National Association of Estate Planners and Councils

What You Learn in Vegas Won't Stay in Vegas!

November 20 - 22, 2013

Please plan on joining NAEPC & The NAEPC Education Foundation this November in Las Vegas, Nevada. The hosting   property, The Cosmopolitan of Las Vegas, is the newest property on the Las Vegas Strip and the annual conference provides the perfect opportunity for just a little extra time away!  Plan now to join the celebration of 50 years of exceptional conferences and educational programming!




Photo Galleries

Video Highlights

We are grateful for the support of our 50th Annual Conference Sponsors, including:


Thursday, November 21, 2013

  • Sponsor Bonus Session offered by COVENTRY: The Secondary Market for Life Insurance, the Market Today
  • Sponsor Bonus Session offered by INTERNATIONAL GENEALOGICAL SEARCH: Searching for Missing Heirs or Beneficiaries: What You Need to Know about the Heir-Tracing Industry to Protect the Heir's Interests and Your Fiduciary Duty
  • Jeffrey N. Pennell, JD / Current Developments
  • Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished) / A Portable Guide to the Portability Election
  • Paul S. Lee, JD, LL.M. / Family Investment Partnerships: Structure, Design, Issues & Problems (Beyond the Valuation Discount)
  • Nancy B. Rapoport, JD / Social Science, Human Error & Behavior
  • David A. Handler, JD, AEP® (Distinguished) / Structuring Trusts or Trust Design Strategies
  • Breakout Session: David A. Handler, JD, AEP® (Distinguished), Stephan R. Leimberg, JD, AEP® (Distinguished), and Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) / How to Get Your Clients to Proceed with Their Planning
  • Breakout Session: Christopher R. Hoyt, JD, AEP® (Distinguished) / So You Want to Be a Philanthropist?
  • Breakout Session: Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® / Special Needs Trusts: What Every Estate Planning Professional Needs to Know
  • Private Session for Active Accredited Estate Planner® Designees Only: Stephan R. Leimberg, JD, AEP® (Distinguished) / Six Magic Steps to Power Marketing

Friday, November 22, 2013

  • Sponsor Bonus Session offered by CARE.COM: How to Give Your Clients a Seamless Solution for Finding and Managing an Employee
  • David H. Kirk, JD, LL.M., CPA, CFP® / Section 1411 - The Tax Version of the Twilight Zone
  • Carlyn McCaffrey, LL.B., LL.M., AEP® (Distinguished) / Formula Clauses
  • Steven J. Oshins, JD, AEP® (Distinguished) / Hybrid DAPT
  • John W. Porter, B.B.A., JD, AEP® (Distinguished) / Using Defined Value Clauses to Reduce Gift Tax Valuation Entities
  • Robert S. Keebler, CPA, MST, AEP® (Distinguished) / Innovative Income Tax Planning Strategies for Estate Planners
  • Breakout Session: Vincent M. D'Addona, CLU®, ChFC®, AEP®, Robert S. Keebler, CPA, MST, AEP® (Distinguished), and Steven J. Oshins, JD, AEP® (Distinguished) / Choice of Wealth Shifting Strategies
  • Breakout Session: Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) Nominee, Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM, and Robert C. Slane, CLU®, AEP® / Let's Get Ready to Rumble: Fundamentals of Life Insurance
  • Breakout Session: Jeremiah W. Doyle IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished) / Estate Planning for Divorces

Registration Information

Council Leadership Day Package
Includes Council Leadership Day sessions on Wednesday, November 20, 2013, sponsor bonus and technical education sessions on Thursday, November 21, 2013 & Friday, November 22, 2013, presentation material, conference breakfasts & luncheons, and the Wednesday evening Welcome Reception  $850
Educational Package
Includes the Wednesday evening Welcome Reception, sponsor bonus and technical education sessions on Thursday, November 21, 2013 & Friday, November 22, 2013, presentation material, and Thursday and Friday breakfasts & luncheons.  $750
3-Day Companion Package
Includes Wednesday - Friday breakfasts and companion tours and the Wednesday evening Welcome Reception.  $450
2-Day Companion Package
Includes Thursday - Friday breakfasts and companion tours and the Wednesday evening Welcome reception.  $400
Available Discounts
$50          Early Bird Discount (registration must be received by September 30, 2013)
$50          Active Accredited Estate Planner designee
$50          Host Council Discount for Members of Southern Nevada Estate Planning Council
$100        NAEPC Volunteer Discount (available to non-board members of any committee of NAEPC)
$350        NAEPC Past Service Discount (available to past conference chairman, both local and national, and past
                 board members of NAEPC)  Please note, this discount cannot be combined with other discounts.

Sponsorship Opportunities 

NAEPC offers a unique and affordable opportunity to connect with an estimated 400 attendees at the annual conference.  In addition, many of these attendees 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 - sign up to sponsor or exhibit now!

Questions about sponsoring or exhibiting may be directed to Ed Socorro at or 312-600-5303.

50th Annual Conference Existing Sponsor Forms (not to be used for initial commitments, please)

Unable to attend the 50th Annual Conference and interested in supporting the 51st?  Download our sponsor prospectus HERE!

The Cosmopolitan of Las Vegas Reservations

A special block of rooms has been reserved for 50th Annual Conference attendees at the hosting property,  The Cosmopolitan of Las Vegas.  The NAEPC room rate is $179 (single/double occupancy, exclusive of applicable state and local taxes) and includes in-room internet service at no additional charge.  Additional room options are available.

Reservations must be made by Friday, October 25, 2013 to guarantee the group rate.  To reserve online, click HERE.  Reservations may also be made by telephone by calling 855-435-0005 and referencing group code "SNAEP3".

Companion Program

The Annual Conference Committee prides itself on choosing exciting companion programs for those that accompany Council Leadership Day and Educational Package registrants to the conference!  Three thrilling programs are planned for this year...

  • Wednesday, November 20, 2013 - The Cosmopolitan of Las Vegas Food Tour & Cooking Class
  • Thursday, November 21, 2013 - Day Trip to Hoover Dam and Boulder City, NV
  • Friday, November 22, 2013 - Historic Las Vegas, including an option ride on the New York, New York Roller Coaster

The registration brochure will provide a full description of each program.  Two- and three-day registration packages are available and include the Welcome Reception, breakfasts, and tours.

Continuing Education Credit

The 50th Annual Conference offers up to 15 hours of continuing education credit.  Individual states determine the total number of credits awarded.

  • The following credit will been requested in all states: insurance, legal, accounting, CFP, CTFA, and PACE for Thursday, November 21, 2013 and Friday, November 22, 2013.
  • The 50th Annual Conference is approved for 16.5 hours of Accredited Estate Planner designation credit.
Partial credit for this program is not available.  Insurance professionals must attend every session on Thursday, November 21, 2013 and Friday, November 22, 2013 to receive credit.
Monitor the status of approval in your state/discipline HERE.


*Continuing education credit for the 50th Annual Conference is administered by the Society of Financial Service Professionals.

Obtain the EPLS Certification at the NAEPC Conference

Transportation Discounts

NAEPC has arranged for special discounts with Hertz for rentals in Las Vegas from November 13 - 29, 2013.  To reserve, please call 800-654-2240 or download the special NAEPC flyer HERE.  The conference CV code is 03WB0010.  You may also click on the Hertz logo to be redirected to a special page for online reservations.


As of September 18th, Super Shuttle is now operating in Las Vegas and 50th Annual Conference attendees are welcome to take advantage of a 10% discount on shared ride service (normally $8.00 one way and $16.00 round trip.)  To reserve a seat on a shuttle, click the Super Shuttle logo and enter discount code “vegas” when prompted.


See upcoming conference information.