The Lake Michigan Estate Planning Council is an affiliate of the National Association of Estate Planners & Councils (NAEPC).

This relationship, which was reinvigorated in 2020, means that the members of our council are now part of a national network of 275 estate planning councils and their estimated 30,000 multi-disciplinary members who share a common objective – excellence in estate planning.  We encourage you to familiarize yourself with NAEPC by visiting the association’s website.  Please also be on the lookout for “NAEPC News,” NAEPCs newsletter just for council members, which is emailed six times per year.

 

This affiliation provides both our council and its members with exciting benefits.

 

Discounts

NAEPC has a list of approximately 40 Value Partners, organizations that have agreed to provide their subscription or service at a discount especially for NAEPC members.  Take a look today to make sure you aren’t missing out on any discounts!

 

Educational Opportunities

The Annual NAEPC Advanced Estate Planning Strategies Conference features 2 ½ days of nationally-recognized presenters on advanced topics of interest to allied professionals and provides opportunities for attendees to cultivate multi-disciplinary relationships while collaborating on cutting edge ideas and trends.  Member of our council can take advantage of the member rate to attend.

 

The Robert G. Alexander Webinar Series offers online programs that provide subject matter in support of our core value, the multi-disciplinary approach to estate planning.  Webinars can be watched live or at your leisure and can be purchased singly or for the entire year.  Visit our website for more information, including on-demand options and cost-saving series subscriptions.

 

 

 

Publication

The NAEPC Journal of Estate & Tax Planning is a best-in-class library of thought leadership for the estate planning community.  Visit for cutting-edge, multi-disciplinary information for all estate planning professionals and subscribe to receive direct notification of new issues.

 

Looking to set yourself apart from the competition?  Take a look at these NAEPC-provided opportunities…

 

Accredited Estate Planner® (AEP®) Designation

The industry-recognized designation of choice for estate planning professionals, the Accredited Estate Planner® designation signifies dedication to the team concept of estate planning. If you are a credentialed professional 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 is devoting at least a third of your professional time to estate planning and are willing and able to meet stringent qualifications at the time of application and commit to ongoing continuing education and recertification requirements, please learn more about the only graduate-level designation in estate planning – AEP®.

 

Estate Planning Law Specialist (EPLS) Certification offered by the Estate Law Specialist Board, Inc.

The Estate Law Specialist Board, Inc., an ABA-accredited, attorney-run subsidiary of the National Association of Estate Planners & Councils, administers the only national, board certification of an attorney as an Estate Planning Law Specialist (EPLS). Attorneys who become Board-certified under this program demonstrate a high level of professionalism and commitment to the concept of specialization.  Review the program’s requirements and full details about the Estate Planning Law Specialist certification today.

 

 

NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS

1120 Chester Avenue, Suite 470

Cleveland, OH 44114

(866) 226-2224 ∙ naepc.org