Discipline-Specific Information


ACTEC Trust and Estate Talk

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. ACTEC Trust and Estate Talk is a free weekly podcast series that offers wealth professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.

Past topics have included What Should Attorneys have in their Engagement Letters, State Law Pitfalls, Powers of Appointment, Security of Clients’ Information, and 9100 Relief. You may listen and subscribe to the series through many popular podcast players:

iTunes

Google Play

Stitcher

SoundCloud

Spotify

New podcasts are also announced weekly on LinkedIn, Facebook and Twitter

NAEPC is grateful to The American College of Trust and Estate Counsel for offering this valuable benefit to our members.

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Lawgic, LLC

What is Lawgic Wills & Trusts?

Lawgic Wills & Trusts helps you create high-quality estate planning documents tailored to your clients’ individual needs. Authored by nationally recognized estate planning experts, the program’s patented technology uses a question and answer session to guide you through the drafting process, with up-to-date research and analysis tailored to each question. The combination of the authors’ expertise and Lawgic’s system makes Lawgic the best tool available to assist you in your practice
What is included with my subscription?
Annual subscriptions include product updates, unlimited technical support, individual telephone training, webinar training.
Lawgic includes wills, trusts, advanced healthcare directives and client correspondence.   For a complete list of documents for your state version please visit www.lawgic.com.
NAEPC members are eligible for a 15% discount on their subscription to Lawgic.   To take advantage of this discount, please complete the special NAEPC order form and return to Lawgic via fax or mail.

08/23/12

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The Ultimate Estate Planner, Inc.

The Ultimate Estate Planner, Inc. was formed by nationally renowned estate planning attorney, Philip J. Kavesh, back in 2004.

What initially started as a training for fellow estate planning attorneys and financial advisors has since expanded into a company that provides estate planning professionals of all kinds - - attorneys, CPAs, financial advisors and life insurance agents - - practical, tested and proven technical, practice-building and marketing products. Its products and services are practical and can be quickly and easily implemented into estate planning practices of all levels of experience and expertise.

The Ultimate Estate Planner, Inc. offers a variety of resources to estate planning professionals, including but not limited to:

The Ultimate Estate Planner, Inc. has extended NAEPC members a special 15% discount on its products and services, which can be obtained by logging in to this website.

For more information, log into the Members Only section. 

10/03/16

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Wolters Kluwer Tax & Accounting – CCH Publications

Wolters Kluwer Tax & Accounting offers innovative, integrated and customer-focused solutions that support the workflow of CPAs, corporate tax and accounting departments, and auditors — enabling growth, enhancing productivity and increasing profitability. Expert analysis, authoritative content, high-quality software applications and integrated workflow productivity tools allow professionals to turn information into action.

Through an Association Alliance Program, Wolters Kluwer offers a generous 35% discount on valuable and industry leading research publications. This relationship gives you the necessary tools to expand your professional development, enhance your knowledge and increase your expertise on tax, accounting, financial and estate planning, audit topics and more.

With leading titles in taxation, accounting, estate planning and more, the 100+ CCH Publications offer expert information to help NAEPC members stay on top of industry and market-leading developments. Publications are available in both print and eBook formats.

Fall Association Early Bird 40% Promotion Until September 30th!

TITLE

EST. PUB. DATE

MEDIA ISSUE #

LIST PRICE

DISCOUNT PRICE

U.S. Master Tax Guide® - (2019)

Dec 2018

10028606-0007

$122.00

$73.20

Income Tax Regulations (Winter 2019)

Dec 2018

10031534-0014

$260.00

$156.00

Internal Revenue Code (Winter 2019)

Dec 2018

10031535-0018

$185.00

$111.00

Global Master Tax & Business Guide (2019)

Dec 2018

10040452-0003

$540.00

$324.00

Guidebook to California Taxes (2019)

Dec 2018

10034341-0010

$140.00

$84.00

Guidebook to Florida Taxes (2019)

Nov 2018

10034375-0009

$140.00

$84.00

Guidebook to Illinois Taxes (2019)

Nov 2018

10032952-0009

$140.00

$84.00

Guidebook to Massachusetts Taxes (2019)

Dec 2018

10032949-0009

$140.00

$84.00

Guidebook to Michigan Taxes (2019)

Nov 2018

10032948-0009

$140.00

$84.00

Guidebook to New Jersey Taxes (2019)

Nov 2018

10032693-0011

$140.00

$84.00

Guidebook to New York Taxes (2019)

Dec 2018

10032692-0009

$140.00

$84.00

Guidebook to North Carolina Taxes (2019)

Nov 2018

10034378-0009

$140.00

$84.00

Guidebook to Pennsylvania Taxes (2019)

Dec 2018

10034365-0009

$140.00

$84.00

Guidebook to Texas Taxes (2019)

Dec 2018

10033913-0009

$140.00

$84.00

State Tax Handbook (2019)

Dec 2018

10034384-0010

$140.00

$84

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Zola Creative Media

The Proven Leader in Estate Planning Websites & Marketing

Do you have a website that consistently attracts new clients? Are you effectively driving referrals from your client and colleague base? Are you utilizing state of the art client-centered technology to distinguish your firm from competitors?

Zola Creative Media has helped hundreds of estate planning attorneys build a powerful and highly effective online presence for their firms. Our trifecta of innovative systems is sure to help you increase your exposure, enhance your image and supercharge referrals.

Cutting Edge Attorney Websites: We develop fully customized sites that not only catch the eye but also generate new business and educate website visitors. With professionally written content and interactive site tools, including the Estate Tax Calculator, Seminar Management System, and Integrated Attorney Blog, our sites effectively engage and connect prospective clients with your firm.

LegalVault®: Our revolutionary document storage and exchange system allows your firm to easily and securely store both healthcare and non-healthcare related information for retrieval by clients, advisors, healthcare providers and authorized heirs. With access to their documents 24/7, your firm will always remain on your clients’ minds.

Insight in Motion™:  Our comprehensive legal newsletter and blog content publication and distribution system allows you to easily keep in touch with clients and colleagues. Our expansive library of fully editable articles was developed with estate planning attorneys in mind and features a wide array of articles on wills, trusts, healthcare directives, special needs planning, asset protection, probate, business succession, elder law and so much more. This effective “Top of Mind” marketing tool ensures that your contacts will keep you in mind when a business opportunity arises.

NAEPC members are entitled to receive a 20% discount on all custom website development services through Zola Creative Media.

We invite you to visit our website, www.zolacreative.com to explore these offerings or contact us at 877-269-0076 for a full product demonstration to learn how our experience and user-friendly tools can propel your practice. Simply tell the sales representative that you are with NAEPC to receive this great member benefit.

04/08/16

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