NAEPC Webinars:

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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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 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

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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.

Wednesday, December 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.

Issue 22 – October, 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: Why You Should Consider Charitable Lead Annuity Trusts for Estate Planning
Author: Mary P. O’Reilly
List of Conferences
2015 Conferences on Estate, Financial Planning
Distance Learning Programs
Upcoming and on-demand professional education

Accredited Estate Planner® Designee – Top Pick

Updated ACTEC State Death Tax Chart (PDF file)
Reprinted with the permission of ACTEC
Author: Charles Fox, IV, A.B., M.A., JD, AEP® (Distinguished)
(
Most popular article from this issue in terms of views by AEP® designees.)

Articles

Top 10 Things You Should Know About the Final Portability Regulations (PDF file)
Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2320 (July 9, 2015)
Authors: Lester Law & George Karibjanian
Roadmap for a Successful Succession Plan (PDF file)
Reprinted with the permission of SRR Journal
Author: Alex W. Howard, CFA, ASA
Business Succession: Part I & Part II (PDF file)
Reprinted with the permission of SRR Journal
Author: Leigh S. Harter, CFP®, TEP
The Terms of the Trust: Extrinsic Evidence of Settlor Intent (PDF file)
Reprinted with the permission of ACTEC
Authors: Fred Franke and Anna Katherine Moody
Fiduciary Best Practices for an Individual Trustee (PDF file)
Reprinted with the permission of ABA Section of Real Property/Trust & Estate Law
Authors: Richard B. Freeman, CFP® and Ruth Flynn Raftery, JD, CPA*
Life Insurance Policy Audits (PDF file)
Author: Gary DeVicci, MSFS, CFP
Directed Trusts: Panacea or Plague? (PDF file)
Reprinted with the permission of Trusts & Estates, March, 2015 (NAEPC Member Discounted Subscription)
Author: Todd A. Flubacher
As college expenses rise, CRUTs can do more than plan for retirement (PDF file)
Reprinted with the permission of Cannon Financial Institute
The Income Taxation of Complex Trusts and Estates (PDF file)
Reprinted with the permission of CCH, Estate Planning Review
Author: Jeremiah W. Doyle IV
State Tax Treatment of Trusts (PDF file)
Reprinted with the permission of CCH, Estate Planning Review
Author: Steven J. Oshins, JD, AEP® (Distinguished)
The NAEPC Journal of Estate & Tax Planning Quarterly Tax Update (PDF file)
Author: Scott E. Swartz, JD, LL.M., AEP®