National Association of Estate Planners and Councils

61st Annual NAEPC 
Advanced Estate Planning Strategies Conference
& Council Leadership Conference

October 20 - 24, 2024 - Anaheim, California
Disneyland® Resort




Click Here to 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.  The Annual Conference offers an opportunity to cultivate important new multi-disciplinary relationships while collaborating on cutting edge ideas and trends. 

Click on the image to the right to hear a special message from NAEPC President,
Kit Mac Nee >>

The Council Leadership Conference

The post-conference sessions, also known as the “Council Leadership Conference”, will begin at 2:00 pm on Wednesday, October 23, 2024 and conclude at approximately 12:00 pm on Thursday, October 24, 2024. 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, an evening reception honoring the councils receiving annual awards, and additional time during the evening of Wednesday, October 23, 2024 to spend time with other leaders. 

Who should attend?  The Council Leadership Conference 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. 

Council Leaders & Board Members:  View your schedule and learning pod choices on the green page of the brochure.

Council Paid Staff Executives / Administrators:  Your schedule follows (also shown in brochure):

Wednesday, October 23, 2024  
8:00 am - 12:30 pm Development Session (Breakfast & Session)
12:30 pm - 1:30 pm General Luncheon
2:00 pm - 3:45 pm Learning Pods #1, #2 & Conversation Break
3:45 pm - 5:00 pm  Council by Size Session #1 with Leaders
5:00 pm - 7:00 pm Annual Awards Reception with Leaders
6:30 pm Private Staff Executive / Administrator Dinner
Thursday, October 24, 2024  
7:00 am - 8:00 am Breakfast 
8:00 am - 9:35 am Session with Webmaster (those with NAEPC-hosted website)
  Learning Pod #3 and #4 (those without NAEPC-hosted website)
9:40 am - 10:45 am Learning Pod #5 with Leaders & Conversation Break
10:45 am - 12:00 pm Council by Size Session #2 with Leaders
12:00 pm Council Leadership Conference Ends

Presenters & Topics

NAEPC Estate Planning Hall of Fame® Members
Jonathan G. Blattmachr, Ph.D., Esq., AEP® (Distinguished)  
Estate Planning for the Moderate to Middle Wealthy 

Joan K. Crain, CFP®, TEP, AEP® (Distinguished)  
Foreign Reporting Overload...Expatriation & Offshore Trusts: Solutions or Delusions?

Samuel A. Donaldson, JD, LLM, AEP® (Distinguished) 
Federal Tax Update

Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (Distinguished) & Kyle C. Martin
Avoiding Planning Pitfalls That May Trigger Compliance Issues

And Industry Experts
Edward Beckwith, JD, LL.M. 
The Essential Charitable Planner

Jocelyn Margolin Borowsky, JD, LL.M. & Elizabeth King, JD, LL.M. 
Nowhere to Run, Nowhere to Hide - the Corporate Transparency Act and Modern Trust Planning

April Caudill, JD, CLU®, ChFC®, AEP® (Distinguished) Nominee  
Family Business Succession Planning After Connelly: Legal and Practical Considerations

Forest J. Dorkowski
Charitable Giving through Individual Retirement Accounts (Bonus Session)

Paul R. Greenwood, JD, LL.B.
What Every Estate Planner Needs to Know About Spotting Red Flags of Elder Financial Exploitation; and What To Do When Recognizing Those Signs

Peter M. Hershon, CLU®, ChFC®
The Secondary Market for Life Insurance: Current Trends, New Applications

John P. Hussman, Ph.D. 
Strategic Allocation: Long-term Investment Planning that Reflects Changing Market Conditions

Justin T. Miller, JD, LL.M. (taxation), TEP, AEP®, CFP® 
Estate Planning Paralysis: Getting YOur Clients to Act

Ferdinando L. Mirarchi, DO, FAAEM, FACEP 
Patient Safety Concerns with Living Wills & Advance Directives

Richard W. Nenno, JD, AEP® & Vincent C. Thomas
State Income Taxation of Trusts: California, New York, and Beyond

Nancy B. Rapoport, JD
Artificial Intelligence: Benefits and Ethical Pitfalls

Wes Turiano
Oil & Gas Assets: Estate and Gift Planning Opportunities and Challenges

Registration and Cancellation Policy

Register HERE!

Register by August 12th for Early Bird Savings!
Regular pricing applies to registrations received August 13 - September 24 and late pricing applies to registrations received September 25th or later.

Cancellation / Transfer: A request for a cancellation / transfer must be received via email to A full refund for a cancellation will be granted if notice is received on or before 09/20/24. Those who cancel between 09/21/24 and 10/04/24 will forfeit a $200 administrative fee. No refunds will be granted after 10/04/24 for any reason; requests to transfer registration to another individual will be accommodated. 

Become a Sponsor or Exhibitor

We invite your questions about sponsoring or exhibiting at this and upcoming NAEPC Annual Conferences. Please contact Ed Socorro at or 312-600-5303 with questions or to be added to our distribution lists.

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. 


Continuing Education Credit

Legal, accounting, CFP®, CTFA, EA, and PRP (formerly PACE) credit will be requested in all states (including one hour of ethics credit, where applicable).  The program will not be filed for insurance or any state legal specialization credit. 

Individual states and governing bodies, coupled with your attendance and participation in attendance tracking, determine the total number of hours and type of credit awarded. License numbers are required on-site to receive credit.

Approval status will be communicated on our website approximately six weeks pre-conference.

Overnight Accommodations

It's not too early to reserve your room at Disneyland® Resort!  Become immersed in the spirit of Disneyland past and present during the Annual Estate Planning Strategies Conference.  Guestrooms at the Disneyland® Resort are sophisticated while still whimsical, paying loving tribute to the classic years of Disneyland® Park. Upscale styling, state-of-the-art amenities, and special Disney furnishings provide a stay that you or your entire family will treasure.  With easy access to the Downtown Disney® District and theme parks, you’ll have plenty of choices for evening adventures. 

The NAEPC room rate is $289 / night plus applicable taxes and fees and reservations can be made HERE.  Reservations must be made on or before Friday, September 20, 2024 to guarantee availability and must be made within the group block to obtain the NAEPC rate.  A one-night deposit will be collected at the time of booking.

Getting to Disneyland® Resort by Plane

Experiencing Disneyland

Attendees will have access to discounted theme park tickets, among other amenities, and Costco members can purchase gift cards with their membership, which may sometimes be on sale!  Visit our booking website to learn more about discounted tickets.

​NAEPC Event Conduct Statement

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

​Save the Date

62nd Annual NAEPC Advanced Estate Planning Strategies Conference & Council Leadership Conference
October 19 - 23, 2025
Fort Washington, Maryland I Gaylord National Resort & Convention Center

Highlights from Prior Annual Conferences 

2023 2017 2011 2006
2022 2016 2010 2005
2021 2015 2009 2004
2020 2014 2008 2003
2019 2013 2007 2002
2018 2012