Volume 29 Issue 3

Book Review: The Fundamentals of Guardianship: What Every Guardian Should Know

By  Rebecca C. Morgan, CAP, Fellow
The Fundamentals of Guardianship book steps into this gap and provides a comprehensive primer for guardians. The book takes a general approach rather than focusing on a specific state’s laws.

Immigrants Plan Ahead in the ICE Age

By  Mónica Silva, Esq., and Janet Barnes, Esq.
U.S. Immigration and Customs Enforcement has increased its efforts to arrest undocumented immigrants. How can undocumented parents plan for the care of their children?

2017 Annual Conference

By  Judith M. Flynn, Esq., and Margot G. Birke, Esq.
With more than 20 educational sessions and seemingly endless networking opportunities, the 2017 Annual Conference was a success!

Featured Member: Hyman G. Darling

By  Brian Mahoney, Esq.
Hy Darling, LLM, CELA, CAP, became NAELA's 30th President on June 1, 2017.

Practice Development/Practice Management Section: Wholesale vs. Retail Marketing

By  Timothy P. Crawford, CELA, CAP, and Leonard E. Mondschein, CELA, CAP
Wholesale marketing is a type of marketing that is based on targeting centers of influence. Retail marketing is a type of marketing that is based on targeting the potential client.

CAPsules: Potential Tax Changes to Watch for Under the Trump Administration

By  Hyman G. Darling, CELA, CAP
The elimination of estate taxes could be on the horizon.

NAELA Aspirational Standards: Building on the Work of the Past

By  Professor Roberta Flowers
The second edition of the NAELA Aspirational Standards is updated to include special needs planning and updated guidance for all practitioners.

Advocacy/Public Policy: Maine Files for Section 1115 Waiver

By  Lauren S. Marinaro, Esq.
Maine's Section 1115 waiver application seeks to blatantly skirt annuity protections for no good demonstration reason.

President's Message: An Invitation to Make a Difference

By  Hyman G. Darling, CELA, CAP
When I was preparing to write this message, I took a moment to look back at the names of NAELA past presidents. I found it humbling to be in the company of these men and women who have dedicated so much of their time and effort to help make the Acade

Call for Board Nominations

By  Catherine Anne Seal, CELA, CAP
As a member of the NAELA Board of Directors, you can make a difference.

Executive Director's Message: Interesting Times

By  Peter G. Wacht, CAE
In June 1966, Robert F. Kennedy gave a speech at the University of Cape Town in South Africa that focused on individual liberty, the need to combat prejudice and discrimination, the desire to protect what he describes as "the sacred rights of western

July/August/September 2017

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