NAEPC Webinars:

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

Source: The Robert G. Alexander Webinar Series

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Clients may assume that communications about their estate plans will remain confidential regardless of who is involved; but privilege doesn’t apply to all communications and can be easily waived, putting both client and attorney at risk. This program examines privilege in the estate planning context, distinguishes the work product doctrine, and particularly focuses on communications involving multiple members of the estate planning team.

Kim Kamin is a Principal at Gresham Partners, LLC, an independent multi-family office that currently serves about 100 ultra-high net worth families nationally. At Gresham, Kim serves as Chief Wealth Strategist, leading Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational and fiduciary planning activities, and advising clients.

David C. Blickenstaff leads Schiff Hardin LLP’s national trust and estate controversy practice. In addition to handling high-stakes trust, estate, and guardianship cases, he helps corporate and individual fiduciaries avoid litigation by proactively managing their risk and defusing difficult situations before they reach the courthouse.

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 - Elder Law and Special Needs Planning

Source: The Robert G. Alexander Webinar Series

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This intermediate level program will provide an update on elder law and special needs planning, including how to draft a plan that works and takes into account future incapacity of the client and benefiicaries.  Use of trusts will be discussed, as well as appropriate trust distribution standards.

Bernard A. Krooks is the founding partner of the New York law firm Littman Krooks LLP and chair of its elder law and special needs department. He is past president of the Arc of Westchester, the largest agency in Westchester County, NY serving people with intellectual and developmental disabilities and their families.

A frequent presenter at the Heckerling Institute on Estate Planning and other national estate planning conferences, Mr. Krooks is immediate-past Chair of the Elder Law Committee of the American College of Trust and Estate Counsel (ACTEC) and Chair of the Elder Law and Special Needs Planning Group of the Real Property, Trust & Estate Law (RPTE) Section of the American Bar Association. He is past president and fellow of the National Academy of Elder Law Attorneys (NAELA), past president and founding member of the New York Chapter of NAELA, past Chair of the Elder Law Section of the New York State Bar Association, and past president of the Special Needs Alliance, a national invitation-only non-profit organization dedicated to assisting individuals with special needs and their families.

Mr. Krooks, author of numerous articles on elder law and related topics, is chair of the Elder Law Committee of Trusts & Estates Magazine, and serves on the Wolters Kluwer Financial and Estate Planning Advisory Board and the Advisory Committee of the Heckerling Institute on Estate Planning.

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

Wednesday, December 11, 2019 at 3:00pm - 4:00pm ET - Longevity

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 31 – May, 2019

NAEPC Journal of Estate & Tax Planning

Editor’s Note: The Gift That Keeps On Giving!
Leveraging The Increased Estate and Gift Exemption Amount
Author: Susan P. Rounds, JD, CPA, LL.M., AEP®, TEP

Business Clients Succession Planning (Video)
Developing a successful business exit and estate plan is like assembling a complicated puzzle; each part must fit with the others in order for the final image to take shape. Register for complimentary access to learn what components are needed to develop and manage a multidisciplinary team to adequately represent the client planning to exit their business.
Learn more about the Robert G. Alexander Webinar Series.
Presenter: Peter J. Merrick, FMA, CFP®, TEP, FCSI, DTM

Top Pick

Income Tax Planning Using Estate Planning Techniques (PDF)
A comprehensive overview on dual purpose planning strategies. Includes key diagrams and financial illustrations.
Author: Stacy Eastland JD, AEP® (Distinguished)

Features

Martin M. Shenkman’s Meeting Notes From Heckerling 2019 (PDF)
Don’t miss these golden nuggets covering each day of the conference!
Reproduced courtesy of Heckerling Institute on Estate Planning and the University of Miami, and Leimberg Information Services, Inc. (LISI)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD

Heckerling Musings 2019 and Estate Planning Current Developments (PDF)
An annual compendium of estate planning developments from a leading thought leader.
Reproduced courtesy of Heckerling Institute on Estate Planning and the University of Miami
Author: Steve Akers, JD, AEP® (Distinguished)

Qualified Opportunity Zones  (PDF)
What, where and how they are in the aftermath of the April release of IRS proposed regs.
Authors: Megan L. Jones, JD, LL.M. and Bradford S. Cohen, JD, LL.M.

Putting It On & Taking It Off: Managing Tax Basis Today (For Tomorrow) (PDF)
A must read: In the wake of the increased estate tax exemption amount and shift to income tax planning, basis planning is the new black.
Presented at the 44th Annual Notre Dame Tax & Estate Planning Institute. Reproduced with permission.
Author: Paul S. Lee, JD, LL.M., AEP® (Distinguished)

The Strange Case of Dr. Jekyll and Mr. Oshins: Nevada vs. Delaware Dynasty Trusts (PDF)
Whether you swing for Delaware or Nevada, you may benefit from reading this creative piece written from the perspective of a Nevada attorney. After walking through some significant statutory differences, Mr. Oshins calls a winner, but he describes how a change in the playbook may lead to a homerun for the runner-up.
Reproduced courtesy of The Ultimate Estate Planner
Author: Steven J. Oshins, JD, AEP® (Distinguished)

Planning For Diminished Capacity (PDF)
Authored by an AEP® and past NAEPC board member, the topic is timely and critical.
Previously printed in Private Wealth Magazine April 2019.
Author: Judith A. Saxe, JD, AEP®, CAP®

Estate Planning Risk Factors Listing (PDF)
Cool Tool! Checklist of risk factors to consider in our complex world of estate planning.
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD

10th Annual Domestic Asset Protection Trust State Rankings Chart  (PDF)
Understand the how and why behind the rankings. Link directly to statutes and review the weighted criteria.
Author: Steven J. Oshins, JD, AEP® (Distinguished)

News Nook: A Compendium of Current Affairs

Insights on the Newest Trends for Your Money (PDF)
Author: Bronwyn L. Martin, ChFC®, CLU®, MBA, CFS®, CRPC®, CMFC®, AEP®, CLTC, LACP

Tax Topics: Updated glossary of selected estate planning, income tax and retirement plan terms (PDF)
Author: Blanche Lark Christerson, JD, LL.M. (taxation)

Practical Planner Newsletter Jan-Mar 2019 (PDF)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD

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

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