National Association of Estate Planners and Councils

NAEPC 2009 Conference Highlights

46th Annual Conference
November 11 - 13, 2009


Amelia Island, Florida
The Amelia Island Plantation

Registration Information

Conference Brochure and Printed Registration Form

Wednesday, November 11, 2009
COUNCIL LEADERSHIP DAY

Join estate planning council leaders from across the country for this day of information sharing and development. While the morning sessions are dedicated to the NAEPC's Annual Meeting, the remainder of the day is devoted to allowing council leaders to spend time with one another in groups with leaders of like-size organizations. This is continually noted as a very valuable experience—don't miss your chance to attend! More about Council Leadership Day.

7:30 am Breakfast
8:30 am - 12:00 noon NAEPC Annual Meeting & Council Updates
1:00 pm - 5:00 pm Council Sharing Sessions
5:00 pm Welcome Reception
A complete schedule will be released in advance of the conference to registered participants.

Thursday, November 12, 2009
TECHNICAL EDUCATION SESSIONS

The technical education sessions that follow Council Leadership Day are comprised of the BEST national and local talent that you'll find anywhere! Speakers will explore timely topics and offer cutting-edge knowledge during two full days of education. All attendees are also invited to attend the Welcome Reception on Wednesday and the conference Social Event on Thursday.

Jonathan G. Blattmachr, JD, AEP (Distinguished)
Where Estate Planning and Asset Protection Intersect

Robert S. Keebler, CPA, MST, AEP (Distinguished)
Current Developments Regarding Distributions from Tax Qualified Plans and IRAs

Michael J. Mullarney, CLU, ChFC, AEP
Life Insurance Premium Finance Sources and Exit Strategies

Breakout Sessions (offered twice)

John H. Brown, JD
Business Succession Planning and Exit Strategies

Constance J. Fontaine, JD, LL.M., CLU, ChFC, AEP (Distinguished)
Selection of a Trustee, Trust Advisor or Trust Protector

Richard M. Weber, MBA, CLU, AEP (Distinguished)
Life Insurance as a Stabilizing Asset in a Volatile Economy
Mr. Weber will present a new and different approach to life insurance for consideration by the legal, accounting, and trust officer professions.

Lawrence Brody, JD, LL.M., AEP (Distinguished) & Stephan R. Leimberg, JD, AEP (Distinguished)
Current Developments & Case Studies in Life Insurance, Part 1

Friday, November 13, 2009
TECHNICAL EDUCATION SESSIONS

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

Richard A. Oshins, JD, LL.M, MBA, AEP (Distinguished)
The Beneficiary Defective Inheritor's Trust; Finessing the Pipe Dream

Edward F. Koren, Jr., JD, AEP (Distinguished)
Exit Strategies for Leveraged Transactions

David E. Altig, PhD
An Economic Outlook

Breakout Sessions

Richard A. Oshins, JD, LL.M, MBA, AEP (Distinguished)
Estate Planning with Disregarded Entities

Susan R. Schoenfeld, MBA, JD, LL.M. (taxation), CPA
Generation Skipping Transfer Tax

Dina Kapur Sanna, JD, LL.M. (taxation)
Basics of US Tax Planning for Non-US Persons

Sanford J. Schlesinger, JD, AEP (Distinguished)
Charitable Planning in an Unstable Economic Climate

Lawrence Brody, JD, LL.M., AEP (Distinguished) & Stephan R. Leimberg, JD, AEP (Distinguished)
Current Developments & Case Studies in Life Insurance, Part 2

Volunteer Experience Announced!

NAEPC teamed up with Keep Nassau Beautiful to participate in a clean up of American Beach, a unique Florida seaside community. Founded in 1935 by Abraham Lincoln Lewis, American Beach was created as a vacation haven on Amelia Island for African-Americans, for whom access to other resorts was denied in the days before desegregation. American Beach is listed on the National Register of Historic Places and is now home to a variety of people, from federal judges and corporate executives to custodians. This event will allow participants to spend the day enjoying northeast Florida while giving back to the island that hosted our 46th annual event. The project will complete no later than 3:00 pm on Saturday, November 14, 2009.

Photo Galleries

See upcoming conference information.

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