1 NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS Presenter’s Name Address Phone National Association of Estate Planners & Councils 1120 Chester Avenue, Suite 470 Cleveland, OH Phone: (866) ~ Fax: (216)

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 2 W Who Are We? Where Did We Come From? Formed in 1962 by 9 Councils Today: 180+ Affiliated Councils – 23,000 Members NAEPC

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 3 Advantages Of Council Affiliation Be Part Of National Network Of Estate Planning Professionals Access To Council Resource Manual “The Torch” Meet, Learn & Network at the 44 th Annual Conference – New Orleans, LA November 14 – 16, 2007 Establish Web Site For Your Council

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 4 Advantages Of Council Affiliation 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

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 5 Be Part Of National Network Of Estate 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

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 6 Access To Council Resource 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

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 7 Receive an Invitation To 44 th Annual 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

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 8 Establish A Web Site For 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 Your Members About Meetings/Events Create Links To Other Web Sites Important To Your Members

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 9 Advantages Of Council Membership Leimberg Information Services

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 10 Why Does Our Council Want Leimberg?

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 11 Why Does Our Council Want Leimberg? 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.

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 12 Unlimited Access To Leimberg Information Services (LISI) Newsletters Written By: Natalie Choate Jonathan Blattmachr Howard Zaritsky And Many Others Why Does Our Council Want Leimberg?

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 13 Links To Financial Calculator Sites CCH Financial Calculators Quicken Financial Calculators Estate Tax Calculator/Estimator Savings Bond Calculator Required Minimum Distribution Calculator Many Others Why Does Our Council Want Leimberg?

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 14 Section 7520 Rates AFR Rates Rulings Cases Proposed Tax Changes Up to Date Economic Data Why Does Our Council Want Leimberg?

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 15 Daily Update s 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. Why Does Our Council Want Leimberg?

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 16 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

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 17 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.

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 18 What Do You Have To Do? Sign Up With the NAEPC Provide NAEPC With The Names And 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

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 19 How Do You Begin? Call Kim Hronek at the NAEPC Office:

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 20 Advantages Of Council Membership Accredited Estate Planner Designation

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 21 N AEP C Who Are We? 1200 Accredited Estate Planners Hart Axley, our “Founder” – 1976 First AEP: Harold Small, CA Third NAEPC Mission: “Advocacy for Councils and Individual Members”

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 22 What is an Accredited Estate Planner?

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 23 What Is An Accredited Estate Planner? 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

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 24 Why Be an Accredited Estate Planner?

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 25 Why Be An Accredited Estate Planner? 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

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 26 Who Is Eligible To Be An AEP? Attorneys Certified Public Accountants Chartered Life Underwriters (CLU) Financial Planners (CFP & ChFC) Certified Trust & Financial Advisors (CTFA)

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 27 Requirements For All AEP Applicants Required Credentials within Your Discipline Minimum Of Five Years Experience in Estate Planning Activities Presently & Significantly Engaged In “Estate Planning”

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 28 Requirements For All AEP Applicants Member In Good Standing Of Affiliated Local Council Good Professional Reputation And Character – Professional References Commitment To NAEPC Code Of Ethics

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 29 Requirements For All AEP 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)

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 30 Three Roads To Secure The AEP 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

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 31 American College Education And Examination Requirements American College Education And Examination 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

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 32 AEP Applicants Under 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

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 33 Council AEP 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

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 34 Council Nominated AEP Candidates Simplified Application Process No Examination Requirements No Other Professional References Required Outside Of The Council Board

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 35 NAEPC 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

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 36 NAEPC Membership 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

Multiple Disciplines Attorney C.P.A. CLU ChFC CFP CTFA Cooperative Estate Planning 37 How Does Our Council Begin? Call us:

38 Come To New Orleans 44 th Annual Conference November 14 – 16, 2007