58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference

November 2-4, 2021

Confirmed Speakers & Topics

Please visit our website for the most current and complete schedule and to register.

Tuesday, November 2, 2021

Life Insurance Valuation Solutions for Estate and Tax Planning – Appraising Your Client’s Existing Life Insurance Protects Their Best Interests
Jamie L. Mendelsohn & Jon B. Mendelsohn of Ashar Group, LLC
 
Recent Developments in Estate Planning
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
 
The 203 Best & Worst Planning Ideas for Your Client's Retirement Benefits
Natalie B. Choate, Esq., AEP® (Distinguished)
 
Just Like Starting Over – Decanting Trusts
Amy K. Kanyuk, JD

Wednesday, November 3, 2021

Reverse Mortgages & Trusts, Life Estates & Powers of Attorney
Stephen R. Pepe, JD of Reverse Mortgage Funding, LLC

Income Tax Reform Including the Impact on Estate Planning
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA®
 
The Thief in your Family - Forensic Accounting
Tiffany R. Couch, CPA/CFF, CFE
 
The New Normal for Charitable Tax Planning
Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®

Thursday, November 4, 2021

Possible Estate and Income Tax Changes Affecting Estate Planning
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
 
Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases
Dana G. Fitzsimons, Jr., JD
 
Psychological Implications of Business Succession Planning
Stephan R. Leimberg, JD, AEP® (Distinguished)

Registration

• Accredited Estate Planner® Designee or Estate Planning Law Specialist Certificant
  Registration Fee: Complimentary
• At-Large Member or Member of An Affiliated Local Council
  Registration Fee: $95
• Non-Members and Guests
  Registration Fee: $250

We recommend using Google Chrome to register for the conference and to access the event on the day-of. If you registered for the 2020 conference, please follow the prompts to reset your password rather than creating a new one.

Cancellation must be received in writing by Friday, October 29, 2021 to receive a refund.  Cancellations received on or after Saturday, October 30, 2021 are not refundable, but can be transferred to another individual.

Continuing Education Credit

Continuing education credit and certificates of completion are available only to those who attend the LIVE virtual program; CE-eligible sessions are noted within the schedule.
 
Continuing education credit will be requested for Certified Financial Planner™ (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designees and will be available for Accredited Estate Planner® (AEP®) designees. In addition, a certificate of completion will be available for those who are able to self-file, attend the live program, and complete attendance verification requests if prompted. Please communicate your credit requests and license numbers at the time of registration. Approval status will be communicated on our website approximately one month prior to the conference.  
 
The 58^th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference will not be filed for state legal, insurance, or accounting credit. A certificate of completion and materials will be available to those professionals within these disciplines who are able to self-file/report, attend the LIVE program, and complete attendance verification requests.  

Sponsor & Exhibitor Opportunities

Your sponsor or exhibitor participation allows members and guests to attend the three day-program at an eliminated or greatly reduced fee.  Complete with nationally-known presenters, an exhibition hall, one-on-one networking opportunities, and the experience of an in-person conference without the expense of travel and current health concerns, the conference offers the simplicity of an online event while maximizing the value of your sponsorship dollars.

• Download the Supporter Prospectus or contact Ed Socorro at sponsorship@naepc.org to become a conference supporter.