National Association of Estate Planners and Councils


Read an important message about the 58th Annual NAEPC Advanced Estate Planning Strategies Conference from NAEPC President William D. Kirchick, JD, AEP®.


COLLABORATE    EDUCATE    CULTIVATE

58th Annual
NAEPC  Advanced Estate Planning Strategies
Virtual Conference

November 2 - 4, 2021

 

Who Should Attend?

The 58th Annual NAEPC Virtual Advanced Estate Planning Strategies Conference features nationally-recognized speakers on advanced topics of interest to allied professionals and provides opportunities for attendees to cultivate multi-disciplinary relationships while collaborating on cutting edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals.  

Meet Our Sponsors

We are grateful to all of the sponsoring and exhibiting firms that support the association and its signature annual event each year. 
​We encourage you to visit with the following sponsors of the 58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference in the days leading up to the November event:


                     

   

                                                                         

 

   

 

  Click on each image below to watch a short introduction video for our sponsoring firms.

 


Schedule of Events
All times shown are in the Eastern Time Zone.

  Download the Conference Brochure

 

Tuesday, November 2, 2021

     
11:00 AM ET       Doors Open
11:00 AM 12:00 PM    Networking & Exhibit Hall Open
11:30 AM 12:00 PM Exclusive Sponsor Bonus Session 
Ashar Group, LLC
Life Insurance Valuation Solutions for Estate and Tax Planning – Appraising Your Client’s Existing Life Insurance Protects Their Best Interests
Jamie L. Mendelsohn & Jon B. Mendelsohn
12:10 PM 12:20 PM Welcome & Opening Remarks 
12:20 PM 12:35 PM NAEPC Annual Meeting & Election
12:35 PM 12:40 PM Presentation of  Axley Lifetime Service Award to Natalie B. Choate, Esq., AEP® (Distinguished)
12:50 PM 1:50 PM Recent Developments in Estate Planning (CE Session)
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
1:50 PM 2:20 PM Networking & Exhibit Hall Open
2:20 PM 3:20 PM Planning for Retirement Benefits Post SECURE (CE Session)
Natalie B. Choate, Esq., AEP® (Distinguished)
3:20 PM 3:50 PM Networking & Exhibit Hall Open
3:50 PM 4:50 PM Just Like Starting Over – Decanting Trusts (CE Session)
Amy K. Kanyuk, JD
5:00 PM 5:05 PM Closing Remarks
5:15 PM 5:45 PM Concurrent Sponsor Bonus Sessions
5:15 PM 6:00 PM Networking & Exhibit Hall Open
  6:00 PM Doors & Exhibitors Close
     

Wednesday, November 3, 2021

     
11:00 AM ET   Doors Open
11:00 AM 12:00 PM Networking & Exhibit Hall Open
11:30 AM 12:00 PM Concurrent Sponsor Bonus Sessions 
Session #1:  Reverse Mortgage Funding, LLC
Reverse Mortgages & Trusts, Life Estates & Powers of Attorney
Stephen R. Pepe, JD
12:10 PM 12:20 PM Welcome & Opening Remarks 
12:20 PM 12:40 PM The Accredited Estate Planner® Designation from A - Z
12:50 PM 1:50 PM Income Tax Reform Including the Impact on Estate Planning (CE Session)
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA®
1:50 PM 2:20 PM Networking & Exhibit Hall Open
2:20 PM 3:20 PM The Thief in your Family - Forensic Accounting (CE Session)
Tiffany R. Couch, CPA/CFF, CFE 
3:20 PM 3:50 PM Networking & Exhibit Hall Open
3:50 PM 4:50 PM The New Normal for Charitable Tax Planning (CE Session)
Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®
5:00 PM 5:05 PM Closing Remarks
5:15 PM 5:45 PM Exclusive Sponsor Bonus Session 
5:15 PM 6:00 PM Networking & Exhibit Hall Open
  6:00 PM Doors & Exhibitors Close
     

Thursday, November 4, 2021

     
11:00 AM ET   Doors Open
11:00 AM 12:00 PM Networking & Exhibit Hall Open
11:30 AM 12:00 PM Concurrent Sponsor Bonus Sessions 
12:10 PM 12:20 PM Welcome & Opening Remarks 
12:20 PM 12:40 PM NAEPC Estate Planning Hall of Fame® Induction Ceremony 
12:40 PM 1:40 PM Possible Estate and Income Tax Changes Affecting Estate Planning (CE Session)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) & Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
1:40 PM 2:10 PM Networking & Exhibit Hall Open
2:10 PM 3:10 PM Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases (CE Session)
Dana G. Fitzsimons, Jr., JD
3:10 PM 3:40 PM Networking & Exhibit Hall Open
3:40 PM 4:40 PM Psychological Implications of Business Succession Planning (CE Session)
Stephan R. Leimberg, JD, AEP® (Distinguished)
4:50 PM 4:55 PM Closing Remarks
4:55 PM 5:30 PM Networking & Exhibit Hall Open
  5:30 PM ET  Doors & Exhibitors Close

Download the Conference Brochure


Registration Cost and Cancellation Policy

Member Type Registration Fee
Accredited Estate Planner® Designee or
Estate Planning Law Specialist Certificant
Complimentary
At-Large Member or Member of An Affiliated Local Council $95
Non-Members and Guests $250


The registration fee provides an "all access pass" so you can come and go as you please during the event, choosing sessions that are most meaningful to you and your practice and visiting with sponsors and exhibitors at a time that is convenient for your schedule. 

Cancellation must be received in writing by Friday, October 29, 2021 to receive a refund.  Cancellations received on or after Saturday, October 30, 2021 are not refundable, but can be transferred to another individual.


Continuing Education Credit

Continuing education credit will be requested for Certified Financial Planner™ (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designees and will be available for Accredited Estate Planner® (AEP®) designees.  Credit and certificates of completion will be available only to those who attend the LIVE VIRTUAL conference general sessions and complete attendance verification requests if prompted. In addition, a certificate of completion will be available for those who are able to self-file, attend the LIVE program, and complete attendance verification requests if prompted.  

Approval status will be communicated on this page approximately two months prior to the conference.  

The 58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference will not be filed for state legal or insurance credit or accounting credit.  A certificate of completion will be available for those professionals within these disciplines who are able to self-file/report, attend the LIVE program, and complete attendance verification requests.  


       
Sponsor & Exhibitor Opportunities

NAEPC offers a unique and affordable opportunity to connect with members at the annual conference, many of whom report back to their affiliated local estate planning council about their experience! 

Don't miss your opportunity to participate in NAEPC's only national, face-to-face meeting each year, this year being held virtually.

We welcome your questions about sponsoring or exhibiting at this and upcoming annual conferences.  Please contact Ed Socorro at sponsorship@naepc.org or 312-600-5303 with questions or to be added to our distribution lists.


Save the Date

59th Annual NAEPC Advanced Estate Planning Strategies Conference
November 15 - 18, 2022 - Fort Lauderdale, Florida 
Fort Lauderdale Marriott Harbor Beach Resort & Spa


Highlights from Prior Annual Conferences 


NAEPC Event Conduct Statement
The National Association of Estate Planners & Councils (NAEPC) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable.  These events include, but are not limited to: educational conferences and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of NAEPC.

Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation.   Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately.