NAEPC Presents Martin M. Shenkman with Lifetime Service Award

On Nov. 17, at its annual convention in Fort Lauderdale, Fla., the Nationwide Affiliation of Property Planners & Councils offered our editorial advisory board member Martin M. Shenkman with the Hartman Axley Lifetime Service Award. His acceptance speech highlighted each the significance of multi-disciplinary collaboration and the necessity for range, fairness and inclusion and the way DEI efforts might help our occupation, our practices and ourselves personally.

Under are some excerpts from that speech:

Thank You to Many Councils

Sixteen years in the past, my spouse Patti was recognized with a number of sclerosis. Flying and vacationing grew to become too tough. So, we tried to squeeze lemonade out of that lemon.  Each spring and summer season my spouse and I, with our pet, journey across the nation by RV lecturing. Our mission has been to construct consciousness of planning for these residing with power sickness. Most of our lectures have been to property planning councils. These travels have given me the chance to fulfill and communicate for scores of smaller councils in smaller cities across the nation. The entire councils have been accommodating to our journey wants and different challenges. They’ve accommodated dates that fluctuate from their regular schedules, discovered parking for our RV or pick-up truck and extra. Thanks to all the numerous councils who’ve been so variety.

Multi-Disciplinary Collaboration

I’m passionate in regards to the NAEPC mission of a collaborative staff of multi-disciplinary advisors. I zealously imagine that’s the one method to reaching the very best outcomes for our purchasers. From analyzing and lecturing on many malpractice instances and defensive practices, I imagine {that a} multi-disciplinary staff of advisors that really collaborates may also scale back the publicity of each adviser. I encourage all of you to make a concerted effort to contain every of a shopper’s different advisors within the planning and the implementation of each plan.

Please don’t use the excuse “the shopper didn’t need to pay to produce other advisors concerned.” Everyone knows that’s simply not affordable and that we wouldn’t encourage collaboration if it wasn’t useful.

Please don’t neglect collaboration underneath the misguided assumption that much less collaboration will imply extra management over the shopper and extra enterprise. It received’t.

All of us, it doesn’t matter what specialty, have to proactively educate purchasers as to how they’ll profit from this collaborative method and demand on it. If all of us ship the identical message to all our purchasers, many extra purchasers will allow and profit from collaboration.


I’ve had the privilege to be concerned on the NAEPC Board and plenty of committees however given the restricted time I’ll solely point out one: DEI.

I’m grateful for all of the consideration so many NAEPC Councils have proven my spouse and I on our talking excursions every spring and summer season. Making lodging for our well being challenges is strictly what DEI is about.

All of us have a accountability to open NAEPC, our respective professions, and our practices, to everybody. It’s merely the fitting factor to do. However for every of us individually and for our practices, gaining an understanding about faiths, existence and cultures completely different than ours, expands our horizons and exposes us to new concepts. That can improve our information, facilitate our rising our shopper base, rising the providers we are able to supply, and make us extra artistic. Whether or not it’s by lecturing or writing on these subjects, spending the time to grasp and tailor planning to a specific shopper’s wants, hiring those that add new views to our follow, or different steps, every of us can and may discover ways in which we’re comfy taking part on this endeavor.

These steps will profit not solely society, our practices, however every of us individually.

I’ve had the chance to put in writing and lecture on property planning for a large number of faiths: Christian, Catholic, Jap Orthodox, Islam, Judaism, Hinduism, Baha’i, Scientology, Latter Day Saints and others. I’ve written and lectured on human features of property planning, planning for purchasers with power sickness, LGBTQ planning, utilizing powers of appointment to handle wants of Muslim and LGBTQ purchasers and extra. 

A easy step we are able to take is so as to add these subjects to the presentation agendas of our Councils.

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