NAEPC Webinars:

Thursday, October 1, 2020 at 2:00pm - 3:00pm ET - Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation

Source: The Robert G. Alexander Webinar Series

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The pandemic forced us to face ourselves and reorganize our lives in a way that could not have been anticipated or imagined. Divorce rates, alcohol sales, suicide rates, and philanthropic donations skyrocketed during this time. Families sheltered in place who before traveled freely and independently throughout the world. 

This timely webinar will educate estate planners on pandemic statistics impacting family dynamics—and assist trusted advisors as they help families embrace their new normal, moving into their future and creating a comprehensive Family Wealth Plan in a pandemic era. 
Attend this webinar to learn:

  • Discovery questions which will help you gauge how family dynamics, values, and guiding principles shifted during the pandemic, which can be used to facilitate an improved family succession plan.
  • To identify how strengths and deficits of each family member came to light during this time period and how to utilize this information to provide guidance on how to evolve and bolster current family mission and purpose statements and determine the best role of each family member in the family governance structure. 
  • How time, work, travel, and sharing space changed during this time period and to how deliver a structure that offers families a way to keep family knowledge, wealth, and values flowing for generations and that fits into their new way of living before, and when, a vaccine is available.

Sponsored by

National Association of Estate Planners & Councils and the Accredited Estate Planner® (AEP®) designation

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Amanda Koplin, LPC
Amanda Koplin, LPC
Founder & CEO
Koplin Consulting

Amanda Koplin, LPC is a mental health entrepreneur and thought leader who creates innovative solutions to fill gaps in the mental healthcare system. In 2016 she sold her first business, a mental health urgent care clinic, to create Koplin Consulting, a nationwide concierge behavioral health treatment team service. Amanda is passionate about helping people achieve mental wellness and creating sustainable support systems and solutions which integrate seamlessly into real life. She is a speaker and a nationally sought after consultant who specializes in creating unique treatment plans and recommendations for individuals struggling with psychological concerns such as addictions, eating disorders, lack of motivation, and other issues impacting mental wellness. She is particularly adept at involving trusted advisors and family members to create the greatest impact.

Thomas Rogerson
Thomas Rogerson
GenLeg Co., Inc.

Tom is a pioneer in family governance and legacy planning. He had the privilege of meeting Jay Hughes 25 years ago who inspired him to transform his practice from “Preparing the Money for the Family” to “Preparing the Family for the Money.” Using his Seven-Steps to Healthy Family Governance, Tom has worked with over 260 families facilitating family meetings focusing on: transparent communication, entrepreneurial motivation, philanthropic vision, legacy planning, succession development and then endowing the process for the future, all to create a generational family bond. In 2017 Tom teamed up with his wife and started GenLeg Co., Inc. Together they provide guidance and education to families and their advisors, helping them transition significant capital, both financial (tangible) and human (intangible), from one generation to the next.

Susan J. Travis , CFP®, CTFA, AEP®
Susan J. Travis , CFP®, CTFA, AEP®
Client Advisor and Branch Manager
Mercer Advisors Inc.

Susan began her career in the financial services industry in 1987 and prior to joining Mercer Advisors was a Sr. Vice President and Trust Officer with Kanaly Trust Company in Houston. Susan specializes in multi-generational wealth management issues, in which she incorporates a variety of planning tools. She holds a Bachelor degree from State University of New York, a Trust Administration Certification from Bentley University in Boston and completed the National Graduate Trust School at Northwestern University in Chicago. Susan is on the Board of Directors for the National Association of Estate Planners & Councils (NAEPC), serves on the Accredited Estate Planner® (AEP®) Committee, co-chairs its Diversity, Inclusion and Equity Task Force, and is past chair of the Multi-Disciplinary Teaming Committee.

Please note that the information appearing below about the Robert G. Alexander webinar series (cost, continuing education credit, etc.) does not apply to this special webinar.  

Wednesday, October 14, 2020 at 3:00pm - 4:00pm ET - Planning for International Families in a time of COVID-19

Source: The Robert G. Alexander Webinar Series

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This presentation will deal with a number of topics, including what is special for the American practitioner about international families, and what it is they are looking for from their advisor.  We will briefly review how they achieve these goals and the tools that are employed to get them there.  We will also look at some of the impediments which have arisen in recent years and some particular problems associated with COVID.  The program will end with some speculation on where we are headed and a few conclusions. 

Joe Field represents international families on structuring their estate planning as well as financial institutions on a variety of financial services, particularly with respect to life insurance.He was the recipient of the Private Asset Management Outstanding Achievement Award for 2018; recipient of the Founders’ award for outstanding achievement from the Society of Trust and Estate Practitioners (STEP); and Head of International Special Interest Group for the Society of Trusts & Estates Practitioners (STEP) 2018-2020.

Mr. Field is a graduate of Princeton University (AB Magna cum Laude) and the Columbia School of Law (JD). He is a member of the California Bar, the New York Bar and the Bar of the District of Columbia.  While in France, he was a Conseil Juridique and was a Registered Foreign Lawyer in the United Kingdom and Hong Kong.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, December 9, 2020 at 3:00pm - 4:00pm ET - Virtual Shift: How to Work Online with Meetings, Webinars and More

Source: The Robert G. Alexander Webinar Series

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In order to help Business Advisors, Dean DeLisle has assembled this informative webinar to show you the best practices to help stay connected and engaged with your teams and audiences going forward. We are in a new virtual world and now need to adjust our business and work practices. Dean will show you techniques using examples from Zoom, GotoWebinar, Microsoft Teams, and other collaborative software. In this period of adjustment, it is essential not only to learn to how to work remotely, but also stay connected with each other. We will show methods relating to meetings, webinars, building and sharing content and even having some fun in the process.  This will be the new normal for a while, and in these times, we must stay connected and help each other to adjust. Many of our clients are experiencing an increase in business services by making a few simple modifications and learning some new technology.

As Founder and CEO of Forward Progress, Dean leads his core team to provide digital thought leadership marketing solutions, serving over 2,000 corporate clients over the past 15 years. In 2012 Dean created and released a Social Influencer Development Platform known as Social Jack. Dean is host of his own Podcast, Influence Factory, where he enjoys exclusive interviews with leading business influencers. His recent book, FIRST, The Street Guide to Digital Business Influence gives the reader proven essential steps and tools to develop thought leadership and recognition in their industry.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Issue 35 – September, 2020

NAEPC Journal of Estate & Tax Planning

Editor’s Note: Estate Planning for 2020 and Beyond
Strategies and Techniques to Capture Change and Use it to Your Advantage
Author: Susan P. Rounds, JD, CPA, LL.M., AEP®, TEP

Complimentary Education: 57th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
This issue we are pleased to provide our readers with complimentary access to the November 10, 2020, Advanced Estate Planning Strategies Virtual Conference. Join us from 11:30 am ET – 5:00 pm ET to hear from NAEPC Estate Planning Hall of Fame® Members Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished), Richard M. Weber, MBA, CLU®, AEP® (Distinguished), and Natalie B. Choate, Esq., AEP® (Distinguished). Learn more and register at


The Biden Estate Tax Cliff: Gifting Like it’s 2012 All Over Again (PDF)
As we get closer to the November election, more and more wealthy people will continue to hedge by making the gifts that they should have been making all along.
Reproduced courtesy of The Ultimate Estate Planner, Inc.
Author: Steven J. Oshins, JD, AEP® (Distinguished)

Note Sale to Grantor Trusts Before the 2020 Election (PDF)
The Biden 2-Step for Wealthy Families: Timing is Everything!
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Alan S. Gassman, JD, LL.M. (taxation), AEP®; Jerome M. Hesch, JD, AEP® (Distinguished); and, Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)

Facing Change: Current Tax and Estate Planning Ideas (PDF)
Chock full of planning ideas covering 10 different areas, plus details on the Biden tax proposals.
Authors: Megan L. Jones, JD, LL.M., TEP and Paul Sczudlo, JD, TEP

Time Running Out on Year End Planning (PDF)
Practice Tool! A pressing message to clients: It takes time to establish strategies and structures designed to save estate taxes.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: Barry A. Nelson, JD, LL.M.

Delaware Tax Trap Opens Door to Higher Basis for Trust Assets (and Avoids GST Tax Problems with Non-exempt Indirect Skip Trusts) (PDF)
Updated especially for the Journal! Now more than ever, intentionally causing assets held in an irrevocable trust to be included in the estate of a decedent with a taxable estate below the exemption may be a wise strategy. Learn how to spring the trap and capture a basis step-up!
Reproduced courtesy of Thomson Reuters
Author: Les Raatz, JD

Estate Planning for Vacation Homes (PDF)
7.4 million Americans own a second home. Chances are your clients need guidance on structuring a plan to pass their vacation home to the next generation.
Reproduced courtesy of
Authors: Bronwyn L. Martin, ChFC®, CLU®, MBA, CFS®, CRPC®, CMFC®, AEP®, CLTC, LACP; and, Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)

6th Annual Non-Grantor Trust State Income Tax Chart (PDF)
Created by an eminent member of the NAEPC Estate Planning Hall of Fame®, this annual gem provides an explanation of the conditions under which each state will tax a non-grantor trust with links to state statutes.
Author: Steven J. Oshins, JD, AEP® (Distinguished)

Post-2020 Tax Policy Possibilities (PDF)
What a Biden presidency and Democratic Senate could mean for the course of tax policy.
Reproduced courtesy of Ernst & Young
Authors: Washington Council Ernst & Young

IRS Loses Tax Court Fight Over Private Stock Donation; Donors and Charities Beware (PDF)
The “all events” test is key to planning a charitable donation of appreciated stock. Citing Palmer, the Tax Court rejects the IRS position that, based on the policy of the charitable recipient, there was a pre-arranged plan for the redemption of donated stock.
Authors: Andrew M. Grumet, JD, LL.M. and Christina N. Cahill, JD

News Nook: A Compendium of Current Affairs

Life Insurance as a Charitable Donation: To Gift or Not to Gift? (PDF)
An insightful overview on including charitable giving in your estate plan using life insurance.
Authors: Bronwyn L. Martin, ChFC®, CLU®, MBA, CFS®, CRPC®, CMFC®, AEP®, CLTC, LACP; and, Eido M. Walny, JD, AEP®, EPLS

A Few Dollars the IRS Won’t Get (PDF)
A fun, firsthand account concerning Ettore De Grazia, an Arizona artist who protested taxes by burning paintings he valued at $1.5 million.
Author: Ira S. Feldman, CPA, AEP®

Emergency Remote Notarization and Witnessing Orders by State (PDF)
Updated! Practice Tool providing information on emergency Executive Orders by state.
Reproduced courtesy of ACTEC
Authors: Lauren J. Wolven, JD, and Erin M. Mayer, JD

NAEPC Monthly Technical Newsletter
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)