NAEPC Webinars:

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 - Leaving Lasting Legacies

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 - 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 - 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, 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

02/10/19 – 02/12/19 ABA Wealth Management & Trust Conference
San Francisco, CA
American Bankers Association
02/27/19 – 03/01/19 Florida Tax Institute
Tampa, FL
Florida Tax Institute
03/17/19 – 03/20/19 GAMA International Leadership & Management Conference (LAMP)
Grapevine, TX
GAMA International
03/20/19 – 03/24/19 American College of Trust & Estate Counsel Annual Meeting
La Quinta, CA
American College of Trust & Estate Counsel
04/03/19 – 04/05/19 Planning Techniques for Large Estates
Scottsdale, AZ
American Law Institute – American Bar Association
04/28/19 – 05/01/19 The Association of Home Office Underwriters Annual Conference
New Orleans, LA
The Association of Home Office Underwriters
04/28/19 – 04/30/19 Association for Advanced Life Underwriting Annual Meeting
Washington, DC
Association for Advanced Underwriting
05/06/19 – 05/09/19 The FPA Retreat
La Jolla, CA
Financial Planning Association
05/09/19 – 05/10/19 ABA Section of Real Property, Trust and Estate Law Spring Symposia
Boston, MA
ABA Section of Real Property, Trust and Estate Law Spring Symposia
05/09/19 – 05/11/19 National Academy of Elder Law Attorneys Annual Conference
Fort Worth, TX
National Academy of Elder Law Attorneys
05/13/19 – 05/16/19 National Association of Personal Financial Advisors Spring Conference
Austin, TX
National Association of Personal Financial Advisors
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

01/12/20 – 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.