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 27 – October, 2017

NAEPC Journal of Estate & Tax Planning

Editor’s Note: Forget “Must Love Dogs” – Go with “Must Love DSUE”
No dogs were injured in the writing of this note.
Author: Susan P. Rounds, JD, CPA, LL.M., AEP®, TEP

Accredited Estate Planner® Designee – Top Pick (See previous top picks)

Checklist: Annual Review (PDF file)
This cool tool provides a quick overview of the suggested areas to review with your estate planning clients each year.
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD

Features

Crowdsource Funding to Help Victims of the Las Vegas Massacre (PDF file)
This just in! The issues surrounding crowdfunding are numerous and complex. In order to provide some on-the-spot technical guidance in an area with little law and less guidance, these “Masters Among Us” quickly developed this road map to motivate quick and compassionate action in the wake of this and other charitable causes you and your clients are considering.
Authors: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD, Bernard A. Krooks, Esq., and Jonathan G. Blattmachr, Esq.
A First Look at Congress’ Tax Reform Blueprint – What Advisors Need to Know Now to Better Inform Their Clients (PDF file)
This indispensible commentary not only explains the Unified Framework for Fixing our Broken Tax Code, but it goes much deeper and analyzes the potential issues and planning opportunities that may arise.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) and Jim Magner, JD, CLU®, ChFC®
Innovative Trust Designs Better Serve Inheritors (PDF file)
Why grant only three wishes when you can grant them all? Learn what is on every estate planning client’s “wish list” and which drafting provisions can accomplish these universal client aims.
Originally published in the June 2017 issue of Estate Planning. Reproduced with permission.
Authors: Richard Oshins, MBA, LL.M., AEP (Distinguished) and Paul Hood, Jr., JD, LL.M.
Planning in Uncertain Times – Part III (PDF file)
The final segment in the trilogy Planning in Uncertain Times continues the discussion of the cost of delaying planning by incorporating an illustration utilizing dynastic planning and life insurance.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: Robert W. Finnegan, JD, CLU®
Balancing Collaboration With the Attorney-Client Privilege (PDF file)
Collaboration is frequently recognized as a best practice. The authors highlight the need to maintain confidentiality in this framework and examine the importance of striking a balance between increased collaboration and preserving the attorney-client privilege.
Originally published in the March 2017 issue of Trusts & Estates. Reprinted by permission.
Authors: Charles Douglas JD, CFP®, CAP®, AEP®, Judi Cunningham MA, FEA and Jennifer Devine Odom, JD
Complacency. Motivation. Retention. (PDF file)
Looking for ways to engage clients in the financial planning process? Understand the intrinsic and extrinsic motivational factors and techniques advisors can use to garner good results, client retention, and bonus – an increased probability of referrals.
Author: Bronwyn L. Martin, PhD, MBA, ChFC®, CLU®, AEP®, CRPC®, CFS®, CMFC®, CLTC®
High Performance Organizational Teams (PDF file)
As the world of estate planning becomes increasingly interdependent, and many of us strive to accomplish our client’s objectives through multi-disciplinary teaming, how can we structure teams that are truly high performing? Laying out the difference between ‘groups’ and ‘teams’ and identifying the markers of an actual team and the stumbling blocks to getting there, the authors provide a roadmap that leads to true TEAMWORK.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Nancy B. Rapoport, J.D. and Charlie Douglas J.D., CFP®, CAP®, AEP®
Reviewing a Life Insurance Policy: The Owner As Pilot (PDF file)
A practical spin on a lofty topic. A handy list of 10 questions to chart your course when reviewing a life insurance policy.
Reproduced courtesy of Ultimate Estate Planner
Author: Jason Oshins, MBA
Built-in Gain Tax Liability: Defend Yourselves! (PDF file)
There is a potential value reduction for Built-in Capital Gain Tax Liability (BIGL) for certain assets owned by an estate. This detailed and technical paper takes us through the history of the case law culminating in the Estate of Richmond, which supports a value reduction based on an assumed future liquidation date of the corporation’s assets. The author lays out the valuation and accounting principles inherent in calculating the deduction and argues against using future expectations as a basis for valuation.
Author: James Lisi, CVA, MBA
Proposed Regulations Under Code §2704 Finally Die (PDF file)
Find out if they actually pulled the plug. The autopsy results for the infamous Proposed Regs under 2704.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: Keith Schiller, Esq.
Fees for Life Insurance Consulting? Why Would I Do That? (PDF file)
For our NAEPC Journal readers. A great question deserves a great answer. Learn about a novel phenomena in the insurance industry: Fee-based consulting.
Author: Bill Boersma, CLU®, LIC, AEP®

News Nook: A Compendium of Current Affairs

The NAEPC Journal of Estate & Tax Planning Tax Update (PDF file)
Author: Scott E. Swartz, JD, LL.M., AEP®
Tax Topics – September: “Unified Framework for Fixing Our Broken Tax Code” &August: Possible “Extenders” Bill if Tax Reform Doesn’t Pass (PDF file)
Author: Blanche Lark Christerson, JD, LL.M. (taxation)
Practical Planner Newsletter (PDF file)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD
NAEPC Monthly Technical Newsletter
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)