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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 from him highlighted each the significance of multi-disciplinary collaboration and the necessity for variety, 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 identified with a number of sclerosis. Flying and vacationing turned too tough. So, we tried to squeeze lemonade out of that lemon. Each spring and summer time 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 dwelling with power sickness. Most of our lectures have been to property planning councils. These travels have given me the chance to fulfill and converse 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 change 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 am passionate Concerning the NAEPC mission of a collaborative workforce of multi-disciplinary advisors. I zealously consider that is the one method to attaining the perfect outcomes for our shoppers. From analyzing and lecturing on many malpractice circumstances and defensive practices, I consider {that a} multi-disciplinary workforce 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 consumer’s different advisors within the planning and the implementation of each plan.

Please do not use the excuse “the consumer didn’t need to pay to produce other advisors concerned.” Everyone knows that is simply not cheap and that we would not encourage collaboration if it wasn’t helpful.

Please do not neglect collaboration beneath the misguided assumption that much less collaboration will imply extra management over the consumer and extra enterprise. It will not.

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

IED

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 am grateful for all of the consideration so many NAEPC Councils have proven my spouse and I on our talking excursions every spring and summer time. 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 is merely the proper factor to do. However for every of us individually and for our practices, gaining an understanding about faiths, existence and cultures totally different from ours, expands our horizons and exposes us to new concepts. That can improve our data, facilitate our rising our consumer base, growing the companies we will provide, and make us extra inventive. Whether or not it is by lecturing or writing on these subjects, spending the time to grasp and tailor planning to a selected consumer’s wants, hiring those that add new views to our follow, or different steps, every of us can and will 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 write down 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 shoppers with power sickness, LGBTQ planning, utilizing powers of appointment to deal with wants of Muslim and LGBTQ shoppers and extra.

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

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