Proposal to [enter EPC Name Here] Board of Directors From [enter Board member name here] IT IS PROPOSED: --That the Board approve the adoption of the Leimberg Information Service for the entire membership of our council at a cost of $12 per member covering May 1 to December 31, That this be approved as a “trial” service with the cost paid from reserves. -- That a vote of the Board be taken at the end of the trial period, Nov to determine continuation of the service. -- For our current [X} members that would amount to an expenditure of [$XXX] compared with [$X,XXX] for a full year. -- I recommend the “trial” period so members may have sufficient time to become familiar with the extensive services provided. -- It is likely several of our member’s firms pay much more than $1,000 annually for much less extensive services. PLEASE REVIEW THE FOLLOWING SLIDES

Advantages Of Council Membership Leimberg Information Services

Why Does Our Council Want Leimberg?

To Survive In The Estate Planning World You Must Stay Current. To Survive In The Estate Planning World You Must Stay Current. No Other Quality Resource Is Available At This Cost. No Other Quality Resource Is Available At This Cost. A Most Widely Prized Value Of Chapter Membership. A Most Widely Prized Value Of Chapter Membership.

Unlimited Access To Leimberg Information Services (LISI) Unlimited Access To Leimberg Information Services (LISI) Newsletters Written By: Newsletters Written By: –Natalie Choate –Jonathan Blattmachr –Howard Zaritsky –And Many Others Why Does Our Council Want Leimberg?

Links To Financial Calculator Sites 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?

Section 7520 Rates Section 7520 Rates AFR Rates AFR Rates Rulings Rulings Cases Cases Proposed Tax Changes Proposed Tax Changes Up to Date Economic Data Up to Date Economic Data Why Does Our Council Want Leimberg?

Daily Update s Available From LISI By Visiting the Leimberg Website Daily Update s Available From LISI By Visiting the Leimberg Website –On Case Law Decisions, etc. –Available To Look At That Same Day by Logging In. Number Cruncher Not Included Number Cruncher Not Included –But You Do Get Access To Many Financial Estate Planning Calculators. Why Does Our Council Want Leimberg?

What Is The 2008 Cost? Sign Up Before May 1 Sign Up Before May 1 –$18 Per Member –Service Through December Sign Up Between May 1 & August 31 Sign Up Between May 1 & August 31 –$12 Per Member –Service Through December Sign Up Between September 1 & December 31 Sign Up Between September 1 & December 31 –$24 Per Member –Service Through December of following year

What Is The Catch? All Members Of Your Council Must Join. All Members Of Your Council Must Join. Yes, Even Those Who Are Still In The 19th Century And Who Have No Must Be Included Yes, Even Those Who Are Still In The 19th Century And Who Have No Must Be Included We Bill The Council, Not The Members. We Bill The Council, Not The Members. –Add It To The Dues Next Year or –Have those who use it share the cost

What Do You Have To Do? Sign Up With the NAEPC Sign Up With the NAEPC Provide NAEPC With The Names And E- mail Addresses Of Your Members Provide NAEPC With The Names And E- mail Addresses Of Your Members For Councils With An NAEPC Web Site Have Members Log In, Go To Leimberg And Receive Their Password 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 For Councils Without An NAEPC Web Site We Will Provide You With A Password For Each Member Develop a Continual Promotional Plan Develop a Continual Promotional Plan

How Do You Begin? Call Kim Hronek at the NAEPC Office: