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

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

 

COLLABORATE    EDUCATE    CULTIVATE

Click Here to Add the Conference to Your Calendar

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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 >>

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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

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Presenters & Topics

NAEPC Estate Planning Hall of Fame® Members
Joan K. Crain, CFP®, TEP, AEP® (Distinguished)  
Recent Developments in Cross Border Planning:Offshore Trusts and Expatriation - Solutions or Illusions?

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

Stephanie Loomis-Price, JD, AEP® (Distinguished) & Briana Loughlin, JD
Litigator's Lessons Learned

Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (Distinguished) & Kyle C. Martin
A View from Both Sides of the Table: 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, JD, LL.M. (taxation)
Charitable Giving through Individual Retirement Accounts (Bonus Workshop)

Elizabeth R. Glasgow, JD, LL.M. & Jennifer Van Duzer  
Estate Planning for the Exemption Adjacent Family 

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

Jeffrey K. Lambert
Family Funeral Readiness - A Real-Life Case Study (Bonus Workshop)

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

BROCHURE

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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 conference@naepc.org. 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. 

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Become a Sponsor or Exhibitor

• Download the 61st Annual NAEPC Advanced Estate Planning Strategies Conference Prospectus
• Attendee Statistics from 2023

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

Documents & Logistics Information for Registered Sponsors & Exhibitors

• General Exhibitor Information
  Information related to your specific level or support can be obtained by contacting conference@naepc.org. 
• Additional Attendee Registration Link
• Exhibitor Services Order Link
• Electrical Order Form
• Disneyland® Resort Hotel Reservation
• Mailing List Policy

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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.

 

 

 

 

 

 

 

 

  

 

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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.

Monitor Approval Status for your State or Discipline HERE

How to Get Your Continuing Education Credit at the 61st Annual NAEPC Advanced Estate Planning Strategies Conference

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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.  The deadline for reservations was Friday, September 20, 2024, but rooms may be availalble until October 3, 2024 on a space- and rate-available basis.  A one-night deposit will be collected at the time of booking.

> Getting to Disneyland® Resort by Plane

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Experiencing Disneyland

Attendees 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.