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 34 – May, 2020

NAEPC Journal of Estate & Tax Planning

Editor’s Note: Strategic Estate Planning: The Perfect Storm
A confluence of more time on our hands, an urgent reminder of the important things in life, depressed asset levels and a reduction in interest rates have created the perfect storm for estate planning.
Author: Susan P. Rounds, JD, CPA, LL.M., AEP®, TEP

Complimentary Video: Hartman Axley: The Heart of NAEPC
This month we are offering NAEPC members a very special treat in this section of the Journal. Watch this November 2018 interview with Hartman Axley, past president and board member emeritus of NAEPC, to learn more about the history of the association and his exceptional life. Hart is often noted as the “heart of NAEPC” for his many contributions to the association and profession, historical knowledge and perspective, and ongoing contributions. We thank Kit Mac Nee, Paul Viren, and Susan Austin-Carney for their time and talent creating this video and for sharing Hart’s incredible life and service with all members of NAEPC. We welcome all members of NAEPC to subscribe to the association’s YouTube channel.

Top Pick

The CARES Act (PDF)
The authors detail provisions of the new act that are pertinent to small businesses and individuals.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished); Michael Geeraerts, CPA, JD, CGMA®, CLU®; and, Jim Magner, JD

Features

Investment Location Planning: Tax, Estate and Asset Protection Considerations (PDF)
Learn how investment location planning coordinated through a collaborative estate planning team can maximize client goals. Written by members of the NAEPC Publications Committee especially for Journal readers.
Authors: Ryan Laughlin, CPA, MST, JD, AEP®; Heather Welsh, CFP®, AEP®, MSFS; Susan Rounds, JD, CPA, LL.M., AEP®, TEP; Harvey Hutchinson, LL.M., JD, CFP®, AEP®; Brian Balduzzi, JD, LL.M., MBA, CFP®; and, Martin Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)

Heckerling Musings 2020 and Estate Planning Current Developments (PDF)
An annual “must read” from two NAEPC Estate Planning Hall of Fame® members and one trusty associate.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Steve Akers, JD, AEP® (Distinguished), ACTEC Fellow; Ronald D. Aucutt, JD, AEP® (Distinguished), ACTEC Fellow; and, Kerri G. Nipp, JD

Don’t Leave It All on the Field: Why Athletes Require Special Planning (PDF)
Understand the special circumstances and risks faced by athletes and others with “star” power and what it takes to design a comprehensive wealth plan that will protect and preserve their hard earned wealth and secure a financially stable future.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: K. Eli Akhavan, JD; Evan Bloom, JD; Jonathan Shenkman, MBA; Martin Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished); Ben Utecht, 2006 Super Bowl Champion; and, Eido M. Walny, JD, AEP®, EPLS

11th Annual Domestic Asset Protection Trust State Rankings Chart (PDF)
As of April 2020. Understand the how and why behind the rankings. Link directly to statutes and review the weighted criteria.
Author: Steven J. Oshins, JD, AEP® (Distinguished)

Managing The Remote Law Practice (PDF)
Technical and practical tips on developing effective remote practice strategies in this trying time.
Reproduced courtesy of Leimberg Information Services, Inc. (LISI)
Authors: Mary E. Vandenack, JD, CAP®; Martin Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished); and, Jonathan Blattmachr, JD, AEP® (Distinguished)

IRS Issues Relief to Foreigners Stranded in the United States due to Coronavirus (PDF)
For the foreigner stuck in the United States, there is a potential risk of US tax residency being created as a result of the unplanned extension of their US stay.
Authors: Paul Sczudlo, JD, TEP and Megan Lisa Jones, JD, LL.M., TEP

A Noteworthy Dichotomy:  Valuation of Intrafamily for Transfer Tax Purposes (PDF)
If a promissory note bears interest at the AFR upon issuance and is later disposed of by gift or bequest and is valued at a discount, can the IRS argue that the note was not issued for adequate and full consideration?
Reproduced courtesy of Tax Management Estates, Gifts and Trusts Journal.
Authors: Jerry Hesch, JD, AEP® (Distinguished), and Michael S. Strauss, MBA, JD

Federal and Ontario COVID-19 Relief Measures for Businesses and Individuals (PDF)
The Government of Canada has announced an economic stimulus package that will result in important tax consequences for Canadian taxpayers.
Reproduced courtesy of Blaney McMurtry LLP
Authors: Sunita Doobay, JD, LL.M. (taxation), TEP, AEP®; and, Antoine Killin, JD

News Nook: A Compendium of Current Affairs

How the Hybrid Domestic Asset Protection Trust Has Changed the Entire Asset Protection Industry (PDF)
The more uncertain the times, the more certain the need for asset protection planning. The author describes the 3 main asset protection trust options and ranks them according to his assessment of the relative effectiveness of each.
Reproduced courtesy of The Ultimate Estate Planner, Inc.
Author: Steven J. Oshins, JD, AEP® (Distinguished)

Emergency Remote Notarization and Witnessing Orders by State (PDF)
Cool Tool providing information on emergency Executive Orders by state.
Reproduced courtesy of ACTEC
Authors: Lauren J. Wolven, JD, ACTEC Fellow and Erin M. Mayer, JD

COVID-19: Canadian Federal and Provincial Government Relief Measures – Remote Signing of Wills and Powers of Attorney (PDF)
Current orders allowing remote signing of Wills and POAs in Canada
Reproduced courtesy of Blaney McMurtry LLP
Authors: Sunita Doobay, JD, LL.M. (taxation), TEP, AEP®; and, Antoine Killin, JD

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