NAEPC Webinars:

Wednesday, February 27, 2019 at 3:00pm - 4:00pm ET - Complimentary Sponsored Webinar: Life Settlement Case Studies and How to Protect Client Best Interests

Source: The Robert G. Alexander Webinar Series

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There is a general lack of knowledge on the part of policy owners about life settlements that leave them vulnerable to opportunistic institutional investors if they lack proper representation from their advisor/advisory team. This intermediate level program will provide a thorough exploration of life settlement case studies and best practices with the necessary procedures to help mitigate risk and provide unexpected value and protection to their clients.

Jon B. Mendelsohn, CEO of Ashar Group/Ashar SMV, is an accomplished presenter and frequent speaker at the Annual Conference of the National Association of Estate Planners and Councils (NAEPC), American Institute of Certified Public Accountants (AICPA) annual ENGAGE Conference, the Association for Advanced Life Underwriting (AALU), Advisors in Philanthropy (AIP), and several other conferences and meetings nationally. Ashar Group is an independent resource that supports financial advisors and fiduciaries by providing life insurance appraisals, life settlements, and longevity services. 

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

Wednesday, March 13, 2019 at 3:00pm - 4:00pm ET - Business Clients Succession Planning

Source: The Robert G. Alexander Webinar Series

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The principal theme of this session is that 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. Given the detailed knowledge of estate planning, business law, mergers and acquisitions, tax law, insurance products, financial planning, and wealth management required during the exit planning process. The objective of this session is to learn what components are needed to develop and manage a multidisciplinary team to adequately represent the client planning to exit their business. 

Peter J. Merrick, FMA, CFP®, TEP, FCSI, DTM is an income and capital enhancement consultant, speaker and author. Since the early 1990s, Peter’s career in business succession consulting and post-secondary financial education has been unparalleled in terms of depth and experience. He is considered one of the leading experts in succession planning, risk management, estate and trusts, US-Canada cross-border planning, and executive benefits and pensions across North America. Peter is a sought-after keynote speaker with expertise in project management for business succession. 

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

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 - Ethical Wills

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 - Panel Discussion: Threats to Attorney - Client Privilege in a Team Environment

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, 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.

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.