For Professionals

For information on joining this Estate Planning Council, please reference the "Application Form" page of this website or visit the "Contact Us" page.

Issue 25 - December, 2016 Issue

Regular Columns and Reports

  • Note from the Editor: The Yogi Berra Era of Estate Planning?
  • List of Conferences
  • Distance Learning Programs


  • Consistent Basis Reporting Between Estates and Beneficiaries
  • Steve Oshins on the Kloiber Case: Delaware Dynasty Trust Broken into Pieces by Beneficiary's Divorcing Spouse
  • Steve Oshins on Kloiber: The Aftermath
  • Recent Trust State Rankings Charts: Oshins 5th Annual Dynasty Trust State Rankingsadn Oshins 7th Annual DAPT State Rankings
  • Basis Consistency Reporting for Unmatured Life Insurance Contracts: Does Basis Step-Up and How Do Executors and Beneficiaries Deal with Reporting?
  • Estate Planning Traps That Have Nothing To Do With Estate Taxes
  • Little Things Mean A Lot: Tips for Dividing Art and Collectibles in Divorce or Death
  • Try to Avoid Using the 'R' Word
  • Marty Shenkman's Notes From 42nd Annual Notre Dame Estate Planning Institute
  • Getting "Buy-In" to Develop a Collaborative Team
  • Client Professional Advisor Communication Authorization Letter Jul 28 2016 

And Now a Word from Our Sponsors

  • Secondary Planning for CRTs

News Nook: A Compendium of Current Affairs

  • The NAEPC Journal of Estate & Tax Planning Quarterly Tax Update 3Q 2016 
  • Practical Planner Newsletter October - December 2016
  • Practical Planner Newsletter July - September 2016
  • NAEPC Monthly Technical Newsletter

Read the complete Journal issue.

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NAEPC Webinars

Please join us for one of the upcoming events in the the Robert G. Alexander Webinar Series:

See complete information about all webinars and the opportunity to view past webinars.

54th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Estate Planning Council Leaders

November 15 - 17, 2016
New Orleans, Louisiana

The NAEPC Advanced Estate Planning Strategies Conference is open to all estate planning professionals and provides:

Multi-disciplinary content provided by nationally-known presenters
Continuing education credit (up to 15 hours)
Networking with estate planners from around the country in a collegiate environment

The program includes one day for leaders of estate planning councils (Council Leadership Day, Wednesday, November 15th) and two full days of continuing education for every estate planning professional and discipline (Thursday, November 16th & Friday, November 17th)

See full program information, including the entire list of speakers and online registration.

Accredited Estate Planner® Designation Information

How can you gain a "leg-up" on your competition in your estate planning practice? Obtain the Accredited Estate Planner® (AEP®) designation. Professional estate planners can achieve a nationally-recognized, graduate level accreditation that acknowledges their experience and specialization in estate planning. The AEP® designation is available to attorneys, Chartered Life Underwriters, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants, and Certified Financial Planners® and is awarded to professionals who meet stringent experience and education qualifications. The educational requirements can be met through graduate level coursework offered by The American College and other accredited colleges, universities and schools of law. To see a complete list of qualifications and to download an application, visit our website at

Join the growing group of professionals who recognize the value of holding the premier estate planning professional designation.  Become an Accredited Estate Planner® designee.

Estate Planning Law Specialist Designation Information

The Estate Planning Law Specialist (EPLS) designation is available to attorneys and is administered by the Estate Law Specialist Board, Inc., an attorney-run subsidiary of the National Association of Estate Planners & Councils. Attorneys who become board-certified under this program demonstrate a high level of professionalism and commitment to the concept of specialization. This program is currently the only program, other than certain state bar association programs which are only for residents of their particular states, accredited by the American Bar Association to Board-certify attorneys as Estate Planning Law Specialists. Many states permit lawyers to hold themselves out as specialists if their certification is awarded by an ABA-accredited program. Each lawyer, however, must consult the rules in his or her own state to determine how such a designation can be presented to the public. To see a complete list of qualifications and to download an application, visit our website at