NAEPC Webinars:

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

Source: The Robert G. Alexander Webinar Series

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This program will explore a wide range of practical considerations of how practitioners can use technology to better serve clients, protect themselves from malpractice claims, market, be more cost efficient, and much more. Specific practical practice examples will be given, not merely theoretical discussions.

Martin M. Shenkman, CPA, MBA, JD, PFS, AEP® (Distinguished) is an attorney and estate planner in Fort Lee, NJ and New York City. His practice concentrates on planning for high net worth individuals. He is the author of 43 books and more than 1,200 articles. He is a member of the NAEPC Board of Directors (Emeritus).

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 - Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart

Source: The Robert G. Alexander Webinar Series

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This program illustrates a number of different opportunities to save state income tax using different non-grantor trust options.  The presenter will show the attendees how to use a special two-page 50-state non-grantor trust state income tax chart in order to create opportunities to save state income tax.

Steven J. Oshins, Esq., AEP® (Distinguished) is a member of the Law Offices of Oshins & Associates in Las Vegas, Nevada.  He practices in the areas of estate tax planning, income tax planning and asset protection.  He was inducted into the NAEPC Estate Planning Hall of Fame in 2011.

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.

National Conferences on Estate, Financial and Tax Planning, and Related Disciplines

This list offers information on national programs sponsored by professional associations. While every effort is made to keep the list current and accurate, dates and locations are subject to change. Please visit the website for the hosting organization to verify program details.

2019 Events

05/22/19 – 05/24/19 Advisors in Philanthropy Annual Conference
Washington, DC
AIP
06/09/19 – 06/12/19 Million Dollar Roundtable Annual Meeting
Miami Beach, FL
Million Dollar Round Table
06/10/19 – 06/12/19 AICPA ENGAGE
Las Vegas, NV
American Institute of CPAs
06/24/19 – 06/28/19 Estate Planning in Depth
Chicago, IL
American Law Institute – American Bar Association
07/02/19 – 07/07/19 American Association of Attorneys – Certified Public Accountants Annual Meeting & Education Conference
Orange Beach, AL
AAA-CPA
07/18/19 – 07/19/19 Representing Estate & Trust Beneficiaries and Fiduciaries
Boston, MA
American Law Institute – American Bar Association
07/30/19 – 08/02/19 WealthCounsel Symposium
Boston, MA
WealthCounsel
09/11/19 – 09/14/19 NAIFA Performance + Purpose 2019 Annual Conference
Orlando, FL
National Association of Insurance and Financial Advisors
09/21/19 – 09/24/19 CPCU Society Annual Meeting
New Orleans, LA
https://www.cpcusociety.org/education-events/annual-meeting
09/22/19 – 09/27/19 American Bankers Association National Trust School
Atlanta, GA
American Bankers Association
09/25/19 – 09/28/19 Top of the Table Annual Meeting
Austin, TX
Million Dollar Round Table
10/01/19 – 10/04/19 National Association of Personal Financial Advisors Fall Conference
Chicago, IL
National Association of Personal Financial Advisors
10/02/19 – 10/04/19 Charitable Gift Planners Conference
New Orleans, LA
National Association of Charitable Gift Planners
10/13/19 – 10/15/19 American Council of Life Insurers Annual Conference
Boston, MA
American Council of Life Insurers
10/16/19 – 10/18/19 The FPA Annual Conference 2019
Minneapolis, MN
Financial Planning Association
10/21/19 – 10/25/19 Southern Federal Tax Institute
Atlanta, GA
Southern Federal Tax Institute
10/17/19 – 10/20/19 American College of Trust & Estate Counsel Fall Meeting
Philadephia, PA
American College of Trust & Estate Counsel
10/27/19 – 10/29/19 LIMRA Annual Conference
Boston, MA
LIMRA
11/04/19 – 11/07/19 Hawaii Tax Institute
Honolulu, HI
Hawaii Tax Institute
11/06/19 – 11/08/19 National Association of Independent Life Brokerage Agencies Annual Meeting
Dallas, TX
National Association of Independent Life Brokerage Agencies
11/06/19 – 11/10/19 American Association of Attorney – Fall Meeting & Education Conference
Memphis, TN
The American Academy of Attorney-CPAs
11/05/19 – 11/08/19 56th Annual NAEPC Advanced Estate Planning Strategies Conference
Las Vegas, NV
National Association of Estate Planners & Councils
11/12/19 – 11/14/19 NAELA Summit
Forth Worth, TX
National Academy of Elder Law Attorneys

2020 Events

01/13/20 – 01/17/20 Heckerling Institute on Estate Planning
Orlando, FL
University of Miami Law School
03/22/20 – 03/25/20 GAMA International Leadership & Management Conference (LAMP)
Orlando, FL
GAMA International

If you would like to add a national program to this calendar, please email the event date(s), title and hosting organization website to admin@naepc.org.

An expanded calendar of events is available on Steve Leimberg’s website atwww.leimbergservices.com.