National Association of Estate Planners and Councils

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education.  Programs are COMPLIMENTARY. 

Webinars are offered within the Tradewing online community, which is separate from the NAEPC website.  Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.

Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.

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 available for those 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 if you have any questions with regard to the availability of credit. 

Sponsorship

Webinar sponsorship is available, along with other opportunities to support the association.  Email sponsorship@naepc.org to be added to the distribution list for opportunities.

Next Program

Wednesday, December 10, 2025 3:00pm - 4:00pm ET

Complimentary - Honoring the Past, Empowering the Future: Creating and Using Traditions to Strengthen Family Engagement

John A. Warnick, JD, AEP® (Distinguished)

Family traditions serve as powerful carriers of meaning, memory, and identity. When intentionally designed and thoughtfully practiced, they become strategic tools for strengthening intergenerational connection, cultivating family culture, and preparing rising generations for stewardship and leadership. This session will explore how purposeful traditions can bridge the past and the future by reinforcing shared values, enhancing belonging, and promoting continuity across generations.

Drawing upon research in narrative psychology, family systems, social learning, and legacy planning, this webinar will demonstrate how traditions move beyond sentiment to become repeatable practices that activate engagement and foster resilience. Participants will learn frameworks for identifying and shaping meaningful traditions, strategies for encouraging participation across age groups, and methods for aligning ritual practice with broader family governance and legacy objectives.

Advisors and family enterprise leaders will leave with practical tools, reflective questions, and facilitation approaches that support families in transforming tradition into a living, participatory asset. Through intentional tradition-building, families can honor their history while equipping future generations to contribute, lead, and thrive.

John A. Warnick graduated with honors with a J.D. from George Washington University Law School in 1978. Mr. Warnick received a B.A. Magna Cum Laude from Brigham Young University in 1975. Mr. Warnick worked as a legislative assistant on Capitol Hill from 1974 to 1978. He was a legal intern in the office of the Administrative Assistant to the Chief Justice of the U.S. Supreme Court in 1973.

 

Mr. Warnick is admitted to the State Bars of Nevada (1978), Wyoming (1979) and Colorado (1999). He has practiced as a tax attorney for over 45 years and has published articles in law reviews, Trust and Estatesmagazine and the Journal of Practical Estate Planning.

 

Mr. Warnick was nominated as a fellow of the American College of Trust and Estate Counsel in 1994 and has chaired two subcommittees within ACTEC, the Legacy and Generational Planning Subcommittee of the Practice Committee and the Family Dynamics Subcommittee of the Business Planning Committee. Mr. Warnick also served from 2017 to 2020 on the Program Committee for ACTEC which was responsible for planning and executing the three national programs ACTEC hosts for its members each year.

 

In 2017 Mr. Warnick received the Scott Fithian Leadership Award from the International Association of Advisors in Philanthropy and served on the Board of Directors of that organization for four years. He has served on the Planned Giving Advisory Council of the Carter Center in Atlanta, Georgia since 2015.

 

Mr. Warnick has been a member of the Rocky Mountain Estate Planning Council (Denver, Colorado), was instrumental in the organization of the Central Wyoming Estate Planning Council (Casper, Wyoming) and currently is a member of the Southern Utah Estate Planning Council (St. George, Utah).

 

Mr. Warnick has spoken to NAEPC’s annual meeting and has also served two years on the NAEPC Collaboration and Multi-Disciplinary Practice Task Force.

 

In 2010 Mr. Warnick founded the Purposeful Planning Institute which today is the largest multi-disciplinary educational institute (non-profit) focused on best practices for UHNW and HNW families with over 525 members in the U.S. (92%) and nine foreign nations. Mr. Warnick was also a co-founder of the Collaboration for Family Flourishing (CFF) and has also been a member of AFHE, Attorneys for Family Held Enterprises.

 

Mr. Warnick was the author of two Tax Management portfolios and more recently has self-published The Purposeful Trusts and Legacies Handbook and is currently working on two book projects, The Gift of You, and the New Vocabulary of Family Wealth.

 

Mr. Warnick has been married for 50 years to Carol Warnick, also an ACTEC fellow, and they are the parents of four children and have 22 grandchildren. Mr. and Mrs. Warnick live in St. George, Utah.

 

Thank you to DAFgiving360 for sponsoring this complimentary webinar!

 

This webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025!  By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars.  WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP-UP WINDOW THAT APPEARS.

REGISTER HERE

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Upcoming Programs

Wednesday, January 21, 2026 3:00pm - 4:00pm ET

Complimentary - Letters of Wishes: Helpful Guidance from the Grave

Cindy Brown, JD, TEP and Kim Kamin, JD, AEP® (Distinguished)

Letters of wishes have become an essential tool for clients. If done well, they can provide significant guidance for trust fiduciaries for generations to come. But if done poorly, they can cause more confusion and conflict. This program will introduce the topic of Letters of Wishes, explain the fundamentals and some approaches for helping clients draft them, and describe the relevant case law and statutes (including the recent Delaware statute).

 

Learning Objectives:

As a result of this presentation, attendees will gain practical knowledge about how to develop Letters of Wishes with trust settlors, communicate them to trustees and other fiduciaries, and assist with their use as trusts are administered.

The specific learning objectives are as follows:

• To understand the difference between letters of wishes and other side-instruments

• To learn some best practices for how to approach letters of wishes with clients

• To learn several options for the process for creating letters of wishes, and suggested questions to elicit the content for the letters

• To learn the legal framework for letters of wishes and how they have been addressed abroad and in two state statutes (New Hampshire and Delaware)

Cynthia D. M. Brown is the Director of Special Situs Trusts at Mechanics Bank. Cindy has more than twenty-five years of experience in the areas of trust administration, estate planning and tax. Cindy is an active member of the Delaware State Bar Association Trust Act Committee, which drafts annual revisions to the Delaware Code.

 

Cindy is an ACTEC Fellow, STEP Member, and former Chair of the Asset Protection Committee of the American Bar Association. Cindy is an active member of the Delaware State Bar Association Trust Act Committee, which drafts annual revisions to the Delaware Code and participated in the drafting of Trust Act 2024, which included the letter of wishes provisions.

 

Prior to joining Mechanics Bank Wealth Management, Cindy worked for a privately owned trust company in Delaware for more than 20 years leading its legal team and serving as President. Cindy’s experience also includes over eight years as an estate and trust paralegal with both large Philadelphia law firms and a local private practice in Delaware County, Pennsylvania. In law school, Cindy served as the Blue Book Editor of the Widener Law Review and received several achievement awards in the area of Federal Estate and Gift Taxation and Planning. Cindy is active in many professional organizations and community leadership and currently serves on the Board of Directors of the Delaware CarePlan, Inc. and the Delaware Bankers Association.

 

Kim Kamin is a partner and the Chief Wealth Strategist at Gresham Partners LLC, an independent multi-family office managing over $10 billion for about 125 ultra-high net worth families nationally. Kim leads Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational and fiduciary planning activities. Previously she was a partner in the Private Clients T&E group of a large Chicago law firm.

 

Kim is an adjunct professor at Northwestern University Law School and on faculty for the University of Chicago Booth School of Business Executive Education.

 

Kim is an ACTEC Regent, Past President of the Chicago Estate Planning Council, and Domain Chair of the Estate Planning and Legal Domain for the UHNW Institute. Additionally, Kim serves on advisory boards for multiple local charities.

 

Kim serves on the Editorial Advisory Board of Trusts & Estates Magazine for their UHNW Families and Family Office subcommittee, on the Investments & Wealth Review Editorial Advisory Board, has published on a wide variety of topics, and is a frequent lecturer in a variety of venues across the country. She is co-executive editor and co-author for the Leimberg Library Tools & Techniques book, Estate Planning for Modern Families (4th Ed. 2024).

 

Kim received her B.A. from Stanford University and her J.D. from the University of Chicago Law School. She is an AEP® (Distinguished) and a 21/64 Certified Advisor.

 

This webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025!  By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars.  WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP-UP WINDOW THAT APPEARS.

REGISTER HERE

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Archived Programs

Contact webinars@naepc.org with the title and speaker name to obtain a replay of any past presentation.

This Year's Webinars:

  • What Every Estate Planner Needs to Know About Spotting Red Flags of Elder Financial Exploitation; and What To Do When Recognizing Those Signs - Paul R. Greenwood, JD, LL.B.

  • One Big Beautiful Bill, One Big Estate Planning Reboot - Jonathan G. Blattmachr, Esq., AEP® (Distinguished)

  • Tax Smart Charitable Giving, Especially with Retirement Assets - Christopher R. Hoyt, JD, AEP® (Distinguished) 

  • Addressing the Human Side of Wealth to Meet the Planning Needs of UHNW Families​ - James Coutre.

  • Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)​​ - Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP®

  • Strategies for Maximizing Social Security Benefits​ - Ash Ahluwalia, CFP®, MBA, NSSA

  • Potpourri of Practical Estate Planning Tips, and Ideas for Practitioners in all Disciplines​ - Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)

  • Adequate Disclosure on Gift Tax Returns Form 709 - Kyle C. Martin

  • Into the Great Wide Open: Planning for Childfree Individuals - Jennifer B. Goode, JD

  • Complimentary webinar offered by Coventry - The Secondary Market for Life Insurance: Current Trends, New Applications - Peter Hershon, CLU®, ChFC®

  • Using Financial Modeling to Communicate the Benefits of Estate Planning Techniques to Clients in an Understandable Manner - Jerome M. Hesch, MBA, JD, AEP® (Distinguished); Brandon L. Ketron, CPA, JD, LL.M.; Brad Dillon, JD, LL.M.

2024 Webinars:

  • Some Reasonable Estate Planning Steps for the Middle Tier Family - Jonathan Blattmachr, Esq., AEP® (Distinguished) 

  • The Best Practices in Social Security and Medicare Planning - Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) & Randy Gardner, JD, LL.M., CPA/PFS, CFP®, AEP® (Distinguished) 

  • From Deductibles to Donut Holes: How to Decipher Your Medicare Costs  - Dianne Savastano 

  • Executive Benefit Strategies Every Estate Planner Must Know  - Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®

  • Snowbirding: Living in More than one Location in Retirement  - Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® 

  • Special Needs and Elder Care Planning: How to Plan with an Eye Towards Tax Considerations - Elizabeth Forspan, Esq.

  • Estate Planning for International Families with U.S. Ties - Edward A. Vergara, JD, LL.M. (taxation)

  • Deathbed Income Tax and Transfer Tax Planning Opportunities - Aejaz A. Dar & Ellis Pretlow

  • Complimentary webinar offered by Ashar Group - Essential Insights: Avoiding Discounted Life Settlement Offers - Jamie L. Mendelsohn & Jon B. Mendelsohn (View the recording of this program HERE.)

  • Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next - Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®

  • Complimentary webinar co-hosted with the National Association of Insurance and Financial Advisors: Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan - Mary E. Vandenack, JD, ACTEC, CAP®, COLPM®, AEP® (Distinguished) (View the recording of this program HERE.)

  • The Benefits of Integrating Personal Insurance into Estate Planning - Linda Bourn & Steven Kent

  • Complimentary webinar offered by MIDEO - Patient Safety Concerns with Living Wills & Advance Directives - Ferdinando L. Mirarchi, DO, FAAEM, FACEP (View the recording of this program HERE.)

  • The Fiduciary Era for Life Insurance - Steven S. Zeiger

  • Complimentary webinar (30-minutes) offered by Ashar Group - Life Insurance Valuations Support Client Conversations During Tax Season - Jamie L. Mendelsohn (View the recording of this program HERE.)

  • Complimentary webinar offered by MIDEO - Flip A Coin...Does your Living Will Protect or Harm You? - Ferdinando L. Mirarchi, DO, FAAEM, FACEP (View the recording of this program HERE.)

  • The Practical Use of AI in Estate Planning - Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imann Moughal, JD, and Sheryl Rowling, CPA/PFS 

Webinars Before 2024:

To obtain an archive of the following pre-2024 programs, please email the national office or phone 866-226-2224, making sure to include the specific webinar replay you wish to receive.

  • Estate Planning for Modern Families: Planning for Diversity and Flexibility - Wendy S. Goffe, JD,  AEP® (Distinguished) and Kim Kamin, JD, AEP®

  • Social Security Considerations in Estate Planning - Sophia Duffy, JD, CPA, and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®

  • The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective - Natalia C. Wilson, JD

  • Planning for Business Owners and Trusts in Light of Changing Income Tax Rates - Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished)

  • Income Tax Planning for Real Estate Using Estate Planning Techniques - Jerome M. Hesch, MBA, JD, AEP® (Distinguished)

  • 2021 Income Tax Planning Strategies including IRA Strategies - Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA®

  • Tax-Smart Charitable Giving, Especially with Retirement Assets  - Christopher R. Hoyt, JD, AEP® (Distinguished) 

  • 529 Planning: Happy 25th Birthday  - Susan T. Bart, JD

  • Well-Being Trusts - the Future of Imbuing Trusts with Positivity, Meaning and Purpose  - Richard S. Franklin, JD, LL.M. and Raymond C. Odom, JD, CFP® 

  • Complimentary webinar co-hosted with the Society of Financial Service Professionals: Methods to Fund Buy-Sell Agreements - James S. Aussem, JD, AEP® (View the recording of this program HERE.)

  • The Future Client and the Future Advisor - George Nichols III, President & CEO, The American College of Financial Services and Dien Yuen, JD, LL.M. (International Law), CAP®, AEP®

  • Post-Election Estate Planning: The Tsunami Continues to Roll In - Jonathan G. Blattmachr, Esq., AEP® (Distinguished)

  • Growing your Business and Network in a Virtual World: A "Back to Basics" Multidisciplinary Panel Discussion  - Moderator: Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) Panelists: Dean DeLisle, Founder and CEO, Forward Progress; Thomas M. Forrest, TO, AEP® (Distinguished); Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS; Ginger F. Mlakar, JD, CPA, AEP®; Gregory E. Sellers, CPA, AEP®

  • Virtual Shift: How to Work Online with Meetings, Webinars and More  - Dean DeLisle, Founder and CEO, Forward Progress, Inc.

  • Planning for International Families in a time of COVID-19 - Joseph A. Field, Senior Counsel

  • Zen and the Art of Trust Modification - Susan T. Bart, JD

  • Creative Ways to Fund Business Owner Retirement - Vincent M. D'Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)

  • What Estate Planning Professionals Need to Know About Cybersecurity in the Era of COVID-19 - Justin Joy, JD, CIPP/US, CIPT

  • Planning Team Revenue Opportunities Generated by New Tax Law - Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)

  • Remote Signing, Witnessing, and Notarization of Estate Planning Documents: Is the Future Here? - Timothy S. Reiniger, Esq.

  • Collaboration Matters: Working Together to Produce Extraordinary Results - Albert E. Gibbons, CLU®, ChFC®, AEP®

  • The Ethical Considerations of NY State DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used in the Life Insurance Decision Process: A Program for All Fiduciary Professionals - Steven S. Zeiger, CEBS, TEP 

  • Charitable Giving and Tax Planning Strategies in the TCJA Era - Patrick J. Saccogna, JD, LL.M. (taxation), CPA (inactive), AEP®

  • Basis Step-Up Strategies in Light of Portability and Tax Law Changes - Steven B. Gorin, JD, CPA, AEP®

  • Complimentary Sponsored Webinar: Life Settlement Legal and Ethical Responsibility - Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV (Download the recording of this program HERE after contacting NAEPC for the password.)

  • The NEW Reverse Mortgage - 5 Ways Housing Wealth is Changing the Estate Planning Conversation - Don Graves, RICP®, CLTC® CSA

  • The Effect of Longevity on Your Life Priorities - Cynthia L. Hutchins, CRPC, CIMA

  • Elder Law and Special Needs Planning - Bernard A. Krooks, JD, CPA, LL.M.(taxation), CELA, AEP® (Distinguished)

  • Growing Your Firm's Revenue using the Non-Grantor Trust State Income Tax Chart - Steven J. Oshins, Esq., AEP® (Distinguished)

  • Technology in Your Estate Planning Practice - Martin M. Shenkman, CPA, MBA, JD, PFS, AEP® (Distinguished)

  • Attorney-Client Privilege in a Team Environment - Kim Kamin, JD, AEP® and David Blickenstaff, JD

  • Leaving a Lasting Legacy - Eric Weiner, Ph.D.

  • The Generational Solution - Leonard Renier

  • Qualified Opportunity Zones - Marc L. Schultz, Esq.

  • Business Clients Succession Planning - Peter J. Merrick, FMA, CFP®, TEP, FCSI, DTM  

  • Complimentary Sponsored Webinar: Life Settlement Case Studies and How to Protect Client Best Interests - Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV 

  • Working Well with Widows - Kathleen M. Rehl, Ph.D., CFP®, CeFT® 

  • Incorporating Long-Term Care, Longevity Annuities, and Investment Risk Into A Retirement Income Plan - Jamie P. Hopkins, JD, MBA, LLM, CFP®  

  • New Developments in Charitable Giving - Lawrence P. Katzenstein, Atty., AEP® (Distinguished) 

  • Complimentary Sponsored Webinar: Longevity Changes Everything When it Comes to Life Insurance Valuation - Jon B. Mendelsohn, CEO and Co-Founder of the Ashar Group/Ashar SMV 

  • Non-Tax Developments of Interest to Estate Planners: An Overview of Recent Cases of Significance for all Estate Planning Professionals - Jeffrey N. Pennell, JD

  • High Tax Free Compounded Returns: The Keys to Building Wealth and Accomplishing Significant Financial Planning - Jonathan G. Blattmachr, Esq., AEP® (Distinguished)  and Jeff Glickman

  • S.A.V.E. Yourself: How to survive the most horrific episodes of life (not your typical estate planning topic) -  Chad Sheehan, Siouxland law enforcement veteran

  • The Top 20 Insurance Planning Mistakes - How to Avoid or At Least Fix Them  - Lawrence Brody, JD, LL.M., AEP® (Distinguished) 

  • Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change  - Joshua S. Rubenstein, JD, AEP® (Distinguished) 

  • What the Estate Planner Needs to Know about Roth Retirement Plans  - Natalie B. Choate, Esq., AEP® (Distinguished) 

  • Philanthropic Times, They are a Changing  - Betsy Brill, MBA; Laura Malone, CAP®, CEPA; Jennifer Klein Strauss, JD

  • Professional Collaboration: The Rock Star vs. the Whole Band  - Heidi K. Gardner, PhD

  • Major and Blended Gifts   - A. Charles Schultz, JD, AEP® (Distinguished) 

  • Complimentary Sponsored Webinar: Sold a Dream, Woke Up in a Nightmare: Educating Your Clients about a Timeshare's True Costs - Chuck McDowell, President and CEO of Wesley Financial Group 

  • Post-Mortem Estate Planning   - Jeremiah W. Doyle, JD, LL.M. (banking law), AEP® (Distinguished) 

  • 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) 

  • The Perfect Modern Trust Including Income Tax Sheltering Opportunities, Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) 

  • Integrating Asset Protection Planning Into Your Estate Planning Practice, Douglass S. Lodmell, JD, LL.M., Managing Partner & Co-Founder, Lodmell & Lodmell, P.C.

  • A December Guide to the Trump Tax Act: Where We Stand and New Planning Opportunities, Steven J. Oshins, JD, AEP® (Distinguished)

  • 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)​​​

  • 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)

  • Complimentary webinar offered by MLG Capital - Solutions for Transitioning Real Estate Wealth and Important Tax Structuring Considerations - Billy Fox, SVP and Rick Reuter, Controller, SVP (View the recording of this program HERE.)

  • International Tax Concerns for High Net Worth Individuals - Chaya Siegfried, CPA, MST

  • Complimentary webinar (30 minutes) offered by Ashar Group - Q&A With a Life Settlement Expert: Common Questions Your Client Will Ask - Jamie L. Mendelsohn (View the recording of this program HERE.)

  • Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith - Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) 

  • What's Trending in Charitable Planning - Tips for Advisors on Need to Know Strategies - Paul M. Caspersen, CFP®, MS (Financial Planning and Taxation), AEP®, Thomas M. Griffith, ChFC®, CAP®, AEP®, and Ginger F. Mlakar, JD, CPA, AEP®

  • Corporate Transparency Act and Common Law Trusts - Jocelyn Margolin Borowsky, JD, LL.M. (taxation) and Elizabeth King, JD, LL.M. 

  • A Family Story, Cultural Competency, and Planned Giving: What Every Advisor Should Know - Aquanetta J. Betts, JD, CAP®, AEP®, CFRE

  • It's Hard Getting Old: Helping Clients Keep Control of Their Lives and Money - Louis W. Pierro and Peter J. Strauss 

  • Complimentary webinar co-hosted with the Society of Financial Service Professionals: Succession Planning and Selling Family and Closely Held Businesses - James S. Aussem, JD, AEP® (Distinguished)(View the recording of this program HERE.)

  • The Elegant Divorce - Lisa M. Cukier, JD

  • Your Clients Want a KISS Plan, but the IRS May Have the Last Dance-Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax - Miriam Wogan Henry

  • Powerful Trust Laws to Combat Future Uncertainties - Al W. King, III, J.D., LL.M., AEP®, TEP

  • Coming Attractions: 2023 IRS Civil and Criminal Tax Enforcement Priorities - Caroline D. Ciraolo and John D. (Don) Fort

  • Estate Planning Paralysis: Getting Your Clients to Act in 2023 - Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®

  • Special Needs Planning: What Estate Planning Practitioners Should Know - Elizabeth Forspan, Esq.

  • Family Matters: How Business-Owning Families Can Work Together for a Unified Future - Claudia B. Sangster

  • Spousal Trusts: Opportunities and Pitfalls - Matthew G. Brown, J.D. 

  • Current Issues in Estate and Gift Tax Audits and Litigation - John W. Porter, B.B.A., J.D., AEP® (Distinguished)

  • An Overview of Planning and Issue-Spotting for Multinational Individuals and Families - Alexander A. Bove, Jr., Esq. and Karen L. Witherell, Esq.

  • Complimentary webinar co-hosted with the Society of Financial Service Professionals: Rewirement: Rewiring The Way You Think About Retirement - Jamie Hopkins, Esq., MBA, LL.M., CFP®, ChFC®, CLU®, RICP® (View the recording of this program HERE.)

  • Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency - Abigail Earthman, JD, LL.M.

  • Do's and Don'ts of Estate Planning for Millennials - Christine S. Wakeman, JD

  • Ten Ways to Protect Your Client's Digital Assets - Betsy L. Ehrenberg

  • Hot Topics in Estate Planning (Finding Gems in the Ashes of the Dumpster Fire) - Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)

  • Introducing the In Marriage QDRO® - A Brand New Option  - Marcus T. Foote, JD and Stephanie N. Prestridge, JD  

  • After All That - Lifetime Transfers That Still Work - Louis A. Mezzullo, JD, AEP® (Distinguished)

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