NAEPC Webinars:

Wednesday, October 10, 2018 at 3:00pm - 4:00pm ET - Blended Gifts for Boomers

Source: The Robert G. Alexander Webinar Series

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Major clients of professional advisors are often involved in philanthropy.  Most have two personal goals – make their mark through a high-impact gift and be fair to family.  They will show extreme gratitude to an advisor who helps them achieve their most important personal goals.  The twelve plans in Blended Gifts for Boomers show you how to help clients make maximum impact gifts – part today and the larger gift through their estate.

Charles Schultz is President of Crescendo Interactive, Inc. and is the principal creator of CresPro charitable tax planning software and the GiftLegacy Pro eMarketing System.  In addition, he is Editor for the GiftLaw Pro charitable tax service and the weekly GiftLaw eNewsletter.  He teaches over 30 planned giving seminars per year and is Founder of, an Internet education program for gift planners and professional advisors.  His law degree is from the University of Michigan.  Charles is on the Board of Directors for the Christian Foundation of the West.

REGISTER HERE for the individual program.  To register for the 2018 series, please click HERE.

Wednesday, December 12, 2018 at 3:00pm - 4:00pm ET - Post-Mortem Estate Planning

Source: The Robert G. Alexander Webinar Series

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Information about this program will be posted soon.  

REGISTER HERE for the individual program.  To register for the 2018 series, please click HERE.

National Association of
Estate Planners & Councils
Publications Committee Members

Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP
Deutsche Bank Trust Company Americas
Los Angeles, CA

Brian M. Balduzzi, JD, LL.M., MBA, CFP®
Wilmington Trust Company
Wilmington, DE

Sharon Goodman, JD
U H Y Advisors NY, Inc.
New York, NY

Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP
South Dakota Trust Company, LLC
New York, NY

Bronwyn L. Martin, MBA, ChFC®, CLU®, CRPC®, CMFC®, AEP®, CLTC, LACP
Martin’s Financial Consulting Group
Kennett Square, PA

Michael P. Panebianco, JD, LL.M. (taxation), AEP®
Sheehan Phinney Bass & Green PA
Manchester, NH

Judith A. Saxe, JD, AEP®
CIBC Atlantic Trust Private Wealth Management
Boston, MA

Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
Martin M. Shenkman, P.C.
Fort Lee, NJ