NAEPC Webinars:

Wednesday, February 13, 2019 at 3:00pm - 4:00pm ET - Working Well with Widows

Source: The Robert G. Alexander Webinar Series

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Will you be fired or hired by the new widow?—70% fire prior advisors after the death of their spouse! Join this intermediate session to enhance your understanding of widowhood . . . including practical tools, skills, and processes to enhance relationships with these women.

Kathleen M. Rehl, Ph.D., CFP®, CeFT® wrote the multi-award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. Dr. Rehl empowers widows financially™ and inspires their advisors through her speaking, writing, mentoring and research about widows and money. Her work has been featured in the New York Times, Wall Street Journal, AARP Bulletin, CNBC, USA Today, U.S. News & World Report, Journal of Financial Service Professionals, Journal of Financial Planning, and other publications.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, February 27, 2019 at 3:00pm - 4:00pm ET - Complimentary Sponsored Webinar: Topic TBD

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, March 13, 2019 at 3:00pm - 4:00pm ET - Succession Planning may not take a tough SOB (Specialist on Board), but are you up to it?

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, April 10, 2019 at 3:00pm - 4:00pm ET - Qualified Opportunity Zones

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, May 8, 2019 at 3:00pm - 4:00pm ET - The Generational Solution

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, June 12, 2019 at 3:00pm - 4:00pm ET - Ethical Wills

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, July 10, 2019 at 3:00pm - 4:00pm ET - Panel Discussion: Threats to Attorney - Client Privilege in a Team Environment

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, August 14, 2019 at 3:00pm - 4:00pm ET - Technology in Your Practice

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, September 11, 2019 at 3:00pm - 4:00pm ET - Topic TBD

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, October 16, 2019 at 3:00pm - 4:00pm ET - Topic TBD

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Issue 30 – December, 2018

NAEPC Journal of Estate & Tax Planning

Editor’s Note: Lifetime Spousal Access Trusts
SLATs can be a good way for married donors to use some or all of the newly increased exemption amount and maintain indirect access to the trust property, if needed.
Author: Susan P. Rounds, JD, CPA, LL.M., AEP®, TEP

Featured Complimentary NAEPC Webinar: Philanthropic Times, They are a Changing (Video)
Learn more about the Robert G. Alexander Webinar Series.
Presenters: Betsy Brill, MBA, Laura Malone, CAP®, CEPA, Jennifer Klein Strauss, JD

Top Pick

Trust Planning After JCTA (PDF)
A must read!  A compendium of estate and tax planning strategies relevant in the wake of TCJA as well as other critical developments.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: Jonathan Blattmachr, Esq., AEP® (Distinguished), and Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished)

Features

Traps for the Unwary: Some Estate Planners’ Duties, Proscriptions and Conundrums in Wealth Transmission (PDF)
The materials were presented at the 44th Annual Notre Dame Tax & Estate Planning Institute and are reproduced with permission.
Author: Richard Oshins, MBA, LL.M., AEP® (Distinguished)

Opportunity Knocks:  Qualified Opportunity Zones (PDF)
Authored especially for our NAEPC readership!  Understand the components of newly enacted IRC Section 1400Z-2 and the exciting planning opportunities available.
Author: Jonathan Hilton, JD, LLM (Taxation)

International Tax Reform: GILTI, FDII, BEAT and More (PDF)
An examination of the fundamental changes to the international tax system as a result of TCJA and the potential impact on corporate, non-corporate and even largely domestic taxpayers. 
Author: Paul Sczudlo, JD, TEP and Megan Lisa Jones, JD, LL.M., TEP

The LeBron of Asset Protection Trusts (PDF)
In a full court press, our distinguished author compares and contrasts the 3 types of asset protection trusts:  DAPTs, FAPTs and Hybrid DAPTs.  Read on for highlights and the author’s top pick.
Author: Steven J. Oshins, JD, AEP® (Distinguished) 

U.S. Conflicts of Law Involving International Estates and Marital Property (PDF)
When foreign jurisdictions are involved, the question of which law determines spousal property rights can become incredibly complicated.  This article proposes a workable approach for mediating the conflict of laws when an international estate is at issue.
Originally published in 103 Iowa L. Rev. 2119 (2018).  Reprinted with permission.
Author: Jeffrey Schoenblum, JD, AEP® (Distinguished) 

Blockchain Technology and Digital Currency  (PDF)
Tour the virtual world of Block Chain and Cryptocurrency!  Learn definitions and terminology, understand the mechanics of token sales and view the secret map of the regulatory landscape.
Presented at the 2018 Hawaii Tax Institute
Authors: J. Dax Hansen, JD 

Block Chain and Cryptocurrency Technology, Virtual Currency and Tokenized Digital Assets; Innovation and Technology that Will Affect Every Wealth Transfer Advisor’s Practice and Clients, Yet They Don’t Even Know It’s Coming (PDF)
How do you gain access to a Coinbase account when the owner has died?  The authors walk us through the basics and include a guided tour of the Revised Uniform Fiduciary Access to Digital Assets Act.
Presented at the 2018 Hawaii Tax Institute
Authors: J. Dax Hansen, JD and Suzanne Brown Walsh, JD

7th Annual Dynasty Trust State Rankings Chart  (PDF)
Another cool tool in the series – Provides hot links to state statutes, the criteria and the weight attributed to each in determining the overall rank.
Author: Steven J. Oshins, JD, AEP® (Distinguished)

Giving Among the Newly Wealthy (PDF)
A recent presenter in our Robert G. Alexander Webinar Series, Ms. Brill provides valuable insight into the characteristics of emerging wealth holders and suggests a relationship building strategy for advisors that emphasizes discussions centered on philanthropy.
With permission.  Originally published in Financial Advisor Magazine.
Author: Betsy Brill, MBA

News Nook: A Compendium of Current Affairs

The NAEPC Journal of Estate & Tax Planning Tax Update (PDF)
Author: Scott E. Swartz, JD, LL.M., AEP®

Tax Topics: Inflation Adjusted Number, Plus Tips on Year-End Gifting and Planning  (PDF)
Author: Blanche Lark Christerson, JD, LL.M. (taxation)

Practical Planner Newsletter July-Sept 2018 (PDF)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD

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