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AEP Information Session
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9/16/2019
When: Monday, September 16, 2019
From 12:00 PM - 1:30 PM
Where: Casner & Edwards LLP
303 Congress Street
Boston, Massachusetts  02210
United States
Contact: Melissa Striharsky
(978) 364-5170


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AEP Information Session

 

The Council Outreach Committee invites you to attend this afternoon session to learn more about the qualifications for and many benefits of the Accredited Estate Planner® designation (AEP®), and to speak with members who already have the AEP®.  If you are a recent AEP® designee who would like to learn more about the benefits, the committee welcomes your attendance as well.

Event Description:

The AEP® is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character, and who commit to the team concept of estate planning. Each year BEPC makes recommendations to NAEPC regarding qualified members with at least 15 years of estate planning experience who may qualify for the AEP®.  In addition to BEPC’s own nominations, there are other ways to obtain the AEP® designation, which will be explained at this session.  


Presenters:

Judith A. Saxe, AEP®, CAP®, Managing Director
Judith Saxe is the director of research and education for wealth strategies and a senior wealth strategist at CIBC Private Wealth Management. In this role, she leads firm-wide educational initiatives related to the work of the Wealth Strategies Group, including estate, gift, philanthropic, business succession, fiduciary and legacy planning. She also works collaboratively with clients and their advisors to develop and help implement comprehensive estate plans and guide client families on family, legacy and succession issues, all as part of the firm’s wealth management process. Judith is a member of the firm’s Trust Discretionary Committee. 

Judith has over 25 years of industry experience counseling high net worth individuals, corporate executives, owners of closely held businesses and multinationals on sophisticated estate planning designs and strategies. She joined the firm in 2003 from Ernst & Young LLP, where she was the New England-area director of estate and business succession planning. Previously, Judith practiced law with a specialty in estate planning at major firms in New York City.

Most recently, she served on the board of directors of the National Association of Estate Planning Councils (NAEPC), following an 11-year tenure on the executive committee and board of directors of The Boston Estate Planning Council (BEPC), where she was named as president from 2013-2014. BEPC is one of the nation’s largest and most prestigious interdisciplinary estate planning councils, with over 700 members in the greater Boston community. She continues to be active with these organizations.

Judith earned a Bachelor of Arts with honors from Harvard University and a Juris Doctor from the New York University School of Law. In addition to these degrees, in 2008 she was awarded the Accredited Estate Planner® (AEP®) designation by NAEPC in recognition of both her experience in and her interdisciplinary approach to estate planning, and in 2018, she obtained the Chartered Advisor in Philanthropy (CAP®) designation through the American College of Financial Services.


William D. Kirchick, Partner
William D. Kirchick is a partner in Nutter’s Private Client Department. Owners of closely held businesses, corporate executives, self-employed professionals, and families with inherited wealth frequently engage Bill for counsel in all aspects of in estates, trusts, and business succession planning.

Bill lectures on a wide variety of estate and business planning topics for Massachusetts Continuing Legal Education Inc., the Massachusetts Bar Association, the Boston Bar Association, the Boston Estate Planning Council, and the Federal Tax Institute of New England Inc.

Bill’s leadership outside the firm continues with his involvement in numerous professional organizations, including: American College of Trust and Estate Counsel, Fellow, National Association of Estate Planners & Councils, officer, member of board and Executive Committee, Boston Estate Planning Council, member, Norfolk/Plymouth Estate Planning Council, member, Boston Bar Association Estate Planning Committee and Trusts and Estates Section, member, Massachusetts Bar Association Taxation Section and Probate Section, member, Accredited Estate Planner (AEP) Designation from the National Association of Estate Planners & Councils, Estate Planning and Administration Curriculum Advisory Committee for Massachusetts Continuing Legal Education Inc., former member, The Acorn Foundation; The CJP Disabilities Trust, former trustee, and Boston Estate Planning Council, past president

 

Location:
Casner & Edwards LLP
303 Congress Street
Boston, MA 02210



*Registration Fee: No cost.
*Registration is limited to 30 people.
*Lunch will be served.