Member Benefits
The National Association of Estate Planners & Councils (NAEPC) provides this
offering of Value Partners as a resource to its membership of designees,
affiliated local estate planning councils, and members of affiliated local
estate planning councils. Reference within this website or newsletter of a
specific product, process, or service does not constitute an endorsement or
recommendation by NAEPC. NAEPC assumes no legal liability or responsibility for
the accuracy, completeness, or usefulness of any information, product, process,
or service offered to its membership.
Many benefits are available grouped in the following categories:
Programs and Services for Council Development
Leimberg Information Services (LISI) Subscription
Members of affiliated local estate planning councils that elect to sign up for the Leimberg Service can now get pre-paid access to Leimberg Information Services (LISI), a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts. LISI is also home to a very powerful engine that will help subscribers create customized searches and past and future cases more easily and quickly than ever before possible. Contact your affiliated local council about participating in this program. REMINDER - This benefit is a benefit for affiliated local councils!
WHY IS LEIMBERG ACCESS IMPORTANT TO YOUR CHAPTER?
Your members will have unlimited (24/7/365) access - through your chapter's website - to Leimberg Information Services' huge data base of cases, rulings, legislation, and much more at www.leimbergservices.com
Leimberg Information Services (LISI) provides financial service professionals fast, frank, and incisive analysis by some of the leading experts in the U.S.
LISI is also home to a very powerful engine that will help your members create customized searches and find information more easily and quickly than ever before possible.
NEW IN 2011!
Estate planning council members will receive monthly email reminders that the Leimberg Information Service Website is available through membership in your Estate Planning Council.
Your estate planning council members will have - through your website - access to hundreds of cases, rulings and legislation LISI has already reported on - and access to those posted throughout the year on almost a daily basis. These commentaries are instantly accessible through LISI's incredibly powerful search engine that will allow members to create customized searches to locate specific topics, references, and citations of particular interest to them.
Other benefits include: Twelve-year archive of monthly FaxNet data service and Section 7520 and other important rate information.
Cost to NAEPC affiliated councils:
To enroll in Jan., Feb., March, or April - $20/member
To enroll in May, June, July, or Aug., - $16/member
To enroll in Sept., Oct., Nov., or Dec., - $26/member *
*covers the last 4 months of the year and all of the following year.
All members of a council must enroll.
Please contact the NAEPC office for an enrollment form.
NAEPC Journal of Estate & Tax Planning
The NAEPC Journal of Estate & Tax Planning is a web-based collection of cutting-edge technical materials appropriate for every estate planning-related discipline. Visit www.NAEPCJournal.org today to view current and past issues of the publication, including these 1st Quarter 2012 updates:
- Fifth Annual Industry Trends and Survey
- Heckerling Musings, Steve Akers
- Decanting: Eliminating Trust Sediment, Sanford J. Schlesinger JD, and Martin R. Goodman, LL.B.
- The Case Against The Trust Protector, Alexander A. Bove, Jr.
- Efficient Use of the $5 million Temporary Gift and GST TAX Redux, Douglas J. Blattmachr & Jonathan G. Blattmachr
- IRS Blesses Substitution of Assets In ILITS, Steve Leimberg
- Which Situs Is Best?, Daniel G. Worthington & Marc Merric
- Planning Ideas-Asset Protection
- Top 10 Things to Know About Capital Gains and Losses, Internal Revenue Service February 22, 2012
- Ins and Outs of Trusts, Gary B. Garland, J.D.,CELA
- Delegated vs. Directed Trusts, Al King & Pierce McDowell
- Warning! The Service Believes S Corporations are Undervalued, Daniel R. Van Vleet
We congratulate the Journal’s editor, Charles V. Douglas, JD, CFP®, AEP® on a job well done! Ideas for future content may be submitted to editor@naepcjournal.org.
03/21/12
DocuBank: Emergency Access to Healthcare Directives
The DocuBank service is a complete document solution for your clients. The Emergency Access Card makes healthcare directives and other emergency information immediately available to hospitals 24/7/365, anywhere in the world. The wallet card displays allergies, medical conditions and emergency contacts and provides hospitals with the information they need to obtain healthcare directives immediately via fax or the web.
DocuBank SAFE allows clients to upload their complete estate plan and all their important documents to a private online storage bank. Both services offer branding and marketing support for your firm. DocuBank specializes in working with estate planning professionals to increase client conversion and retention by providing a low-cost, value-added service they will appreciate. DocuBank provides peace of mind for your clients and provides great marketing benefits for your firm!
- Your firm name and information appear on all client cards, SAFE home page and DocuBank correspondence.
- Alerts sent to your client’s family feature your name and contact information.
- The “DocuBank Provider Finder” service on the website guides prospective clients to your firm.
- A fax sent to the client’s physician puts your firm information in front of area doctors.
- DocuBank renewals can be a tangible addition to your client review program.
Ordering information for individual members can be found when entering the password-protected area of this website. Apply here to begin providing DocuBank.
03/22/12
Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
Konica / Minolta
Konica Minolta is an international leader in Document imaging and production equipment. Konica Minolta has factory direct pricing on equipment, service and supplies at discounted prices to the members of NAEPC. Member discounts are up to 40% off list pricing for the equipment, service and supplies. As a member of NAEPC, the membership receives a quantity discount instead of higher individual unit pricing. This is Factory direct representation from Konica Minolta's National Accounts Division.
Konica Minolta has won the prestigious award of "Line of the Year" from Buyers Laboratories for 2011 and 2012. Buyers Laborotories is an independent consumer testing facility that tests all manufacturer's products for reliabililty and value.
Konica Minolta’s document imaging equipment meets a host of imaging capabilities, featuring copying, fax, network printing and scanning. Combined with software designed to find, archive and control documents. This new technology will change the way you do business.
12/30/12 Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
Logo Merchandise - NAEPC
Polo Shirts
NAEPC logo polo shirts are now available for purchase! The shirts are available in various colors and sizes.
The cost per shirt is $25 and orders must be placed by calling the National Office at (866) 226-2224.
Midwest Transaction Group - Merchant Account Services for Councils and Members
Whether it’s through your affiliated local estate planning council website or your personal business, accepting credit card payments just makes good business sense. Using Midwest Transaction Group to process those payments makes even better sense.
That’s because NAEPC councils and their members get preferred rates when they process their credit or debit card transactions through Midwest Transaction Group – a leading provider of processing services to the legal and accounting communities.
With Midwest Transaction Group you get
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
For more information on the discounted credit and debit card processing services available to NAEPC Councils and their members, contact Midwest Transaction Group at 888.599.2209 or sales@midtrans.com – making sure to let the sales representative know you are affiliated with NAEPC.
12/30/12
MTG Powered by Veracity is a leading provider of credit and debit card processing services to the legal and accounting communities. They are certified to represent Visa, MasterCard, Discover and American Express and are capable of processing them in dial-up, wireless or Internet environment. MTG is a registered ISO/MSP of Synovus Bank and a member in good standing in the national Electronic Transactions Association.
NAEPC and The NAEPC Education Foundation No Charge Council Speaker ProgramEach year, a variety of speakers are made available to NAEPCs 230 affiliated local councils at NO CHARGE (council must fund travel, lodging and meeting expenses as outlined within the informational packet). This benefit has been wildly successful since its inception and we are excited to announce speakers for the 2012/13 season!
Participants are:
Charles V. Douglas, JD, CFP®, AEP®
Joseph V. Falanga, CPA, TEP, AEP®
Gary L. Flotron, CLU®, ChFC®, MBA, AEP®
Thomas M. Forrest, TO, CPA, AEP® (Distinguished)
Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM
Al W. King, III, JD, LL.M., AEP® (Distinguished)
Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished)
A. Stephen McDaniel, JD, AEP®, EPLS
Jordon N. Rosen, CPA, MS (taxation), AEP®
Paul S. Viren, CLU®, ChFC®, AEP®
The informational packet offers a biography and topic choice(s) for each presenter, as well as their availability. All presentations will be assigned on a first come, first served basis so ACT FAST! Don't miss the chance for your council to take advantage of this exciting program! After submitting your request via fax to (216) 696-2582 or eleanor@naepc.org, a representative will phone or email the council contact noted with the outcome of the request (available or not available). If the speaker is available, a representative will supply council contact with address and telephone information for the speaker. 2012/2013 Fiscal Year Informational Packet
07/09/12
P S Awards - Plaques, Trophies and Award Pieces for Affiliated Local Councils
Is your council looking for a supplier of unique recognition plaques, permanent name badges, award pieces or outgoing president gifts?
For fifty years, PS Awards has served a wide variety of clients by providing personalized plaques, award pieces, promotional items, trophies and the like!
NAEPC member councils can take advantage of a 10% discount on any order placed with PS Awards. For most efficient and accurate service, place your order by emailing info@psawards.com. Be sure to include SKU#, contact information, and any personalization instructions in the email. PS Awards ships nationwide. Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
RV4theCause Programs on Estate and Financial Planning for Chronic Illness The National Association of Estate Planners & Councils and The NAEPC Foundation are proud friends of RV 4 the Cause, an organization that helps those living with chronic illness, their caregivers, and loved ones by educating professional advisors and consumers about estate, insurance, tax, and financial planning for those living with chronic illness.
The organization embarks on “road trips” across the country during various times of the year. Your council’s affiliation with NAEPC offers a unique opportunity to offer your membership a nationally known speaker, Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® of New Jersey, presenting valuable information on this very necessary topic… all with no honorarium!
Please contact the NAEPC office for the packet of information. As an alternative, you may contact Mr. Shenkman directly to request a program for your council at 201-845-8400 or shenkman@shenkmanlaw.com.
Additional information about the organization can be found at www.RV4theCause.org.
Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
Sterling Cut Glass - Special Discounts on Award Pieces Sterling Cut Glass offers perfect gifts for outgoing board members, honorees or speakers!
Sterling Cut Glass was founded in 1902 atop Mt. Adams’ “Art Hill” in Cincinnati, Ohio. Sterling artisans specialize in intricate hand cutting and polishing of the “Brilliant” period of American crystal.
Today, Sterling continues to enhance the beauty of fine crystal with custom etching and hand cutting for our retail store in Cincinnati, Ohio as well as for fine specialty retailers, golf and country club, resorts and distributors of custom etched crystal.
Sterling’s artisans continue to use the craftsmanship standards of our founders while always maintaining cutting edge technology.
Councils affiliated with NAEPC are entitled to a 10% discount. Please contact Kristin Dyas at 513.985.8100 ext.206 to place your order. Please reference "NAEPC Council Discount Program" when calling.
Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
WealthManagement.com
WealthManagement.com is a community destination developed by Penton Media’s Wealth Management Group who produces two of the leading financial trade publications, Registered Rep. and Trusts & Estates.
As a community member you will have the ability to establish a profile that will give you valuable targeted exposure to the community. You will also have ongoing access to Penton’s financial service properties and expertise which includes a Concierge Program that will support you as needed to effectively market to your prime audience in a way no other website can offer.
The Concierge Program can provide you with an initial competitive analysis so you can gauge the market and where you’re currently positioned. Penton is then able to help you develop content including white-papers, press releases, videos and webinars. Content can then be plugged into a lead generation program like an eblast or newsletter and distributed to a database of over 280,000 professionals.
Because of this new partnership, NAEPC members and members of affiliated local councils can take advantage of a 50% discount on Gold and Platinum Community Profiles! Simply enter "NAEPC" as the discount code when prompted.
You may also view the NAEPC profile on WealthManagement.com HERE.
03/27/12 Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
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