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 23 – March, 2016

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

Note from the Editor: A Word About the Journal and the Masters Among Us
Author: Susan P. Rounds, JD, CPA, LL.M., AEP®
List of Conferences
2016 Conferences on Estate, Financial Planning
Distance Learning Programs
Upcoming and on-demand professional education

Accredited Estate Planner® Designee – Top Pick

The Anatomy of the Perfect Modern Trust – Part 1 (PDF file)
The authors identify and examine methods to accomplish the 6 factors on the client “wish list”: Control; Use/Enjoyment; Flexibility; Creditor Protection; Tax Savings; and, Simplicity.
Reproduced courtesy of Thomson Reuters’ Estate Planning
Authors: Richard Oshins, JD, LL.M., MBA, AEP® (Distinguished) and Steven G. Siegel, LL.M.

Articles

The Anatomy of the Perfect Modern Trust – Part II (PDF file)
A continued analysis of the perfect vehicle for wealth shifting with a focus on the importance of wealth receipt planning, emphasizing the fact that this can be the more significant factor in the long run. Strategies to educate clients on the important protections inherent in receiving assets in trust are illuminated.
Reproduced courtesy of Estate Planning
Authors: Richard Oshins, JD, LL.M., MBA, AEP® (Distinguished) and Steven G. Siegel, LL.M.
Compilation Notes from Heckerling 2016 (PDF file)
All of Marty’s notes for the entire week!
Reproduced courtesy of Heckerling Institute and the University of Miami, and Leimberg Information Services, Inc. (LISI)
Author: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
Estate Planning with Disregarded Entities (PDF file)
A thorough review and comparison of estate planning strategies that incorporate disregarded entities, which are conceptually similar to Income Tax Grantor Trusts. Includes illustrative cash flow modeling.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Richard Oshins, JD, LL.M., MBA, AEP® (Distinguished), and David A. Handler, JD, AEP® (Distinguished)
Guide to US Income Tax Residency for the Global Client – The International Quarterly (PDF file)
A good primer on US residency rules for income tax purposes
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Scott A. Bowman, JD, LL.M. and Marianne R. Kayan, JD, LL.M.
Heckerling Musings 2016 and Current Developments (PDF file)
Hot off the presses! Just released.
Reproduced courtesy of Heckerling Institute and the University of Miami
Author: Steve R. Akers, JD, AEP® (Distinguished)
Heckerling Review 2016 (PDF file)
A special treat – 101 page overview in outline form.
Reproduced courtesy of Heckerling Institute and the University of Miami, and Leimberg Information Services, Inc. (LISI)
Author: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
High Performance Teaming & Professional Collaboration: A Multi-Disciplinary Approach to Estate Planning (PDF file)
With the world of estate planning becoming increasingly complex and inter-dependent, the authors delve into professional multi-disciplinary collaboration as a solution targeted to overcome the obstacles presented by this phenomenon. The NAEPC mission is to promote the inter-disciplinary approach to estate planning and the paper examines the when, the why, the how, and the rich benefits that can result for both clients and advisors. An added feature examines different advisor styles.
Our NAEPC collaboration whitepaper was authored by members of the NAEPC Multi-Disciplinary Teaming and Professional Collaboration Committee.
Primary Contribution Authors: Todd Fithian, CLWC®; Albert E. Gibbons, CLU®; ChFC®, AEP® (Distinguished); and, David W. Holaday, ChFC®, CAP®
Issues in Estate Planning and Divorce (PDF file)
A detailed discourse on the difficult planning and drafting issues with respect to divorce – from a discussion of marital rights, to negotiation of divorce and marital agreements, to proactive planning for clients and their heirs.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: John J. (“Jeff”) Scroggin, JD, LL.M., AEP® and Founding Editor of the NAEPC Journal of Estate & Tax Planning
3rd Annual Trust Decanting State Rankings Chart (PDF file)
This preeminent tool is now interactive and links to each statute.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: Steven J. Oshins, JD, AEP® (Distinguished)
LISI Commentary on 3rd Annual Trust Decanting State Rankings Chart (PDF file)
Additional information on how the chart is compiled and tips on using it.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: Steven J. Oshins, JD, AEP® (Distinguished)
2015 Financial and Estate Planning Advisory Board Issue of Estate Planning Review (PDF file)
©2015 CCH Incorporated and Its Affiliates
Along with moderator Sidney Kess, a formidable cast of Who’s Who in the Estate Planning Community was present at the August 19, 2015 Financial and Estate Planning Advisory Board meeting to discuss estate planning and drafting; the impact of state law on planning; insurance; retirement planning; dealing with aging clients and those with chronic illnesses; and, investments.
Reproduced courtesy of Estate Planning Review – The Journal
Authors: Ben G. Baldwin, Jr., MSFS, MSM, CLU®, ChFC®, CFP®, AEP® (Distinguished); Lyle K. Benson, Jr., CPA, PFS, CFP®; Carol Cantrell, JD, CPA; Charles D.“Skip” Fox IV, A.B., M.A., JD, AEP® (Distinguished); Robert S. Keebler, CPA, MST, DEP, AEP® (Distinguished); Stephen J. Krass, LL.B., LL.M.; Bernard A. Krooks, J.D., CPA, LLM (taxation), CELA, AEP® (Distinguished); , JD, LL.M., MBA, AEP® (Distinguished); Barbara J. Raasch, CPA, CFP®; Sanford J. Schlesinger, JD, AEP® (Distinguished); Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished); and, Lee J. Slavutin, MD, CLU®, AEP® (Distinguished).

News Nook: A Compendium of Current Affairs

The NAEPC Journal of Estate & Tax Planning Quarterly Tax Update 1Q 2016 (PDF file)
Author: Scott E. Swartz, JD, LL.M., AEP®
Practical Planner Newsletter July – December 2015  (PDF file)
Author: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
NAEPC Monthly Technical Newsletter
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)