National Association of Estate Planners and Councils

53rd Annual NAEPC
Advanced Estate Planning Strategies Conference

with Pre-Conference Sessions for Council Leaders

    November 16-18, 2016 - Phoenix / Scottsdale, Arizona


The NAEPC Advanced Estate Planning Strategies Conference is open to all estate planning professionals and provides:

Multi-disciplinary content provided by nationally-known presenters
Continuing education credit (up to 15 hours)
Networking with estate planners from around the country in a collegiate environment

The program includes one day for leaders of estate planning councils (Council Leadership Day, Wednesday, November 16th) and two full days of continuing education for every estate planning professional and discipline (Thursday, November 17th & Friday, November 18th).


Register HERE!

We are grateful for the support of our sponsors & exhibitors, including:


Speakers & Topics

Michael Amoia, JD, LL.M., CFP®, CLU®, ChFC®
Loan Regime Split-Dollar for Both Single and Joint Lives

Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
The Critical Importance of High Investment Returns and Tax Free Compounding, and How to Achieve Them

Lawrence Brody, JD, LL.M., AEP® (Distinguished) & Jon B. Mendelsohn
Policy Valuation and Transfer Tax Conventions vs. Market-Based Valuations
Sponsored Session provided by Ashar Group, LLC

Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
Annual Tax Update

James E. Hughes, JD
An Interview on the Nature and Practice of Our Profession and its Capacity to Meet the Challenges of the "Shirt Sleeves" Proverb

Robert S. Keebler, CPA, MST, AEP® (Distinguished)
The Mathematics of Estate Planning

Douglass S. Lodmell, JD, LL.M.
Adding Asset Protection to Your Practice Using the “Bridge Trust®"
Sponsor Bonus Session provided by Lodmell & Lodmell, P.C.

Stephanie Loomis-Price, JD
Privileges/Valuation - Exploring Privileges in the Context of Hiring Appraisers

Kathryn W. Miree
Ten Charitable Planning Ideas for the Current Environment

Nancy B. Rapoport, JD
Collaboration Across Small and Great Divides: Teamwork, Tensions, and Client-Centered Solutions

Jeffrey Schoenblum, JD, AEP® (Distinguished) Nominee
The Governing Law Clause in Trusts - Not Just Boilerplate Anymore

John J. Scroggin, JD, LL.M., AEP®
What Can We Learn from the Estates of Deceased Celebrities?

Evan Unzelman
Secondary Planning for Charitable Remainder Trusts (CRTs)
Sponsored Session provided by Sterling Foundation Management

Kathy K. Wiseman
Family and Multi-Disciplinary Team Dynamics for High Performance Family Wealth and Business Succession Planning

Special Sessions on Thursday, November 17, 2016, 5:15 pm

Annual Private Event for Active Accredited Estate Planner® Designees 
Fearless Public Speaking for Estate Planners​an Interactive Discussion with Conrad Teitell, LL.B., LL.M., AEP® (Distinguished)

Concurrent Informational Session
The Accredited Estate Planner® Designation Program from A - Z
For those who are interested in learning more about or attaining the AEP® designation, this session will provide an overview of the program and offer an opportunity to have your questions answered by the experts at NAEPC.  

 *Speakers and topics confirmed as of February 28, 2016.  Presenters and topics subject to change.

Photo Gallery

Cost & Registration


53rd Annual Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
Includes Council Leadership Day sessions on Wednesday, November 16, 2016, sponsor bonus and technical education sessions on Thursday, November 17, 2016 & Friday, November 18, 2016, presentation material, conference breakfasts & luncheons, and the Wednesday evening Welcome Reception  $975

53rd Annual Advanced Estate Planning Strategies Conference
Includes the Wednesday evening Welcome Reception, sponsor bonus and technical education sessions on Thursday, November 17, 2016 & Friday, November 18, 2016, presentation material, and Thursday and Friday breakfasts & luncheons.  $875 member* / $1,100 non-member

Companion Package
Includes Thursday - Friday breakfasts and companion tours and the Wednesday evening Welcome reception.  $475

Available Discounts
$50    Early Bird Discount (Registration must be received by September 30, 2016.)
$50    Active Accredited Estate Planner® or Estate Planning Law Specialist designee
$50    Host Council Discount for Members of Affiliated Estate Planning Councils in AZ
$100  NAEPC Volunteer Discount (available to non-board members of any committee of NAEPC)

A $50 late fee applies to all registrations submitted after October 31, 2016.

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 9/30/16.  Registrants who cancel between 10/1/16 and 10/31/16 will forfeit a $100 administrative fee.  No refunds will be granted on or after 11/1/16.

* 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.

The Wigwam, the Headquarters Hotel

NAEPC is delighted to host its 53rd Annual Conference at The Wigwam.  Originally built in 1918 as a gathering place for the Ohio-based executives of Goodyear Tire & Rubber who discovered the West Valley of Phoenix as a prime location to grow cotton for rubber production, this Phoenix resort has hosted some of the world’s most recognized public figures and sports legends and maintains a reputation as one of the Southwest’s landmark resort destinations. Today, The Wigwam continues to be a travel tradition for generations of families across the globe offering an entirely unique Arizona family resort experience where casual elegance meets historic charm.

The NAEPC room rate is $179 (single or double occupancy plus applicable taxes) plus a $6/night resort fee. The resort fee includes in-room internet, access to the fitness center, and overnight self-parking, among other amenities. The online reservation system will no longer be avaible after October 21, 2016.  Reservations made on or after the cut-off date of Friday, October 21, 2016 should be made by phoning the resort at (800) 327-0396 and letting the reservationist you are with NAEPC.  While The Wigwam will do its best to accommodate all guests reserving after the cut-off date, reservations after October 21st are subject to availability.

Additional rooms have been secured at the following nearby hotel:
Residence Inn Residence Inn Phoenix Goodyear (located approximately 3 miles from The Wigwam)
Rooms are available until November 9, 2016 
or until they have sold out.  The room rate is $139 plus applicable taxes.
To book at the Residence Inn Phoenix Goodyear, please call 623-866-1313 and let the reservationist know you are with NAEPC.

Transportation Options

Option 1, Shared Ride Shuttle
Super Shuttle is offering a $2 off one-way / $4 off round trip discount to conference attendees for shared ride service from November 13 - 21, 2016.  To obtain the discount you must book online HERE using group discount code NUPF6.  For additional details, download the informational flyer HERE.  Telephone reservations are also accepted; a $3 reservation booking fee will apply.

Option 2, Uber / Lyft
The Wigwam is serviced by both Uber and Lyft.  Those who prefer to do so may utilize either service.  Discounts may be available, please check with the company at the time of booking.

Option 3, Hertz Rental Car
NAEPC has arranged for special discounts with Hertz for rentals in Arizona from November 9 - 25, 2016.  To reserve, please call 800-654-2240, book online, or download the special NAEPC flyer HERE.  When booking online, the convention number/CV code is CV03WB0018 and should be entered in the "Enter a Discount or Promo Code" section of the booking options.

Option 4, Taxi Service
Taxi service is available at Phoenix Sky Harbor International airport and is approximately $60 - $75 one-way.

Continuing Education Credit

The conference offers up to 15 hours of continuing education credit.  To monitor the approval status for your state or discipline, please click 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 17, 2016 and Friday, November 18, 2016.  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.  To monitor the approval status for your state or discipline, please click HERE.

Partial credit for this program is not available.  Insurance professionals must attend every session on Thursday, November 17, 2016 and Friday, November 18, 2016 to receive credit.

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!  Two very exciting programs are planned for this year:

Thursday, November 17, 2016
Arabian Ranch Tour & Time to Explore the Valley of the Sun

Friday, November 18, 2016
4-Wheel Desert Tour

The companion package fee is $475 and includes the Thursday & Friday breakfasts and companion tours and the Wednesday evening Welcome reception.  Download the informational flyer HERE to learn more about each tour.

Sponsorship & Exhibitor Opportunities

NAEPC offers a unique and affordable opportunity to connect with members 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.

Download the Sponsor & Exhibitor Prospectus and Past Attendee Statistics.

See upcoming conference information.