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|
|$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 firstname.lastname@example.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 email@example.com 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 firstname.lastname@example.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!
Wednesday, September 13, 2017 3:00pm - 4:00pm ET
Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished)
Wednesday, October 11, 2017 3:00pm - 4:00pm ET
Douglass S. Lodmell, JD, LL.M., Managing Partner & Co-Founder, Lodmell & Lodmell
Friday, October 20, 2017 12:00pm - 1:00pm ET
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.
Tuesday, October 31, 2017 2:00pm - 3:00pm ET
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.
Information about this program will be posted soon.
Wednesday, December 13, 2017 3:00pm - 4:00pm ET
Steven J. Oshins, JD, AEP® (Distinguished)
Missed a live program? Not to worry! Archives of all programs are available. The fee to participate is the same as the live feed unless otherwise noted. If you registered for and attended a specific program, and would like replay access, please contact NAEPC at email@example.com.
To obtain an archive of the following programs, please click HERE.
- DOL Fiduciary: When They're Running You Out of Town - Get at the Head of the Line and Make it Look Like a Parade! - Kim O'Brien, MBA; Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
- Powers of Appointment, Turney P. Berry, JD, AEP® (Distinguished)
- Negative Basis Partnership Freeze, Jerome M. Hesch, MBA, JD, AEP® (Distinguished)
- Valuation Issues in Estate Planning, David P. Adams, CPA, ABV, ASA
- Effective Estate Planning for Diminished Capacity: Can You Really Avoid a Guardianship?, Diana S.C. Zeydel, JD, LL.M., AEP® (Distinguished)
- A Potpourri of Planning Ideas with Life Insurance, Lee J. Slavutin, MD, CLU®, AEP® (Distinguished)
- Meet the Rileys: Can this Case be Closed?, Philip Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP®
- Estate Planning Through an Asset Protection Lens - It's Not Just Self-Settled Trusts, Gideon Rothschild, JD, CPA, AEP® (Distinguished)
To obtain an archive of the following programs, please click HERE.
- A Year in Review: An Estate Planners Perspective - Howard M. Zaritsky, JD, LL.M., AEP® (Distinguished) & John O'Grady
- Business Succession Planning - Louis A. Mezzullo, JD, AEP® (Distinguished)
- Life Insurance as an Asset Class - Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
- Grantor Trusts - Third Party and Grantor Debt: What Are the Effects During Life and At and After Death? - Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
- Pulling a Rabbit Out of the GRAT Hat: Some of the Most Creative Structural GRAT Planning Ideas We See Out There - S. Stacy Eastland, JD, AEP® (Distinguished)
- Secondary Planning for Charitable Remainder Trusts (CRTs) - Evan D. Unzelman, President, Sterling Foundation Management, LLC
- Tax and Estate Planning for Divorce - Carlyn McCaffrey, LL.B., LL.M., AEP® (Distinguished)
- Income Tax Deductions for Charitable Bequests of IRD - Christopher R. Hoyt, JD, AEP® (Distinguished)
- Tricky GST Issues - David A. Handler, JD, AEP® (Distinguished)
- Top Ten Estate Planning and Estate Tax Developments of 2016 - Ronald D. Aucutt, JD, AEP® (Distinguished)
To obtain an archive of the following programs, please email the national office or phone 866-226-2224, making sure to include the specific webinar you wish to purchase.
- Life Insurance Policy Valuation: At Best an Art, Not a Science Lawrence Brody, JD, LL.M., AEP® (Distinguished)
- Sophisticated Drafting and Administration Issues for Special Needs Trusts Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished)
- Basis Planning John J. Scroggin, JD, LL.M., AEP®
- Decanting an Irrevocable Trust: The Ultimate Do-Over Steven J. Oshins , JD, AEP® (Distinguished)
- Sophisticated Transfer Planning Strategies for Business Owners Diana S.C. Zeydel, JD, LL.M.
- Your Clients May Not Be Cyborgs But You Still Must Plan for Their Digital Assets Gerry W. Beyer, JD, LL.M., JSD, AEP® (Distinguished) Nominee
- Financed Life Insurance with Exit Strategies Michael W. Halloran, CFP®, CLU®, ChFC®, AEP® (Distinguished)
- Subchapter J (Income Tax of Trusts and Estates) - The Forgotten Tax Jeffrey N. Pennell, JD
- Estate and Asset Protection Planning for Retirement Benefits Edwin P. Morrow III, JD, LL.M. (tax), MBA, CFP®, RFC
- 2014 Planning With 99 Year GRATs, 33 Year CLATs, and UPSPATS that are Ready To Go! Turney P. Berry, JD, AEP®
- Avoiding the Twilight Zone of Estate Administration M. Holly Isdale, JD
- Charitable Strategies to Help Create and Protect Legacy Laura Malone, CAP®, CEPA
- Family Investment Partnerships: Structure, Design, Issues & Problems (Beyond the Valuation Discount) Paul S. Lee, JD, LL.M., AEP® (Distinguished)
- Increasing Client Receptivity from The Right Side of the Table Todd Fithian
- The ATRA-Math: Estate Planning After the American Taxpayer Relief Act of 2012 Thomas J. Pauloski, JD
- Perspectives on the Future of Estate Planning as a Profession Lawrence Brody, JD, LL.M., AEP® (Distinguished) , Stuart Kessler, CPA/PFS, JD, LL.M., AEP® (Distinguished) & Jeffrey N. Pennell, JD
- Special Needs Trusts, What Every Estate Planner Needs to Know Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP®
- The Changing Landscape of Planning for Gay and Lesbian Couples: Opportunities (and Risks) Post-DOMA Erica Nadeau, CPA & Scott E. Squillace, Esq.
- The Hybrid Domestic Asset Protection Trust: a Third-Party Trust That Can Turn Into a Self-Settled Trust Steven J. Oshins , JD, AEP® (Distinguished)
- How Collaborative Teams Work and Why They Are Essential For High Net Worth Clients Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
- 2014 Heckerling Institute Highlights Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
- Cognitive Errors in Group Decision Making Nancy B. Rapoport
- In-home, Private-duty Care is on the Rise: Understanding the Impact of New Legislation and How to Help Clients with Employment Risks & Responsibilities Tom Breedlove / Care.com (No fee to participate)
- Case Studies on In-Home Care: Important Information for Your Clients presented by Care.com Tom Breedlove / Care.com (No fee to participate)
- Financial Reform: Impact on Your Merchant Account sponsored by LawPay® Janelle Benefield / LawPay® (No fee to participate)
Cancellations made prior to 14 days of the webinar will be eligible for a 75% refund. Cancellations within 14 days are not eligible for refund. All cancellations will receive the replay link. Please direct questions about billing or refunds to Webinars@ConferTel.net or 866-930-4500.
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