The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs are available live and on-demand (to watch at your leisure) and 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)|
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 most webinars 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, August 8, 2018 3:00pm - 4:00pm ET
Betsy Brill, MBA; Laura Malone, CAP®, CEPA; Jennifer Klein Strauss, JD
For the first time, charitable giving has topped $400 Billion dollars and most of that is coming from individuals like your clients. However, philanthropy is changing – and not just because of the Tax Cuts and Jobs Act (TCJA). Women and next generation wealth-holders are the new decision-makers when it comes to substantial charitable giving. The use of various charitable giving vehicles is an ever-evolving dynamic that is no longer “one size fits all”. Finally, those that give are beginning to seek more innovative ways to create impact and return on their philanthropic investment through various forms of impact/program related investments.
How do you tee up the conversation and effectively engage clients on this important topic? Do you have the right collaborative team in place to assist you?
Please join Betsy Brill, Laura Malone and Jennifer Klein Strauss as they cover key charitable points from TCJA, an overview of which philanthropic tools will best help you serve client needs and explain how to build a team that addresses due diligence, estate planning, tax and other considerations.
Betsy Brill is an internationally recognized expert in philanthropy. She is the co-founder and President of Strategic Philanthropy, Ltd., a Multi-Family Philanthropic Office® working with ultra-high net worth individuals, families and family-owned businesses. Betsy has authored pieces for the Journal of Practical Estate Planning, Alliance Magazine and STEP Journal, among others. She has participated in webinars on philanthropy for CELESQ, National Center for Family Philanthropy, Family Office Metrics, and Fidelity Charitable. In addition to her MBA from Thunderbird School of Management, Betsy has a Certificate in Non-Profit Management from Roosevelt University.
Laura Malone, in her role as Vice President at American Endowment Foundation (AEF), has consulted hundreds of trusted advisors, families and business owners about donor advised funds and other charitable giving strategies. She has been published in various local and national publications as well as speaks both locally and nationally to various financial, tax and estate planning organizations. Laura holds her Chartered Advisor in Philanthropy designation from the American College and serves as a faculty member for the Exit Planning Institute’s Certified Exit Planning Advisor (CEPA) Designation. She serves as Board President of the International Association of Advisors in Philanthropy and serves on the Boards of Cleveland Social Venture Partners and The Estate Planning Council of Cleveland.
Jennifer Klein Strauss concentrates her practice on estate planning and family wealth transfer planning. She has experience in income, gift, estate, and generation-skipping transfer tax matters, succession planning for closely held businesses, charitable planning and tax exempt charitable organization matters. Prior to joining Ytterberg Deery Knull, Jen served as an Assistant Counsel for the Metropolitan Museum of Art in New York, advising on tax and trusts & estates matters. She is a member of the Society of Trusts and Estate Practitioners (STEP). Jen graduated from Harvard College, magna cum laude, and received her J.D. from Columbia Law School.
Wednesday, September 5, 2018 11:00am - 12:00pm ET
Heidi K. Gardner, PhD
Thursday, September 20, 2018 2:00pm - 3:00pm ET
Details about this exciting complimentary webinar will be posted soon!
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.
- New Developments in Charitable Giving - Lawrence P. Katzenstein, Atty., AEP® (Distinguished)
- Longevity Changes Everything When it Comes to Life Insurance Valuation - Jon B. Mendelsohn, CEO and Co-Founder of the Ashar Group/Ashar SMV - Click to watch
- 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)
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 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)
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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