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Issue 20 – First Quarter, 2015

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: Death and Domicile—No Joking Matter 
Reproduced courtesy of LISI (Leimberg Information Services, Inc.) and
Author: Charles Douglas J.D., CFP, AEP
List of Conferences
2015 Conferences on Estate, Financial Planning
Distance Learning Programs
Upcoming and on-demand professional education

Accredited Estate Planner® Designee – Top Pick

Planning for Estates Under the $10 million Exemption (PDF file)
Author: Steve Akers, JD, AEP® (Distinguished)
Most popular article from this issue in terms of views by AEP® designees.)

First Quarter Update

Heckerling 2015 Nuggets (PDF file)
Author: Martin M. Shenkman, Esq.
Ron Aucutt’s Top Ten Estate Planning and Estate Tax Developments of 2014 (PDF file)
Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2266 (January 5, 2015);
Author: Ron Aucutt
Recent Developments Affecting the Estate Planning Practice (PDF file)
Author: Stanley M. Johanson
To Convert or Not to Convert,That is the Question (PDF file)
Authors: Robert S. Keebler and Stephen J. Bigge
Charitable Planning with Closely Held Business Interests (PDF file)
Reprinted with the permission of Trusts & Estates, June, 2014 (NAEPC Member Discounted Subscription)
Authors: David Thanyne & Emily Brunner
2015 Key Numbers (PDF file)
Reprinted with the permission of Cannon Financial Institute
The Taxing Side of Divorce: Division of Non-Qualified Employee Benefits (PDF file)
Reprinted with the permission of SRR Journal
Author: Mary V. Ade
Life Insurance—Tax Issues to Be Aware Of (PDF file)
Author: Lee J. Slavuton, MD, CLU®, AEP® (Distinguished)
2nd Annual Trust Decanting State Rankings Chart (PDF file)
Author: Steven J. Oshins, JD, AEP® (Distinguished).
Effective Collaboration: The True Frontier of Estate Planning (PDF file)
Author: Todd Fithian, Managing Partner, The Legacy Companies, LLC
Dealing with Financial Planning Risk – Directing Portfolio Decisions or Navigating Human Behavior? (PDF file)
Authors: Hugh Massie and Eamon Porter, DNA Behavior® International
Building Your Practice and Developing Your Skills Locally and Nationally (PDF file)
Originally published in Probate & Property, January/February 2015. © 2015 by the American Bar Association
Author: Jason E. Havens
Web Meets the Will: Estate Planning for Digital Assets (PDF file)
Reprinted with the permission of Estate Planning
Author: Gerry W. Beyer