NAEPC Webinars:
Wednesday, February 10, 2021 at 3:00pm - 4:00pm ET - Post-Election Estate Planning
Source: The Robert G. Alexander Webinar SeriesP… Read more
Program details coming soon.
Jonathan G. Blattmachr is Director of Estate Planning for Peak Trust Company (formerly Alaska Trust Company) and a Director of Pioneer Wealth Partners, LLC in a boutique wealth advisory firm in Manhattan. He is a Principal at Interactive Legal Services Management, LLC, serving as its Editor-in-Chief and Co-Author of its cornerstone products, Wealth Transfer Planning™ and Elder Law Planning™ and a retired member of Milbank (formerly Milbank Tweed Hadley & McCloy LLP) and of the New York, Alaska and in California bars. He is recognized as one of the most creative Trusts and Estates lawyers in the country and is listed in The Best Lawyers in America in. He graduated from Columbia University School of Law, cum laude, where he was recognized as a Harlan Fiske Stone Scholar.
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 SeriesD… Read more
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 SeriesD… Read more
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 SeriesD… Read more
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 SeriesP… Read more
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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 SeriesD… Read more
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 SeriesD… Read 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 SeriesD… Read 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 SeriesD… Read more
Details coming soon.
REGISTER HERE for the individual program. To purchase the 2021 webinar series, please click HERE.
Wednesday, December 8, 2021 at 3:00pm - 4:00pm ET - TBD
Source: The Robert G. Alexander Webinar SeriesD… Read more
Details coming soon.
REGISTER HERE for the individual program. To purchase the 2021 webinar series, please click HERE.
Issue 21 – Second 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
Guest Editor’s Column: Obergefell Effect on LGBT Estate Planning (PDF file)
Written for NAEPC to update our readers on the recent SCOTUS ruling regarding same sex marriage.
Author: Joan M. Burda, Attorney at LawList of Conferences
2015 Conferences on Estate, Financial PlanningDistance Learning Programs
Upcoming and on-demand professional education
Accredited Estate Planner® Designee – Top Pick
Putting It All Together—Some Of The Best Planning Strategies We See In The New Frontier That Reduce Both Income Taxes And Estate Taxes (PDF file)
Author: S. Stacey Eastland, JD, AEP® (Distinguished)
(Most popular article from this issue in terms of views by AEP® designees.)
Second Quarter Update
Speculation About Upcoming Section 2704 Regulation (PDF file)
Author: Steve Akers, JD, AEP® (Distinguished)An update on a standard and a brand new release from our Hall of Fame:
6th Annual DAPT State Rankings Chart (PDF file)
1st Annual Non-Grantor Trust State Income Tax Chart (PDF file)
Author: Steven J. Oshins, JD, AEP® (Distinguished)Are You Aware Decanting Causes Tax Issues? (PDF file)
Reproduced courtesy of Ultimate Estate Planner
Author: Robert S. Keebler, CPA, MST, DEP, AEP® (Distinguished)Practical Planner, Volume 10, Issue 1, Jan-March 2015 (PDF file)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JDThe NAEPC Journal of Estate & Tax Planning Quarterly Tax Update (PDF file)
Author: Scott E. Swartz, JD, LL.M., AEP®The Year of Transparency’s Tipping Point (PDF file)
Reproduced courtesy of WealthManagement.com
Author: Barbara R. Hauser, JD, TEPBullion Monarch Mining, Inc. v. Barrick Goldstrike Mines: Unconstitutional Perpetual Trusts—Not So Fast Says the Nevada Supreme Court! (PDF file)
Reproduced courtesy of LISI (Leimberg Information Services, Inc.)
Author: Steven J. Oshins, JD, AEP® (Distinguished)Heckerling Musings 2015 and Current Developments (PDF file)
Reproduced courtesy of Heckerling Institute and the University of Miami
Author: Steve Akers, JD, AEP® (Distinguished)2015 Trends for Estate Planning (PDF file)
Reproduced courtesy of Cannon Financial Institute
Author: Daniel A. Smith, CFP®, CWS®, CIF®