National Association of Estate Planners and Councils

54th Annual NAEPC
Advanced Estate Planning Strategies Conference

with Pre-Conference Sessions for Council Leaders

November 15-17, 2017 - New Orleans

Learn more about New Orleans and start planning your trip HERE.

Speakers & Topics


Wednesday, November 15, 2017 (offered as a part of the pre-conference sessions for council leaders, available as an opt-in for educational attendees)
Council Leadership Day Development Session: Communication Across Generations and the Impact of Family Philanthropy
Sharna Goldseker

Thursday, November 16, 2017
Sponsor Bonus Session: Life Insurance in Estate Planning: Beyond the Role of Benefits for Beneficiaries & Tax Strategies
Darwin M. Bayston, CFA
Session provided by Berkshire Settlements, Inc.

Modern Uses of Partnerships in Estate Planning
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)

Life Insurance Product Selection, Design and Funding: Making Fundamental Decisions in Common Financial and Estate Planning Scenarios
Charles L. Ratner, JD, CLU®, ChFC®, AEP® (Distinguished)

Sponsored General Session: Advanced Planning Applications for Market-Based Life Insurance Valuations
William Clark, Jamie Mendelsohn & Jon B. Mendelsohn
Session provided by Ashar Group / Ashar SMV

How Slippage and Gray Areas Lead Us Into Ethical Lapses
Marianne M. Jennings, JD

Minimizing Family Conflicts in Estate Planning
John J. Scroggin, JD, LL.M., (taxation), AEP® (Distinguished) Nominee

Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished)

Special Concurrent Sessions on Thursday, November 16, 2017, 5:15 pm

Annual Private Event for Active Accredited Estate Planner® Designees and Estate Planning Law Specialist Certificants
Legacy Planning Reimagined: a Discussion with Philip B. Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP®

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.  

Friday, November 17, 2017
Tax-Efficient Drawdown Strategies During Retirement
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA

Estate Planning Current Developments and Hot Topics
Steve R. Akers, JD, AEP® (Distinguished)

Sponsored General Session: Understanding Asset Protection in the 21st Century
Douglass S. Lodmell, JD, LL.M.
Session provided by Asset Protection Council® / Lodmell & Lodmell, P.C.

Inter Vivos Non-Grantor Trusts (some Complete; some Not) for State (and some Federal) Income Tax Minimization
William D. Lipkind, JD, LL.M.

Planning for Privacy in a Public World: The Ethics and Mechanics of Protecting your Client’s Privacy and Personal Security
John Bergner, JD & Jeff Chadwick, JD

Income Taxation of Trusts & Estates – Ten Things Estate Planners Need to Know
Mickey R. Davis, JD & Melissa J. Willms, JD, LL.M.

We are grateful for the support of all of our conference sponsors and exhibitors*, including:

*sponsor and exhibitor listing current as of September 30, 2017

Photo Gallery

Cost & Registration


54th Annual Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
Includes Council Leadership Day sessions on Wednesday, November 15, 2017, sponsor bonus and technical education sessions on Thursday, November 16, 2017 & Friday, November 17, 2017, presentation material, conference breakfasts & luncheons, and the Wednesday evening Welcome Reception  $1,125

54th Annual Advanced Estate Planning Strategies Conference
Includes the Wednesday evening Welcome Reception at 5:00 pm on Wednesday, November 15, 2017, sponsor bonus and technical education sessions on Thursday, November 16, 2017 & Friday, November 17, 2017, presentation material, and Thursday and Friday breakfasts & luncheons.  $1,025 member* / $1,250 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, 2017)
$50    Active Accredited Estate Planner® or Estate Planning Law Specialist designee
$50    Host Council Discount for Members of New Orleans EPC
$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, 2017.

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 9/29/17.  Registrants who cancel between 9/30/17 and 10/31/17 will forfeit a $100 administrative fee.  No refunds will be granted on or after 11/1/17.  Requests to transfer registrations will be accommodated.

* 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.

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 16, 2017
Visit to The National WWII Museum, lunch at Mother’s Restaurant, and a tour the New Orleans Contemporary Arts Center

Friday, November 17, 2017
Garden District & Cemetery Walking Tour, lunch, and Magazine Street shopping 

The companion package fee is $475 and includes the Thursday & Friday breakfasts and companion tours and the Wednesday evening Welcome reception. 

Learn more about the 54th Annual NAEPC Advanced Estate Planning Strategies Conference Companion program by downloading the informational flyer.

*Tours subject to change

The Roosevelt New Orleans, a Waldorf Astoria Hotel

NAEPC is delighted to host its 54th Annual Conference at The Roosevelt New Orleans.  Steeped in history, The Roosevelt New Orleans and the land on which it sits was home to many interesting buildings prior to opening as the lavish Grunewald Hotel in 1893.

The NAEPC room rate is $279 / night for single or double occupancy (plus applicable taxes and fees).  Additional room and suite options are available.  Reservations may still be accepted after the October 20th cut-off date pending hotel availability - online by clicking HERE or by calling (888) 887-1006 and letting the reservationist know you are with NAEPC.


Option 1, Shared Ride Shuttle Service through Airport Shuttle

Getting from the aiport to the hotel and back is easy with Airport Shuttle, which provides shared ride service to and from The Roosevelt!  Book travel online at least 24 hours prior to your flight arrival time HERE and receive a $4 discount, making roundtrip fare $40 and one-way tickets only $24.  To receive the discount travel must be booked online through the special NAEPC portal.  


Option 2, Uber / Lyft

The Roosevelt is serviced by both Uber and Lyft.  


Option 3, Hertz Rental Car

NAEPC has arranged for special discounts with Hertz for rentals in New Orleans from November 13-17, 2017.  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 03WB0020​ and should be entered in the "Enter a Discount or Promo Code" section of the booking options.


Continuing Education Credit

The conference offers up to 15 hours of continuing education credit.  Approval status can be monitored HERE.  Approvals began arriving approximately 2 months prior to the conference and will continue to do so until just prior to the conference.  The status page is updated as approvals are received.  Registered Attendees:  please review important information about how to get your continuing education credit 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 16, 2017 and Friday, November 17, 2017.  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 16, 2017 and Friday, November 17, 2017 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.

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!

Sponsorship opportunities are now available!  To download the prospectus, please click HERE.  For a fillable PDF version, please click HERE (best opened in Google Chrome).  For past attendee statistics, please click HERE.

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

Existing Sponsors

Download important conference forms below.  Please contact NAEPC to obtain an additional page specific to your level of support.


Interested in gaining more exposure to NAEPC members and councils?

Consider becoming a Value Partner, NAEPCs member benefits program.  The list of over 40 partners provide member discounts for software related to estate planning; conferences, seminars, webinars and other educational opportunities; books, magazines and other publications related to estate planning; profession-specific information related to estate planning (example: software specific to attorneys); and programs and services appropriate for affiliated local estate planning council development (example: award pieces). ​

See upcoming conference information.