National Association of Estate Planners and Councils

NAEPC Webinar: Estate Planning Through an Asset Protection Lens - It's Not Just Self-Settled Trusts

Presented by National Association of Estate Planners & Councils

Wednesday, August 9, 2017

3:00pm - 4:00pm ET

Speaker: Gideon Rothschild, JD, CPA, AEPĀ® (Distinguished)

With estate taxes impacting fewer clients, estate planners need to consider asset protection as integral to the estate planning process and tailor appropriate strategies to each client’s individual situation. Many new developments among the states offer unique strategies in addition to self-settled trusts, including inter vivos QTIP trusts, reciprocal (but not reciprocal) trusts, and third party discretionary trusts. As will be seen in this intermediate/advanced webinar, one size does not fit all.

Gideon Rothschild is a partner with the New York City law firm of MOSES & SINGER LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group.  He focuses his practice in the areas of domestic and international estate planning techniques for high net worth clients and is a nationally recognized authority on wealth preservation and offshore trusts. Mr. Rothschild is a past Chair of the Real Property Trust & Estate Law Section of the American Bar Association, a Fellow of the American College of Trust and Estate Counsel and Academician of The International Academy of Trust and Estate Lawyers.  

REGISTER HERE for the individual program.  To register for the 2017 series, please click HERE.

See all upcoming and previous webinars

The Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education.  Programs typically take place on the second Wednesday of each month at 3:00 pm ET. 

Not able to attend on the live date and time? 
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

Registration Options & Fees

Registration is available for individual webinars or by purchasing a yearly series subscription, which offers acccess to all of the programs scheduled during the calendar year for one low price.  

Individual Series Type
$40 $280 ($360 value) Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
$40 $280 ($360 value) Junior/Student (available to a Junior or Student member of an NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College
$60 $420 ($540 value) Member of an affiliated local estate planning council or at-large member of NAEPC
$100 $700 ($900 value) Non-member
$250 $1,125 ($2,250 value) Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration

How to Register

  • To register for an individual program, please click on the "register here" option associated with the program you wish to attend. 
  • Register for the series

Continuing Education Credit

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availabililty of credit.. 

Questions  

Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.