NAEPC Webinars:

Wednesday, February 9, 2022 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

DRead more

Details coming soon.

Wednesday, January 19, 2022 at 3:00pm - 4:00pm ET - Recent Tax Changes Affecting Estate Planning

Source: The Robert G. Alexander Webinar Series

IRead more

In this advanced program, Lou Mezzullo will discuss recent tax code changes that affect estate planning. He will offer practical suggestions as to how to deal with the changes. Join us to get expert analysis on the changing landscape in Washington.

Louis A. Mezzullo is of counsel with Withers Bergman LLP, practicing principally in California.  Mezzullo received his J.D. from the University of Richmond Law School, and a B.A. and M.A. from the University of Maryland.  He is a past Chair of the American College of Tax Counsel, Past President of the American College of Trust and Estate Counsel, and a past Chair of the ABA Section of Real Property, Trust and Estate Law.

 

Registration details coming soon.

Wednesday, March 9, 2022 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

DRead more

Details coming soon.

Wednesday, April 20, 2022 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

DRead more

Details coming soon.

Wednesday, December 8, 2021 at 3:00pm - 4:00pm ET - Estate Planning for Modern Families: Planning for Diversity and Flexibility

Source: The Robert G. Alexander Webinar Series

ARead more

As the traditional nuclear family has changed because of evolving social and legal norms as well as scientific and technological developments, estate planning professionals must be prepared both for issue spotting and thoughtful problem solving with regard to issues clients face, how existing trusts are interpreted, and how new estate planning instruments can be drafted for sufficient flexibility. This discussion will touch upon a potpourri of issues to consider, including: Marital Status (single, divorced, unmarried couples and polyamorous relationships); Defining Descendants (stepchildren, adoption, nonmarital children and assisted reproductive technologies); and other forms of Diversity (disability, LGBTQIA+, religious, racial and cultural inclusion) . . . and more!

REGISTER HERE for the individual program. To purchase the 2021 webinar series, please click HERE.

Wednesday, May 11, 2022 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

DRead more

Details coming soon.

Wednesday, June 8, 2022 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

DRead more

Details coming soon.

Wednesday, July 13, 2022 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

DRead more

Details coming soon.

Wednesday, September 14, 2022 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

DRead more

Details coming soon.

Wednesday, October 19, 2022 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

DRead more

Details coming soon.

Complete Disclaimer

The National Association of Estate Planners and Councils (“NAEPC”) offers this website and the NAEPC Journal of Estate and Tax Planning solely for general informational purposes. The website and Journal are intended to provide a better understanding of estate and tax planning, and to promote the general education of our members and the general public in the fields of estate and tax planning. The contents of this site and the Journal are not intended to provide general or specific legal, tax, accounting, financial, or any other professional advice or services and all information is presented without any express or implied representation or warranty of any nature as to the accuracy, timeliness or completeness of the information for any person reading or using this information. Opinions expressed in the website and in the Journal are the opinions of the respective authors and neither the NAEPC nor any of its editors are responsible in any manner for the contents, timeliness, statements or accuracy of any articles or other materials. Because different facts, the state of residence, changes in the local and federal law, court decisions and other matters can radically impact the application of the concepts, ideas and opinions expressed on this website and the Journal, anyone reviewing this information is strongly encouraged to consult with competent legal, tax, accounting and/or financial advisors licensed to practice in the jurisdiction to which the advice may apply. All uses of this website, other than personal uses, are prohibited. The information on this site and the Journal are subject to change without notice and may become inaccurate over time as laws and other changes occur. Neither NAEPC nor the Journal warrant that articles will be kept current. You may not rely upon any information in this website or the Journal with regard to a particular matter or set of facts. You should not act or refrain from acting on the basis of any content included in this website or the Journal without seeking the appropriate legal and/or other professional advice on the particular facts and circumstances. ALL INFORMATION IN THIS WEBSITE AND THE JOURNAL IS PROVIDED “AS IS”, WITH NO GUARANTEE OF COMPLETENESS, ACCURACY, TIMELINESS OR OF THE RESULTS OBTAINED FROM THE USE OF THIS INFORMATION. ALL INFORMATION IN THIS WEBSITE AND THE JOURNAL IS WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO WARRANTIES OF PERFORMANCE, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.In no event will NAEPC, its agents, officers, editors, directors, or employees be liable to you or anyone else for any decision made or not made, or action taken or not taken in reliance on the information in this website or the Journal, including without limitation, for any consequential, special, punitive or similar damages, even if advised of the possibility of such damages. Links to information on other sites are for your convenience only and are not an endorsement or recommendation of those sites.

Copyrights: All information on this website and/or the Journal is subject to the copyright of the author of the article and/or the NAEPC. All rights are reserved to the NAEPC and respective authors for the use, publication or republication of any materials on this website and in the Journal.