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

Hotel Reservations

Hotel Transportation

Rental Car

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:

 
Find an Estate Planner

Find an Estate Planning
Council in your area


Now Online! AEP Annual Renewal Form

Plan now for National Estate Planning Awareness Week
October 19-25, 2009

 

2008 Conference Highlights!

 
The NAEPC Foundation Needs Your Help

Councils: Approve the Every Council Campaign

 
Frequently Asked Questions for Estate Planners and Councils
 

 

 


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