53rd Annual NAEPC
Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders
November 16-18, 2016 - Phoenix / Scottsdale, Arizona
EDUCATION & COLLABORATION
The NAEPC Advanced Estate Planning Strategies Conference is open to all estate planning professionals and provides:
The program includes one day for leaders of estate planning councils (Council Leadership Day, Wednesday, November 16th) and two full days of continuing education for every estate planning professional and discipline (Thursday, November 17th & Friday, November 18th).
Download the Early Bird Brochure HERE!
Speakers & Topics
Michael Amoia, JD, LL.M., CFP®, CLU®, ChFC®
Loan Regime Split-Dollar for Both Single and Joint Lives
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
The Critical Importance of High Investment Returns and Tax Free Compounding, and How to Achieve Them
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
Annual Tax Update
James E. Hughes, JD
An Interview on the Nature and Practice of Our Profession and its Capacity to Meet the Challenges of the "Shirt Sleeves" Proverb
Robert S. Keebler, CPA, MST, AEP® (Distinguished)
The Mathematics of Estate Planning
Stephanie Loomis-Price, JD
Privileges/Valuation - Exploring Privileges in the Context of Hiring Appraisers
Kathryn W. Miree
Ten Charitable Planning Ideas for the Current Environment
Nancy B. Rapoport, JD
Collaboration Across Small and Great Divides: Teamwork, Tensions, and Client-Centered Solutions
Jeffrey Schoenblum, JD, AEP® (Distinguished) Nominee
The Governing Law Clause in Trusts - Not Just Boilerplate Anymore
John J. Scroggin, JD, LL.M., AEP®
What Can We Learn from the Estates of Deceased Celebrities?
Kathy K. Wiseman
Family and Multi-Disciplinary Team Dynamics for High Performance Family Wealth and Business Succession Planning
Annual Special Private Session for Active Accredited Estate Planner® Designees
Fearless Public Speaking for Estate Planners,
an Interactive Discussion with Conrad Teitell, LL.B., LL.M., AEP® (Distinguished)
Thursday, November 17, 2016, 5:15 pm
*Speakers and topics confirmed as of February 28, 2016. Presenters and topics subject to change.
Download the Early Bird Brochure HERE!
53rd Annual Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
Includes Council Leadership Day sessions on Wednesday, November 16, 2016, sponsor bonus and technical education sessions on Thursday, November 17, 2016 & Friday, November 18, 2016, presentation material, conference breakfasts & luncheons, and the Wednesday evening Welcome Reception $975
53rd Annual Advanced Estate Planning Strategies Conference
Includes the Wednesday evening Welcome Reception, sponsor bonus and technical education sessions on Thursday, November 17, 2016 & Friday, November 18, 2016, presentation material, and Thursday and Friday breakfasts & luncheons. $875 member* / $1,100 non-member
Includes Thursday - Friday breakfasts and companion tours and the Wednesday evening Welcome reception. $475
$50 Early Bird Discount (Registration must be received by September 30, 2016.)
$50 Active Accredited Estate Planner® or Estate Planning Law Specialist designee
$50 Host Council Discount for Members of Affiliated Estate Planning Councils in AZ
$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 31, 2016.
Cancellation Policy: Cancellations must be received in writing or via email to email@example.com. A full refund will be granted if notice is received on or before 9/30/16. Registrants who cancel between 10/1/16 and 10/31/16 will forfeit a $100 administrative fee. No refunds will be granted on or after 11/1/16.
* A member is defined as an active AEP or EPLS designee, At-large member of NAEPC, or a member of an estate planning council affiliated with NAEPC.
The Wigwam, the Headquarters Hotel
NAEPC is delighted to host its 53rd Annual Conference at The Wigwam. Originally built in 1918 as a gathering place for the Ohio-based executives of Goodyear Tire & Rubber who discovered the West Valley of Phoenix as a prime location to grow cotton for rubber production, this Phoenix resort has hosted some of the world’s most recognized public figures and sports legends and maintains a reputation as one of the Southwest’s landmark resort destinations. Today, The Wigwam continues to be a travel tradition for generations of families across the globe offering an entirely unique Arizona family resort experience where casual elegance meets historic charm.
The NAEPC room rate is $179 (single or double occupancy plus applicable taxes) plus a $6/night resort fee. The resort fee includes in-room internet, access to the fitness center, and overnight self-parking, among other amenities. Reservations can be made by phoning (800) 327-0396 and letting the reservationist you are with NAEPC or by booking online HERE. Reservations must be made by Friday, October 21, 2016.
Continuing Education Credit
The conference offers up to 15 hours of continuing education credit.
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 Thursday, November 17, 2016 and Friday, November 18, 2016. 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.
IMPORTANT MESSAGE FOR INSURANCE PROFESSIONALS
Partial credit for this program is not available. Insurance professionals must attend every session on Thursday, November 17, 2016 and Friday, November 18, 2016 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 15 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.
The Conference Committee prides itself on choosing exciting companion programs for those who accompany Council Leadership Day and Educational Package registrants to the conference! Two very exciting programs are planned for this year:
Thursday, November 17, 2016
Arabian Ranch Tour & Time to Explore the Valley of the Sun
Friday, November 18, 2016
4-Wheel Desert Tour
The companion package fee is $475 and includes the Thursday & Friday breakfasts and companion tours and the Wednesday evening Welcome reception.
Sponsorship & Exhibitor Opportunities
NAEPC offers a unique and affordable opportunity to connect with members at the annual conference. In addition, many of these attendees 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 - sign up to sponsor or exhibit now!
Questions about sponsoring or exhibiting may be directed to Ed Socorro
at ESocorro@NAEPCmarketing.org or 312-600-5303.
Save the Date
54th Annual NAEPC Advanced Estate Planning Strategies Conference
November 15-17, 2017
New Orleans, Louisiana - The Roosevelt New Orleans, a Waldorf Astoria Hotel
Find Highlights from Prior Annual Conferences Here!
- 2015 Conference Highlights
- 2014 Conference Highlights
- 2013 Conference Highlights
- 2012 Conference Highlights
- 2011 Conference Highlights
- 2010 Conference Highlights
- 2009 Conference Highlights
- 2008 Conference Highlights
- 2007 Conference Highlights
- 2006 Conference Highlights
- 2005 Conference Highlights
- 2004 Conference Highlights
- 2003 Conference Highlights
- 2002 Conference Highlights