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 email@example.com 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 firstname.lastname@example.org 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 email@example.com 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, December 13, 2017 3:00pm - 4:00pm ET
Steven J. Oshins, JD, AEP® (Distinguished)
Wednesday, January 10, 2018 3:00pm - 4:00pm ET
Lawrence P. Katzenstein, Atty., AEP® (Distinguished)
Wednesday, January 17, 2018 3:00pm - 4:00pm ET
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group and Ashar SMV
Wednesday, February 14, 2018 3:00pm - 4:00pm ET
Jeffrey N. Pennell, JD
Because the applicable exclusion amount is sufficient to protect over 99% of all decedents from the federal wealth transfer taxes, the attention of many estate planners, fiduciaries, and probate or trust litigators is focused on the numerous issues that affect the “middle rich,” for whom wealth transfer tax-motivated planning is not a primary concern. Numerous interesting and new state law nontax issues deserve attention, and developments that have a wider significance than the particular state’s law are useful learning tools. Both notions inform this intermediate session.
Professor Pennell is the Richard H. Clark Professor of Law at Emory University School of Law in Atlanta. A Member of the American Law Institute, he was an Adviser for the Restatements of Wills and Other Donative Transfers, and of Trusts, and a former member of the Council of the Real Property, Trust & Estate Section of the American Bar Association. He is an Academic Fellow and Former Regent of the American College of Trust and Estate Counsel, and an Academician of The International Academy of Estate and Trust Law. His various publications include student and practitioner texts, Tax Management portfolios, articles, institute chapters, and he is the successor author of Casner & Pennell on Estate Planning (8th ed.).
Wednesday, March 14, 2018 3:00pm - 4:00pm ET
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) and Jeff Glickman
Clients universally pursue investment strategies for the purpose of building wealth. Strategies often focus on obtaining high returns and minimizing income taxation.
This presentation briefly discusses investment strategies, including a new methodology for obtaining high returns. It then explores how taxation erodes higher returns more than lower returns. It offers strategies for eliminating or reducing income taxation of returns and opportunities for tax-free compounding, which proves a key factor in building wealth.
Wednesday, April 25, 2018 3:00pm - 4:00pm ET
Complimentary Sponsored Webinar
Wednesday, May 9, 2018 3:00pm - 4:00pm ET
Lawrence Brody, JD, LL.M., AEP® (Distinguished)
This intermediate presentation will focus on a series of life insurance planning mistakes which are commonly made in an estate planning context. In addition to identifying the common mistakes, the presentation will also offer suggestions for how to fix those mistakes (where that is possible) and in any event, how to avoid those mistakes in planning for the use of life insurance in a client's estate plan.
Lawrence Brody is a Partner of Bryan Cave LLP, an international law firm, resident in the St. Louis office. He is a member of its Private Client Service Group and its Technology, Entrepreneurial & Commercial Practice Client Service Group. He has been an Adjunct Professor at Washington University School of Law since 1968, teaching Estate Planning and Drafting, a visiting Adjunct Professor at the University of Miami Law School, teaching a course on Life Insurance, and is the author or co-author of numerous articles and books on the use of life insurance in estate and employee benefit planning, including two BNA Tax Management Portfolios, two books for the National Underwriter Company, and a number of volumes in the ABA Insurance Counselor Series.
Mr. Brody is a member of The American College of Trust and Estate Counsel (ACTEC), is a frequent participant at ALI-ABA (now ALI-CLE) estate planning programs and Society of Financial Professionals programs and teleconferences, and has spoken at all major life insurance industry programs (including the MDRT, LIMRA, the Top of the Table, AALU and the International Forum), many local estate planning council meetings, a number of state bar association conferences, and many national estate planning programs, including the Heckerling Institute, the Notre Dame Estate Planning Conference, the ALI-CLE STEP program, the Southern Federal Tax Institute, the NYU Tax Institute, the NAEPC Annual Meeting, and regional ACTEC meetings as well as at several ACTEC Annual Meetings.
He is a member of the Advisory Committee for the Philip E. Heckerling Institute on Estate Planning, of the University of Miami School of Law, and a member of the Editorial Board of the Society of Financial Service Professionals CLU Journal. Mr. Brody received the designation of Accredited Estate Planner by the National Association of Estate Planners and Councils, and was one of ten individuals awarded its Distinguished Accredited Estate Planner designation in the initial class, in 2004. Mr. Brody was named a Distinguished Law Alumni by Washington University School of Law in 2012.
Wednesday, June 6, 2018 3:00pm - 4:00pm ET
Joshua S. Rubenstein, JD, AEP® (Distinguished)
Wednesday, July 18, 2018 3:00pm - 4:00pm ET
Natalie B. Choate, Esq., AEP® (Distinguished)
What the Estate Planner Needs to Know about Roth Retirement Plans, including:
*Roth basics: Types of Roth plans, tax treatment, who can have one, how to get one
*Why Roths are a great deal for wealthy clients and some others
*Who should get a Roth plan and who should NOT
*Who to name as beneficiary of the Roth plan (and who NOT to name)
*What your wills and trusts need to say about Roth plans
*Tax free Roth conversions and other tax saving Roth tips
Natalie Choate is an estate planning lawyer with Nutter McClennen & Fish in Boston. Her practice is limited to advising individuals and fiduciaries about the tax treatment of retirement benefits. Her book f Life and Death Planning for Retirement Benefits has been called the tax professionals' "bible" on retirement plans. Natalie has lectured in all 50 states; her articles have appeared in Trusts & Estates, ACTEC Journal, and other professional tax publications. Her comments on estate and retirement planning have been quoted in the Wall Street Journal, New York Times, and Forbes.
Wednesday, August 8, 2018 3:00pm - 4:00pm ET
Complimentary Sponsored Webinar
Wednesday, September 12, 2018 3:00pm - 4:00pm ET
Heidi K. Gardner, PhD
Wednesday, October 10, 2018 3:00pm - 4:00pm ET
A. Charles Schultz, JD
Major clients of professional advisors are often involved in philanthropy. Most have two personal goals – make their mark through a high-impact gift and be fair to family. They will show extreme gratitude to an advisor who helps them achieve their most important personal goals. The twelve plans in Blended Gifts for Boomers show you how to help clients make maximum impact gifts – part today and the larger gift through their estate.
Charles Schultz is President of Crescendo Interactive, Inc. and is the principal creator of CresPro charitable tax planning software and the GiftLegacy Pro eMarketing System. In addition, he is Editor for the GiftLaw Pro charitable tax service and the weekly GiftLaw eNewsletter. He teaches over 30 planned giving seminars per year and is Founder of GiftCollege.com, an Internet education program for gift planners and professional advisors. His law degree is from the University of Michigan. Charles is on the Board of Directors for the Christian Foundation of the West.
Wednesday, December 12, 2018 3:00pm - 4:00pm ET
Jeremiah W. Doyle, JD, LL.M. (taxation), LL.M. (banking law), 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 firstname.lastname@example.org.
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)
- The Perfect Modern Trust Including Tax Sheltering Opportunities, Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) In
- Integrating Asset Protection Planning Into Your Estate Planning Practice, Douglass S. Lodmell, JD, LL.M., Managing Partner & Co-Founder, Lodmell & Lodmell, P.C.
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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