David N. Kass is certified as
an Accredited Estate Planner® (AEP®) by the
National Association of Estate Planners &
Councils. His/her office is _14 Woodland
Road, Roslyn, N.Y. 11576 (516) 627-3136.
DESIGNEE: David, by virtue of the fact he
is a practicing CPA/Attorney, brings an
unusual amount of knowledge and
experience in the areas of income tax law
and estate tax law.
The Accredited Estate Planner® (AEP®)
designation is a graduate level
specialization in estate planning,
obtained in addition to already recognized
professional credentials within the various
disciplines of estate planning. The AEP®
designation is available to attorneys (JD),
Chartered Life Underwriters® (CLU®),
Certified Public Accountants (CPA),
Certified Financial Planners™ (CFP®),
Chartered Financial Consultants® (ChFC®),
and Certified Trust and Financial Advisors (CTFA).
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. An AEP®
designation holder must embrace the team
concept of estate planning and adhere to the
NAEPC Code of Ethics.
The National Association of Estate Planners
& Councils (NAEPC) is a national
organization of professional estate planners
and affiliated local Estate Planning
Councils focused on establishing and
monitoring the highest professional and
educational standards. NAEPC fosters public
awareness of the quality services rendered
by professionals who meet these standards.
NAEPC builds a team approach involving
cross-professional disciplines to better
serve the public’s need in estate planning.
For more information please contact Susan
Austin Carney at the National Association of
Estate Planners & Councils - 1120 Chester
Avenue, Suite 470, Cleveland, Ohio 44114.
The toll-free phone is 866.226.2224. See the
NAEPC Web site at
www.naepc.org.
Please
contact us or call now 516-627-3136.
A brief introductory consultation is
available for a nominal charge. |
