National Association of Estate Planners and Councils

60th Annual NAEPC 
Advanced Estate Planning Strategies Conference
with Post-Conference Sessions for Council Leaders

New Schedule! November 12 - 16, 2023 - Ft. Lauderdale, Florida
Fort Lauderdale Marriott Harbor Beach Resort & Spa



Add the Conference to Your Calendar

Who Should Attend?

The conference educational sessions are for every member of every estate planning council and all estate planning professionals regardless of membership status.

Featuring nationally-recognized speakers on advanced topics, the Annual Conference offers an opportunity to cultivate important new multi-disciplinary relationships while collaborating on cutting edge ideas and trends. 

Post-Conference Sessions for Council Leaders

The post-conference sessions, also known as “Council Leadership Day”, will now begin on November 15, 2023 and conclude at approximately 12:00 pm on November 16, 2023. Our time together will include "learning pods" (small, topic-based workshops where council leaders share topic-based experiences, best practices, and learn from one another), sessions for councils of like-size, a new evening reception honoring the councils receiving annual awards, and additional time during Wednesday evening to spend time with other leaders. 

Who should attend?  The day is for volunteer leaders and staff executives of estate planning councils affiliated with NAEPC.  NAEPC recommends sending at least one officer at the vice-president level or under and the council's executive. 


NAEPC Estate Planning Hall of Fame® Members
Bryan K. Clontz, Ph.D., ChSNC®, RICP®, CAP®, CLU®, ChFC®, CFP®, AEP® (Distinguished)
Joan K. Crain, CFP®, TEP, AEP® (Distinguished)
Samuel A. Donaldson, JD, LLM, AEP® (Distinguished)
Jeremiah W. Doyle, IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)
S. Stacy Eastland, JD, AEP® (Distinguished)
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA®
Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished)
Jordon N. Rosen, CPA, MST, AEP® (Distinguished)
Susan M. Tillery, CPA/PFS, AEP® (Distinguished)

And Industry Experts
Katie Bennett, CVA
Aquanetta J. Betts, JD, CAP®, AEP®, CFRE
Bikram Chada
LaToya Encarnacion
Theresa L. Hughes, MBA, CTFA, AEP®
Tama Brooks Klosek, JD
Karly A. Laughlin, CPA, AEP®
Jamie L. Mendelsohn
Jon B. Mendelsohn
Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®
Louis W. Pierro, Esq.
Gary F. Rossi
Michael H. Rubin, JD
Jennifer E. Smith, JD, LL.M. (taxation), AEP®
Peter Strauss, Esq.


Registration will open soon.

Overnight Accommodations

We are delighted to return to Fort Lauderdale, Florida and Marriott Harbor Beach Resort & Spa. The hotel perfectly blends relaxed tropical serenity with Marriott’s well-known standard of service. Attendees will experience a beachfront location with modern and plentiful amenities close to shops, dining, and nightlife for the perfect marriage of conference + relaxation.  


The NAEPC room rate is $269 (single / double occupancy, exclusive of tax) plus a $15 resort fee.  Reservations for overnight accommodations should be made by Friday, October 20, 2023 on our reservations website or by calling 954-525-4000 and letting the reservationist know you are attending the NAEPC conference.

Please contact the NAEPC office at or 866-226-2224 if you experience any trouble during the booking process.

We are grateful to all of the sponsoring firms that allow us to provide members and guests with an exceptional conference each year,
including those shown below.  Please learn more about each by clicking on the firm's logo.










    Click on the images below to watch short introduction videos from our sponsoring firms. 


Supporter Opportunities

We welcome your questions about sponsoring or exhibiting at this and upcoming annual conferences. 

Please contact Ed Socorro at or 312-600-5303 with questions or to be added to our distribution lists.

​NAEPC Event Conduct Statement

All attendees must agree to follow the NAEPC Event Conduct Policy at the Annual Conference.

Save the Date

61st Annual NAEPC Advanced Estate Planning Strategies Conference 
with Post-Conference Sessions for Estate Planning Council Leaders
Date & location will be announced soon!

62nd Annual NAEPC Advanced Estate Planning Strategies Conference 
with Post-Conference Sessions for Estate Planning Council Leaders
October 18 - 23, 2025
Fort Washington, Maryland I Gaylord National Resort & Convention Center

Highlights from Prior Annual Conferences 

2022 2016 2011 2006
2021 2015 2010 2005
2020 2014 2009 2004
2019 2013 2008 2003
2018 2012 2007 2002