55th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
November 6-9, 2018 - Ft. Lauderdale, Florida
Speakers & Topics
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The Conference Committee has crafted an exceptional schedule of events, which will include an additional half-day of continuing education this year! Technical education sessions begin at 7:00 am on Wednesday, November 7th and conclude at 12:15 pm on Friday, November 9th.
Wednesday, November 7, 2018
Sponsored Morning Bonus Session: Life Settlements – The Value Proposition
provided by Berkshire Settlements
199A for Trusts and Estates
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
How Non-Grantor Trust Can Help Reduce Income Taxes for You and Your Clients
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)
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
Registration opens late April 2018.
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 availble 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.
IMPORTANT MESSAGE FOR INSURANCE PROFESSIONALS
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.
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 ESocorro@NAEPCmarketing.org 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
- 2017 Conference Highlights
- 2016 Conference Highlights
- 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