NATIONAL A SSOCIATION OF E STATE P LANNERS & COUNCILS

1. NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS Presenter’s Name Address Phone National Association of Estate Planners & Councils1120 Chester Avenue, Suite 470Cleveland, OH  44114Phone: (866) 226-2224  ~  Fax: (216) 696-2582E-Mail: admin@naepc.org http://www.naepc.org

2. NAEPC Who Are We? Where Did We Come From? • Formed in 1962 by 9 Councils • Today: 180+ Affiliated Councils – 23,000 Members

3. Advantages Of Council Affiliation • Be Part Of National Network Of Estate Planning Professionals • Access To Council Resource Manual “The Torch” • Meet, Learn & Network at the 44th Annual Conference – New Orleans, LA November 14 – 16, 2007 • Establish Web Site For Your Council

4. Advantages Of Council Affiliation • Secure Access To Leimberg Information Services (LISI) At Special Price • Nominate Members To Receive Accredited Estate Planner (AEP) Designation • Be Recognized Through National News Articles And Promotions • Discounts On Estate Planning Related Products & Services for membership

5. Be Part Of National Network Of Estate Planning Professionals 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 – Amelia Island, FL ~ Nov. 1-3, 2006

6. Access To Council Resource Manual “The Torch” Help You Form, Organize & Manage Operations Of Your Council Gain Access To A List Of Qualified Speakers Learn About Conducting an Estate Planning Day In Your Community

7. Receive an Invitation To 44thAnnual Conference November 14, 2007: Council Leadership Day • Learn About The Programs & Services Offered • Receive Advice from The NAEPC on How To Manage Your Council • Sharing Sessions With Other Leaders November 15 – 16, 2007: Technical Education • Outstanding Local and National Speakers

8. Establish A Web SiteFor 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

9. Advantages Of Council Membership Leimberg Information Services

10. Why Does Our Council Want Leimberg?

11. Why Does Our Council Want Leimberg? • 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.

12. Why Does Our Council Want Leimberg? • Unlimited Access To Leimberg Information Services (LISI) • Newsletters Written By: • Natalie Choate • Jonathan Blattmachr • Howard Zaritsky • And Many Others

13. Why Does Our Council Want Leimberg? • Links To Financial Calculator Sites • CCH Financial Calculators • Quicken Financial Calculators • Estate Tax Calculator/Estimator • Savings Bond Calculator • Required Minimum Distribution Calculator • Many Others

14. Why Does Our Council Want Leimberg? • Section 7520 Rates • AFR Rates • Rulings • Cases • Proposed Tax Changes • Up to Date Economic Data

15. Why Does Our Council Want Leimberg? • 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.

16. What Is The Cost? • Sign Up Before May 1 • $16 Per Member • Service Through December • Sign Up Between May 1 & August 31 • $12 Per Member • Service Through December • Sign Up Between September 1 & December 31 • $22 Per Member • Service Through December of following year

17. What Is The Catch? • All Members Of Your Council Must Join. • Yes, Even Those Who Are Still In The 19th Century And Who Have No E-mail Must Be Included • We Bill The Council, Not The Members. Add It To The Dues Next Year.

18. What Do You Have To Do? • 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

19. How Do You Begin? Call Kim Hronek at the NAEPC Office: 866-266-2224

20. Advantages Of Council Membership Accredited Estate Planner Designation

21. NAEPCWho Are We? • 1200 Accredited Estate Planners • Hart Axley , our “Founder” – 1976 • First AEP: Harold Small, CA - 1990 • Third NAEPC Mission: “Advocacy for Councils and Individual Members”

22. What is anAccredited Estate Planner?

23. What Is AnAccredited 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

24. Why Be an Accredited Estate Planner?

25. Why Be An 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

26. Who Is EligibleTo Be An AEP? • Attorneys • Certified Public Accountants • Chartered Life Underwriters (CLU) • Financial Planners (CFP & ChFC) • Certified Trust & Financial Advisors (CTFA)

27. Requirements For All AEP Applicants • Required Credentials within Your Discipline • Minimum Of Five Years Experience in Estate Planning Activities • Presently & Significantly Engaged In “Estate Planning”

28. Requirements For AllAEP Applicants • Member In Good Standing Of Affiliated Local Council • Good Professional Reputation And Character – Professional References • Commitment To NAEPC Code Of Ethics

29. Requirements For AllAEP 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)

30. Three Roads To Secure The AEP Designation • Education and Examination – 5+ Years • Successful Completion of Two Designated Courses Through The American College • Challenge Exams -The American College • Experience Exemption – 15 Years Minimum • Council AEP Nominees

31. American College Education And Examination RequirementsApplicants 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 • “Challenge” The Exams

32. AEP 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

33. Council 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 The Five (5) Disciplines Each Year • Councils Of More Than 100 May Nominate Up To Two (2) AEP Candidates In Each Of The Five (5) Disciplines Each Year

34. Council NominatedAEP Candidates • Simplified Application Process • No Examination Requirements • No Other Professional References Required Outside Of The Council Board

35. NAEPC Promotions ARA Content Articles Articles Prepared By NAEPC For Publication Published In Newspapers Throughout The Country Interviews And Quotes Of NAEPC Officers By National Media

36. NAEPC Membership Discounts Leimberg Information Services (Council Benefit) Wealth Transfer Planning Software CCH Kettley Software Nat’l Center for Family Philanthropy Trust And Estates Magazine Business Week Magazine BEI – Boot Camp for Advisors Civicom & Dial-a-Note Wealth Transfer Planning® Sotfware Konica / Minolta

37. How Does Our Council Begin? Call us: 866-266-2224

38. Come To New Orleans 44th Annual ConferenceNovember 14 – 16, 2007