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 16 – Fourth Quarter, 2013

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

Edtior’s Column: Living and Leaving a Happy Legacy (PDF file)
Republished courtesy of WealthMangment.com and REP.magazine
Author: Charles Douglas J.D., CFP, AEP®
List of Conferences
2014 Conferences on Estate, Financial Planning

Fourth Quarter Update

Ten Steps to Take Now in Light of Estate Tax Legislation (PDF file)
Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2149 (September 30, 2013);
Originally presented at the 28th Annual Florida Institute of CPAs Accounting
Author: Barry Nelson JD
ACTEC-2013 Fall Meeting Musings (PDF file)
Author: Author: Steve Akers, JD, AEP® (Distinguished)
15 Strategies for 2013 Year-End Planning (PDF file)
Reprinted with the permission of the AICPA
Author: Robert S. Keebler, CPA, MST, AEP® (Distinguished)
Portability: The New Estate Plan Modality (PDF file)
Reprinted with the permission of Trusts & Estates, May, 2013 (NAEPC Member Discounted Subscription)
Author: Stephanie Rapkin
State Estate Tax Planning and Portability (PDF file)
Reprinted with the permission of Estate Planning Review – The Journal, November, 19 2013.
Authors: Stanford J. Schlesinger, Esq. and Martin R. Goodman, Esq.
Year-End Tax Planning for Individuals and Business (PDF file)
Author: Sidney Kess, CPA, JD, LL.M., AEP® (Distinguished)
Goldilocks’ Estate Planning: Not too little Not too much (PDF file)
Reprinted with the permission of SRR Journal
Authors: Stephen S. Schilling, CFA and Matthew J. Teich CFA, CFP
Avoiding the High Post-ATRA Trust Tax Rates (PDF file)
Reprinted with the permission of WealthCounsel
Authors: Randy Gardner, J.D., LL.M., CPA, CFP®, Matthew T. McClintock, J.D., Leslie Daff, J.D., MBA®, Julie Welch, MSA, CPA, CFP®
Advanced Estate Planning With Alternative Investments (PDF file)
Author: Joe O. Luby III CFP®
Holding The Charitable Conversation With Clients (PDF file)
Author: Ken Nopar
Same Sex Marriages Recognized for Same Sex Purposes-Revenue Ruling 2013-72 (PDF file)
Internal Revenue Service
S Corporations in Trust and New 3.8 Percent Tax (PDF file)
Reprinted with the permission of Cannon Financial Institute