Our
mission is to educate, promote, and support financial, legal, and tax
professionals who understand the needs of estate planning, enabling them to work
together
as a team to bring to every client a custom tailored estate plan which is
designed to preserve, protect, and pass on that individual's estate to whom they
want, when they want, and how they want, and that also gives that client the
peace of mind that comes from knowing their estate will be managed during their
lifetime as they have directed even should they become incapacitated. We believe every American adult should have an estate plan that
allows these goals to be accomplished in the most efficient manner available
under the law, and that minimizes costs both now and in the future.
Attorney Jonathan M. Graham
NICEP Dean of Education
Jon is the principal instructor
for both the CEP®
and MCEP®
courses offered through the NICEP. He is an active estate planning attorney and
resides with his wife and children in Plymouth, MA.
In addition to his legal practice, Jon is also a member of the Real Estate Bar
Association, the National Academy of Elder Law Attorneys, and is also an
attorney for the Abts Institute for Asset Preservation. He has a proven track
record as both a practitioner and a teacher in the estate planning arena,
particularly in the use of trusts, elder planning, and corporate and asset
protection strategies. Visit Jon's company website HERE.
CLIENT
COMPLAINT PROCESS
As part of our ongoing promise to provide estate planning proficiency through
our organization of Certified Estate Planners, and to effectively monitor the
use of our CEP®
designation, the NICEP asks that consumers experiencing a serious problem with a
CEP®
file a written complaint with our corporate office at:
NICEP
2125 W. Zartman Rd.
Kokomo,
IN
46902
All properly presented complaints will be reviewed by the NICEP Board of
Directors and resolved appropriately.
Whether you are
a financial professional interested in obtaining the distinctive CEP®
designation, or a consumer interested in getting quality, up to date information
and support in Estate Planning, you’ve come to the right place. NICEP,
its nation wide listing of Certified Estate Planners, affiliate attorneys, and
strategic financial professional affiliates bring together a wealth of
information, experience, and estate planning solutions to the table.
Take your time
to browse our website and introduce yourself to our services. Feel free to
contact our administrative office at the following:
is proud to be one of the leading
educational and support systems for estate planning professionals nationwide.
Our professional designations
CEP®
& MCEP®
are educational credentials that are
widely recognized by broker/dealers,
insurance companies, and many other national and regional estate planning organizations.
