NAEPC Webinars:

Wednesday, January 20, 2021 at 3:00pm - 4:30pm ET - Growing Your Business and Network in a Virtual World: A Multidisciplinary Panel Discussion

Source: The Robert G. Alexander Webinar Series

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Panelists - Dean DeLisle, Founder and CEO, Forward Progress; Thomas M. Forrest, TO, AEP® (Distinguished); Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS; Ginger F. Mlakar, JD, CPA, AEP®; Gregory E. Sellers, CPA, AEP®

Has the global health crisis and the acceleration of an online environment changed the way you market your services and advise your clients? Do you have the technological tools to communicate effectively with your current network? Are you looking for ways to expand your reach? Attend this unique multi-disciplinary panel discussion to learn strategies for interacting with your clients in the rapidly growing virtual space from experts in the technology, legal, trust, insurance and financial planning, philanthropic, and accounting practice areas. Those who are unable to attend on the live date and time are welcome to register and on-demand access will automatically be sent so you can watch the program at your leisure.

Moderator - Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) 

Mr. Shenkman is an attorney in private practice in estate and tax planning, planning for closely held businesses, and estate administration in Fort Lee, New Jersey and New York City. He is the author of 42 books and more than 1,000 articles. Editorial Board Member of Trusts & Estates Magazine, CCH (Wolter’s Kluwer), and the Matrimonial Strategist. Has previously served on the editorial board of many other tax, estate and real estate publications.

 

Panelists:

Dean DeLisle, Founder and CEO, Forward Progress

Founder and CEO of Forward Progress serving over 2,000 corporate clients over the past 15 years. In 2012 Dean created and released a Social Influencer Development Platform known as Social Jack. Dean is host of his own Podcast, Influence Factory, and has written, FIRST, The Street Guide to Digital Business Influence which gives the reader proven essential steps and tools to develop thought leadership and recognition in their industry. His company has produced over 5,000 virtual events and webcasts.

 

Thomas M. Forrest, TO, AEP® (Distinguished) 

President and CEO of U.S. Trust Company of Delaware. Tom is past President and founder of the Personal Trust Division for Charles Schwab Bank in Wilmington, Delaware. Mr. Forrest assisted the IRS with the development of fiduciary income tax returns on magnetic media. He has lectured to professional groups on a variety of tax and estate planning topics at numerous meetings and seminars around the country. 

 

Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS

Bronwyn Martin has been doing comprehensive financial planning for over 20 years. Bronwyn has 2 offices in 2 different states, clients throughout the US, and a virtual staff of 5. She is currently serving as a member of the National Association of Estate Planners & Councils Board of Directors.

 

 

Ginger F. Mlakar, JD, CPA, AEP®

Ginger Mlakar serves as in-house legal counsel and oversees the donor stewardship program for the Cleveland Foundation. She has been named among the Best Lawyers in America and the Top 50 Female Ohio Super Lawyers List by Law and Politics magazine. She is currently serving as a member of the National Association of Estate Planners & Councils Board of Directors.

 

Gregory E. Sellers, CPA, AEP®

Greg is a Member in the Tax Division of Warren Averett, LLC, a leader of the firm’s Estate and Trust Service Area, and he has been serving clients for 35 years.  Greg also served on the NAEPC Board of Directors and is a past president of NAEPC and the Montgomery (AL) Estate Planning Council.

 

 

Please note this is a special 90-minute presentation. 

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

 

Wednesday, February 10, 2021 at 3:00pm - 4:00pm ET - Post-Election Estate Planning

Source: The Robert G. Alexander Webinar Series

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Details coming soon.

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

Wednesday, March 10, 2021 at 3:00pm - 4:00pm ET - Diversity, Equity and Inclusion

Source: The Robert G. Alexander Webinar Series

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Details coming soon. 

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

Wednesday, April 21, 2021 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Details coming soon. 

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

Wednesday, May 12, 2021 at 3:00pm - 4:00pm ET - 529 Planning

Source: The Robert G. Alexander Webinar Series

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Details coming soon.

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

Wednesday, June 9, 2021 at 3:00pm - 4:00pm ET - Tax-Smart Charitable Giving, Especially with Retirement Assets

Source: The Robert G. Alexander Webinar Series

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Program details coming soon.

Christopher Hoyt is a Professor of Law at the University of Missouri (Kansas City) School of Law where he teaches courses in the area of federal income taxation, charitable organizations and retirement plans.

Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri. He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.

Professor Hoyt is the Vice- Chair of the RPTE Charitable Group and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a "Best Lawyer". He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils.

 

 

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

Wednesday, July 14, 2021 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Details coming soon.

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

Wednesday, August 11, 2021 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

DRead more

Details coming soon.

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

Wednesday, September 8, 2021 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

DRead more

Details coming soon.

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

Wednesday, October 13, 2021 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

DRead more

Details coming soon.

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

Issue 3 – December, 2007

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

Editor’s Column
Conflicts and Estate Planning
Helpful Information
Information to help your Practice and Life
List of Conferences
2008-2009 Conferences on Estate, Financial and Tax Planning

Life Insurance Articles

Tips for Evaluating Existing Life Insurance Policies, Part I (419 KB PDF file), and Part II (1,173 KB PDF file)
This excellent article provides practical tips on how to review a client’s exiting life insurance policies.
Author: Robert Littell, CLU, ChFC, FLMI, SRM
Sell Your Policy? (240 KB PDF file)
This September 2006 article from Trusts and Estates discusses the issues which need to be considered when a client is considering the sale of a life insurance policy.
Authors: Allan Goldstein, Leigh Harter, and David Holaday
Taxation of Life Insurance: Understand the Issues to Avoid Mistakes (889 KB PDF file)
In this June 2007 article from the Journal of Practical Estate Planning, Pete Gibbons details the critical issues which any planner needs to understand in the use of life insurance in the estate plan.
Author: Pettus C. (“Pete”) Gibbons

Estate Planning Articles

Is Unlimited Inheritance Un-American? (57 KB PDF file)
Jim Grote discusses the question of whether the estate tax is needed as a societal tax designed to avoid creation of a class of perpetual wealthy in America.
Author: Jim Grote
Editor’s Note: See also the November 2006 Journal article by Ira S. Bloom entitled The GST Tax Tail is Killing the Rule Against Perpetuities
Oral Trusts And Wills: Are They Valid? (106 KB PDF file)
Frank Berall provides a brief review of oral, nuncupative, mutual and holographic wills and their use in estate plans.
Author: Frank S. Berall
Estate Planning To Cope With The Current Legislative Uncertainty (149 KB PDF file)
In this May 2007 article in Estate Planning magazine, Jeff Scroggin discusses whether there will be permanent transfer tax reform and how to plan until Congress adopts or fails to adopt new legislation.
Author: John J. Scroggin

Presentations and Outlines

Perpetual Dynasty Trusts: Tax Planning And Jurisdiction Selection (1,153 KB PDF file)
Dick Nenno provides a comprehensive review of the use of Dynasty Trusts in estate planning.
Authors: Richard W. Nenno
Tax Update from the Hill – The Fate of the Estate – Legislative Updates of Estate and Gift Tax Reform Proposals (427 KB PDF file)
This 2007 report provides an overview of the 2007 transfer tax reform efforts.
Author: Elizabeth Paris and the Congressional Research Service

Studies and Reports

The Nation’s Long-Term Fiscal Outlook (167 KB PDF file)
This September 2006 report analyzes the US’s long term financial condition and expresses serious concern that the single biggest financial issue facing the country is the cost of heath care.
The 2007 Social Security Trustees’ Report (857 KB PDF file)
This May 2007 report of the United States Board of Trustees of the Federal Old Age and Survivors Insurance and Federal Disability Insurance Trust Funds paints a dismal picture of the future of federal entitlement programs without reform.
IRS Report on Reducing the Federal Tax Gap (661 KB PDF file)
This August 2007 report from the IRS details how US taxpayers can be “encouraged” to increase their voluntary payment of tax to the federal government.
Asset Distribution of Taxable Estates (69 KB PDF file)
This February 2007 report from the Congressional Research Service uses information from federal estate tax filings in 2005 to show how assets were distributed.
Author: Steven Maguire