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 32 – October, 2019

NAEPC Journal of Estate & Tax Planning

Editor’s Note: Opportunity Knocks . . . Know The Code To Open the Door!
A quick read that provides a brick solid summary of first steps on the road to OZ.
Author: Susan P. Rounds, JD, CPA, LL.M., AEP®, TEP

Complimentary Webinar: The Melton Family Case: Climbing the Philanthropic Learning Curve, provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation (Video)
During this webinar you will see that a particular specialty (advice on grant-making for philanthropic impact) is often missing, even when philanthropy is a big part of the estate plan. Learn to identify when strategic grant-making advice is needed, identify specialists providing such advice to family foundations and large donor advised funds, and decide whether you will handle such advice or hand it off based on the case study.
Learn more about the Robert G. Alexander Webinar Series.
Panelists: Phil Cubeta, CLU®, ChFC®, CAP®, AEP®, Tony Macklin, CAP®, and Jennie Zioncheck, CAP®, MFT

Top Pick

Estate and Tax Planning Roadmap for 2019-2020 (PDF)
The authors clear a strategic path through our new planning landscape and illustrate techniques to traverse potential detours along the way.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished), Jonathan Blattmachr, Esq., AEP® (Distinguished), Joy Matak, JD, LL.M., and Sandra D. Glazier, JD

Features

Kaestner Supreme Court Case Summary (PDF)
A can’t miss synopsis by two NAEPC Estate Planning Hall of Fame® members outlining the analysis in the monumental decision that reignited the situs question.
Authors: Steve R. Akers, JD, AEP® (Distinguished) and Ronald D. Aucutt JD, AEP® (Distinguished)

5th Annual Non-Grantor Trust State Income Tax Chart (PDF)
A cool tool! Updated for Kaestner. Link directly to statutes and review the weighted criteria.
Author: Steven J. Oshins, JD, AEP® (Distinguished)

Team Culture (PDF)
The differentiating factor in better planning results is the success of the overall team, which is dependent on the 5Cs. Just what are the 5Cs and why do they matter?
Authors: Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished), S. Mark Alton, CFP®, ChFC®, CLU®, CAP®, CPWA®, Daniel K. Zismer, Ph.D. and Chief Culture Officer, and Ben Utecht, Super Bowl XLI Champion and Chief Performance Officer

How to Retire in the Magical Retirement Income Castle in the Clouds (PDF)
A behind the scenes examination of the inner workings of premium financed IUL policies as a source of retirement income. Policy and loan assumptions deserve special attention along with the potential undisclosed risks.
Author: Lawrence J. Rybka, JD, CFP®

Estate Planning Updates and Planning Nuggets (PDF)
A topical outline detailing developments in 61 areas of planning that you want to stay current on.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) and Jonathan Blattmachr, Esq., AEP® (Distinguished)

Indiana Enacts Self-Settled Asset Protection Trust Legislation (PDF)
Indiana becomes the 18th DAPT state! A quick overview of the new legislation. Written by a NAEPC Estate Planning Hall of Fame® member and his colleagues.
Authors: Jean Gordon Carter, JD, Charles D. Fox, IV, A.B., M.A., JD, AEP® (Distinguished), Stephen Murphy, JD, and William Sanderson, JD

Connecticut Adopts Omnibus Trust Code  (PDF)
And then there were 20! Connecticut becomes the 20th DAPT state and modifies its RAP to 800 years on a prospective basis. The governor has signed this legislation.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Author: Kelley Galica Peck, JD, LL.M.

What Did Bill Gates and Warren Buffett Learn from Andrew Carnegie?  (PDF)
Carnegie inspired Gates and Buffet to transfer vast wealth to philanthropic causes.  Just what did the iconic steel magnate have to say about wealth, death and taxes?  Authored by NAEPC’s newest At-Large member.
Author: Peter J. Merrick, FMA, CFP®, TEP, FCSI

Perpetual Care Pet Trust Agreement (PDF)
Furry friends are family to many of us. This sample pet trust provides a basis for discussion on this important area for clients with pets.
Author: Virginia Kilmer, MBA

Amici Curiae Brief to U.S. Supreme Court (PDF)
A first-hand look at arguments in Kaestner. How we got to state nexus standards based on the 3 R’s: Receipt of trust income; Right to demand or control trust income; or, Reliance on receipt of income.
Author: Counsel for Amici Curiae in Support of Respondent

News Nook: A Compendium of Current Affairs

Tax Topics: Interest Rates, GRATs, Sales and Loans (PDF)
Author: Blanche Lark Christerson, JD, LL.M. (taxation)

Tax Topics: The Generation-Skipping Transfer Tax (GSTT) (PDF)
Author: Blanche Lark Christerson, JD, LL.M. (taxation)

Practical Planner Newsletter Apr-Jun 2019 (PDF)
Author: Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)

NAEPC Monthly Technical Newsletter
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)