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 17 – First Quarter, 2014

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:  What Shall We Tell the Children Dear?: The Importance of Establishing A Beneficiary Communication Model Before State Law Does It For You
Author: Susan P. Rounds, JD, CPA, LLM, AEP®
List of Conferences
2014 Conferences on Estate, Financial Planning

First Quarter Update

Heckerling Musings — 2014 (PDF file)
Author: Steve Akers, JD, AEP® (Distinguished)
Heckerling 2014 Nuggets (PDF file)
Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2188 (January 24, 2014)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD
Estate Planning With Disregarded Entities (PDF file)
Authors: Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) & David A. Handler, JD, AEP® (Distinguished)
Current Valuation Issues Involving FLPS, LLCS and Other Closely Held Entities(PDF file)
Author: John W. Porter, BBA, JD, AEP® (Distinguished)
Decanting: Refining a Vintage Trust (PDF file)
Author: Susan T. Bart, JD, Partner, Sidley Austin LLP, Fellow, Regent and former Illinois Chair, ACTEC
Recent Developments 2013: Selected Federal and Illinois Cases, Rulings and Statutes (PDF file)
Authors: Robert E. Hamilton, JD, ACTEC Fellow & Ryan A. Walsh, JD
Form 8960—The Net Investment Income Tax (PDF file)
Reproduced courtesy of The Ultimate Estate Planner Newsletter, Volume 2, Issue 2 (February 2014)
Author: Robert S. Keebler, CPA, MST, AEP® (Distinguished)
Understanding Section 1014(e) (PDF file)
(Part of a Series of Articles on Tax Basis Planning)
Reproduced courtesy of LISI Estate Planning Newsletter #2192 (February 6, 2014)
Author: John J. Scroggin, J.D., LL.M., AEP®
Tax Basis Planning – The Basics (PDF file)
An Expanding Frontier for Tax and Estate Planning (Part of a Series of Articles on Tax Basis Planning)
Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2194 (February 11, 2014)
Author: John J. Scroggin, J.D., LL.M., AEP®
Practical Planner Jan – Feb 2014 (PDF file)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD
The New PFP Standards (PDF file)
Reproduced courtesy of The Journal of Accountancy
Authors: Clark M. Blackman II, CPA/PFS, CFA, CFP, CIMA, AIF & Andrea Miller CPA/PFS
Possible Elimination of NUA Treatment (PDF file)
Author: Robert S. Keebler, CPA, MST, AEP (Distinguished)
Planning Ideas-Exchange Funds (PDF file)
Reproduced courtesy of Cannon Financial Institute
Taxes—Watch Out for Prohibited Transactions in Self-Directed IRAs (PDF file)
Reproduced courtesy of Cannon Financial Institute