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NATIONAL A SSOCIATION OF E STATE P LANNERS & COUNCILS. Council Services Presentation. National Association of Estate Planners & Councils 1120 Chester Avenue, Suite 470 Cleveland, OH  44114 phone: (866) 226-2224  ~  fax: (216) 696-2582 [email protected]

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NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS

Council Services Presentation

National Association of Estate Planners & Councils1120 Chester Avenue, Suite 470Cleveland, OH  44114phone: (866) 226-2224  ~  fax: (216) [email protected]

www.naepc.org· www.thenaepcfoundation.org

The Association of Choice for Estate Planning Professionals


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This presentation is provided as a service to NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

You may “fast forward” to your area of interest by going directly to the slides noted below:

  • Advantages of Membership, slide 4

  • Annual Conference, slide 8

  • Website Platforms, slide 9

  • Leimberg LISI Service, slide 10

  • Accredited Estate Planner® Designation, slide 21

  • Accredited Estate Planner® Council Nominated Program, slide 34

  • Individual Member Benefits, slide 37

  • Short FAQ’s (or “Blurbs”) Suitable for Reproduction or Repurposing for Council Meetings, slide 41

The Association of Choice for Estate Planning Professionals


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N NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. AEPC

Who Are We? Where Did We Come From?

  • Formed in 1962 by 9 Councils

  • Today: 220+ Affiliated Councils – 26,000 Members

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Advantages Of Council Affiliation NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

  • Be Part Of National Network Of Estate Planning Professionals

  • Access To Council Resource Manual “The Torch”

  • Valuable Benefits for YOUR Membership

  • Meet, Learn & Network at the 48th Annual Conference – San Antonio,TX, November 16 – 18, 2011

  • Establish Web Site For Your Council using NAEPC-Hosted Platform

The Association of Choice for Estate Planning Professionals


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Advantages Of Council Affiliation NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

  • Secure Access To Leimberg Information Services (LISI) At Special Price

  • Nominate Members To Receive Council Nominated Accredited Estate Planner® (AEP ®) Designation

  • Be Recognized Through National News Articles And Promotions

  • Discounts On Estate Planning Related Products & Services for membership

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Be Part Of National Network Of Estate Planning Professionals NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

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 – November 16-18, 2010

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Access To Council Resource Manual “The Torch” NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

Help You Form, Organize & Manage Operations Of Your Council

Gain Access To A List Of Qualified Speakers

Access To Several Referral Lists & Documents

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Receive an Invitation To 48 NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. thAnnual Conference

November 16, 2011: Council Leadership Day

  • Learn About NAEPC Benefits, Programs & Services

  • Receive Advice from Other Leaders on How To Manage Your Council

  • Sharing Sessions With Other Leaders

    November 17-18, 2011: Technical Education

  • Outstanding National Speakers and Continuing Education Credit

The Association of Choice for Estate Planning Professionals


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Establish A Web Site NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. 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

E-mail Your Members About Meetings/Events

Create Links To Other Web Sites Important To Your Members

The Association of Choice for Estate Planning Professionals


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Advantages Of Council Membership NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

Leimberg Information Services (LISI)

The Association of Choice for Estate Planning Professionals


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Why Does Your Council Want Leimberg? NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

The Association of Choice for Estate Planning Professionals


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Why Does Our Council Want Leimberg? NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

  • 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.

The Association of Choice for Estate Planning Professionals


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Why Does Our Council Want Leimberg? NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

  • Unlimited Access To Leimberg Information Services (LISI)

  • Newsletters Written By:

    • Natalie Choate

    • Jonathan Blattmachr

    • Howard Zaritsky

    • And Many Others

The Association of Choice for Estate Planning Professionals


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Why Does Our Council Want Leimberg? NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

  • Links To Financial Calculator Sites

    • CCH Financial Calculators

    • Quicken Financial Calculators

    • Estate Tax Calculator/Estimator

    • Savings Bond Calculator

    • Required Minimum Distribution Calculator

    • Many Others

The Association of Choice for Estate Planning Professionals


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Why Does Our Council Want Leimberg? NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

  • Section 7520 Rates

  • AFR Rates

  • Rulings

  • Cases

  • Proposed Tax Changes

  • Up to Date Economic Data

The Association of Choice for Estate Planning Professionals


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Why Does Our Council Want Leimberg? NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

  • Daily Update E-mails 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.

The Association of Choice for Estate Planning Professionals


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What Is The Cost? NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

  • Sign Up Before May 1

    • $20 Per Member

    • Service Through December

  • Sign Up Between May 1 & August 31

    • $16 Per Member

    • Service Through December

  • Sign Up Between September 1 & December 31

    • $26 Per Member

    • Service Through December of following year

The Association of Choice for Estate Planning Professionals


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What Is The Catch? NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

  • All Members Of Your Council Must Join.

  • Yes, Even Those Who Have No E-mail Must Be Included

  • We Bill The Council, Not The Members. Add It To The Dues Next Year!

The Association of Choice for Estate Planning Professionals


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What Do You Have To Do? NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

  • Sign Up With the NAEPC

  • 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 Without An NAEPC Web Site We Will Provide You With A Password For Each Member

  • Develop a Continued Promotional Plan

The Association of Choice for Estate Planning Professionals


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How Do You Begin? NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

Call Kim Hronek at the

NAEPC Office:

866-226-2224

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Advantages Of Council Membership NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

Accredited Estate Planner ® Designation

The Association of Choice for Estate Planning Professionals


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N NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. AEPCWho Are We?

  • 1400+ Accredited Estate Planner® designees

  • Hart Axley , our “Father” – 1976

  • First AEP ®: Harold Small, CA - 1990

  • Third NAEPC Mission: “Advocacy for Councils and Individual Members”

The Association of Choice for Estate Planning Professionals


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What is an NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. Accredited Estate Planner ®?

The Association of Choice for Estate Planning Professionals


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What Is An NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. 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

The Association of Choice for Estate Planning Professionals


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Why Be an NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. Accredited Estate Planner®?

The Association of Choice for Estate Planning Professionals


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Why Be An NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. 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

The Association of Choice for Estate Planning Professionals


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Who Is Eligible NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. To Be An AEP®?

  • Attorneys

  • Certified Public Accountants

  • Chartered Life Underwriters (CLU)

  • Financial Planners (CFP® & ChFC)

  • Certified Trust & Financial Advisors (CTFA)

The Association of Choice for Estate Planning Professionals


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Requirements For All NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. AEP® Applicants

  • Required Credentials within Your Discipline

  • Minimum Of Five Years Experience in Estate Planning Activities

  • Presently & Significantly Engaged In “Estate Planning”

The Association of Choice for Estate Planning Professionals


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Requirements For All NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. AEP® Applicants

  • Member In Good Standing Of Affiliated Local Council

  • Good Professional Reputation And Character – Professional References

  • Commitment To NAEPC Code Of Ethics

The Association of Choice for Estate Planning Professionals


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Requirements For All NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. 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)

The Association of Choice for Estate Planning Professionals


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Three Roads To Secure NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. The AEP® Designation

  • Education and Examination – 5+ Years

    • Successful Completion of Two Designated Courses Through The American College or Two Graduate Level Estate Planning Couses from Accredited Business or Law School

    • Challenge Exams -The American College

  • Experience Exemption – 15 Years Minimum

  • Council AEP Nominees

The Association of Choice for Estate Planning Professionals


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American College Education And Examination Requirements NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. 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 Accredited Business or Law School

  • “Challenge” The Exams

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AEP NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. ® ApplicantsUnder 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

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Council NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. 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 Four (4) Disciplines + At-large Each Year

  • Councils Of More Than 100 May Nominate Up To Two (2) AEP Candidates In Each Of Four (4) Disciplines + At-large Each Year

The Association of Choice for Estate Planning Professionals


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Council Nominated NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. AEP® Candidates

  • Simplified Application Process

  • No Examination Requirements

  • No Other Professional References Required Outside Of The Council Board

The Association of Choice for Estate Planning Professionals


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N NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. AEPC Promotions

Interviews And Quotes Of NAEPC Officers By National Media

National Estate Planning Awareness Week (3rd Full Week in October Every Year)

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N NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. AEPC Membership Discounts

Acquire Direct Marketing

Boot Camp for Advisors™

Business Week Magazine

CCH, a Wolters Kluwer business

Civicom Audio Conferencing & Transcription

DocuBank

Estate ++Family Foundation Advisor

InterActive Legal Partnership – WEBINARS!

Journal of Taxation of Investments

Klark Proposal Software

Kettley Publishing Software

Konica / Minolta

National Center for Family Philanthropy

PESI, LLC

Private Wealth Magazine

Retirement Snapshot Software

Trusts & Estates Magazine

Wealth Transfer Planning

Wealth Management Business Magazine

The Association of Choice for Estate Planning Professionals


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NAEPC & InterActive Legal Systems Joint Webinars NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

For estate planning professionals serious about staying up-to-date in their areas of expertise, a new webinar series is something not to be missed! A complete schedule of events can be found online line the “Member Benefits” section of www.naepc.org.

Councils can use these events as a programming option! Plan a “brown bag” luncheon around an educational seminar… it’s that easy!

The webinar series is made possible through a collaboration between the NAEPC and InterActive Legal, an NAEPC Member Benefit Partner that specializes in creating software for attorneys.

The Association of Choice for Estate Planning Professionals


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How Does Our Council Begin? NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC.

Call us:

866-266-2224

The Association of Choice for Estate Planning Professionals


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Come To NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. San Antonio , Texasfor the48th Annual ConferenceNovember 16-18, 2011

The Association of Choice for Estate Planning Professionals


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This section of the presentation list “blurbs” that your council may repurpose for its internal publications or use during slide show presentations.

  • How large is NAEPC?

    A. NAEPC currently boasts 220+ affiliated local councils with over 26,000 members of those affiliates nationwide. In addition, there are nearly 1,500 AEP® designees in the U.S.

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Blurbs, continued… council may repurpose for its internal publications or use during slide show presentations.

  • Is a member of our council a member of NAEPC?

    A. No, the council is a member of NAEPC and by virtue of the council maintaining its membership, the members have access to benefits, programs and services offered by NAEPC.

The Association of Choice for Estate Planning Professionals


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Blurbs, continued… council may repurpose for its internal publications or use during slide show presentations.

  • What publications does NAEPC offer?

    A. NAEPC produces the NAEPC Journal of Estate & Tax Planning (online), NAEPC News (email for council members enrolled in the Every Council Campaign) and the NAEPC Monthly Minute (email for council leaders).

The Association of Choice for Estate Planning Professionals


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Blurbs, continued… council may repurpose for its internal publications or use during slide show presentations.

  • Does NAEPC have an annual meeting?

  • Of course! The Annual Conference takes place in November each year and offers one day of affiliated local council leadership development, as well as two full days of continuing education programming for estate planning-related disciplines.

The Association of Choice for Estate Planning Professionals


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Blurbs, continued… council may repurpose for its internal publications or use during slide show presentations.

  • What types of benefits, programs and services can our council members take advantage of?

  • The online list is sorted into software, educational offerings, subscriptions/publications, marketing services, discipline-specific offerings as well as other opportunities.

The Association of Choice for Estate Planning Professionals


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Blurbs, continued… council may repurpose for its internal publications or use during slide show presentations.

  • What is this “Every Council Campaign” I hear about?

  • The Every Council Campaign is the program that allows NAEPC to email your membership the publication NAEPC News directly up to six times per year. Your members will learn about the programs they can take advantage of without any extra effort by the council!

The Association of Choice for Estate Planning Professionals


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Blurbs, continued… council may repurpose for its internal publications or use during slide show presentations.

  • What is the Accredited Estate Planner designation?

    A. The Accredited Estate Planner® (AEP®) designation is a graduate level accreditation in estate planning obtained in addition to already recognized professional credentials within the various disciplines that make up estate planning: attorneys, accountants, insurance and financial planners and trust officers. The only multi-disciplinary designation in estate planning, it is awarded to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

The Association of Choice for Estate Planning Professionals


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Blurbs, continued… council may repurpose for its internal publications or use during slide show presentations.

  • What is the Council Nominated AEP® program?

    A. As an affiliated local council, you hold the special honor of nominating eligible candidates for the AEP® designation! The council must submit a board of director’s resolution signed by the president and one additional council officer. Councils are permitted to nominate one (1) candidate in each discipline plus one (1) in any of the four (4) disciplines for councils with less than 100 members and two (2) candidates in each discipline plus two (2) additional in any of the four disciplines for councils with more than 100 members. The application fee for council-nominated AEP® designation candidates is 50% of the regular application fee and must be accompanied by yearly annual dues at the time of application.

The Association of Choice for Estate Planning Professionals


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Blurbs, continued… council may repurpose for its internal publications or use during slide show presentations.

  • What types of benefits can our COUNCIL take advantage of?

  • Referral lists, sample organizational documents, council checklists and guides, website programs at greatly reduced fees, Leimberg LISI service… just to name a few!

The Association of Choice for Estate Planning Professionals


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Blurbs, continued… council may repurpose for its internal publications or use during slide show presentations.

  • Can you explain more about the Leimberg LISI service?

  • Councils must enroll every member of their council at a per member/per year fee. Members can then access the Leimberg website at their leisure throughout the entire year!

The Association of Choice for Estate Planning Professionals


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Blurbs, continued… council may repurpose for its internal publications or use during slide show presentations.

  • Can council members enroll in the Leimberg LISI service on an individual basis at the NAEPC price?

  • No, if your council is not participating in the program a member must enroll directly with the LISI service. A council discount cannot be offered.

The Association of Choice for Estate Planning Professionals


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Blurbs, continued… council may repurpose for its internal publications or use during slide show presentations.

  • What is The NAEPC Foundation?

    A. The NAEPC Foundation was formed in 2005 with a primary mission of public and professional education. Its main activity in 2010 was the creation of an online library of public content, www.estateplanninganswers.org.

The Association of Choice for Estate Planning Professionals


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Blurbs, continued… council may repurpose for its internal publications or use during slide show presentations.

  • Who should council members call if they have questions?

  • As always, NAEPC is available to assist! Phone the national office for questions about council or member programs.

The Association of Choice for Estate Planning Professionals


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