National Association of Estate Planners and Councils

NAEPC Webinar: Non-Tax Developments of Interest to Estate Planners: An Overview of Recent Cases of Significance for all Estate Planning Professionals

Presented by National Association of Estate Planners & Councils

Wednesday, February 14, 2018

3:00pm - 4:00pm ET

Speaker: Jeffrey N. Pennell, JD

Because the applicable exclusion amount is sufficient to protect over 99% of all decedents from the federal wealth transfer taxes, the attention of many estate planners, fiduciaries, and probate or trust litigators is focused on the numerous issues that affect the “middle rich,” for whom wealth transfer tax-motivated planning is not a primary concern. Numerous interesting and new state law nontax issues deserve attention, and developments that have a wider significance than the particular state’s law are useful learning tools. Both notions inform this intermediate session.

Professor Pennell is the Richard H. Clark Professor of Law at Emory University School of Law in Atlanta. A Member of the American Law Institute, he was an Adviser for the Restatements of Wills and Other Donative Transfers, and of Trusts, and a former member of the Council of the Real Property, Trust & Estate Section of the American Bar Association. He is an Academic Fellow and Former Regent of the American College of Trust and Estate Counsel, and an Academician of The International Academy of Estate and Trust Law. His various publications include student and practitioner texts, Tax Management portfolios, articles, institute chapters, and he is the successor author of Casner & Pennell on Estate Planning (8th ed.).

REGISTER HERE for the individual program.  To register for the 2018 series, please click HERE.

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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. 

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.  All webinars can be viewed on the live date and time or following the program by using an automatically-generated replay link.

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.