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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:
Subscriptions and Publications
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
Advisys Back Room Technician
Since 1979, Back Room Technician’s® (BRT) illustrations of financial concepts and topics have been used by financial professionals nationwide to save time, earn more money, and generate new business. Today Back Room Technician® is a core resource for the successful practices of over 45,000 financial representatives.
10 specific reasons why BRT is right for you:
- Goals-based Analysis: BRT's design accelerates preparation and closing times. Drill down in a few minutes on 11 needs analysis modules including survivor, retirement, disability, long term care and college funding.
- Educational Content: 600+ reports on today's financial topics help educate clients, support your recommendations and build trust
- Motivating Calculators: Over 50 easy input calculators illustrate needs and motivate towards a decision.
- Compelling Presentations: Professional sales presentations that include a title page, table of contents and custom legal disclaimers are created in minutes.
- Web Based: Access from any computer, anytime, anywhere.
- Technical and Product Support: No charge phone, email and online chat as well as training webinars and preset templates available to help save time and effort.
- Powerful Search Engine: Find concepts in seconds. Learn new concepts and stay up to date on industry changes.
- Accurate: Concept pieces are authored, reviewed and updated by industry experts and subjected to review by the Financial Industry Regulatory Authority (FINRA).
- Reliable: Since 1985, BRT has become the leading software program of its kind, with 45,000 users nationwide. Approved by most leading financial services companies.
- Affordable: The subscription fee includes frequent updates, technical support and user training... everything you need to succeed.
NAEPC members may take advantage of a $100 discount on each of the following: Back Room Technician's Advanced Market System & Life Essentials. Members are also entitled to a $50 discount on Presentations. Log in to view ordering information.
Download the flyer for more information!
06/26/12 Please log in as a member and then return to this page for special pricing and ordering links for this benefit.
BVR’s Guide to Business Valuation Issues in Estate & Gift Tax edited by Linda Trugman, CPA/ABV, CBA, ASA, MBA
While estate and gift tax issues is still one of the top revenue producers for business appraisers, this area of the valuation industry continues to face new challenges.
Issues such as tax-effecting S-Corporations, non-signing tax preparer penalties, and legal challenges from the IRS continue to complicate the estate and gift arena. It is crucial for appraisers practicing in this area to stay current with the legal arguments, regulations and technical theory that apply to estate and gift issues relating to the business valuation profession.
BVR’s Guide to Business Valuation Issues in Estate and Gift Tax, edited by business valuation thought leader Linda Trugman, is a key resource for any appraiser practicing in this area.
"This is a very handy reference that will save practitioners considerable time and effort in research, as well as provide accessible analysis of current developments in the field. A worthy investment." Estate Planning Magazine
Order Here! (Note: NAEPC members must log in to obtain the promo code to obtain the 45% member discount on this product.)
03/05/11 Please log in as a member and then return to this page for special pricing and ordering links for this benefit.
BVR’s Training Packs – Webinar recordings & transcripts 
Training Packs are an indispensible addition to any reference library. Each Training Pack includes webinar or live event recording, transcript, presentation materials and ancillary reading materials.
Selected Training packs include:
- Valuation Issues in Estate and Gift Tax – featuring Linda Trugman, Jay Fishman and Chris Treharne
- Shielding your FLPs and FLLCs Against IRS Attacks – featuring George Hawkins, Spencer Jeffries, Bruce Johnson and Stephanie Loomis-Price
- Fighting Legal Pitfalls With Family Limited Partnerships – featuring Stephanie Loomis-Price, Paige Ben-Yaacov and Garry Marshall
- IRS New Rules: The Pension Protection Act and Beyond - featuring William Forsberg, Michael Gregory, Howard Lewis and Robert Cimasi
NAEPC members are eligible for a 45% discount on the Training Packs noted above. (Note: members must log in to obtain specific ordering information.)
03/05/11 Please log in as a member and then return to this page for special pricing and ordering links for this benefit.
Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide, By Deborah L. Jacobs
A lawyer and award-winning journalist makes readers more comfortable addressing a stressful topic. This book can educate clients before and after they meet with advisers. Estate Planning Smarts stands out from other books on this subject by:
• Explaining complex principles in simple terms
• Humanizing estate planning, with anecdotes about the estate plans of Paul Newman, Michael Jackson and others
• Including an action-oriented “to-do” list at the end of each chapter
• Recommending against a do-it-yourself approach, encouraging readers to seek professional advice and offering suggestions about how to find it
Here’s what reviewers have said about this wonderful resource:
“A terrific guide for people who are just beginning to grapple with estate planning, as well as those who have (or think they have) their affairs in order.”
– The Wall Street Journal
“This is a category killer: a book so good there’s no need for anyone else to cover the same material.”
– Kaye Thomas, tax lawyer, author, founder of Fairmark.com
“Simple—but not simplistic— this is a book you can feel comfortable giving as a business generating action oriented holiday gift.”
– Steve Leimberg’s Estate Planning Email Newsletter
While the estate tax is in flux, Estate Planning Smarts has another virtue: Jacobs issues updates that can be downloaded from the book's Web site, www.estateplanningsmarts.com, and tweets at http://twitter.com/djworking.
LIMITED TIME OFFER! NAEPC members may purchase this book at 20% discount from the list price of $24.95.
12/30/12 Please log in as a member and then return to this page for special pricing and ordering links for this benefit.
Family Business magazine
The Family Business Difference
Family Business Magazine, the leading print authority on running successful family businesses, is the only magazine in North America that targets thriving multi-generational family companies. Now in its 20th year, Family Business publishes four issues a year covering important topics such as succession, mentoring, wealth management, compensation, conflict resolution, and exit and transition strategies. A fifth annual issue, Family Business Agenda, is included with each subscription and focuses exclusively on a single topic. More than 20,000 readers all across the nation read the insightful and informative content.
Family Business Magazine also publishes the highly regarded 11-volume Family Business Handbook Series, in-depth and essential reference works on key family business topics. The most recent volume is an all-new, updated edition of our bestselling Family Business Succession Handbook.
Family Business’s searchable articles archive of more than 800 articles is available to ALL subscribers free of charge on registration. The Family Business Magazine twice-monthly E-Newsletter has become an essential news source for more than 9,500 family company executives and is sent free of charge.
Family Business Magazine would like to invite all members of the National Association of Estate Planners & Councils to become subscribers at the special discounted yearly rate of $63.00 for all 5 issues, plus free access to the online archives and the free e-newsletter. Simply fill out the subscription form available to the NAEPC members in the password protected area of this site and fax to Family Business.
Family Business recently the 2009 edition of Family Business Agenda, which covers Estate Planning for owners of family companies. Don’t miss the opportunity to receive this important issue. Send in the form today and begin your subscription.
06/26/12 Please log in as a member and then return to this page for special pricing and ordering links for this benefit.
Florida Domicile Handbook: Vital Information for New Florida Residents
The Florida Domicile Handbook: Vital Information for New Florida Residents
Have clients living part-time in Florida? The Florida Domicile Handbook is a must-have guide for you to use when educating your clients on the benefits of living in Florida and taking advantage of the tax-friendly climate. This resource explains how to live comfortably and thrive financially in Florida and is packed with sound advice on the many financial benefits of Florida domicile. Plus, there's no other book currently on the market that also provides colorful facts and useful data on everything a new resident needs to know to make the most of their new life in the great Sunshine State. Written by NAEPC member E. Michael Kilbourn, and estate planning attorney Howard M. Hujsa, The Florida Domicile Handbook, is a great way to enhance your client education efforts.
NAEPC members receive a substantial discount off the retail price by logging in to the members only section and placing an online order.
08/08/12 Please log in as a member and then return to this page for special pricing and ordering links for this benefit.
LegalVault - Revolutionizing Attorney Document Storage
LegalVault
Documents at your clients’ fingertips. Your firm on their minds.
LegalVault is an advanced document storage and exchange system which allows your firm to easily and securely archive clients’ documents and vital information for convenient retrieval by clients, advisors, healthcare providers and authorized heirs and administrators.
State of the Art Features include:
- Secure Storage of Healthcare and Non-healthcare Related Documents
- Both attorney and client have the option to add or update healthcare directives, emergency contacts, allergies, medications, medical conditions and physician information
- Non-healthcare related documents and information such as wills, business agreements and deeds can also be stored and access 24/7
- Two-tier access-system assures non-medical documents containing private client information will not be available to healthcare providers
Integrated Document Exchange System
- Both clients and attorneys can upload an unlimited number of documents for storage and sharing
- Email notification to the firm each time a new client document is added
- Automatic conversion to Adobe PDF format (Word and Excel files only)
- Document locking by firm to prevent accidental removal by client
Enhanced Marketing Opportunities for Your Firm
- Clients can access their most important documents right through your firm’s website so they are continuously reminded of the value that you offer
- Healthcare wallet cards prominently feature firm name, logo and contact information
- Offer your clients a unique service which they can rely on for years to come
When creating a new client account, you will have the option to purchase the service for a year or multiple years depending on your needs. As member of NAEPC, you qualify for a significant discount on each client enrollment.
To learn more about LegalVault, visit www.legalvault.com or call us at 877-269-0076.
06/26/12 Please log in as a member and then return to this page for special pricing and ordering links for this benefit.
Private Wealth Magazine Subscription
Private Wealth is the first and only magazine to exclusively target advisors and other centers of influence who cater to the financial, legal and lifestyle demands of the ultra-affluent. PW serves the very "top slice" of several different advisory segments, including: Private Bankers, Brokers, Asset Managers/Investment Managers, RIAs, Insurance Producers, Trust Officers, Accountants, Family Office Executives, Estate Planners, Attorneys, Wealth Managers and Luxury Providers.
08/08/12 Please log in as a member and then return to this page for special pricing and ordering links for this benefit.
The ABA Checklist for Family Heirs: A Guide to Family History, Financial Plans and Final Wishes
One of the kindest things you can do for your family is to spare them needless frustrations and stressful decisions at the time of your death. Many people live together for 50 years without discussing their wishes regarding life support, organ donations, funeral or memorial services, and burial or cremation. Without meaning to do so, they leave many distressing decisions for their loved ones. You can make your own death easier on your family and significant others by simply deciding on and recording your own preferences and this book is designed to help you every step of the way.
The ABA Checklist for Family Heirs is a wonderful tool for anyone needing assistance in organizing information for heirs. The book, which comes complete with a CD of documents that can be modified according to your needs, includes the following checklists: personal history; family history; insurance; benefits for survivors; banking and savings; investments; real estate; debts; wills and trusts; and final wishes.
These records can be of great interest and value to you during your lifetime and can provide a sense of great freedom. The greatest satisfaction will be in knowing that if anything happens to you, you will be providing an invaluable resource for your heirs with your notes, your wishes, and the information in this book.
NAEPC members are eligible for an additional 10% discount off of the bulk discount pricing. To order, please contact:
Catherine A. Kruse
ABA Book Publishing
321 N. Clark Street
Chicago, IL 60654
(312) 988-6112
catherine.kruse@americanbar.org Please log in as a member and then return to this page for special pricing and ordering links for this benefit.
The Charitable Planning Desk Reference for Advisors
The 2nd Edition of The Charitable Planning Desk Reference for Advisors™ has just been released. It was created by Strategic Philanthropy, Ltd., in collaboration with estate planning attorneys and wealth advisors. The Desk Reference is a practical resource designed to help legal and financial professionals more effectively engage their clients in conversations about their philanthropic intent, options and opportunities. The 2nd Edition includes new chapters and an expanded resource section. It is the first such comprehensive tool developed specifically for the advisor community to support their integration of philanthropy as a value added and revenue opportunity in their practice.
Some of the topics in The Desk Reference cover:
- Initiating the charitable conversation;
- Using non-cash assets to fund charitable giving;
- Benefits of Charitable Remainder and Charitable Lead Trusts
- Engaging the next generation;
- A comparative chart illustrating the benefits and limitations of vehicle choice and a resource guide for advisors, and;
The Desk Reference is available at no cost to the advisor community. Simply go to http://www.stratphilanthropy.com/advisors.html and request your electronic copy.
05/16/12
Please log in as a member and then return to this page for special pricing and ordering links for this benefit.
The Ultimate Estate Planner, Inc.
The Ultimate Estate Planner, Inc. was formed by veteran estate planning attorney, Philip J. Kavesh, in September 2004 under the business name, The "Missing Link" Boot Camp, Inc. Mr. Kavesh's initial Boot Camps were designed to provide estate planning attorneys and financial advisors an intensive, all-inclusive, 2-day training where both advisors were linked together to implement new, cutting-edge trust products and effectively learn how to create a successful multi-disciplinary model, integrating both estate and financial services under one roof.
The Ultimate Estate Planner, Inc. has since expanded upon these original Boot Camps to provide practical, tested and proven technical and marketing products to help estate planning professionals of all kinds - - attorneys, financial advisors, CPAs, and life insurance agents - - throughout the country build their practices. The Ultimate Estate Planner, Inc. offers a variety of resources to estate planning professionals, including but not limited to:
- Practical Educational Teleconferences from Some of the Nation’s Leading Experts
- Unique & Breakthrough Legal Document Forms
- Tested & Proven Seminar Marketing Packages
- Practice-Building Packages to Help Your Firm Run Efficiently
- Books, CDs & DVDs
- Free Publications & Reports
- Free Planning Decision-Making Charts
- Free MP3 Podcasts
- Information on the Industry’s Leading Publications & Subscriptions
- Information on Upcoming Events in the Industry
- Personal Coaching & Consulting
- And much, much more!
The Ultimate Estate Planner, Inc. has extended NAEPC members a dedicated MEMBERS ONLY DISCOUNT PAGE, with a variety of special offers including a 15% discount on any order with us, over 40% discount on some of our most popular products, complimentary On Demand Programs and access to a number of helpful tools, including MP3 podcasts, charts, client marketing letters and more!
CLICK HERE to view The Ultimate Estate Planner’s promotional flyer.
CLICK HERE to request access to the NAEPC Members Discount Page from The Ultimate Estate Planner, Inc.
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 Get 15% Off New Book: 2012 Estate Tax Planning Steps to Take Now Through Value Partner The Ultimate Estate Planner, Inc.
Leading tax and estate planning experts, Martin Shenkman, J.D., CPA, MBA, Jonathan Blattmachr, J.D. and Robert S. Keebler, CPA, MST, AEP (Distinguished) have come together for the very first time to co-author the single most authoritative practical guide to crucial, last-minute planning for 2012.
This unique book is written technical enough to assist professionals like you to understand the key planning choices and how to avoid the traps involved with each - - and written in plain-English enough for the sophisticated client who wants to better understand complex planning or needs some motivation to move ahead and do something!
Use coupon code "NAEPC 15" to get a 15% discount on your purchase. CLICK HERE for more information or to place your order! 09/27/12
Please log in as a member and then return to this page for special pricing and ordering links for this benefit.
Trusts & Estates Magazine
Special Members Only Price!
Trusts & Estates' in-depth peer-reviewed articles have made the magazine the authority on estate law, tax issues, and wealth management for over a century. Attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents, and valuation experts all contribute their insight and advice to the pages of the magazine. Always with a view to helping you better meet your client's needs. Written by experts for experts!
All the benefits of full priced subscriptions are yours … even at this low rate!
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Every subscription includes 12 monthly issues of Trusts & Estates magazine.
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Unlimited access to the magazine's online editorial archive. Select a User ID and Password as you order for same day access.
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Three monthly e-newsletters: Conrad Teitell’s Philanthropy Tax e-Letter reporting and analyzing an important tax development governing charitable contributions. Wealth Watch News reporting on federal and state government estate tax, retirement benefits, and life insurance reforms. The Trusts & Estates Technology Review examining high-tech resources for the trusts and estates practitioner.
Subscribe to Trusts & Estates at the low member's price of just $129. Save over 50% off the regular $275.00 rate! Click the link below take advantage of this very special offer!
SPECIAL OFFER
02/15/12 Please log in as a member and then return to this page for special pricing and ordering links for this benefit.
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