NAEPC Webinar: The Multidisciplinary Team Approach to Estate Planning: More Important Than Ever After Tax Reform, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation
Presented by National Association of Estate Planners & Councils
Thursday, September 20, 2018
2:00pm - 3:00pm ET
Speaker: S. Mark Alton, Theodore Kurlowicz, Blake Melton, John A. Warnick and Moderator John T. Midgett
The Tax Cuts and Jobs Act of 2017 provided sweeping changes to individual, business, and estate, gift, and GST taxes. This legislation is a doubled-edged sword. It appears to eliminate transfer tax planning for 99.7% of the population but, on the other hand, creates significant practice opportunities for both UHNW and HNW clients as well as the mass affluent.
The opportunities are threefold. First, more sophisticated planning at the high end which demands - and benefits - from a multidisciplinary approach. Second, for the rest of the population there’s often ignored compliance and record-keeping challenges which require greater collaboration among the advisory team. Third, at all levels of wealth there is an opportunity to provide clients with what many seek but can’t find: purposeful planning that includes legacy, philanthropic, and relational goals. More and more advisors are waking up to these opportunities but don’t fully understand what’s possible or what’s needed to provide what clients both need and want.
Taxes never should’ve been the primary driver of estate planning objectives and solutions. The nature of the “Act” has created tremendous uncertainty and polarization in the planning world. This webinar will address those concerns, and focus on practical but overlooked opportunities which surveys are suggesting clients want.
Attendees will learn:
- Purposeful planning for meeting the client’s challenges and objectives - how to ask the right questions and engage planning team members to address this task.
- Increased awareness about the interactions, interdependencies and interrelationships between and amongst all of the professionals and their respective disciplines, as well as how actions we take today have different consequences over the short and long term, and in different parts of the system.
- Tax compliance issues for estate planning for estates that may not be burdened by federal wealth transfer taxes. This would include gift tax compliance, record keeping for basis, and recommended appraisal of family assets.
- Trust planning A-Z - matching the acronyms with client solutions.
Trusts & Estates has applied for continuing education credit for CFP®, CIMA®, CPWA®, and AEP® designees.
About the speakers:
S. Mark Alton has been advising multigenerational families of wealth and family enterprises since 1991. He currently serves as president-elect of the NAEPC, is a past chair of its Advanced Estate Planning Strategies Conference and Multidisciplinary Teaming and Professional Collaboration Committees, and is currently chair of the Synergy Summit, a unique organization whose delegates come from the leadership of the major legal, accounting, and financial service organizations.
Theodore “Ted” Kurlowicz is the Charles E. Drimal Professor of Estate Planning at The American College of Financial Services where he teaches and prepares text materials and courses in estate planning and planning for business owners and professionals. He also is an adjunct associate professor at Widener University in the Master of Science in Taxation and Financial Planning Program. Ted publishes a client tax and estate-planning newsletter franchised by many life underwriters and financial planners, has participated in developing state insurance agent licensing examinations for numerous states, is a frequent speaker at professional associations, and is an author or co-author of several books, and has appears on numerous television programs.
Blake Melton is a Sr. Wealth Strategist with Synovus Family Asset Management in Columbus, GA and a frequent speaker at professional and educational programs. He is chairperson of the Fiduciary Law Section of the State Bar of Georgia and serves on the Trust Code Revision and Legislative Committees. He led the Sections efforts responding to power of attorney legislation in the 2017 legislative session and drafting a corrections bill that passed in 2018 session. Blake also serves on NAEPCs Multidisciplinary Teaming and Professional Collaboration Committee. In 2018, he was named to Family Wealth Report’s shortlist for recognition as the Best Leading Individual. Blake also serves his community in numerous capacities, including board membership for Trees Columbus and Bicycle Columbus and treasurer for the Chattahoochee Valley Area chapter of the Southern Off-Road Bicycle Association where he led the charge to construct a 25-mile multi-use trail system within Columbus city limits, which is on track to be completed by 2021.
Until 2009 John A. Warnick was a partner in the Denver office of a large regional law firm where he chaired that firm’s Private Client Services Group. In early 2010 he launched the Purposeful Planning Institute, a community of estate planning attorneys, financial planners, CPAs, trustees, wealth psychologists, and family business consultants who want to insure that the impact of their technical planning will be a positive force in the lives of each generation of their client families. John A. is a Fellow of the American College of Trust and Estate Counsel, serves on NAEPCs Multidisciplinary Teaming and Professional Collaboration Committee, and speaks frequently to estate planning councils, bar associations, financial planning audiences and family business centers.
Moderator John T. Midgett is a Shareholder in the Law Firm of Midgett Preti Olansen where his practice concentrates on estate planning, administration and taxation, estate and trust litigation, and family business planning. John is a dynamic speaker who is also actively involved in the Hampton Roads Estate Planning Council and the Duke University Estate Planning Council, on the board of directors of NAEPC and on its Multidisciplinary Teaming and Professional Collaboration Committee, served as chair of the Trusts & Estates Section of the Virginia State Bar in 2008-2009, and is currently chair of the Virginia Bar Association Wills, Trusts & Estates Section and serving on its Legislative Committee. John is also a past president of the Hampton Roads Gift Planning Council, the Hampton Roads Estate Planning Council, the Tidewater Chapter of the International Association of Financial Planners (now known as the Financial Planning Association) and the Hampton Roads Chapter of the Society of FSM™ Financial Service Professionals.
Please note that the information appearing below about the Robert G. Alexander webinar series (cost, continuing education credit, etc.) does not apply to this special webinar.
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|
|$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 email@example.com for more information)|
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 firstname.lastname@example.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 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 email@example.com 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!