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!  2016 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, June 8, 2016 3:00pm - 4:00pm ET

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)

This advanced program will cover some creative planning ideas to use with a GRATs.

Stacy Eastland is a Managing Director at Goldman Sachs.  He joined the firm to expand the advisory team working with Private Wealth Management clients. He currently works with private clients and their own advisors with their strategic wealth management plans, combining a variety of income tax, estate planning and gifting techniques.  Prior to joining Goldman Sachs in October 2000, Stacy was a senior partner with Baker Botts, LLP. in Houston, Texas.  Stacy received his B.S. (with Honors) from Washington & Lee and his J.D. from The University of Texas (with Honors).

REGISTER HERE for the individual program.  To register for the 2016 series, please click HERE.


Upcoming Programs

Wednesday, August 10, 2016 3:00pm - 4:00pm ET

Monthly Program

Carlyn McCaffrey, LL.B., LL.M., AEP® (Distinguished)

Information about this program will be posted soon.  REGISTER HERE for the individual program.  To register for the 2016 series, please click HERE.

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

Monthly Program

Christopher R. Hoyt, JD, AEP® (Distinguished)

Information about this program will be posted soon.  REGISTER HERE for the individual program.  To register for the 2016 series, please click HERE.

Wednesday, October 19, 2016 3:00pm - 4:00pm ET

Monthly Program

David A. Handler, JD, AEP® (Distinguished)

Please note special date.  Information about this program will be posted soon.  REGISTER HERE for the individual program.  To register for the 2016 series, please click HERE.

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)

Information about this program will be posted soon.  REGISTER HERE for the individual program.  To register for the 2016 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.

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)

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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Robert G. Alexander 
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