Kathleen J. Belmonte, CTFA, AEP
Sabal Trust Company
Tampa, Florida

Happy New Year!

Welcome to another issue of the NAEPC Journal of Estate & Tax Planning. We are pleased to assist our affiliated local estate planning councils and their members by providing a forum to maintain and strengthen their cutting-edge awareness of the continually changing and expanding opportunities and to enhance communication and development of a common language between all the disciplines represented by members of local councils.

The NAEPC is the nation’s premier, multi-disciplinary planning organization and through The NAEPC Foundationwe are committed to providing estate planning professionals with timely, pertinent education materials that will be useful to all members of our affiliated local estate planning councils, as well as individual members who are located in areas where local council membership is not available.

We trust that you will find the NAEPC Journal 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.

If you have missed any of our past issues, you can find them archived on our website, where you will also find information about our upcoming conferences, along with requirements to apply for the designations of Accredited Estate Planner(AEP) and Estate Planning Law Specialist.

Best wishes for a happy and prosperous new year.