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 23 – March, 2016

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

Note from the Editor: A Word About the Journal and the Masters Among Us
Author: Susan P. Rounds, JD, CPA, LL.M., AEP®
List of Conferences
2016 Conferences on Estate, Financial Planning
Distance Learning Programs
Upcoming and on-demand professional education

Accredited Estate Planner® Designee – Top Pick

The Anatomy of the Perfect Modern Trust – Part 1 (PDF file)
The authors identify and examine methods to accomplish the 6 factors on the client “wish list”: Control; Use/Enjoyment; Flexibility; Creditor Protection; Tax Savings; and, Simplicity.
Reproduced courtesy of Thomson Reuters’ Estate Planning
Authors: Richard Oshins, JD, LL.M., MBA, AEP® (Distinguished) and Steven G. Siegel, LL.M.

Articles

The Anatomy of the Perfect Modern Trust – Part II (PDF file)
A continued analysis of the perfect vehicle for wealth shifting with a focus on the importance of wealth receipt planning, emphasizing the fact that this can be the more significant factor in the long run. Strategies to educate clients on the important protections inherent in receiving assets in trust are illuminated.
Reproduced courtesy of Estate Planning
Authors: Richard Oshins, JD, LL.M., MBA, AEP® (Distinguished) and Steven G. Siegel, LL.M.
Compilation Notes from Heckerling 2016 (PDF file)
All of Marty’s notes for the entire week!
Reproduced courtesy of Heckerling Institute and the University of Miami, and Leimberg Information Services, Inc. (LISI)
Author: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
Estate Planning with Disregarded Entities (PDF file)
A thorough review and comparison of estate planning strategies that incorporate disregarded entities, which are conceptually similar to Income Tax Grantor Trusts. Includes illustrative cash flow modeling.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Richard Oshins, JD, LL.M., MBA, AEP® (Distinguished), and David A. Handler, JD, AEP® (Distinguished)
Guide to US Income Tax Residency for the Global Client – The International Quarterly (PDF file)
A good primer on US residency rules for income tax purposes
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Scott A. Bowman, JD, LL.M. and Marianne R. Kayan, JD, LL.M.
Heckerling Musings 2016 and Current Developments (PDF file)
Hot off the presses! Just released.
Reproduced courtesy of Heckerling Institute and the University of Miami
Author: Steve R. Akers, JD, AEP® (Distinguished)
Heckerling Review 2016 (PDF file)
A special treat – 101 page overview in outline form.
Reproduced courtesy of Heckerling Institute and the University of Miami, and Leimberg Information Services, Inc. (LISI)
Author: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
High Performance Teaming & Professional Collaboration: A Multi-Disciplinary Approach to Estate Planning (PDF file)
With the world of estate planning becoming increasingly complex and inter-dependent, the authors delve into professional multi-disciplinary collaboration as a solution targeted to overcome the obstacles presented by this phenomenon. The NAEPC mission is to promote the inter-disciplinary approach to estate planning and the paper examines the when, the why, the how, and the rich benefits that can result for both clients and advisors. An added feature examines different advisor styles.
Our NAEPC collaboration whitepaper was authored by members of the NAEPC Multi-Disciplinary Teaming and Professional Collaboration Committee.
Primary Contribution Authors: Todd Fithian, CLWC®; Albert E. Gibbons, CLU®; ChFC®, AEP® (Distinguished); and, David W. Holaday, ChFC®, CAP®
Issues in Estate Planning and Divorce (PDF file)
A detailed discourse on the difficult planning and drafting issues with respect to divorce – from a discussion of marital rights, to negotiation of divorce and marital agreements, to proactive planning for clients and their heirs.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: John J. (“Jeff”) Scroggin, JD, LL.M., AEP® and Founding Editor of the NAEPC Journal of Estate & Tax Planning
3rd Annual Trust Decanting State Rankings Chart (PDF file)
This preeminent tool is now interactive and links to each statute.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: Steven J. Oshins, JD, AEP® (Distinguished)
LISI Commentary on 3rd Annual Trust Decanting State Rankings Chart (PDF file)
Additional information on how the chart is compiled and tips on using it.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: Steven J. Oshins, JD, AEP® (Distinguished)
2015 Financial and Estate Planning Advisory Board Issue of Estate Planning Review (PDF file)
©2015 CCH Incorporated and Its Affiliates
Along with moderator Sidney Kess, a formidable cast of Who’s Who in the Estate Planning Community was present at the August 19, 2015 Financial and Estate Planning Advisory Board meeting to discuss estate planning and drafting; the impact of state law on planning; insurance; retirement planning; dealing with aging clients and those with chronic illnesses; and, investments.
Reproduced courtesy of Estate Planning Review – The Journal
Authors: Ben G. Baldwin, Jr., MSFS, MSM, CLU®, ChFC®, CFP®, AEP® (Distinguished); Lyle K. Benson, Jr., CPA, PFS, CFP®; Carol Cantrell, JD, CPA; Charles D.“Skip” Fox IV, A.B., M.A., JD, AEP® (Distinguished); Robert S. Keebler, CPA, MST, DEP, AEP® (Distinguished); Stephen J. Krass, LL.B., LL.M.; Bernard A. Krooks, J.D., CPA, LLM (taxation), CELA, AEP® (Distinguished); , JD, LL.M., MBA, AEP® (Distinguished); Barbara J. Raasch, CPA, CFP®; Sanford J. Schlesinger, JD, AEP® (Distinguished); Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished); and, Lee J. Slavutin, MD, CLU®, AEP® (Distinguished).

News Nook: A Compendium of Current Affairs

The NAEPC Journal of Estate & Tax Planning Quarterly Tax Update 1Q 2016 (PDF file)
Author: Scott E. Swartz, JD, LL.M., AEP®
Practical Planner Newsletter July – December 2015  (PDF file)
Author: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
NAEPC Monthly Technical Newsletter
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)