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    First Quarter, 2015

    NAEPC Journal of Estate & Tax Planning

    Editor's Note: This "dinner menu" summary is designed to help you with the flavor of the article before you read more. If you are interested in the article, click its title to access a copy.

    Regular Columns and Reports

    Editor's Column: Death and Domicile—No Joking Matter
    Reproduced courtesy of LISI (Leimberg Information Services, Inc.) and WealthManagment.com
    Author: Charles Douglas J.D., CFP, AEP
    List of Conferences
    2015 Conferences on Estate, Financial Planning
    Distance Learning Programs
    Upcoming and on-demand professional education

    First Quarter Update

    Heckerling 2015 Nuggets (PDF file)
    Author: Martin M. Shenkman, Esq.
    Planning for Estates Under the $10 million Exemption (PDF file)
    Author: Steve Akers, JD, AEP® (Distinguished)
    Ron Aucutt's Top Ten Estate Planning and Estate Tax Developments of 2014 (PDF file)
    Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2266 (January 5, 2015);
    Author: Ron Aucutt
    Recent Developments Affecting the Estate Planning Practice (PDF file)
    Author: Stanley M. Johanson
    To Convert or Not to Convert,That is the Question (PDF file)
    Authors: Robert S. Keebler and Stephen J. Bigge
    Charitable Planning with Closely Held Business Interests (PDF file)
    Reprinted with the permission of Trusts & Estates, June, 2014 (NAEPC Member Discounted Subscription)
    Authors: David Thanyne & Emily Brunner
    2015 Key Numbers (PDF file)
    Reprinted with the permission of Cannon Financial Institute
    The Taxing Side of Divorce: Division of Non-Qualified Employee Benefits (PDF file)
    Reprinted with the permission of SRR Journal
    Author: Mary V. Ade
    Life Insurance—Tax Issues to Be Aware Of (PDF file)
    Author: Lee J. Slavuton, MD, CLU®, AEP® (Distinguished)
    2nd Annual Trust Decanting State Rankings Chart (PDF file)
    Author: Steven J. Oshins, JD, AEP® (Distinguished).
    Effective Collaboration: The True Frontier of Estate Planning (PDF file)
    Author: Todd Fithian, Managing Partner, The Legacy Companies, LLC
    Dealing with Financial Planning Risk - Directing Portfolio Decisions or Navigating Human Behavior? (PDF file)
    Authors: Hugh Massie and Eamon Porter, DNA Behavior® International
    Building Your Practice and Developing Your Skills Locally and Nationally (PDF file)
    Originally published in Probate & Property, January/February 2015. © 2015 by the American Bar Association
    Author: Jason E. Havens
    Web Meets the Will: Estate Planning for Digital Assets (PDF file)
    Reprinted with the permission of Estate Planning
    Author: Gerry W. Beyer

    ALL INFORMATION IN THIS WEBSITE AND THE JOURNAL IS PROVIDED “AS IS”, WITH NO GUARANTEE OF COMPLETENESS, ACCURACY, TIMELINESS OR OF THE RESULTS OBTAINED FROM THE USE OF THIS INFORMATION. ALL INFORMATION IN THIS WEBSITE AND THE JOURNAL IS WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO WARRANTIES OF PERFORMANCE, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. See complete disclaimer.

    Search Issues:

    Core Content Providers:

    American College of Trust and Estate Counsel

    CCH Estate Planning Review

    Steve Leimberg's Information Services

    Trusts & Estates Magazine (NAEPC Member Value Partner)

    WealthCounsel

    Edited by:


    Charlie Douglas,
    JD, CFP®, AEP®


    Susan P. Rounds,
    JD, CPA, LL.M. (taxation), AEP®

    Published by:

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