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 20 – First Quarter, 2015

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: Death and Domicile—No Joking Matter 
Reproduced courtesy of LISI (Leimberg Information Services, Inc.) and WealthManagment.com
Author: Charles Douglas J.D., CFP, AEP
List of Conferences
2015 Conferences on Estate, Financial Planning
Distance Learning Programs
Upcoming and on-demand professional education

Accredited Estate Planner® Designee – Top Pick

Planning for Estates Under the $10 million Exemption (PDF file)
Author: Steve Akers, JD, AEP® (Distinguished)
(
Most popular article from this issue in terms of views by AEP® designees.)

First Quarter Update

Heckerling 2015 Nuggets (PDF file)
Author: Martin M. Shenkman, Esq.
Ron Aucutt’s Top Ten Estate Planning and Estate Tax Developments of 2014 (PDF file)
Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2266 (January 5, 2015);
Author: Ron Aucutt
Recent Developments Affecting the Estate Planning Practice (PDF file)
Author: Stanley M. Johanson
To Convert or Not to Convert,That is the Question (PDF file)
Authors: Robert S. Keebler and Stephen J. Bigge
Charitable Planning with Closely Held Business Interests (PDF file)
Reprinted with the permission of Trusts & Estates, June, 2014 (NAEPC Member Discounted Subscription)
Authors: David Thanyne & Emily Brunner
2015 Key Numbers (PDF file)
Reprinted with the permission of Cannon Financial Institute
The Taxing Side of Divorce: Division of Non-Qualified Employee Benefits (PDF file)
Reprinted with the permission of SRR Journal
Author: Mary V. Ade
Life Insurance—Tax Issues to Be Aware Of (PDF file)
Author: Lee J. Slavuton, MD, CLU®, AEP® (Distinguished)
2nd Annual Trust Decanting State Rankings Chart (PDF file)
Author: Steven J. Oshins, JD, AEP® (Distinguished).
Effective Collaboration: The True Frontier of Estate Planning (PDF file)
Author: Todd Fithian, Managing Partner, The Legacy Companies, LLC
Dealing with Financial Planning Risk – Directing Portfolio Decisions or Navigating Human Behavior? (PDF file)
Authors: Hugh Massie and Eamon Porter, DNA Behavior® International
Building Your Practice and Developing Your Skills Locally and Nationally (PDF file)
Originally published in Probate & Property, January/February 2015. © 2015 by the American Bar Association
Author: Jason E. Havens
Web Meets the Will: Estate Planning for Digital Assets (PDF file)
Reprinted with the permission of Estate Planning
Author: Gerry W. Beyer