NAEPC Webinars (See All):

Issue 41 – January, 2023

NAEPC Journal of Estate & Tax Planning

Editor-in-Chief Note
Author: Eido M. Walny, Atty, AEP®, EPLS

A Tribute to Steve Leimberg
Author: A. Stephen McDaniel, JD, EPLS, AEP® (Distinguished)


Estate Planning Considerations Leading up to 2023, Plus a Year-End Checklist
Two national experts provide a concise list of considerations applicable to most clients for both 2023 and 2022.
Authors: Joshua S. Rubenstein, JD and Jonathan C. Byer, JD

SLATs Need a Financial Planning Checkup Now!
A review of often-overlooked considerations that apply to one of the most popular estate planning techniques today.
Authors: Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS and Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)

More than Money to Give – The value of Introducing Your Clients to Ethical Wills
The author discusses how estate planners can help clients pass their legacy.
Author: Susan Turnbill

A Tale of Two Systems: A Comparison of US and France Cross Border Planning Issues
The authors explain the fundamentals of US and France cross border succession planning, and issues to consider in both countries.
Author: Leigh-Alexandra Basha, JD, LL.M. and Romain Desmonts (Member of the Paris Bar)

The Back-Up Plan: How to Preserve Assets from Long-Term Care
The author discusses how estate planners can help clients in one of life’s most vulnerable situations.
Author: Dale M. Krause, JD, LL.M.

Maximizing Life Settlement Value Through a Policy Auction
Estate planners can create awareness and educate their clients that life settlement markets exist, and by doing so, can create planning opportunities.
Author: Jamie L. Mendelsohn

Lower Your Risk of a Cyberattack and Minimize Risks of Financial and Reputational Harm if Attacked
The authors explain why every person in your practice needs to be trained and involved in cybersecurity measures.
Authors: Tom Lambotte and Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)

News Nook: A Compendium of Current Affairs

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