Quantum Realty Advisors, Inc.<br>Chris Losquadro<br>561-624-2680

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 37 - July, 2021 Issue

Regular Columns and Reports

  • Guest Editor’s Note: NAEPC Would be Better with You!
  • Growing Your Business and Network in a Virtual World: A Multidisciplinary Panel Discussion (Video)

Features

  • How to Make Your Practice More Diverse and Inclusive
  • President Biden’s Budget Includes Big Tax Increases – What You Can Consider for Your Clients Now
  • Non-Grantor Trust Resurgence & Avoiding an Unintended Switch to Grantor Trust Status
  • Growing Your Business and Networking: A Multidisciplinary Panel Discussion – Lessons Learned from The COVID Pandemic
  • The Human Side of Estate Planning: Part 2
  • The Human Side of Estate Planning: Part 3
  • Picking the Best Retirement Plan for a Business
  • How to Avoid Common Sources of Drafting Errors
  • Estate Planning in 2021 and Beyond – What if the “For the 99.5% Act” and the “STEP Act” Catch Fire – Will the Estate Planning Arena Survive?

News Nook: A Compendium of Current Affairs

  • Morrissette II Sets the Bar for Intergenerational Split-Dollar Life Insurance Arrangements
  • Guide to Tax-Savvy Charitable Bequests
  • Notes of the 55th Annual Heckerling Institute on Estate Planning
  • NAEPC Monthly Technical Newsletter

Read the complete Journal issue.

 

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Member Benefits

Members of NAEPC and affiliated local councils can take advantage of discounts on benefits, programs and services through our member benefit providers.  Visit the "Member Benefits" page of this website to learn more.


58th Annual
NAEPC Advanced Estate Planning Strategies Conference 

November 2 - 4, 2021 - Attend from Your Favorite Location

The 58th Annual NAEPC Advanced Estate Planning Strategies Conference will feature nationally-recognized speakers on advanced planning topics of interest to allied professionals and offers council members an opportunity to build upon their local relationships by creating a national network of multi-disciplinary estate planning professionals, the ability to collaborate on cutting-edge ideas and trends, and to earn up to 17 hours of continuing education credit.

Learn more about the 58th Annual NAEPC Advanced Estate Planning Strategies Conference


Accredited Estate Planner® Designation 

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. Awarded by the National Association of Estate Planners & Councils to estate planning professionals who meet strict requirements of education, experience, knowledge, professional reputation, and character, the AEP® designation helps both clients and colleagues understand your belief in, and dedication to, the team concept of estate planning.  

The designation is available to credentialed professionals actively licensed or certified as an accountant; attorney; insurance and financial planner; philanthropic advisor; or trust officer – holding one or more of the following credentials CAP®, CFA, CFP®,ChFC®, CLU®, CPA, CPWA®, CSPG, CTFA, JD, MSFS, and MST– who are devoting at least a third of one’s professional time to estate planning. Eligible applicants must meet stringent qualifications at the time of application and commit to ongoing continuing education and recertification requirements.

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


Estate Planning Law Specialist Certification 

The Estate Planning Law Specialist (EPLS) certification 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 certification can be presented to the public. > Learn more