Paul J. Pantano, CLU®, ChFC®, AEP®, CASL, MSFSThe Luttner Financial Group, Ltd. · Pittsburgh, PACategory: CLU®
M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Semper Trust Company · Plymouth Meeting, PACategory: Trust Officer
Jordon N. Rosen, CPA, MS (Taxation), AEP®
Belfint, Lyons & Shuman, PA · Wilmington, DECategory: CPA
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National Association National Association of of
Estate Planners & Estate Planners & CouncilsCouncils
2011 Officers2011 OfficersPresident ElectPresident Elect
Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished)McCleary & Associates
Houston, TX
TreasurerTreasurerRobert G. Alexander, JD, LL.M., AEP®, EPLS
Alexander Law Offices, S.C.Milwaukee, WI
SecretarySecretaryJoanna Averett, MBA, CFP®, AIF®, AEP®
First American TrustSan Bernardino, CA
Immediate Past PresidentImmediate Past PresidentMichael W. Halloran, CLU®, ChFC®, AEP®, CFP®,
REBC, RHU, LUTCF, MSFS, MSMNorthwestern Mutual
Jacksonville, FL
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National Association National Association of of
Estate Planners & Estate Planners & CouncilsCouncils
2011 President2011 President
Joseph V. Joseph V. Falanga, Falanga,
CPA, AEPCPA, AEP®®, TEP, TEP
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The NAEPCThe NAEPCFoundation Foundation CommitteeCommittee
Chair:Chair:Robert G. Robert G.
Alexander, Alexander, JD, JD, LL.M., AEPLL.M., AEP®®, EPLS, EPLS
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NAEPC Foundation Mission
To educate the public regarding the benefits of the multi-disciplinary team concept of estate planning as espoused by the National Association
of Estate Planners & Councils;
to develop educational programs regarding estate planning for estate planning professionals;
to develop and promote a community outreach program for the general public; and
to hold educational conferences, seminars, forums, and meetings regarding estate planning.
The NAEPCThe NAEPCFoundation Foundation CommitteeCommittee
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Advisory Board Advisory Board MembersMembers
Steve R. Akers, JD, AEP® (Distinguished)Bessemer Trust Company, N.A. Dallas, TX
P. Thomas Austin, CPA, CLU, ChFC, AEP® (Distinguished)Ziegler, Metzger & Miller LLP Cleveland, OH
Frank S. Berall, Atty, AEP®, LL.M.Copp & Berall LLP Hartford, CT
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)Milbank, Tweed, Hadley & McCloy New York, NY
Lawrence Brody, JD, LL.M., AEP® (Distinguished)Bryan Cave LLP St. Louis, MO
Vincent M. D'Addona, CLU, ChFC, AEP®
Strategies for Wealth New York, NY
Jo Ann Engelhardt, JD, LL.M., AEP® (Distinguished)Bessemer Trust Company, N.A. Palm Beach, FL
Thomas M. Forrest, TO, CPA, AEP® (Distinguished)Charles Schwab Wilmington, DE
Professor Stanley M. Johanson, JD, LL.M., AEP® (Distinguished)University of Texas School of Law Austin, TX
Lawrence P. Katzenstein, Atty, AEP® (Distinguished)Thompson Coburn LLP St. Louis, MO
Robert S. Keebler, CPA, MST, AEP® (Distinguished)Baker Tilly Virchow Krause, LLP Appleton, WI
Sidney Kess, CPA, JD, LL.M., AEP® (Distinguished)New York, NY
Al W. King, III, JD, LL.M., AEP® (Distinguished)South Dakota Trust Company, LLC New York, NY
Bernard A. Krooks, JD, CPA, LL.M, CELA, AEP® Littman Krooks LLP New York, NY
Stephan R. Leimberg, JD, AEP® (Distinguished)Leimberg & Associates Bryn Mawr, PA
Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished)Oshins & Associates, LLC Las Vegas, NV
Jeffrey N. Pennell, JDEmory University School of Law Atlanta, GA
Susan Porter, JD, LLM, CTFA, AEP® (Distinguished)US Trust, Bank of America Private Wealth Management New York, NY
John W. Porter, B.B.A., JD, AEP® (Distinguished)Baker Botts LLP Houston, TX
Richard M. Weber, MBA, CLU, AEP® (Distinguished)The Ethical Edge, Inc. Pleasant Hill, CA
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Estate Planning Estate Planning AnswersAnswers
Chair:Chair:Pettus C. Pettus C. Gibbons,Gibbons,
CLUCLU®®, ChFC, ChFC®®, LUTCF, , LUTCF, AEP AEP®®, ,
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www.estateplanninganswers.orgwww.estateplanninganswers.org
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National Estate National Estate Planning Planning
Awareness WeekAwareness Week
Chair:Chair:John P. John P.
Garniewski, Jr.,Garniewski, Jr., CPA/PFS, CFPCPA/PFS, CFP®®, AEP, AEP®®
October 18-24th 2010 & October 17-23rd 2011
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Website Website CommitteeCommittee
Chair:Chair:Robert P. Robert P. Goodman,Goodman,
CPA, AEPCPA, AEP®®
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Annual Conference 2010www.NAEPC.org
Estate Planners &
Councils
NATIONAL ASSOCIATION OF
Local Council Web Site Program
Bruce NewburgerNAEPC Webmaster
Robert P. GoodmanNAEPC Director
Web Committee Chair
Rick McKenzieMontgomery (AL) Estate Planning
CouncilVice President
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Annual Conference 2010www.NAEPC.org
Estate Planners &
Councils
NATIONAL ASSOCIATION OF
Program Levels
Options for council administrators:– Link to external site– Level 1: Directory listing on NAEPC.org– Level 2: Standard Site ($800/year)– Level 3: Deluxe Site ($1,200/year)– Level 4: w/Pay. Processing ($1,600/yr)
2010 Promotion: 50% off first-year fee for new site or upgrade costs.
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Annual Conference 2010www.NAEPC.org
Estate Planners &
Councils
NATIONAL ASSOCIATION OF
New Features for 2010
Rich (HTML) formatting for calendar events
Site Traffic Report (Level 3+) Sponsorship selling features (example)
Private document library for council leaders only
Mobile-friendly site design Streamlined use of domain name
to address council site
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Annual Conference 2010www.NAEPC.org
Estate Planners &
Councils
NATIONAL ASSOCIATION OF
50
36
18
Level 2Level 3Level 4
Of 220 Affiliated Councils
Participating Councils
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Annual Conference 2010www.NAEPC.org
Estate Planners &
Councils
NATIONAL ASSOCIATION OF
Web Site Support Contacts
First contact is NAEPC staff at:[email protected]
You may hear back from Bruce Newburger:[email protected]
Bruce available for appointments all day Wednesday and Thursday in Point Loma room
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Website Website CommitteeCommittee
Group Sessions Group Sessions with Web Master:with Web Master:
Sign up at the Sign up at the registration deskregistration desk
10:25 - 10:50am10:25 - 10:50am12:00noon - 12:30pm12:00noon - 12:30pm12:30 - 1:00pm12:30 - 1:00pm2:45 - 3:15pm2:45 - 3:15pm
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Accredited Accredited Estate PlannerEstate Planner®®
DesignationDesignation
Chair:Chair:Gregory E. Gregory E.
Sellers, Sellers, CPA, AEPCPA, AEP®®
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Councils Using Councils Using the Council the Council
Nominated AEPNominated AEP®® Program in 2010Program in 2010Northshore EPC
Pomona Valley EPC
Sioux Falls EPC
Southern Arizona EPC
F&EPC of Southern New Jersey
Stanislaus County EPC
EPC of Suburban Maryland
Tampa Bay EPC
Utah Valley EPC
West River E&FP Council
Boston EPC
EPC of Greater Miami
Greater New Jersey EPC
Hampton Roads EPC
Los Angeles EPC
Metropolitan Detroit, Inc. F&EPC
Nassau County EPC
New Orleans EPC
North Central Florida EPC
EPC of Northeast Wisconsin, Inc.
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The NAEPCThe NAEPCFoundation Foundation CommitteeCommittee
Chair:Chair:Robert G. Robert G.
Alexander, Alexander, JD, JD, LL.M., AEPLL.M., AEP®®, EPLS, EPLS
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Estate Planning Day in Estate Planning Day in a Boxa Box
Materials for Affiliated Local Materials for Affiliated Local CouncilsCouncils
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BreakBreak10:25 - 10:50am10:25 - 10:50am
FoyerFoyer
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COUNCIL COUNCIL LEADERSHIP LEADERSHIP
DAYDAY
Welcome to the 47th Annual Conference
& The NAEPC Foundation
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Chair:Chair:Joseph V. Joseph V. Falanga, Falanga,
CPA, AEPCPA, AEP®®, TEP, TEP
Annual Annual Conference Conference CommitteeCommittee
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Conference & Conference & Sponsorship Sponsorship CommitteesCommittees
Robert G. Alexander, JD, LL.M., AEP®, EPLS Milwaukee, WI
Joanna Averett, MBA, CFP®, AIF®, AEP® San Bernardino, CA
Kathleen J. Belmonte, CTFA, AEP® Tampa, FL
Robert E. Burton, CLU®, ChFC®, AEP®, LL.B. San Francisco, CA
Cindy D. Causby, CTFA, AEP® Asheville, NC
Joseph V. Falanga, CPA, AEP®, TEP New York, NY
Gary L. Flotron, MBA, CLU®, ChFC®, AEP® Chesterfield, MO
Elinor Froemsdorf, CLU®, ChFC®, AEP® San Antonio, TX
John P. Garniewski, Jr., CPA/PFS, CFP®, AEP®
Wilmington, DE
Pettus C. Gibbons, MEd, CLU®, ChFC®, LUTCF, AEP® Addison, TX
Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSMJacksonville, FL
Lawrence J. Macklin, CPA, Esq., TO Baltimore, MD
Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished) Houston, TX
A. Stephen McDaniel, JD, AEP®, EPLS Memphis, TN
John K. Mulvey, Jr., ChFC®, CLU®, AEP® Latham, NY
John K. O'Meara, JD, CLU®, ChFC®, CFP®, AEP® Milwaukee, WI
Harold Schwartz, Jr., LL.B., LL.M., CLU®, ChFC®, RHU, REBC, FLMI, CEBS, AEP® Chattanooga, TN
William F. Super, CPA, RIA, MS-TAX, AEP® Carlsbad, CA
Harry S. Truman, CFP®, CLU®, AEP® San Antonio, TX
Claire S. Weaver, CPA, CSEP, AEP® York, PA
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Thank you to allThank you to allour sponsors!our sponsors!
PLATINUM SPONSORSPLATINUM SPONSORS
GOLD SPONSORSGOLD SPONSORS
SILVER SPONSORSSILVER SPONSORSAsh Brokerage
Charles Schwab Advisor Services
Empire Valuation Consultants, LLC
Fidelity Charitable Services
FMV Opinion, Inc.
Northwestern Mutual
South Dakota Trust Company, LLC
STEP - Society of Trust and Estate Practitioners
Sterling Foundation Management, LLC
The Advisory Trust Company of Delaware
U.S. Trust, Bank of America Private Wealth Management
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Thank you to all Thank you to all our Exhibitors!our Exhibitors!
1st Global
Alaska Trust Company
Alzheimer’s Association
American Association of Attorney - CPAs
American Endowment Foundation (AEF)
Brentmark Software, Inc.
Brokerage Professionals, Inc.
Business Valuations LTD / Allison Appraisals & Assessments, Inc.
Charitable Trust Administrators, Inc.
College for Financial Planning
Crescendo Interactive, Inc.
Department of Veterans Affairs, National Cemetery Administration
EstatePlanningBinders.com
InterActive Legal
Jagen Investments, LLC
Konica / Minolta
Melville Capital
Navigator Legacy Partners, LLC
Society of FSP
Summit Trust Company
Synergy Summit
The Mentor Group, Inc.
Thomson Reuters (ONESOURCE Trust & Estate Administration)
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4848thth Annual Annual ConferenceConference
National Association of Estate Planners & Councils & The NAEPC Foundation
San Antonio Marriott Rivercenter
November 16 -November 18, 2011
San Antonio, Texas
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Council Council Relations Relations
CommitteeCommittee
Chair:Chair:Joanna Averett, Joanna Averett, MBA, CFPMBA, CFP®®, AIF , AEP, AIF , AEP®®
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Council Council Relations Relations
CommitteeCommitteeCouncil Relations Committee Purpose
Assist affiliated local councils in understanding the benefits, programs and services offered by the NAEPC
Assist unaffiliated local councils in the affiliation process
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Council Council Relations Relations
CommitteeCommitteeFacts and Figures
225 affiliated local councils
Approximately 70 prospect councils throughout the United States
Active and engaged committee members noted within committee report
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Council Council Relations Relations
CommitteeCommitteeCouncil Offerings
Leimberg (LISI) ServiceLeimberg (LISI) Service
- members receive unlimited access
- provides financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts such as: John McFadden, Lisa Starczweski, Jim Maule and Bob LeClair - LISI is home to a very powerful engine that will help subscribers create customized searches more easily and quickly than ever before possible.
- your subscription includes up to six newsletters providing analysis of proposed and recent legislation, cases and rulings.
- offers access to the hundreds of cases, rulings and legislation already reported on - and a database of all of those to be posted in the future. These commentaries are even more useful and instantly accessible through an incredibly powerful search engine that allows you to create custom searches to locate specific topics, references, and citations of particular interest to you.
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Council Offerings Leimberg (LISI) Service Leimberg (LISI) Service continuedcontinued
- Other benefits include: Retirement and Roth IRA calculators; Ten-year archive of our monthly FaxNet data service; Section 7520 and other important rate information
- Cost to NAEPC affiliated councils:
To enroll in Jan., Feb., March, or April - $18/member
To enroll in May, June, July, or Aug., - $14/member
To enroll in Sept., Oct., Nov., or Dec., - $24/member * *covers the last 4 months of the year and all of the following year.
All members of a council must enroll.
Council Council Relations Relations
CommitteeCommittee
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Council Council Relations Relations
CommitteeCommitteeCouncil Offerings
Yearly no-charge speaker program
Robert G. Alexander, JD, LL.M., AEP® , EPLSAlexander Law Offices, S.C. Milwaukee, WI
Robert E. Burton, CLU®, ChFC®, AEP®, LL.B.Provada Insurance Services, Inc. · San Francisco, CA
Joseph V. Falanga, CPA, AEP®
Schonbraun McCann Group LLP New York, NY
Michael W. Halloran, CLU, ChFC, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSMNorthwestern Mutual Jacksonville, FL
Clark B. McCleary, CLU, ChFC, MSFS, AEP®
(Distinguished)McCleary & Associates Houston, TX
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Council Council Relations Relations
CommitteeCommitteeCouncil Offerings
Midwest Transaction Group Merchant Account Services- Great Rates qualified swiped transactions cost only 1.55% + 20¢. qualified non-swiped transactions cost only 2.25% + 20¢.
- Incredible Customer Service available 24 hours a day, 7 days a week from people you know and trust – you’ll never get an impersonal call center.
- Unmatched Experience legal and accounting communities have repeatedly made Midwest Transaction Group their number one processing choice
- Free PCI Compliance Support specialists will help you comply with the new PCI security standards and meet the related filing requirements, at no cost
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Coming to a Council Near You!!!
www.RV4TheCause
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Every CouncilEvery CouncilCampaignCampaign
Every Council Campaign
½ of affiliated local councils participating currently
Over 15,000 enrolled members learning about benefits available to them directly from NAEPC!
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Every CouncilEvery CouncilCampaignCampaign
Our Commitment to You
NAEPC News distributed via email six times per year with opt out opportunity
Hard copy annual conference brochure once per year
We will never sell contact information or provide it to outside vendors
Authorization form required to enroll
Yearly opt-out provided within annual dues notice
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The NAEPCThe NAEPCFoundation Foundation CommitteeCommittee
Chair:Chair:Robert G. Robert G.
Alexander, Alexander, JD, JD, LL.M., AEPLL.M., AEP®®, EPLS, EPLS
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The NAEPCThe NAEPCFoundation Foundation CommitteeCommittee
Member Member Benefits, Benefits,
Programs & Programs & ServicesServices
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Member Member Benefits, Benefits,
Programs & Programs & ServicesServices
NAEPC Journal of Estate & Tax Planning Educational Webinars w/ InterActive Legal A Parent’s Guide to Wills & Trusts Acquire Seminar Marketing Amicus Creative Media Business Week magazine CCH, a Wolters Kluwer Business Civicom Audio Recording Confidant DocuBank Exit Planning for Advisors Estate++ Evaluation Services, Inc. Family Business magazine Family Foundation Advisor Florida Domicile Handbook
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Journal of Taxation of Investments Klark Proposal Software Konica/Minolta Midwest Transaction Group (council and individual members) My Estate Planning Organizer National Center for Family Philanthropy Private Wealth magazine, complimentary Retirement Snapshot software Robert Keebler’s Exclusive Roth IRA Conversion Decision Chart Robert Keebler’s Health Care Surtax Chart Trusts & Estates, $99 subscription Wealth Transfer Planning Software
Member Member Benefits, Benefits,
Programs & Programs & ServicesServices
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Question & Answer Question & Answer PeriodPeriod
andandClosing RemarksClosing Remarks
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Lunch ~ Regatta PavilionLunch ~ Regatta Pavilion
1:00 - 5:00pm Council Breakout 1:00 - 5:00pm Council Breakout Sessions by SizeSessions by Size
Small Councils ~ Mission ISmall Councils ~ Mission IMedium Councils ~ Mission IIMedium Councils ~ Mission IILarge Councils ~ Mission IIILarge Councils ~ Mission III
Administrators ~ Mariner PointAdministrators ~ Mariner Point
Upcoming Upcoming ActivitiesActivities
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NAEPC 2011 NAEPC 2011 Social Media Social Media CampaignCampaign
Chair:Chair:Robert P. Robert P. Goodman,Goodman,
CPA, AEP CPA, AEP ®®