National Association of Estate Planners and Councils

52nd Annual Conference
November 18-20, 2015
Amelia Island, Florida

Please plan on joining us from November 18-20, 2015 in Amelia Island, Florida for our signature annual event, the 52nd Annual NAEPC Advanced Estate Planning Strategies Conference with pre-conference sessions for Estate Planning Council Leaders.

Two full days of multi-disciplinary technical education
Nationally-known presenters
Up to 15 hours of continuing education credit in two days of sessions
Networking with estate planners from around the country
Private educational session just for Accredited Estate Planner® designees
Competitive registration fee with most meals included
Reduced registration fee for estate planning council members

The program offers one day for leaders of estate planning councils (Council Leadership Day, Wednesday, November 18th) and two full days of continuing education for every estate planning discipline (Thursday, November 19th & Friday, November 20th).

The Annual Conference is open to all estate planning professionals.

Download the conference registration brochure HERE.

      The 52nd Annual NAEPC Advanced Estate Planning Strategies Conference is sponsored by:


Speakers & Topics

Our schedule is still shaping up and this page will be amended as more information is available.  The following speakers have agreed to present during the conference educational program:

  • Steve R. Akers, JD, AEP® (Distinguished): "Annual Update" & "Exclusive AEP® Session: A Dialogue with Steve Akers"
  • Janelle Benefield: "Financial Reform & Its Impact on Your Merchant Account"
  • Tom Breedlove: "The Case(s) for Household Employment Compliance: Case Studies Illustrating How to Mitigate Tax & Legal Risk"
  • Mickey R. Davis, JD: "All About that Basis: Creative Ways to Obtain Basis at Death"
  • Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished): "Dealing with Uncle Sam, Everyone’s Least Favorite Relative in the Family Business (Income Tax Planning for Closely-held Businesses)"
  • Michael W. Halloran, CFP®, CLU®, ChFC®, AEP® (Distinguished) Nominee: "Due Diligence in Selecting and Understanding Life Insurance Policies"
  • Stephan R. Leimberg, JD, AEP® (Distinguished): "Life Insurance - Key Cases and Rulings of 2014-15"
  • Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished): "Improving (and/or Revisiting) Popular Estate Planning Strategies"
  • Jeffrey N. Pennell, JD: Third Party Trusts in Divorce - Is a Beneficiary’s Interest Marital Property?"
  • John W. Porter, B.B.A., JD, AEP® (Distinguished): "The 30,000 Foot View from the Trenches: A Potpourri of Transfer Tax Issues on the IRS’s Radar Screen"
  • Nancy B. Rapoport, JD: "Nudging More Ethical Behavior through Incentives and Checklists"
  • Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished): "Planning Potpourri"
  • Diana S.C. Zeydel, JD, LL.M.: "Portability or No: Death of the Credit Shelter Trust"

Download the full conference registration brochure HERE.

Photo Gallery

Registration Information

Download the conference registration brochure HERE.

Council Leadership Day Package
Includes Council Leadership Day sessions on Wednesday, November 18, 2015, sponsor bonus and technical education sessions on Thursday, November 19, 2015 & Friday, November 20, 2015, presentation material, conference breakfasts & luncheons, and the Wednesday evening Welcome Reception  $900

Educational Package
Includes the Wednesday evening Welcome Reception, sponsor bonus and technical education sessions on Thursday, November 19, 2015 & Friday, November 20, 2015, presentation material, and Thursday and Friday breakfasts & luncheons.  $850 member* / $1,100 non-member

3-Day Companion Package
Includes Wednesday - Friday breakfasts and companion tours and the Wednesday evening Welcome Reception.  $475

2-Day Companion Package
Includes Thursday - Friday breakfasts and companion tours and the Wednesday evening Welcome reception.  $450

Available Discounts
Early Bird Discount (Registration must be received by September 30, 2015.)
$50          Active Accredited Estate Planner® or Estate Planning Law Specialist designee
$50          Host Council Discount for Members of EPC of Northeast Florida
$100        NAEPC Volunteer Discount (available to non-board members of any committee of NAEPC)

* A member is defined as an active AEP or EPLS designee, At-large member of NAEPC, or a member of an estate planning council affiliated with NAEPC.

Cancellation Policy: Cancellations must be received in writing or via email to  A full refund will be granted if notice is received on or before 9/30/15.  Registrants who cancel between 10/1/15 and 10/31/15 will forfeit a $100 administrative fee.  No refunds will be granted on or after 11/1/15.

Omni Amelia Island Plantation, the Headquarters Hotel

The conference will take place at the newly re-imagined Omni Amelia Island Plantation resort.  This family-friendly resort is nestled on 1,350 acres at the tip of Amelia Island, North of Jacksonville, Florida.  Attendees will enjoy luxurious oceanfront accommodations, championship golf, a full-service spa, and endless dining options while attending the 52nd Annual NAEPC Advanced Estate Planning Strategies Conference.

The standard conference room rate is $199 (single/double occupancy plus applicable taxes) and includes complimentary self-parking and in-room internet, among other resort amenities. A limited supply of one-bedroom oceanfront villas and resort view villas may also available for $239/night.  As the room block closed on Friday, October 23, 2015, the best option to request overnight accommodations is to call (888) 261-6161 and use group code "110515National".  Reservations subject to availability.

Continuing Education Credit

The conference offers up to 15 hours of continuing education credit. 
16.5 hours of Accredited Estate Planner® designation credit have been awarded for this program.

Registered participants:  Monitor approval status for your home state/discipline HERE.

The following credit will be requested in all states: insurance, legal, accounting, CFP®, CTFA and PACE (including one hour of ethics credit, where applicable) for Thursday, November 19, 2015 and Friday, November 20, 2015. Insurance professionals must attend the entire two days of technical education to receive credit. Partial credit is NOT available. Individual states determine the total number and types of credits awarded.  Insurance, legal, and CFP® license numbers are required on-site in order to receive credit.

Partial credit for this program is not available.  Insurance professionals must attend every session on Thursday, November 19, 2015 and Friday, November 20, 2015 to receive credit.

Special Note for Florida Attorneys: The Florida Bar requires that the attorney, and not the CE sponsor, post his/her own CLE credits.

The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417.  This program is recommended for a total of 15 specialized knowledge & applications credit hours. The Annual Conference is an advanced educational program. A CPA who devotes at least 35% of their practice to estate planning meets the prerequisite level of knowledge to attend the program. After attending, participants will be able to identify and implement advanced estate planning techniques that will improve professionalism and personal service to their clients.

Continuing education credit is administered by the Society of FSP.

Companion Program

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

  • Wednesday, November 18, 2015 – White Oak Conservation Center
  • Thursday, November 19, 2015 – Lofton Creek Kayaking
  • Friday, November 20, 2015 – Art Program, to be determined

A full description of each can be downloaded HERE.  Two- and three-day registration packages are available and include the Welcome Reception, breakfasts, and tours.


Rental Car
NAEPC has arranged for special discounts with Hertz for rentals in Florida from November 11 – 27, 2015.  To reserve, please call 800-654-2240 or download the special NAEPC flyer HERE.  The conference CV code is CV#03WB0014.  Driving directions and parking information can be found by clicking HERE.

Shuttle Service
Shuttle service is avaialble through Dana's Limousines.  Reservations are $60 per person each way and can be made by calling 800-456-5466.


Sponsorship & Exhibitor Opportunities

NAEPC offers a unique and affordable opportunity to connect with 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.

52nd Annual Conference Sponsor Kit / Past Attendee Statistics

Registered Sponsors & Exhibitors: Download Important Forms Here:

Please contact NAEPC for information specific to your level of support.

Save the Date

53rd Annual NAEPC Advanced Estate Planning Strategies Conference
November 16-18, 2016
Litchfield Park, Arizona (Phoenix/Scottsdale) - The Wigwam
Download the "Save the Date" brochure here!
Download the Sponsor & Exhibitor Prospectus here.

54th Annual NAEPC Advanced Estate Planning Strategies Conference
November 15-17, 2017
New Orleans, Louisiana - The Roosevelt New Orleans, a Waldorf Astoria Hotel


See upcoming conference information.