National Association of Estate Planners and Councils

NAEPC Webinar: Special Webinar: Estate and Financial Planning Nuggets for a Time of Turmoil!

Presented by National Association of Estate Planners & Councils

Friday, October 20, 2017

12:00pm - 1:00pm ET

Speaker: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished) & Hosted by Stephan R. Leimberg, JD, AEP® (Distinguished)

A note about this program*:  This very special webinar is being offered by LISI.  Marty and Steve believe that the American Cancer Society has made, and will continue to make, incredible efforts to both defeat cancer and enrich the lives of those who face it.  All profits from this special webinar will go to The American Cancer Society.


This program will cover the following topics:

  • Why and How to structure irrevocable trusts to include an array of non-traditional provisions such as a loan director, hybrid DAPT, LPOA convertible to GPOA, and trust protector with broad powers to address tax uncertainty,
  • What to do about GRATs in an uncertain environment - and why to ask, "What is at the backend of your client's GRAT?"
  • Why and How to repurpose existing irrevocable trusts and transform frogs into trust princes with via decanting or a non-judicial modification, e.g. transform an old minimally useful trust into a new ILIT. If you sell life insurance, this could be an incredible marketing tool.
  • How to address a looming problem too few planners are taking action on: financial conflicts for aging clients - including: Who is (or should be) in charge of what - and what to do about agents under POA, successor trustee on revocable trust, Social Security Representative Payee, long term care insurance lapse designee, joint owner of a bank or brokerage account, etc.
  • Why your client should be re-considering gift provisions under existing durable POAs and Revocable trusts - and why you may want to think about precluding gifts to minimize elder financial abuse - or permitting gifts to minimize state inheritance or estate tax - or expressly authorizing larger gifts to facilitate planning and avoid a Powell issue.
  • Trust protectors - Can a trust protector's power to remove and replace trustees be used to bifurcate the trustee into a general, investment and insurance trustee position? Should revocable trusts include a trust protector?
  • Ethics Opinion 477 now reflects the now common use of tech such as tablet devices, smartphones, and cloud storage. What changes do you need to make in your retainer agreement and other client communications and documentation to reflect this?

The fee to participate is $129.  To learn more about the program and to register, please visit http://leimbergservices.com/webinar_pay81417.cfm.

Something else you can do:  Marty and Steve would be delighted if you would join them in joining the American Cancer Society's National Professional Advisor Network (NPAN). It will take a couple of minutes and doesn't obligate you to anything more. It will enhance your resume, get you a free quarterly estate planning newsletter, get you a charitable calculator and other resources, resources to help clients living with cancer or wishing to donate, and more.  Why is this so important? Because merely adding your name will add strength to the American Cancer Society's efforts. It will keep the American Cancer Society name and mission in mind if a client, friend or loved one faces the challenges of cancer.  For those advisers who might benefit, NPAN offers services to help support you and your clients in the community. NPAN gives you information and professional materials to enhance your client relationships - especially with those clients who are affected by cancer. For those of you who are too sophisticated to need these benefits, adding your name and reputation to the NPAN rolls will lend creditability to NPAN in its outreach efforts to other advisers.  This could be the easiest pitch to say "YES" to that you'll ever get hit with.  It's easy. Just click on www.cancer.org/npan to join in this fight against cancer today, or call 1.866.332.3216 for more information.

*This webinar is hosted by LISI and is not a part of the Robert G. Alexander Webinar Series.

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 education.  Programs are available live and on-demand.  Live programs 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 webinars@naepc.org for more information)


NEW!  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 webinars@naepc.org 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 each webinar 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 this policy. 


Have questions?  Download the handy webinar FAQ page HERE!

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