National Association of Estate Planners and Councils

58th Annual NAEPC 
Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders

November 2 - 5, 2021 ∙ Las Vegas, Nevada
The Cosmopolitan of Las Vegas


We are grateful to all of the sponsoring and exhibiting firms that planned on supporting the 57th Annual Conference and that have decided to be with us for the 58th Annual Conference in Las Vegas, especially those at the Premier and Partner level of support.  We encourage you to familiarize yourself with and to continue to visit with these organizations throughout the year.

Premier Sponsor

Partner Sponsors


Who Should Attend?

The 58th Annual NAEPC Advanced Estate Planning Strategies Conference will feature nationally-recognized speakers on advanced planning topics of interest to allied professionals and provides opportunities for attendees to build multi-disciplinary relationships and collaborate on cutting edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals.  Educational sessions take place the entire day of Wednesday, November 3, 2021 and Thursday, November 4, 2021 and end at 12:15 pm on Friday, November 5, 2021. 

Pre-Conference Sessions (also known as Council Leadership Day)

Council Leadership Day will take place on Tuesday, November 2, 2021.  Sessions will begin at 8:00 am with the first of multiple "learning pods".  The association's annual meeting and council awards ceremony will take place during a luncheon, learning pods will continue, and the day will conclude with sharing sessions by council size and an opening reception.  

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.  Please contact NAEPC if your council is not affiliated and you are interested in attending.

What's a "learning pod"?  
Learning pods are small group workshops where council leaders can share their experience and learn from one another, all based on a single subject.  At the time of registration attendees will be asked to choose their sessions from a list of topics, allowing you to focus on what is most important to your council right now.  If your council is sending multiple leaders, please make sure to register for different sessions so you receive the full benefit of the day.

Special Note for Council Executives (Paid Staff)
Council Executive attendance for Tuesday's Pre-Conference Sessions is encouraged.  For this special group of individuals we also offer time with the NAEPC Webmaster, a private dinner on Tuesday evening with the national office team, and a half-day development session on Wednesday morning.  The registration fee is waived for council executives. 

Registration Options, Cost, and Cancellation Policy

Coming in January 2021 

The Cosmopolitan of Las Vegas

A special  block of rooms has been reserved for conference attendees at the hosting property, The Cosmopolitan of Las Vegas.  The NAEPC room rate is $239 plus a $25 resort fee (single/double occupancy, exclusive of applicable state and local taxes). 

Additional information and a booking link will be posted in January 2021.

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. 

The 2021 Sponsor & Exhibitor Prospectus will be posted soon.  In the interim, please direct questions about sponsoring or exhibiting to Ed Socorro at or 312-600-5303.

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.