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

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!

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

*Please note special date.

Most of the Department of Labor’s fiduciary rules for retirement plans announced by the DOL last Spring are slated to become effective April 2017. There are judicial challenges pending as well as a new administration and Congress generally hostile to over-regulation. We DONT KNOW what changes may be coming, but we still have to be prepared for implementation. Until or unless a change is actually announced, advisors will be held to a fiduciary standard effective in little more than 3 months, when for compensation, they render advice to plans, participants, or beneficiaries of employer-sponsored retirement plans as well as to self-directed IRA, IRA Rollover, and Roth.  

For members of NAEPC, there’s little argument that advisors must serve their client’s best interest, and aside from those receiving variable compensation, fee disclosure is rarely an issue. But "DOL Fiduciary” creates standards and obligations going well beyond our normal experience and expectations. Whether implementation occurs on schedule or is delayed until any administrative, judicial or legislative challenges are resolved, attendees will want to learn about the trend of regulatory processes and procedures that will eventually affect us all.

After reviewing the rule implications, this presentation will also consider the various business models that will be affected - with a focus on thriving rather than merely surviving!

For over 35 years, Kim O'Brien, MBA, has served in all aspects of the insurance industry with her primary focus on product development and marketing. As former CEO of NAFA, the National Association for Fixed Annuities, Kim led the association to critical federal and state regulatory victories and developed a membership that represents over 84% of fixed annuity production in the independent channel. Kim lives in Phoenix with her college sweetheart and husband of 40 years and their two Irish Setters.    

Richard M. Weber, MBA, CLU®, AEP® (Distinguished) was the 2012-2013 President of the Society of Financial Service Professionals (FSP). He is a fee-only Insurance Fiduciary℠ working with high net worth individuals and businesses and a 50-year veteran of the life insurance industry. Dick was elected to the NAEPC's Hall of Fame in 2009 as an AEP® (Distinguished).

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


Upcoming Programs

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

Powers of Appointment

Turney P. 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

Valuation Issues in Estate Planning

David P. Adams, CPA, ABV, ASA

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 S.C. 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 J. 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

Richard A. 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

Steven J. 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)
  • 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)

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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Robert G. Alexander 
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