Doane & Doane Attorneys Recognized as Accredited Estate Planner

January 29, 2018

Randell C. Doane and Rebecca G. Doane, Named ACCREDITED ESTATE PLANNER® Designee by the National Association of Estate Planners & Councils.

Randell C. Doane and Rebecca G. Doane are newly certified as an Accredited Estate Planner® (AEP®) designee by the  National Association of Estate Planners & Councils (NAEPC).  Randell is Florida Bar Board Certified in Wills, Trusts, and Estates, and his a partner at the Estate Planning Law firm of Doane and Doane, PA in North Palm Beach.

The Accredited Estate Planner (AEP®) designation is a graduate-level, multi-disciplinary 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 actively practicing attorneys (JD) and Certified Public Accountants (CPA); or those currently designated as a Chartered Life Underwriter® (CLU®); Chartered Financial Consultant® (ChFC®); Certified Financial Planner (CFP®); Chartered Financial Analyst (CFA); Certified Private Wealth Advisor® (CPWA®); Chartered Advisor in Philanthropy® (CAP®); Certified Specialist in Planned Giving (CSPG); or Certified Trust & Financial Advisor (CTFA).

It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.  An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.

The 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 for estate planning.

Disclaimer: The information on this website and blog is for general informational purposes only and is not professional advice. We make no guarantees of accuracy or completeness. We disclaim all liability for errors, omissions, or reliance on this content. Always consult a qualified professional for specific guidance.

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