National Association of Estate Planners and Councils

NAEPC Webinar: Teaming for Success in Three Legacy Planning Business Models, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation

Presented by National Association of Estate Planners & Councils

Tuesday, October 31, 2017

2:00pm - 3:00pm ET

Speaker: Philip Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP® of The American College of Financial Services; Thomas C. Rogerson of Wilmington Trust; Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished) of Martin M. Shenkman, P.C., Charles V. Douglas - Moderator, JD, CFP®, CAP®, AEP® of Cedar Rowe Partners

Webinar co-hosted by NAEPC and Trusts & Estates
  • Would you agree that traditional transfer tax planning is a discipline under threat?
  • Do you feel that legacy planning (integrated wealth management across generations) may be a promising alternative?
  • Would you like to learn more?

In this practical webinar you will learn why teaming is essential for multi-generational legacy planning, and how teaming plays out in three business models: Family Office, Private Bank, and Best of Breed Teams of Independents. Join panelists Phil Cubeta, Tom Rogerson, and Marty Shenkman, with moderator, Charlie Douglas, to learn how to position your practice for success in this rapidly changing legacy planning landscape.

Sponsored by: NAEPC and the Accredited Estate Planner® designation, REGISTER HERE for this complimentary program.

Philip B. Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP®, The American College of Financial Services

Philip B. Cubeta teaches philanthropy to advisors and nonprofit gift planners in the American College Chartered Advisor in Philanthropy® (CAP®) program. Prior to this he was Chief of Staff for The Nautilus Group, an initiative of New York Life, providing estate and business planning strategies to the clients of the companies leading representatives. His original training was in the humanities.

Thomas C. Rogerson, Wilmington Trust

Tom Rogerson is a recognized leader and pioneer in family governance and introduces clients throughout the U.S. to his “5 Steps to Healthy Family Governance,” which assists families with communication, philanthropic vision, legacy planning, succession, and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money. Tom is an international speaker on the topic of family governance and continues to be invited to speak to wealthy individuals and entrepreneurs around the world.

Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished), Martin M. Shenkman, P.C.

Martin M. Shenkman is an attorney in private practice in Fort Lee, New Jersey and New York City. He has authored more than 40 books and 1,000 articles and is an editorial board member of Trusts & Estates magazine, CCH (Wolters Kluwer), and the Matrimonial Strategist. Marty has been the recipient of many honors and awards, most recently named by The American Cancer Society and its National Professional Advisor Network as the inaugural "National Professional Advisor of the Year." Marty is active in many charitable and community causes and organizations and is the founder of, an organization that educates professional advisers on planning for clients with chronic illness.

Charles V. Douglas - Moderator, JD, CFP®, CAP®, AEP®, Cedar Rowe Partners

Charles V. Douglas has over 30 years of experience guiding affluent clients in growing, protecting and transferring their wealth and is a frequent lecturer for professional organizations as well as a contributor and commentator to such national publications as the Wall Street Journal, the New York Times, CNBC, Investment News, Kiplinger and Forbes. Charlie is the author of two books, Awaken the American Dream and Rich Where It Counts and has established himself as an expert in values-based planning and strategies for helping high net-worth families pass on a principled legacy. Charlie is a board member of the National Association of Estate Planners & Councils, a member of the executive committee of the State Bar of Georgia’s Fiduciary Law Section, and a board member of the Atlanta Estate Planning Council.


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 are available live and on-demand (to watch at your leisure) and typically take place on the second Wednesday of each month at 3:00 pm ET. 

Individual Webinar Registration Fees

$40 Accredited Estate Planner® designee
$40 Junior/Student (available to any Junior or Student member of any 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 Member of an affiliated local estate planning council or at-large member of NAEPC
$100 Non-member
$250 Council meeting / group gathering (one feed to be shown in a single location to a group, additional feeds can be purchased for $25, contact for more information)


Yearly Subscription 
The yearly subscription offers a substantial discount to attend all of the programs during the calendar year!  After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.)
$280   Accredited Estate Planner® designee - $360 value
$420   Member of an affiliated local estate planning council or at-large member of NAEPC - $540 value
$700   Non-member - $900 value

$1125 Council meeting / group gathering (one feed to be shown in a single location to a group, additional feeds can be purchased for $25, contact for more information) - $2250 value

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

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 prior to attending your first program if you have any questions with regard to this policy. 

Have questions?  Download the handy webinar FAQ page HERE!