The Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
Fees
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during the calendar year for one discounted fee.
| Individual | Series | Type |
|---|---|---|
| $40 | $280 ($360 value) | Accredited Estate Planner® designee or Estate Planning Law Specialist certificant |
| $40 | $280 ($360 value) | Student (available to a student who is enrolled either full or part time in an undergraduate or graduate program, majoring in the disciplines of legal, accounting, trust, insurance/financial planning, or philanthropy) |
| $60 | $420 ($540 value) | Member of an affiliated local estate planning council or at-large member of NAEPC |
| $100 | $700 ($900 value) | Non-member |
| $250 | $1,125 ($2,250 value) | Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together) Additional feeds available for $25 per feed per webinar by contacting us after the initial registration. |
To Register
- Individual Program: Click on "register here" on the page associated with the program you will be attending live or on-demand.
- Series Subscription: REGISTER FOR THE SERIES. We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.
For Our Councils
NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program links and accompanying materials.
Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.
*NAEPC will provide a website link and password to the recorded version of each webinar you choose, which can be used to show the program to council members and guests who have gathered together in person or on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded program.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit.
Event Conduct Policy
By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.
Questions
Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.
Next Program
Wednesday, May 1, 2024 12:00pm - 1:00pm ET
Mary Vandenack, JD, ACTEC, COLPM, CAP®, AEP® (Distinguished)
Join us for this complimentary webinar co-hosted with the National Association of Insurance and Financial Advisors. Please note the special date and time.
Program Overview:
This webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effectively coordinate financial assets can assure that value is maximized and asset protection is enhanced. The webinar will review strategies to coordinate estate planning with various types of financial assets, including investments, real estate, retirement accounts, insurance, and other assets. We will discuss how to align financial assets with estate planning objectives.
Learning Objectives:
- Clarify estate planning essentials: Revocable Trust, Will, Powers of Attorney
- Review various financial assets and how different types of assets are best coordinated with an estate plan
- Identify techniques to ensure effective coordination of financial assets
- Identify tax considerations related to coordinating financial assets and estate planning
Mary Vandenack, JD, ACTEC, COLPM®, CAP®, AEP® (Distinguished) is Managing Member, Omaha Office of Duggan Bertsch. She brings significant experience from multiple disciplines to provide integrated tax, business, real estate, financial assets, asset protection, philanthropic and trust and estate counsel to her clients.
Mary is passionate about her clients and their specific objectives and challenges. Mary routinely advises business owners on the issues related to starting, growing and selling their business as well as personal tax, estate and legacy planning. Mary has been named to the NAEPC Estate Planning Hall of Fame recognizing her efforts in serving clients as well as supporting her profession.
Mary founded and hosts the podcast, Legal Visionaries, which covers tax, estate planning, and business topics as well as law firm leadership, technology and wellness. Mary is an innovator in the integration of technology into the practice of law. Mary won the American Bar Association James I. Keane Award, and has been inducted into Women of Legal Tech.
Mary is a frequent writer and speaker on family wealth transfer planning, business succession and exit planning, asset protection planning, estate and gift taxes and philanthropy. She is a commentator for Leimberg Services, a nationally recognized publication in the area of tax, trusts and estates, benefits, and asset protection planning. Mary regularly speaks nationwide.
Register through the National Association of Insurance and Financial Advisors website by clicking the "Register Now" button below. If you are not a NAIFA member choose "Continue as a Guest" when registering.
Thank you to the National Assocation of Insurance and Financial Advisors for co-hosting this webinar with NAEPC.
Upcoming Programs
Wednesday, May 8, 2024 3:00pm - 4:00pm ET
Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next
Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®
Join us for an enlightening webinar featuring renowned retirement income expert and IncomeLab board member, Jamie Hopkins, as he delves into the cutting-edge concept of adaptive-based retirement income planning. In an era of evolving financial landscapes, technological enhancements, and uncertain market conditions, traditional retirement income strategies like the 4% distribution strategy may no longer suffice. In fact, most of our planning today is too binary, focused on success and failure rates that miss the whole point and behavioral aspects of generating real world retirement income for clients. Jamie will shed light on the benefits of embracing adaptability in your retirement income planning, allowing you to navigate the complexities of today's financial world with confidence and resilience. Learn how to tailor your retirement income to your client's unique circumstances, effectively managing risks and optimizing an adaptive guardrail based retirement income approach to deliver a more sustainable retirement income plan. Don't miss this opportunity to gain invaluable insights from a leading authority in the field and enhance your financial future. Join us for this webinar and embark on a path towards a more secure and adaptive retirement.
Learning Objectives:
Understand how to assess clients' evolving financial needs and risk tolerance, enabling advisors to tailor adaptive-based retirement income plans that align with individual goals and circumstances.- Learn how to effectively incorporate dynamic asset allocation strategies within retirement income planning, enhancing the ability to adapt to changing market conditions and optimize portfolio performance.
- Gain insights into advanced withdrawal strategies, such as the Guardrail Strategy and the Spend Safely in Retirement Strategy, to provide clients with more flexible and resilient income solutions.
- Discover how to leverage technology and digital tools for real-time monitoring and adjustment of retirement income plans, ensuring ongoing alignment with clients' evolving objectives.
- Grasp the key principles of tax-efficient retirement income planning, including strategies for minimizing tax burdens while maximizing after-tax retirement income, to provide clients with more tax-efficient retirement solutions.
Jamie P. Hopkins is the SVP and Director of Private Wealth Management. He has extensive wealth management experience, bringing innovative thinking, transformative leadership, and a strong reputation for fostering Client relationships.
In his role, Jamie leads and grows Bryn Mawr Trust’s private wealth management business and helps shape the thought leadership around planning in the profession. Prior to joining Bryn Mawr Trust, Hopkins served as a Managing Partner at Carson Group.
Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate. Hopkins earned a master’s degree in financial planning from The American College of Financial Services and a master’s degree in business administration from Villanova University.
A Wall Street Journal best-selling author, educator and executive speaker, Hopkins serves on numerous advisory boards around the financial services industry, including the fintech company Income Lab, and formerly as a national trustee member of NAIFA. Jamie is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation and was named as a top-10 Investopedia 100 Top Financial Advisor for 2023.
REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.
Monday, May 20, 2024 12:00pm - 1:00pm ET
Jamie L. Mendelsohn, EVP and Jon B. Mendelsohn, CEO
Join our expert panel for a 30-minute (+ Q&A) discussion as we uncover key strategies and blind spots that planners can address when guiding clients through valuing life insurance and the life settlement process. We will cover frequently asked questions and everyday planning scenarios. If you’d like a specific question addressed during the discussion, please email your question to jamie@ashargroup.com.
Once the original need for life insurance has passed, life events trigger a need for updated planning and cash flow requirements. Don’t miss the opportunity for your clients to make an informed decision about what to do with their life insurance when they no longer want to pay anymore premiums. Avoid losing 6 -7 figures of immediate liquidity by unintentionally canceling a policy for less than it’s worth.
Whether you’re new to life settlements or seeking to refine your strategies, this webinar ensures you’re well-prepared to navigate the evolving landscape of life settlements with confidence.
Jamie L. Mendelsohn is the Executive Vice President of Ashar Group - a family-owned business with a national footprint. Since 2003, they have focused solely on the life settlement and life insurance policy valuation market. Ashar Group partners with financial professionals, fiduciaries, broker-dealers, and institutions serving as an independent advanced planning resource in the secondary market for life insurance.
Throughout her tenure at Ashar Group, Jamie has earned the reputation of a determined client advocate. She is the go-to resource for advanced planners and fiduciaries who integrate life insurance policy valuation into their planning process. If the decision is made to sell the policy as a life settlement, she negotiates with licensed buyers on behalf of their clients. Jamie speaks nationally at financial services conferences and estate planning councils providing continuing education for both financial and insurance professionals.
Jamie earned her bachelor’s and master’s degrees from the University of Florida, where she was a member of the Alpha Delta Pi sorority.
She is a proud member of Women in Insurance and Financial Services. Jamie dedicates much of her time and energy to the Crohn’s and Colitis Foundation, where she serves on the board and mentors patients and families. Jamie resides in Orlando, FL, and enjoys reading, traveling, and spending time with family and friends.
Jon is an influential member of the industry, serving as an advocate for best practices and transparency. He sites on the boards and committees for multiple insurance and financial services organizations, focusing on protecting the best interests of those Ashar serves.
Jon earned his bachelor's and master's degrees from the University of Florida. He enjoys playing tennis, soccer, bad golf, and spendingtime with his wife, daughters, and two dogs. Ashar Group supports the Crohn’s and Colitis Foundation and the Head Neck Cancer Alliance. These causes truly picked Ashar as they support family and friends living with these challenges each day.
REGISTER HERE for this complimentary webinar.
Wednesday, June 12, 2024 3:00pm - 4:00pm ET
Deathbed Income Tax and Transfer Tax Planning Opportunities
Aejaz A. Dar, JD and Ellis Pretlow, JD
According to Benjamin Franklin’s maxim, the two certainties in life are death and taxes. Although the former cannot be avoided, it is possible to mitigate the latter, even when the client is on his or her deathbed. This presentation will discuss practical techniques that can be utilized in the final days of a client’s life to take advantage of income tax and transfer tax planning opportunities despite the client’s impending mortality. Using a checklist format, the presenters will focus on the issues attorneys face in this crucial time of a client’s life and how best to prepare for death from a tax planning perspective.
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Aejaz A. Dar is a partner at Yates Campbell LLP, which is a boutique trusts and estates law firm located in Fairfax, Virginia. He concentrates his practice on estate planning and estate and trust administration matters. He received his B.A. from the University of Michigan and his J.D. from NYU School of Law.
Ms. Pretlow is Senior Vice President and Senior Estate Administrator at Bessemer Trust. In this role, she is responsible for managing estates for which Bessemer serves as executor or personal representative.
Prior to joining Bessemer, Ellis was a partner at Kaufman & Canoles, P.C. in Norfolk, VA, in the Estate, Trust, and Wealth Transfer Practice Group. She is a member of the Virginia Bar Association’s Wills, Trusts, and Estates Section and its Legislative Committee, as well as a member of the Board of Directors of the Hampton Roads Estate Planning Council. Ellis earned a J.D., magna cum laude, from the Washington and Lee University School of Law and a B.A. from the University of Virginia.
REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.
Wednesday, July 10, 2024 3:00pm - 4:00pm ET
Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation)
The objective of this program is to provide attendees with the tools necessary to identify common estate planning problems and opportunities for international clients with US connections. The program will consist of two parts.
The first part of the program will review the rules for (1) classifying US and non-US individuals for estate planning purposes and (2) identifying US investments or activities that can create US tax, reporting and probate exposure for non-US individuals. This part of the program is intended to provide beginner and intermediate participants with tools for proactive issue-spotting.
The second part of the program will illustrate common estate planning pitfalls and opportunities for international families within the framework of several case studies, including (1) international families with a family member moving to the United States temporarily (for example, as a student) or permanently (for example, marrying a US person), and (2) international families with US real estate or portfolio investments. This part of the program will highlight planning opportunities and techniques that are better suited for intermediate participants.
Ed acts as legal counsel to individuals, fiduciaries, and closely held businesses on a broad range of matters related to tax optimization and succession planning, with a primary focus on the design of tax-efficient ownership and transaction structures and the development of thoughtful mechanisms for the succession of ownership and control through transition events. A significant element of Ed’s practice consists of advising on cross-border matters. He often works with taxpayers managing changes of residency, including not only pre-immigration and expatriation planning for the United States, but also changes of residency and domicile between U.S. jurisdictions. Advising cross-border families and businesses is also an important part of Ed’s practice, and many of his engagements involve coordination with advisors in multiple jurisdictions to help clients manage tax, reporting and succession issues both in the United States and in the jurisdictions where assets or stakeholders reside. Ed also often works with fiduciaries and beneficiaries of foreign trusts and foundations managing U.S. tax and reporting considerations.
REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.
Wednesday, August 14, 2024 3:00pm - 4:00pm ET
Elizabeth Forspan, Esq.
REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.
Wednesday, September 11, 2024 3:00pm - 4:00pm ET
Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
Many prospective retirees hope to own two residences during their retirement. Whether because of weather, family, or adventure, they look forward to breaking up each year by living in two or more locations. They want to be “snowbirds”.
There are a number of tax and financial considerations that must be addressed in order to make this retirement arrangement work, from equity financing to establishing legal domicile, and from managing household expenses to multi-jurisdiction estate planning. This presentation examines the key financial considerations to address as part of owning multiple residences in retirement.
Steve Parrish is the Co-Director of the Center for Retirement Income at The American College of Financial Services, where he also serves as an Adjunct Professor of Advanced Planning. He was also recently an Adjunct Professor of Estate Planning and Interim Director of the Compliance and Risk Management at Drake University Law School. With over 40 years’ experience as an attorney and financial planner, Parrish frequently addresses the financial challenges of individuals, business owners and executives nationwide.
REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.
Wednesday, October 9, 2024 3:00pm - 4:00pm ET
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.
Wednesday, December 11, 2024 3:00pm - 4:00pm ET
TBD
REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.
Archived/On-Demand Programs
Missed a live program? Not to worry! Archives of all programs are available. The fee to participate is the same as the live feed unless otherwise noted. If you registered for and attended a specific program, and would like replay access, please contact NAEPC at webinars@naepc.org.
Individuals and other groups are welcome to register for any program during the 2024 year HERE.
- The Benefits of Integrating Personal Insurance into Estate Planning - Linda Bourn & Steven Kent
- Complimentary webinar offered by MIDEO - Patient Safety Concerns with Living Wills & Advance Directives - Ferdinando L. Mirarchi, DO, FAAEM, FACEP (View the recording of this program HERE.)
- The Fiduciary Era for Life Insurance - Steven S. Zeiger
- Complimentary webinar (30-minutes) offered by Ashar Group - Life Insurance Valuations Support Client Conversations During Tax Season - Jamie L. Mendelsohn (View the recording of this program HERE.)
- Complimentary webinar offered by MIDEO - Flip A Coin...Does your Living Will Protect or Harm You? - Ferdinando L. Mirarchi, DO, FAAEM, FACEP (View the recording of this program HERE.)
- The Practical Use of AI in Estate Planning - Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imann Moughal, JD, and Sheryl Rowling, CPA/PFS
Interested in obtaining an archive of the following programs, all hosted during calendar year 2023, please click HERE.
- Complimentary webinar offered by MLG Capital - Solutions for Transitioning Real Estate Wealth and Important Tax Structuring Considerations - Billy Fox, SVP and Rick Reuter, Controller, SVP (View the recording of this program HERE.)
- International Tax Concerns for High Net Worth Individuals - Chaya Siegfried, CPA, MST
- Complimentary webinar (30 minutes) offered by Ashar Group - Q&A With a Life Settlement Expert: Common Questions Your Client Will Ask - Jamie L. Mendelsohn (View the recording of this program HERE.)
- Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith - Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)
- What's Trending in Charitable Planning - Tips for Advisors on Need to Know Strategies - Paul M. Caspersen, CFP®, MS (Financial Planning and Taxation), AEP®, Thomas M. Griffith, ChFC®, CAP®, AEP®, and Ginger F. Mlakar, JD, CPA, AEP®
- Corporate Transparency Act and Common Law Trusts - Jocelyn Margolin Borowsky, JD, LL.M. (taxation) and Elizabeth King, JD, LL.M.
- A Family Story, Cultural Competency, and Planned Giving: What Every Advisor Should Know - Aquanetta J. Betts, JD, CAP®, AEP®, CFRE
- It's Hard Getting Old: Helping Clients Keep Control of Their Lives and Money - Louis W. Pierro and Peter J. Strauss
- Complimentary webinar co-hosted with the Society of Financial Service Professionals: Succession Planning and Selling Family and Closely Held Businesses - James S. Aussem, JD, AEP® (Distinguished)(View the recording of this program HERE.)
- The Elegant Divorce - Lisa M. Cukier, JD
- Your Clients Want a KISS Plan, but the IRS May Have the Last Dance-Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax - Miriam Wogan Henry
- Powerful Trust Laws to Combat Future Uncertainties - Al W. King, III, J.D., LL.M., AEP®, TEP
- Coming Attractions: 2023 IRS Civil and Criminal Tax Enforcement Priorities - Caroline D. Ciraolo and John D. (Don) Fort
- Estate Planning Paralysis: Getting Your Clients to Act in 2023 - Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®
Interested in obtaining an archive of the following programs, all hosted during calendar year 2022, please click HERE.
- Special Needs Planning: What Estate Planning Practitioners Should Know - Elizabeth Forspan, Esq.
- Family Matters: How Business-Owning Families Can Work Together for a Unified Future - Claudia B. Sangster
- Spousal Trusts: Opportunities and Pitfalls - Matthew G. Brown, J.D.
- Current Issues in Estate and Gift Tax Audits and Litigation - John W. Porter, B.B.A., J.D., AEP® (Distinguished)
- An Overview of Planning and Issue-Spotting for Multinational Individuals and Families - Alexander A. Bove, Jr., Esq. and Karen L. Witherell, Esq.
- Complimentary webinar co-hosted with the Society of Financial Service Professionals: Rewirement: Rewiring The Way You Think About Retirement - Jamie Hopkins, Esq., MBA, LL.M., CFP®, ChFC®, CLU®, RICP® (View the recording of this program HERE.)
- Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency - Abigail Earthman, JD, LL.M.
- Do's and Don'ts of Estate Planning for Millennials - Christine S. Wakeman, JD
- Ten Ways to Protect Your Client's Digital Assets - Betsy L. Ehrenberg
- Hot Topics in Estate Planning (Finding Gems in the Ashes of the Dumpster Fire) - Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
- Introducing the In Marriage QDRO® - A Brand New Option - Marcus T. Foote, JD and Stephanie N. Prestridge, JD
- After All That - Lifetime Transfers That Still Work - Louis A. Mezzullo, JD, AEP® (Distinguished)
To obtain an archive of the following pre-2022 programs, please email the national office or phone 866-226-2224, making sure to include the specific webinar you wish to purchase.
- Estate Planning for Modern Families: Planning for Diversity and Flexibility - Wendy S. Goffe, JD, AEP® (Distinguished) and Kim Kamin, JD, AEP®
- Social Security Considerations in Estate Planning - Sophia Duffy, JD, CPA, and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
- The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective - Natalia C. Wilson, JD
- Planning for Business Owners and Trusts in Light of Changing Income Tax Rates - Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished)
- Income Tax Planning for Real Estate Using Estate Planning Techniques - Jerome M. Hesch, MBA, JD, AEP® (Distinguished)
- 2021 Income Tax Planning Strategies including IRA Strategies - Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA®
- Tax-Smart Charitable Giving, Especially with Retirement Assets - Christopher R. Hoyt, JD, AEP® (Distinguished)
- 529 Planning: Happy 25th Birthday - Susan T. Bart, JD
- Well-Being Trusts - the Future of Imbuing Trusts with Positivity, Meaning and Purpose - Richard S. Franklin, JD, LL.M. and Raymond C. Odom, JD, CFP®
- Complimentary webinar co-hosted with the Society of Financial Service Professionals: Methods to Fund Buy-Sell Agreements - James S. Aussem, JD, AEP® (View the recording of this program HERE.)
- The Future Client and the Future Advisor - George Nichols III, President & CEO, The American College of Financial Services and Dien Yuen, JD, LL.M. (International Law), CAP®, AEP®
- Post-Election Estate Planning: The Tsunami Continues to Roll In - Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
- Growing your Business and Network in a Virtual World: A "Back to Basics" Multidisciplinary Panel Discussion - Moderator: Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) Panelists: Dean DeLisle, Founder and CEO, Forward Progress; Thomas M. Forrest, TO, AEP® (Distinguished); Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS; Ginger F. Mlakar, JD, CPA, AEP®; Gregory E. Sellers, CPA, AEP®
- Virtual Shift: How to Work Online with Meetings, Webinars and More - Dean DeLisle, Founder and CEO, Forward Progress, Inc.
- Planning for International Families in a time of COVID-19 - Joseph A. Field, Senior Counsel
- Zen and the Art of Trust Modification - Susan T. Bart, JD
- Creative Ways to Fund Business Owner Retirement - Vincent M. D'Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)
- What Estate Planning Professionals Need to Know About Cybersecurity in the Era of COVID-19 - Justin Joy, JD, CIPP/US, CIPT
- Planning Team Revenue Opportunities Generated by New Tax Law - Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)
- Remote Signing, Witnessing, and Notarization of Estate Planning Documents: Is the Future Here? - Timothy S. Reiniger, Esq.
- Collaboration Matters: Working Together to Produce Extraordinary Results - Albert E. Gibbons, CLU®, ChFC®, AEP®
- The Ethical Considerations of NY State DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used in the Life Insurance Decision Process: A Program for All Fiduciary Professionals - Steven S. Zeiger, CEBS, TEP
- Charitable Giving and Tax Planning Strategies in the TCJA Era - Patrick J. Saccogna, JD, LL.M. (taxation), CPA (inactive), AEP®
- Basis Step-Up Strategies in Light of Portability and Tax Law Changes - Steven B. Gorin, JD, CPA, AEP®
- Complimentary Sponsored Webinar: Life Settlement Legal and Ethical Responsibility - Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV (Download the recording of this program HERE after contacting NAEPC for the password.)
- The NEW Reverse Mortgage - 5 Ways Housing Wealth is Changing the Estate Planning Conversation - Don Graves, RICP®, CLTC® CSA
- The Effect of Longevity on Your Life Priorities - Cynthia L. Hutchins, CRPC, CIMA
- Elder Law and Special Needs Planning - Bernard A. Krooks, JD, CPA, LL.M.(taxation), CELA, AEP® (Distinguished)
- Growing Your Firm's Revenue using the Non-Grantor Trust State Income Tax Chart - Steven J. Oshins, Esq., AEP® (Distinguished)
- Technology in Your Estate Planning Practice - Martin M. Shenkman, CPA, MBA, JD, PFS, AEP® (Distinguished)
- Attorney-Client Privilege in a Team Environment - Kim Kamin, JD, AEP® and David Blickenstaff, JD
- Leaving a Lasting Legacy - Eric Weiner, Ph.D.
- The Generational Solution - Leonard Renier
- Qualified Opportunity Zones - Marc L. Schultz, Esq.
- Business Clients Succession Planning - Peter J. Merrick, FMA, CFP®, TEP, FCSI, DTM
- Complimentary Sponsored Webinar: Life Settlement Case Studies and How to Protect Client Best Interests - Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV (View the recording of this program HERE after contacting NAEPC for the password.)
- Working Well with Widows - Kathleen M. Rehl, Ph.D., CFP®, CeFT®
- Incorporating Long-Term Care, Longevity Annuities, and Investment Risk Into A Retirement Income Plan - Jamie P. Hopkins, JD, MBA, LLM, CFP®
- New Developments in Charitable Giving - Lawrence P. Katzenstein, Atty., AEP® (Distinguished)
- Complimentary Sponsored Webinar: Longevity Changes Everything When it Comes to Life Insurance Valuation - Jon B. Mendelsohn, CEO and Co-Founder of the Ashar Group/Ashar SMV - Click to watch
- Non-Tax Developments of Interest to Estate Planners: An Overview of Recent Cases of Significance for all Estate Planning Professionals - Jeffrey N. Pennell, JD
- High Tax Free Compounded Returns: The Keys to Building Wealth and Accomplishing Significant Financial Planning - Jonathan G. Blattmachr, Esq., AEP® (Distinguished) and Jeff Glickman
- S.A.V.E. Yourself: How to survive the most horrific episodes of life (not your typical estate planning topic) - Chad Sheehan, Siouxland law enforcement veteran
- The Top 20 Insurance Planning Mistakes - How to Avoid or At Least Fix Them - Lawrence Brody, JD, LL.M., AEP® (Distinguished)
- Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change - Joshua S. Rubenstein, JD, AEP® (Distinguished)
- What the Estate Planner Needs to Know about Roth Retirement Plans - Natalie B. Choate, Esq., AEP® (Distinguished)
- Philanthropic Times, They are a Changing - Betsy Brill, MBA; Laura Malone, CAP®, CEPA; Jennifer Klein Strauss, JD
- Professional Collaboration: The Rock Star vs. the Whole Band - Heidi K. Gardner, PhD
- Major and Blended Gifts - A. Charles Schultz, JD, AEP® (Distinguished)
- Complimentary Sponsored Webinar: Sold a Dream, Woke Up in a Nightmare: Educating Your Clients about a Timeshare's True Costs - Chuck McDowell, President and CEO of Wesley Financial Group - Click to watch
- Post-Mortem Estate Planning - Jeremiah W. Doyle, JD, LL.M. (banking law), AEP® (Distinguished)
- DOL Fiduciary: When They're Running You Out of Town - Get at the Head of the Line and Make it Look Like a Parade! - Kim O'Brien, MBA; Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
- Powers of Appointment, Turney P. Berry, JD, AEP® (Distinguished)
- Negative Basis Partnership Freeze, Jerome M. Hesch, MBA, JD, AEP® (Distinguished)
- Valuation Issues in Estate Planning, David P. Adams, CPA, ABV, ASA
- Effective Estate Planning for Diminished Capacity: Can You Really Avoid a Guardianship?, Diana S.C. Zeydel, JD, LL.M., AEP® (Distinguished)
- A Potpourri of Planning Ideas with Life Insurance, Lee J. Slavutin, MD, CLU®, AEP® (Distinguished)
- Meet the Rileys: Can this Case be Closed?, Philip Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP®
- Estate Planning Through an Asset Protection Lens - It's Not Just Self-Settled Trusts, Gideon Rothschild, JD, CPA, AEP® (Distinguished)
- The Perfect Modern Trust Including Income Tax Sheltering Opportunities, Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished)
- Integrating Asset Protection Planning Into Your Estate Planning Practice, Douglass S. Lodmell, JD, LL.M., Managing Partner & Co-Founder, Lodmell & Lodmell, P.C.
- A December Guide to the Trump Tax Act: Where We Stand and New Planning Opportunities, Steven J. Oshins, JD, AEP® (Distinguished)
- A Year in Review: An Estate Planners Perspective - Howard M. Zaritsky, JD, LL.M., AEP® (Distinguished) & John O'Grady
- Business Succession Planning - Louis A. Mezzullo, JD, AEP® (Distinguished)
- Life Insurance as an Asset Class - Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
- Grantor Trusts - Third Party and Grantor Debt: What Are the Effects During Life and At and After Death? - Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
- Pulling a Rabbit Out of the GRAT Hat: Some of the Most Creative Structural GRAT Planning Ideas We See Out There - S. Stacy Eastland, JD, AEP® (Distinguished)
- Secondary Planning for Charitable Remainder Trusts (CRTs) - Evan D. Unzelman, President, Sterling Foundation Management, LLC
- Tax and Estate Planning for Divorce - Carlyn McCaffrey, LL.B., LL.M., AEP® (Distinguished)
- Income Tax Deductions for Charitable Bequests of IRD - Christopher R. Hoyt, JD, AEP® (Distinguished)
- Tricky GST Issues - David A. Handler, JD, AEP® (Distinguished)
- Top Ten Estate Planning and Estate Tax Developments of 2016 - Ronald D. Aucutt, JD, AEP® (Distinguished)
- Life Insurance Policy Valuation: At Best an Art, Not a Science Lawrence Brody, JD, LL.M., AEP® (Distinguished)
- Sophisticated Drafting and Administration Issues for Special Needs Trusts Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished)
- Basis Planning John J. Scroggin, JD, LL.M., AEP®
- Decanting an Irrevocable Trust: The Ultimate Do-Over Steven J. Oshins , JD, AEP® (Distinguished)
- Sophisticated Transfer Planning Strategies for Business Owners Diana S.C. Zeydel, JD, LL.M.
- Your Clients May Not Be Cyborgs But You Still Must Plan for Their Digital Assets Gerry W. Beyer, JD, LL.M., JSD, AEP® (Distinguished) Nominee
- Financed Life Insurance with Exit Strategies Michael W. Halloran, CFP®, CLU®, ChFC®, AEP® (Distinguished)
- Subchapter J (Income Tax of Trusts and Estates) - The Forgotten Tax Jeffrey N. Pennell, JD
- Estate and Asset Protection Planning for Retirement Benefits Edwin P. Morrow III, JD, LL.M. (tax), MBA, CFP®, RFC
- 2014 Planning With 99 Year GRATs, 33 Year CLATs, and UPSPATS that are Ready To Go! Turney P. Berry, JD, AEP®
- Avoiding the Twilight Zone of Estate Administration M. Holly Isdale, JD
- Charitable Strategies to Help Create and Protect Legacy Laura Malone, CAP®, CEPA
- Family Investment Partnerships: Structure, Design, Issues & Problems (Beyond the Valuation Discount) Paul S. Lee, JD, LL.M., AEP® (Distinguished)
- Increasing Client Receptivity from The Right Side of the Table Todd Fithian
- The ATRA-Math: Estate Planning After the American Taxpayer Relief Act of 2012 Thomas J. Pauloski, JD
- Perspectives on the Future of Estate Planning as a Profession Lawrence Brody, JD, LL.M., AEP® (Distinguished) , Stuart Kessler, CPA/PFS, JD, LL.M., AEP® (Distinguished) & Jeffrey N. Pennell, JD
- Special Needs Trusts, What Every Estate Planner Needs to Know Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP®
- The Changing Landscape of Planning for Gay and Lesbian Couples: Opportunities (and Risks) Post-DOMA Erica Nadeau, CPA & Scott E. Squillace, Esq.
- The Hybrid Domestic Asset Protection Trust: a Third-Party Trust That Can Turn Into a Self-Settled Trust Steven J. Oshins , JD, AEP® (Distinguished)
- How Collaborative Teams Work and Why They Are Essential For High Net Worth Clients Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
- 2014 Heckerling Institute Highlights Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
- Cognitive Errors in Group Decision Making Nancy B. Rapoport
- In-home, Private-duty Care is on the Rise: Understanding the Impact of New Legislation and How to Help Clients with Employment Risks & Responsibilities Tom Breedlove / Care.com (No fee to participate)
- Case Studies on In-Home Care: Important Information for Your Clients presented by Care.com Tom Breedlove / Care.com (No fee to participate)
- Financial Reform: Impact on Your Merchant Account sponsored by LawPay® Janelle Benefield / LawPay® (No fee to participate)
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