William D. Kirchick, Esq., AEP®
Nutter McClennen & Fish LLP
Boston, Massachusetts

Happy New Year!

Welcome to another issue of the NAEPC Journal of Estate & Tax Planning!

NAEPC is pleased to provide its designees, certificants, affiliated local estate planning councils, and their members with this forum, a centralized and convenient location for best-in-class thought leadership for the estate planning professional. The scholarly articles within allow a professional to stay current on planning ideas and to strengthen his/her awareness of continually changing planning opportunities, while enhancing communication and cultivating a common language between all of the disciplines within the membership.

As the nation’s premier, multi-disciplinary estate planning organization, NAEPC is committed to providing members and friends with timely, pertinent education materials and I believe the NAEPC Journal of Estate & Tax Planning truly supports that pledge. I trust you will find it a compelling read and hope that you will find it useful in gaining knowledge about the latest ideas in sophisticated estate planning techniques to enable you to provide the highest quality of service available to your clients – excellence in estate planning.

Being in the midst of a pandemic, NAEPC has endeavored to provide practitioners with advice on how to engage in practice management remotely. Therefore, you will find a wealth of information and articles in our COVID-19 Resource Library. We hope to display timely articles on the topic in the Journal, as well.

If you have missed any of the past issues, you can find them archived right here on the Journal’s website. If you are not receiving notice of new issues directly, please be sure to subscribe. While you are with us, please take a moment to take a look at information n about upcoming educational conferences and webinars, the Accredited Estate Planner® (AEP®) designation, and Estate Planning Law Specialist certification.

Best wishes for a happy and prosperous new year.