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Issue 35 - September, 2020 Issue

Regular Columns and Reports

  • Editor's Note: Estate Planning for 2020 and Beyond
  • Complimentary Education: 57th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference


  • ​The Biden Estate Tax Cliff: Gifting Like it's 2012 All Over Again
  • Note Sale to Grantor Trusts Before the 2020 Election
  • Facing Change: Current Tax and Estate Planning Ideas
  • Time Running Out on Year End Planning
  • Delaware Tax Trap Opens Door to Higher Basis for Trust Assets (and Avoids GST Tax Problems with Non-exempt Indirect Skip Trusts)
  • Estate Planning for Vacation Homes
  • 6th Annual Non-Grantor Trust State Income Tax Chart
  • Post-2020 Tax Policy Possibilities
  • IRS Loses Tax Court Fight Over Private Stock Donation; Donors and Charities Beware

News Nook: A Compendium of Current Affairs

  • Life Insurance as a Charitable Donation: To Gift or Not to Gift?
  • A Few Dollars the IRS Won't Get
  • Emergency Remote Notarization and Witnessing Orders by State
  • 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 
with Pre-Conference Sessions for Estate Planning Council Leaders

November 2 - 5, 2021 - Las Vegas, Nevada

While NAEPC is saddended to have cancelled the 57th Annual Conference scheduled for November 2020, we are looking forward to welcoming everyone back to Las Vegas in 2021.

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