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

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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

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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

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Details coming soon.

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

Issue 26 – May, 2017

NAEPC Journal of Estate & Tax Planning

Editor’s Note: The Future is Now – And We Have Proof!
Reproduced courtesy of ABA Journal and Max Licht www.maxlicht.com.
Author: Susan P. Rounds, JD, CPA, LL.M., AEP®, TEP

Accredited Estate Planner® Designee – Top Pick (See previous top picks)

2017 Heckerling Institute of Estate Planning Highlights (PDF file)
Marty’s amazing PowerPoint hits the high points of Planning in Light of Repeal and Recent Developments, including Preferred Partnership Planning, Life Insurance, GRATs, Drafting Points, 2704 and many other critical categories.
Reproduced courtesy of Heckerling Institute and the University of Miami, and Leimberg Information Services, Inc. (LISI)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD

Features

Marty Shenkman Meeting Notes from Heckerling Days 1-5 (PDF file)
Marty’s Time Honored Compendium of Notes from the Heckerling Sessions.
Reproduced courtesy of Heckerling Institute and the University of Miami, and Leimberg Information Services, Inc. (LISI)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD
Estate Planning Current Developments and Hot Topics (PDF file)
Hot off the presses! The legendary piece from legendary master.
Reproduced courtesy of Heckerling Institute and the University of Miami
Author: Steve Akers, JD, AEP® (Distinguished)
How to Deal With Repeal (PDF file)
The author discusses the prospective landscape if repeal of the estate tax were to become reality. Planning strategies that provide flexibility, control and wealth protection are highlighted and analyzed in light of this new possibility.
Originally published in the March 2017 issue of Trusts & Estates. Reproduced with permission.
Author: Todd A. Flubacher, JD, AEP®
The Estate Tax at 100 (PDF file)
A lively discussion of the century old roots leading to the current U.S. estate tax with a detailed history of the milestones reached over the last 100 years.
Originally published in the August 2016 edition of Estate Planning Review-The Journal. Reprinted by permission.
Author: Blanche Lark Christerson, JD, LL.M. (taxation)
The Renaissance of Single-Stock Concentration Risk Management (PDF file)
Need to overcome a tax hurdle before realizing gains or mitigating a concentration risk? See this analysis of 3 nontraditional tools: Exchange Funds and Stock Protection Funds, useful for tax-efficient diversification over time, and Tax-Optimized Equity Strategies to facilitate retention while protecting unrealized gains.  Provides a solid foundation and clear examples.
Written for the NAEPC Journal.
Authors: Thomas Boczar, Esq. LL.M., CPWA®, CFA, and Elizabeth Ostrander, CFA
Income Tax Planning and Estate Planning for Negative Capital Accounts: The Entity Freeze Solution (PDF file)
Haunted by phantom gain? Need a ghostbuster? This examination describes how the strategy is applied under the partnership allocation rules to obtain a step-up at death for low basis assets with liabilities in excess of basis. Also see Professor Hesch’s associated presentation below.
Reproduced courtesy of Bloomberg BNA
Authors: Steve Breitstone, Esq., and Jerome M. Hesch, JD, AEP® (Distinguished)
Income Tax Planning for Negative Capital Account Real Estate: Dealing with Phantom Gain (PDF file)
As Professor Hesch likes to remind us, income tax planning is critical and even more so now in light of possible estate tax repeal. Practical examples on dealing with phantom gain for negative capital account real estate were outlined and explained in the March edition of the NAEPC Robert G. Alexander Webinar Series. The presentation is attached here and see the associated article above.
Author: Jerome M. Hesch, JD, AEP® (Distinguished)
20th Anniversary of Domestic Asset Protection Trusts (PDF file)
With 17 states having enacted DAPT statues, it is important for planners to understand this strategy and know something about its history. The distinguished author states his case on where things stand today.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: Steven J. Oshins, JD, AEP® (Distinguished)
The Asset Protection Planning Continuum – Practical Steps for Estate Planning Lawyers and Other Professionals (PDF file)
Lays out a road map to guide clients through the landscape of asset protection planning – from insurance solutions to more complicated asset protection trusts funded with tiered entities. Destination: an appropriate solution based on the client’s circumstances and budget.
© 2017. Published in The RPTE eReport March 2017, by the American Bar Association. Reproduced with permission.
Authors: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD and Alan S. Gassman, JD, LL.M., AEP®
Hot Valuation Issues in Estate Planning (PDF file)
From the 3 approaches to measuring value, to key factors when working with appraisers, our noted speaker for the April edition of the NAEPC Robert G. Alexander Webinar Series delved into all aspects of valuation, a key driver in the success of many sophisticated estate planning strategies. See the attached presentation created by the past president of the Atlanta Estate Planning Council.
Author: David P. Adams, III, CPA, ABV, ASA
Planning in Uncertain Times – Part I and Part II (PDF file)
Part I lays out the current legislative landscape as it pertains to potential estate tax repeal and highlights possible outcomes including the likelihood of “permanence”. Part II models the financial cost of delaying planning based on those repeal scenarios as measured by the amount of wealth ultimately transferred to family.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: Robert W. Finnegan, JD, CLU®

News Nook: A Compendium of Current Affairs

The NAEPC Journal of Estate & Tax Planning Tax Update (PDF file)
Author: Scott E. Swartz, JD, LL.M., AEP®
Tax Topics – NEW ADDITION! (PDF file)
Author: Blanche Lark Christerson, JD, LL.M. (taxation)
Practical Planner Newsletter 1st QTR 2017 (PDF file)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD
NAEPC Monthly Technical Newsletter
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)