NAEPC Webinars:

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 22 – October, 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

Guest Editor’s Column: Why You Should Consider Charitable Lead Annuity Trusts for Estate Planning
Author: Mary P. O’Reilly
List of Conferences
2015 Conferences on Estate, Financial Planning
Distance Learning Programs
Upcoming and on-demand professional education

Accredited Estate Planner® Designee – Top Pick

Updated ACTEC State Death Tax Chart (PDF file)
Reprinted with the permission of ACTEC
Author: Charles Fox, IV, A.B., M.A., JD, AEP® (Distinguished)
(
Most popular article from this issue in terms of views by AEP® designees.)

Articles

Top 10 Things You Should Know About the Final Portability Regulations (PDF file)
Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2320 (July 9, 2015)
Authors: Lester Law & George Karibjanian
Roadmap for a Successful Succession Plan (PDF file)
Reprinted with the permission of SRR Journal
Author: Alex W. Howard, CFA, ASA
Business Succession: Part I & Part II (PDF file)
Reprinted with the permission of SRR Journal
Author: Leigh S. Harter, CFP®, TEP
The Terms of the Trust: Extrinsic Evidence of Settlor Intent (PDF file)
Reprinted with the permission of ACTEC
Authors: Fred Franke and Anna Katherine Moody
Fiduciary Best Practices for an Individual Trustee (PDF file)
Reprinted with the permission of ABA Section of Real Property/Trust & Estate Law
Authors: Richard B. Freeman, CFP® and Ruth Flynn Raftery, JD, CPA*
Life Insurance Policy Audits (PDF file)
Author: Gary DeVicci, MSFS, CFP
Directed Trusts: Panacea or Plague? (PDF file)
Reprinted with the permission of Trusts & Estates, March, 2015 (NAEPC Member Discounted Subscription)
Author: Todd A. Flubacher
As college expenses rise, CRUTs can do more than plan for retirement (PDF file)
Reprinted with the permission of Cannon Financial Institute
The Income Taxation of Complex Trusts and Estates (PDF file)
Reprinted with the permission of CCH, Estate Planning Review
Author: Jeremiah W. Doyle IV
State Tax Treatment of Trusts (PDF file)
Reprinted with the permission of CCH, Estate Planning Review
Author: Steven J. Oshins, JD, AEP® (Distinguished)
The NAEPC Journal of Estate & Tax Planning Quarterly Tax Update (PDF file)
Author: Scott E. Swartz, JD, LL.M., AEP®