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DTSTART:20211102T150000Z
DTEND:20211103T000000Z
LOCATION:Virtual
UID:2177020211102T150000Z58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
DTSTAMP:20260522T081940Z
DESCRIPTION:   \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n  \n      [](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=15e2715417&e=0c61c3e94d)        \n58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference\n \nNovember 2-4, 2021\n A Conference for Every Member of Every Estate Planning Council \n and All Estate Planning Professionals   [](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=9ac49efa80&e=0c61c3e94d)             [Register](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=c880cf6ee7&e=0c61c3e94d)    \nConfirmed Speakers & Topics\n \nPlease [visit our website](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=fb2822fd63&e=0c61c3e94d) for the most current and complete schedule and to register.\n \nTuesday, November 2, 2021\n \nLife Insurance Valuation Solutions for Estate and Tax Planning – Appraising Your Client’s Existing Life Insurance Protects Their Best Interests\n Jamie L. Mendelsohn & Jon B. Mendelsohn of Ashar Group, LLC\n  \n Recent Developments in Estate Planning\n Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)\n  \n The 203 Best & Worst Planning Ideas for Your Client's Retirement Benefits\n Natalie B. Choate, Esq., AEP® (Distinguished)\n  \n Just Like Starting Over – Decanting Trusts\n Amy K. Kanyuk, JD\n \nWednesday, November 3, 2021\n \nReverse Mortgages & Trusts, Life Estates & Powers of Attorney\n Stephen R. Pepe, JD of Reverse Mortgage Funding, LLC\n\n Income Tax Reform Including the Impact on Estate Planning\n Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA®\n  \n The Thief in your Family - Forensic Accounting\n Tiffany R. Couch, CPA/CFF, CFE\n  \n The New Normal for Charitable Tax Planning\n Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®\n \nThursday, November 4, 2021\n \nPossible Estate and Income Tax Changes Affecting Estate Planning\n Jonathan G. Blattmachr, Esq., AEP® (Distinguished)\n  \n Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases\n Dana G. Fitzsimons, Jr., JD\n  \n Psychological Implications of Business Succession Planning\n Stephan R. Leimberg, JD, AEP® (Distinguished)\n    Complimentary with registration, all attendees receive on-demand admission to sessions, outlines, and the exhibit hall for 30 days following the program.  Join us for top-notch education and to expand your personal national network of estate planning professionals!    \nRegistration\n Accredited Estate Planner® Designee or Estate Planning Law Specialist Certificant\nRegistration Fee: Complimentary At-Large Member or Member of An Affiliated Local Council\nRegistration Fee: $95 Non-Members and Guests\nRegistration Fee: $250 \nWe 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.\n \nCancellation 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.\n    [Register](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=f69f1bb50e&e=0c61c3e94d)    \nContinuing Education Credit\n \nContinuing 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.\n  \n 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®](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=c7d7b0ed78&e=0c61c3e94d) (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.  \n  \nThe 58th 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.  \n         \nWe are grateful for the support of all 58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference sponsors & exhibitors, including: \n     [](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=e718980387&e=0c61c3e94d)   [](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=c118b2bb77&e=0c61c3e94d)   [](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=5bd643fceb&e=0c61c3e94d)   [](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=0b8cee4352&e=0c61c3e94d)   [](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=266e1313b9&e=0c61c3e94d)        \nClick on each image below to watch a short introduction video for our sponsoring firms.    [](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=856caaf5e3&e=0c61c3e94d) [](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=46e39244c0&e=0c61c3e94d)        \nSponsor & Exhibitor Opportunities\n \nYour 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.\n Download the [Supporter Prospectus](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=2516bd20a5&e=0c61c3e94d) or contact Ed Socorro at sponsorship@naepc.org to become a conference supporter.                        \nNational Association of Estate Planners & Councils \n \n1120 Chester Ave Ste 470 Cleveland, OH 44114-3521\n \n[Add us to your address book](https://naepc.us4.list-manage.com/vcard?u=da891fb4a8a33c9776e2c8b17&id=dde009d2c3)\n \n\n Want to change how you receive these emails?\n You can [update your preferences](https://naepc.us4.list-manage.com/profile?u=da891fb4a8a33c9776e2c8b17&id=dde009d2c3&e=0c61c3e94d&c=b1c1113bb0) or [unsubscribe from this list](https://naepc.us4.list-manage.com/unsubscribe?u=da891fb4a8a33c9776e2c8b17&id=dde009d2c3&e=0c61c3e94d&c=b1c1113bb0).\n\nCopyright © 2021 National Association of Estate Planners & Councils, All rights reserved.       \n  \n    \n    \n    \n   \n \n \n \n   \n \nReplyForward            \n  \n    \n \n \n \n \n \n   \n \n  \n     \n \n \n    \n \n \n    \n       \n  \n \n \n 
SUMMARY:58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference - Santa Barbara Estate Planning Council 
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