The National Association of Estate Planners & Councils (NAEPC) is a
national organization of professional estate planners and affiliated Estate
Planning Councils focused on establishing and monitoring the highest
professional and educational standards. NAEPC fosters public awareness of the
quality services rendered by professionals who meet these standards. NAEPC
builds a team approach involving cross-professional disciplines to better serve
the public’s need in estate planning. See our mission
statement.
New on This Site:
January 2009 Issue:
NAEPC Journal of Estate & Tax Planning
Now Online!
AEP Annual Recertification Form & Dues Renewal
11 awarded Distinguished Accredited Estate
Planners in November, 2008.
Welcome letter from incoming president Kathleen
J. Belmonte
Frequently Asked Questions for Estate Planners and
Councils
See
highlights from the 45th Annual Conference.
Information about the
"Every Council" Campaign
New
member benefits including
upcoming educational events.
AEP License Plate Frames available for purchase.
Monthly estate planning newsletter provided by Leimberg Information Services.
The NAEPC's particular focus is on:
- Accounting
- Insurance
- Law
- Trust Services
- Financial Planning
A primary goal of the NAEPC is to encourage specialization programs to
increase recognition and acceptance of estate planning as a specialty. NAEPC has
two separate and distinct specialization programs:
Accredited Estate Planner (AEP) is
available to individuals in all five disciplines. This designation is for
individuals who have met the requisite requirements, including estate planning
experience and recommendations by colleagues, and currently requires
completion of certain graduate estate planning courses. All individuals
obtaining the AEP designation demonstrate commitment to the team approach in
estate planning.
Estate Planning Law Specialist (EPLS) is
available to attorneys practicing in the estate planning arena.
NAEPC serves to assist its membership by providing a forum to maintain and
strengthen:
- Their cutting-edge awareness of the continually changing and expanding
opportunities.
- Communication and development of a common language between the five
disciplines.
- A unified point-of-approach.
We encourage every estate planning professional to maintain a membership and
become active in their affiliated local estate planning council. It is only with
a strong networking system and continual cutting-edge professional education
that one can continue to grow as a professional. Find an
estate planning council in
your area.
|