National Association of Estate Planners and Councils

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
$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) - $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!


Next Program

Wednesday, December 14, 2016 3:00pm - 4:00pm ET

Top Ten Estate Planning and Estate Tax Developments of 2016

Ronald D. Aucutt, JD, AEP® (Distinguished)

 

Ronald D. Aucutt is a partner in the Tysons, Virginia office of McGuireWoods LLP and is co-chair of the firm’s Private Wealth Services Group.  Ron is a Fellow and former President (2003-04) of The American College of Trust and Estate Counsel (ACTEC), an academician of The International Academy of Estate and Trust Law and former member of its Council (2000-04), a former Vice Chair (Committee Operations) of the American Bar Association’s Section of Taxation (1998-2000), a Fellow of the American College of Tax Counsel and the American Bar Foundation, and a member of the Christian Legal Society.  Ron received a B.A. degree in 1967 and a J.D. degree in 1975, both from the University of Minnesota, and has been a lecturer in law at the University of Virginia School of Law.

This intermediate program will cover what the speaker views as the ten most significant developments of 2016 that affect estate planning and related federal tax issues.  It will include discussion of both the context that makes the developments significant and the potential effects on estate planning and our professions.

REGISTER HERE for the individual program.  To register for the 2017 series, please click HERE.


Upcoming Programs

Wednesday, January 18, 2017 3:00pm - 4:00pm ET

Rethinking Life Insurance Valuation for Seniors

Jon B. Mendelsohn, Ashar Group

Information about this program will be posted soon.  REGISTER HERE for the individual program.  To register for the 2017 series, please click HERE.

Tuesday, January 24, 2017 3:00pm - 4:00pm ET

DOL Fiduciary: When They're Running You Out of Town - Get at the Head of the Line and Make it Look Like a Parade!

Richard Weber, MBA, CLU®, AEP® (Distinguished); Kim O'Brien

*Please note special date. Information about this program will be posted soon.  REGISTER HERE for the individual program.  To register for the 2017 series, please click HERE.

Wednesday, February 8, 2017 3:00pm - 4:00pm ET

Powers of Appointment

Turney Berry, JD, AEP® (Distinguished)

Information about this program will be posted soon.  REGISTER HERE for the individual program.  To register for the 2017 series, please click HERE.

Wednesday, March 8, 2017 3:00pm - 4:00pm ET

Negative Basis Partnership Freeze

Jerome M. Hesch, MBA, JD, AEP® (Distinguished)

Information about this program will be posted soon.  REGISTER HERE for the individual program.  To register for the 2017 series, please click HERE.

Wednesday, April 19, 2017 3:00pm - 4:00pm ET

TBD

TBD

Information about this program will be posted soon.  REGISTER HERE for the individual program.  To register for the 2017 series, please click HERE.

Wednesday, May 10, 2017 3:00pm - 4:00pm ET

Effective Estate Planning for Diminished Capacity; Can You Really Avoid Guardianship

Diana Zeydel, JD, LL.M., AEP® (Distinguished)

Information about this program will be posted soon.  REGISTER HERE for the individual program.  To register for the 2017 series, please click HERE.

Wednesday, June 14, 2017 3:00pm - 4:00pm ET

A Potpourri of Planning Ideas with Life Insurance

Lee Slavutin, MD, CLU®, AEP® (Distinguished)

Information about this program will be posted soon.  REGISTER HERE for the individual program.  To register for the 2017 series, please click HERE.

Wednesday, July 12, 2017 3:00pm - 4:00pm ET

Alternatives to Self Settled Trusts

Gideon Rothschild, JD, CPA, AEP® (Distinguished)

Information about this program will be posted soon.  REGISTER HERE for the individual program.  To register for the 2017 series, please click HERE.

Wednesday, August 9, 2017 3:00pm - 4:00pm ET

TBD

TBD

Information about this program will be posted soon.  REGISTER HERE for the individual program.  To register for the 2017 series, please click HERE.

Wednesday, September 13, 2017 3:00pm - 4:00pm ET

The Perfect Modern Trust Including Income Tax Sheltering Opportunities

Dick Oshins, JD, LL.M., MBA, AEP® (Distinguished)

Information about this program will be posted soon.  REGISTER HERE for the individual program.  To register for the 2017 series, please click HERE.

Wednesday, October 11, 2017 3:00pm - 4:00pm ET

TBD

TBD

Information about this program will be posted soon.  REGISTER HERE for the individual program.  To register for the 2017 series, please click HERE.

Wednesday, December 13, 2017 3:00pm - 4:00pm ET

Estate Planning after the 2704 Treasury Regulations: Planning with the New Rules

Steve Oshins, JD, AEP® (Distinguished)

Information about this program will be posted soon.  REGISTER HERE for the individual program.  To register for the 2017 series, please click HERE.


Archived/On-Demand Programs

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 admin@naepc.org.


Download the complimentary webinar  Five Critical Best Practices for Collaboration - S. Mark Alton, Todd Fithian, David Holaday & Melissa Mitchell-Blitch HERE
Originally presented with Trusts & Estates and WealthManagement.com on Tuesday, May 17, 2016


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)

To obtain an archive of the following programs, please click HERE.

  • 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

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.

  • 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)

Cancellation Policy
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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