National Association of Estate Planners and Councils

55th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders

November 6 - 9, 2018 - Ft. Lauderdale, Florida

> Online Registration Form

Speakers & Topics

Wednesday, November 7, 2018

Concurrent Sponsored Morning Bonus Sessions 
     Life Settlements – The Value Proposition
     provided by Berkshire Settlements
     Matthew Sheridan

     From Novelty to Necessity - Pragmatic Social Media for Law Firms 
     provided by FindLaw, part of Thomson Reuters
     Sean Sands

199A for Trusts and Estates
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA

The New Benefits of Non-Grantor Trusts
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)

Sponsored General Session:  Collaborative Planning Opportunities Created through the Valuation of Life Insurance
provided by Ashar Group, LLC
Todd A. Fithian & Jon B. Mendelsohn

The Social Media Thicket: Social Media Issues for Estate Planners
Michael H. Rubin, JD

Stupid Charitable Tricks and Common Planning Mistakes
Ramsay H. Slugg, JD

Succession Planning for The Closely-Held Business
Jerome M. Hesch, MBA, JD, AEP® (Distinguished)

Thursday, November 8, 2018

Sponsored Morning Bonus Session:  Why the Bridge Trust® is Superior to a Foreign Only or Domestic Only Asset Protection Trust
provided by Lodmell & Lodmell, P.C. / Asset Protection Council®
Douglass Lodmell, JD, LL.M.

Income Tax Aspects of Trusts and Estates
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)

Concurrent Sessions
     Reading, Interpreting and Drafting Trust Distribution Provisions that Work: Say What You Mean and Mean What You Say
     Leslie Kiefer Amann, JD, AEP®, TO

     Gun Trusts and Challenging Assets - Is it Contraband?
     C. Dennis Brislawn, Jr., JD, AEP®

     Late Elections Under Section 9100:  How Does the IRS Spell Relief?
     Beth Shapiro Kaufman, JD

     Secrets of Successful Families: Transferring Values with Wealth for a Lasting Legacy
     Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®

Exploiting the 2017 Tax Act: Creative New Federal and State Income Tax Savings Opportunities
Steven J. Oshins, JD, AEP® (Distinguished)

Supplemental Concurrent Sessions, offered at 4:15 pm

Private Event for active Accredited Estate Planner® Designees and Estate Planning Law Specialist Certificants

Accredited Estate Planner® Designation from A - Z
This session is for those who are interested in learning more about or attaining the AEP® designation, it will provide an overview of the multi-disciplinary program and an opportunity to have your questions answered by the experts at NAEPC.

Getting Started on the Path to Specialization with the Estate Planning Law Specialist Certification
This session is for actively-licensed attorneys who are interested in learning more about the only national board certification in estate planning and will be led by a member of the Estate Law Specialist Board.

Friday, November 9, 2018

Estate Planning Current Developments and Hot Topics
Steve R. Akers, JD, AEP® (Distinguished)

Putting It On & Taking It Off: Managing Tax Basis Today (For Tomorrow)
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)

Don’t Worry Retire Happy: Seven Steps to Retirement Security
Tom Hegna, CLU®, ChFC®, CASL®

Cost & Registration

Online Registration Form


55th Annual Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
Includes Council Leadership Day sessions on Tuesday, November 6, 2018, sponsor bonus and technical education sessions from Wednesday, November 7th through Friday, November 9th, presentation material, conference breakfasts & luncheons, and the Tuesday and Wednesday evening receptions  $1,175

55th Annual Advanced Estate Planning Strategies Conference
Includes the Tuesday and Wednesday evening receptions, sponsor bonus and technical education sessions from Wednesday, November 7th through Friday, November 9th, presentation material, and conference breakfasts and luncheons.  $1,075 member* / $1,300 non-member

Companion Package
Includes the tours, Tuesday and Wednesday receptions, and conference breakfasts.  $475

Available Discounts
$50    Early Bird Discount (Registration must be received by September 14, 2018)
$50    Active Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
$50    Host Council Discount for Members of Florida Councils
$100  NAEPC Volunteer Discount (available to non-board members of any committee of NAEPC)

A $50 late fee applies to all registrations submitted after October 19, 2018.

Cancellation Policy: Cancellations must be received in writing or via email to  A full refund will be granted if notice is received on or before 09/14/18.  Registrants who cancel between 9/15/18 and 10/19/18 will forfeit a $100 administrative fee.  No refunds will be granted after 10/19/18.  Requests to transfer registrations to another individual will be accommodated.

* A member is defined as an active AEP® designee or EPLS certificant, At-large member of NAEPC, or a member of an estate planning council affiliated with NAEPC.

We are grateful for the support our sponsors & exhibitors, including:

Marriott Harbor Beach Resort & Spa

Breathe in the crisp ocean air and immerse yourself in the warmth of the Sunshine State at the Fort Lauderdale Marriott Harbor Beach Resort & Spa. Situated along a quarter-mile of private beach, the hotel provides tropical tranquility while also offering easy access to attractions including Las Olas Boulevard and Fort Lauderdale Airport. 

The NAEPC room rate is $245 for a standard room with an optional Resort Amenity Package of $25/night (single/double occupancy, exclusive of taxes and fees).  Additional room and suite options are available.  Complimentary guestroom internet is available to Marriott Rewards members and all guests receive complimentary access to the fitness center.  Reservations may be made online or by calling 1-954-525-4000 and referencing group code "NAEPC."  Reservations must be made by Friday, October 12, 2018.  

Continuing Education Credit

The conference offers up to 17 hours of continuing education credit.  Approvals began to arrive approximately 2 months prior to the conference and will continue to do so until just prior to the conference; status can be monitored on a special page that will be added to this website.  Individual states determine the total number and types of credits awarded. 

The following credit will be requested in all states: insurance, legal, accounting, CFP®, CTFA and PACE (including one hour of ethics credit, where applicable) for Wednesday, November 7th, Thursday, November 8th and Friday, November 9th.  Individual states determine the total number and types of credits awarded.  Insurance, legal, and CFP® license numbers are required on-site in order to receive credit.  

Partial credit for this program is not available.  Insurance professionals must attend every session on Wednesday, November 7th, Thursday, November 8th and Friday, November 9th to receive credit.

The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417.  This program is recommended for a total of 17 specialized knowledge & applications credit hours. The Annual Conference is an advanced educational program. A CPA who devotes at least 35% of their practice to estate planning meets the prerequisite level of knowledge to attend the program. After attending, participants will be able to identify and implement advanced estate planning techniques that will improve professionalism and personal service to their clients.

Continuing education credit is administered by the Society of FSP.

Companion Program

The Conference Committee prides itself on creating adventurous companion programs for those who accompany Council Leadership Day and Educational Package registrants to the conference!  2018 tours:

  • Wednesday, November 7th - Florida Everglades Tour
  • Thursday, November 8th - Art on Los Olas

More details about these exciting tours will be posted soon.

*Tours and timing subject to change.

Sponsorship & Exhibitor Opportunities

NAEPC offers a unique and affordable opportunity to connect with members at the annual conference, many of whom report back to their affiliated local estate planning council about their experience!  Don't miss your opportunity to participate in NAEPC's only national, face-to-face meeting each year.

Sponsorship opportunities are now available!  Download the prospectus in PDF format.  Past attendee statistics can be downloaded here. Questions about sponsoring or exhibiting may be directed to Ed Socorro at or 312-600-5303.

Interested in gaining more exposure to NAEPC members and councils? Consider becoming a Value Partner, NAEPCs member benefits program.  The list of over 40 partners provide member discounts for software related to estate planning; conferences, seminars, webinars and other educational opportunities; books, magazines and other publications related to estate planning; profession-specific information related to estate planning (example: software specific to attorneys); and programs and services appropriate for affiliated local estate planning council development (example: award pieces).  

Save the Date

56th Annual NAEPC Advanced Estate Planning Strategies Conference
November 5-8, 2019
Las Vegas, Nevada - The Cosmopolitan of Las Vegas

57th Annual NAEPC Advanced Estate Planning Strategies Conference
November 3-6, 2020
Ft. Lauderdale, Florida - Marriott Harbor Beach Resort & Spa

58th Annual NAEPC Advanced Estate Planning Strategies Conference
November 2-5, 2021
Las Vegas, Nevada - The Cosmopolitan of Las Vegas

Highlights from Prior Annual Conferences