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

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 27 – October, 2017

NAEPC Journal of Estate & Tax Planning

Editor’s Note: Forget “Must Love Dogs” – Go with “Must Love DSUE”
No dogs were injured in the writing of this note.
Author: Susan P. Rounds, JD, CPA, LL.M., AEP®, TEP

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

Checklist: Annual Review (PDF file)
This cool tool provides a quick overview of the suggested areas to review with your estate planning clients each year.
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD

Features

Crowdsource Funding to Help Victims of the Las Vegas Massacre (PDF file)
This just in! The issues surrounding crowdfunding are numerous and complex. In order to provide some on-the-spot technical guidance in an area with little law and less guidance, these “Masters Among Us” quickly developed this road map to motivate quick and compassionate action in the wake of this and other charitable causes you and your clients are considering.
Authors: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD, Bernard A. Krooks, Esq., and Jonathan G. Blattmachr, Esq.
A First Look at Congress’ Tax Reform Blueprint – What Advisors Need to Know Now to Better Inform Their Clients (PDF file)
This indispensible commentary not only explains the Unified Framework for Fixing our Broken Tax Code, but it goes much deeper and analyzes the potential issues and planning opportunities that may arise.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) and Jim Magner, JD, CLU®, ChFC®
Innovative Trust Designs Better Serve Inheritors (PDF file)
Why grant only three wishes when you can grant them all? Learn what is on every estate planning client’s “wish list” and which drafting provisions can accomplish these universal client aims.
Originally published in the June 2017 issue of Estate Planning. Reproduced with permission.
Authors: Richard Oshins, MBA, LL.M., AEP (Distinguished) and Paul Hood, Jr., JD, LL.M.
Planning in Uncertain Times – Part III (PDF file)
The final segment in the trilogy Planning in Uncertain Times continues the discussion of the cost of delaying planning by incorporating an illustration utilizing dynastic planning and life insurance.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: Robert W. Finnegan, JD, CLU®
Balancing Collaboration With the Attorney-Client Privilege (PDF file)
Collaboration is frequently recognized as a best practice. The authors highlight the need to maintain confidentiality in this framework and examine the importance of striking a balance between increased collaboration and preserving the attorney-client privilege.
Originally published in the March 2017 issue of Trusts & Estates. Reprinted by permission.
Authors: Charles Douglas JD, CFP®, CAP®, AEP®, Judi Cunningham MA, FEA and Jennifer Devine Odom, JD
Complacency. Motivation. Retention. (PDF file)
Looking for ways to engage clients in the financial planning process? Understand the intrinsic and extrinsic motivational factors and techniques advisors can use to garner good results, client retention, and bonus – an increased probability of referrals.
Author: Bronwyn L. Martin, PhD, MBA, ChFC®, CLU®, AEP®, CRPC®, CFS®, CMFC®, CLTC®
High Performance Organizational Teams (PDF file)
As the world of estate planning becomes increasingly interdependent, and many of us strive to accomplish our client’s objectives through multi-disciplinary teaming, how can we structure teams that are truly high performing? Laying out the difference between ‘groups’ and ‘teams’ and identifying the markers of an actual team and the stumbling blocks to getting there, the authors provide a roadmap that leads to true TEAMWORK.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Nancy B. Rapoport, J.D. and Charlie Douglas J.D., CFP®, CAP®, AEP®
Reviewing a Life Insurance Policy: The Owner As Pilot (PDF file)
A practical spin on a lofty topic. A handy list of 10 questions to chart your course when reviewing a life insurance policy.
Reproduced courtesy of Ultimate Estate Planner
Author: Jason Oshins, MBA
Built-in Gain Tax Liability: Defend Yourselves! (PDF file)
There is a potential value reduction for Built-in Capital Gain Tax Liability (BIGL) for certain assets owned by an estate. This detailed and technical paper takes us through the history of the case law culminating in the Estate of Richmond, which supports a value reduction based on an assumed future liquidation date of the corporation’s assets. The author lays out the valuation and accounting principles inherent in calculating the deduction and argues against using future expectations as a basis for valuation.
Author: James Lisi, CVA, MBA
Proposed Regulations Under Code §2704 Finally Die (PDF file)
Find out if they actually pulled the plug. The autopsy results for the infamous Proposed Regs under 2704.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: Keith Schiller, Esq.
Fees for Life Insurance Consulting? Why Would I Do That? (PDF file)
For our NAEPC Journal readers. A great question deserves a great answer. Learn about a novel phenomena in the insurance industry: Fee-based consulting.
Author: Bill Boersma, CLU®, LIC, AEP®

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 – September: “Unified Framework for Fixing Our Broken Tax Code” &August: Possible “Extenders” Bill if Tax Reform Doesn’t Pass (PDF file)
Author: Blanche Lark Christerson, JD, LL.M. (taxation)
Practical Planner Newsletter (PDF file)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD
NAEPC Monthly Technical Newsletter
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)