NAEPC 2009 Conference
Information
46th Annual Conference
November 11 - 13, 2009
Amelia Island, Florida
The Amelia Island Plantation
Registration Information
Now Open! Online
Conference Registration (Secure)
Early Bird
Conference Brochure and Printed Registration Form
Travel Reservations
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
CE Credit
- now available for all disciplines in all states!
Sponsorship Opportunities
Please contact Eleanor Spuhler at 866-226-2224 or
conference@naepc.org for information
about sponsorship and exhibitor opportunities.
Upcoming Conferences
2010
47th Annual Conference
November 17 – 19, 2010
San Diego, California
Hyatt Regency Mission
Bay Spa & Marina
2010 Conference Sponsor &
Exhibitor Package
2011
48th Annual Conference
November 16 - 18, 2011
San Antonio, Texas
San Antonio Marriott Rivercenter
See also:
|
