NAEPC Webinars:

Wednesday, July 8, 2020 at 3:00pm - 4:00pm ET - What Estate Planning Professionals Need to Know About Cybersecurity in the Era of COVID-19

Source: The Robert G. Alexander Webinar Series

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Clients regularly trust planning professionals with something nearly as valuable as their money — their personal information. Cyber criminals are well aware that financial planners, trust officers, CPAs and attorneys are treasure troves of information that can be exploited to perpetrate a variety of schemes and frauds. Concerned with this growing problem, clients are increasingly expecting that planning professionals will keep their information private as well as secure. Additionally, those professionals with access to client assets may be targets of cyber attacks to steal those funds. The challenge of keeping client information and assets secure has increased in recent months, as work environments have changed dramatically and rapidly due to the COVID-19 pandemic, and sadly, many cyber criminals are exploiting the impacts of the health crisis for their own financial gain.

This presentation will discuss the various cyber threats confronting estate planning professionals, legal obligations and risks in the context of data security, and some non-technical strategies for reducing this legal risk with specific considerations related to impacts from COVID-19.

Justin Joy is a shareholder in the Memphis office of the Lewis, Thomason, King, Krieg & Waldrop, P.C law firm.  He also serves as the firm’s privacy officer.  In addition to a range of experience in healthcare liability defense litigation and business law matters, Justin heads up Lewis Thomason’s cybersecurity practice group.  He provides counsel to clients in a variety of industries in the area of information privacy and data security including incident investigation and breach response management, regulatory compliance, privacy and security policy review and drafting, and cyber risk management.  Justin speaks frequently to various groups and organizations on the topic of information privacy and cybersecurity.

Justin is a Certified Information Privacy Professional/US (CIPP/US) and a Certified Information Privacy Technologist (CIPT) through the International Association of Privacy Professionals.  He is a 2001 graduate of Wake Forest University and holds a law and MBA degree from the University of Memphis.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, August 12, 2020 at 3:00pm - 4:00pm ET - Creative Ways to Fund Business Owner Retirement

Source: The Robert G. Alexander Webinar Series

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Every Business Owner leaves their businesses whether voluntarily or involuntarily.  Consideration in the positioning and use of life insurance prior to the exit can mean a huge difference in ultimate retirement cash flow for the Business Owner.  This intermediate presentation will provide valuable food for thought for the professional who has business owner clients.

Vincent M. D’Addona MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished) is an advisor at Strategies for Wealth with 41 years of experience providing services in three core areas: Estate Planning, Exit Planning for the owners of closely held businesses and Investment Coaching.  Vince has served as workshop sub-committee chair for the AALU 2010 annual meeting, in addition to being a featured speaker in 2005.  Vince is a Life and Qualifying member of MDRT, Court of the Table for 31 years and Top of the Table for 17 years and has spoken at the MDRT National Meeting.  Vince is a member of the Forum400, Financial Planning Association, the National Association of Insurance and Financial Advisors, and the National Association of Estate Planning Councils.  He has served as president of the New York City Chapter of the Society of Financial Services Professionals, and on the boards of the New York City Association of Insurance and Financial Advisors and the New York Estate Planning Council.

 

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, September 9, 2020 at 3:00pm - 4:00pm ET - Zen and the Art of Trust Modification

Source: The Robert G. Alexander Webinar Series

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Step back from the mind-numbing distinctions and details of particular decanting and nonjudicial modification statutes to focus on the universal issues that should be addressed when taking a trust into the shop and the nuts and bolts of getting your trust on the road again.

Susan T. Bart is a partner in the Private Clients, Trusts & Estates Group of the Chicago office of Schiff Hardin LLP. She is a Fellow of The American College of Trust and Estate Counsel (ACTEC) and Chair of its Estate and Gift Tax Committee. She was the Reporter for the Uniform Law Commission Trust Decanting Act.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, October 14, 2020 at 3:00pm - 4:00pm ET - International Planning

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 purchase the 2020 webinar series, please click HERE.

Wednesday, December 9, 2020 at 3:00pm - 4:00pm ET - 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 purchase the 2020 webinar series, please click HERE.

Issue 2 – July, 2007

NAEPC Journal of Estate & Tax Planning

Editor’s Note: This “dinner menu” summary is designed to help you with the flavor of the article before you read more. If you are interested in the article, click its title to access a copy.

Regular Columns and Reports

Editor’s Column 
Advanced Medical Directives
List of Conferences
2007-2008 Conferences on Estate, Financial and Tax Planning

Articles

Chawla, Irrevocable Life Insurance Trusts, and the Insurable Interest Problem(57 KB PDF file)
This excellent article discusses the question of insurance interest and its implications for clients and their life insurance trusts.
Authors: James R. Robinson, Stephen “Bo” Wilkins
Financial Planning Implications of TRHCA (68 KB PDF file)
Michael Kitces discusses some of the unexpected financial planning provisions found in the Tax Relief and Health Care Act of 2006.
Author: Michael E. Kitces
Advanced Directives in Europe (226 KB PDF file)
This May 2005 Report on Advanced Directives in Europe is interesting reading for advisors with clients who work or vacation in Europe.
Author: Alzheimer Europe

Presentations and Outlines

Estate Planning with Life Insurance (75 KB PDF file)
In this October, 2006 presentation to the Practicing Law Institute’s 37th Annual Estate Planning Institute, Bob Burton discusses how to address the use of life insurance in estate planning.
Authors: Robert E. Burton
Heckerling Musings
Steve Akers provides his annual overview of the highlights of the January 2007 Heckerling Institute.
Author: Steve R. Akers

Practice Aids

2007 State Death Tax Chart (43 KB PDF file)
An easy to use chart on how states are dealing with the state death tax.
Author: Charles Fox, McQuire Woods

Studies

U.S. Trust Survey of Affluent Americans (337 KB PDF file)
This is an April 2007 survey report prepared for United States Trust Company on the attitudes of affluent Americans.
Effects of the Federal Estate Tax on Farms and Small Businesses (796 KB PDF file)
This is a July, 2005 paper from the U.S. Congressional Budget Office that discusses the impact of the estate tax on family farms and small businesses.
DIrector: Douglas Holtz-Eakin
The Estate Tax and Charitable Giving (309 KB PDF file)
This is a July, 2004 paper from the U.S. Congressional Budget Office examines how changing the estate tax rules would impact charitable donations.
Director: Douglas Holtz-Eakin
Estate and Gift Taxes: Economic Issues (139 KB PDF file)
This is a January, 2006 paper from the Congressional Research Service, The Library of Congress.
Authors: Jane G. Gravelle, Steven Maguire
How Repeal of the Federal Estate Taxes will Harm Small Business and how Repeal of AMT is Necessary (127 KB PDF file)
This is April, 2005 congressional testimony from the chair of the Small Business Council of America.
Authors: Paula A. Calimafde, Esq.