NAEPC Webinars:

Wednesday, July 8, 2020 at 3:00pm - 4:00pm ET - What Estate Planning Professionals Need to Know About Cybersecurity in the Era of COVID-19

Source: The Robert G. Alexander Webinar Series

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Clients regularly trust planning professionals with something nearly as valuable as their money — their personal information. Cyber criminals are well aware that financial planners, trust officers, CPAs and attorneys are treasure troves of information that can be exploited to perpetrate a variety of schemes and frauds. Concerned with this growing problem, clients are increasingly expecting that planning professionals will keep their information private as well as secure. Additionally, those professionals with access to client assets may be targets of cyber attacks to steal those funds. The challenge of keeping client information and assets secure has increased in recent months, as work environments have changed dramatically and rapidly due to the COVID-19 pandemic, and sadly, many cyber criminals are exploiting the impacts of the health crisis for their own financial gain.

This presentation will discuss the various cyber threats confronting estate planning professionals, legal obligations and risks in the context of data security, and some non-technical strategies for reducing this legal risk with specific considerations related to impacts from COVID-19.

Justin Joy is a shareholder in the Memphis office of the Lewis, Thomason, King, Krieg & Waldrop, P.C law firm.  He also serves as the firm’s privacy officer.  In addition to a range of experience in healthcare liability defense litigation and business law matters, Justin heads up Lewis Thomason’s cybersecurity practice group.  He provides counsel to clients in a variety of industries in the area of information privacy and data security including incident investigation and breach response management, regulatory compliance, privacy and security policy review and drafting, and cyber risk management.  Justin speaks frequently to various groups and organizations on the topic of information privacy and cybersecurity.

Justin is a Certified Information Privacy Professional/US (CIPP/US) and a Certified Information Privacy Technologist (CIPT) through the International Association of Privacy Professionals.  He is a 2001 graduate of Wake Forest University and holds a law and MBA degree from the University of Memphis.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

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 31 – May, 2019

NAEPC Journal of Estate & Tax Planning

Editor’s Note: The Gift That Keeps On Giving!
Leveraging The Increased Estate and Gift Exemption Amount
Author: Susan P. Rounds, JD, CPA, LL.M., AEP®, TEP

Business Clients Succession Planning (Video)
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. Register for complimentary access to learn what components are needed to develop and manage a multidisciplinary team to adequately represent the client planning to exit their business.
Learn more about the Robert G. Alexander Webinar Series.
Presenter: Peter J. Merrick, FMA, CFP®, TEP, FCSI, DTM

Top Pick

Income Tax Planning Using Estate Planning Techniques (PDF)
A comprehensive overview on dual purpose planning strategies. Includes key diagrams and financial illustrations.
Author: Stacy Eastland JD, AEP® (Distinguished)

Features

Martin M. Shenkman’s Meeting Notes From Heckerling 2019 (PDF)
Don’t miss these golden nuggets covering each day of the conference!
Reproduced courtesy of Heckerling Institute on Estate Planning and the University of Miami, and Leimberg Information Services, Inc. (LISI)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD

Heckerling Musings 2019 and Estate Planning Current Developments (PDF)
An annual compendium of estate planning developments from a leading thought leader.
Reproduced courtesy of Heckerling Institute on Estate Planning and the University of Miami
Author: Steve Akers, JD, AEP® (Distinguished)

Qualified Opportunity Zones  (PDF)
What, where and how they are in the aftermath of the April release of IRS proposed regs.
Authors: Megan L. Jones, JD, LL.M. and Bradford S. Cohen, JD, LL.M.

Putting It On & Taking It Off: Managing Tax Basis Today (For Tomorrow) (PDF)
A must read: In the wake of the increased estate tax exemption amount and shift to income tax planning, basis planning is the new black.
Presented at the 44th Annual Notre Dame Tax & Estate Planning Institute. Reproduced with permission.
Author: Paul S. Lee, JD, LL.M., AEP® (Distinguished)

The Strange Case of Dr. Jekyll and Mr. Oshins: Nevada vs. Delaware Dynasty Trusts (PDF)
Whether you swing for Delaware or Nevada, you may benefit from reading this creative piece written from the perspective of a Nevada attorney. After walking through some significant statutory differences, Mr. Oshins calls a winner, but he describes how a change in the playbook may lead to a homerun for the runner-up.
Reproduced courtesy of The Ultimate Estate Planner
Author: Steven J. Oshins, JD, AEP® (Distinguished)

Planning For Diminished Capacity (PDF)
Authored by an AEP® and past NAEPC board member, the topic is timely and critical.
Previously printed in Private Wealth Magazine April 2019.
Author: Judith A. Saxe, JD, AEP®, CAP®

Estate Planning Risk Factors Listing (PDF)
Cool Tool! Checklist of risk factors to consider in our complex world of estate planning.
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD

10th Annual Domestic Asset Protection Trust State Rankings Chart  (PDF)
Understand the how and why behind the rankings. Link directly to statutes and review the weighted criteria.
Author: Steven J. Oshins, JD, AEP® (Distinguished)

News Nook: A Compendium of Current Affairs

Insights on the Newest Trends for Your Money (PDF)
Author: Bronwyn L. Martin, ChFC®, CLU®, MBA, CFS®, CRPC®, CMFC®, AEP®, CLTC, LACP

Tax Topics: Updated glossary of selected estate planning, income tax and retirement plan terms (PDF)
Author: Blanche Lark Christerson, JD, LL.M. (taxation)

Practical Planner Newsletter Jan-Mar 2019 (PDF)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD

Practical Planner Newsletter Oct-Dec 2018 (PDF)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD

NAEPC Monthly Technical Newsletter
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)