National Association of Estate Planners and Councils

56th Annual NAEPC 
Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders

November 5 - 8, 2019 - Las Vegas, Nevada
The Cosmopolitan of Las Vegas

Speakers & Topics  

Who should attend?
The 56th Annual NAEPC Advanced Estate Planning Strategies Conference features nationally recognized speakers on advanced planning topics of interest to allied professionals and provides opportunities for attendees to build multi-disciplinary relationships and collaborate on cutting edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals.  Educational sessions take place the entire day of Wednesday, November 6, 2019 and Thursday, November 7, 2019 and end at 12:15 pm on Friday, November 8, 2019. 

Wednesday, November 6, 2019 Speaker Schedule

Download Session Descriptions 

Supplemental 7:00 am Bonus Session: Small Business Gifts to CRTs and DAFs
Gregory W. Baker, JD, ChFC®, CFP®, CAP®
Session provided by RenPSG

Estate Planning Tips and Nuggets
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished) - Shenkman Law

Life Settlement Legal and Ethical Responsibility
Jamie L. Mendelsohn, Jason T. Mendelsohn, & Jon B. Mendelsohn 
Session provided by Ashar Group, LLC

Traps for the Unwary – Some Estate Planners’ Proscriptions and Conundrums 
Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) - Oshins & Associates, LLC &
Jeffrey Schoenblum, JD, AEP® (Distinguished) - Vanderbilt University Law School

Ethics of Negotiation
Michael H. Rubin, JD - McGlinchey Stafford
*Ethics credit will be requested for this session

Financial Issues for the Recent Widow or Widower
Jeremiah W. Doyle, IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished) - BNY Mellon Wealth Management

Valuation: How to Read and Critique an Appraiser's Appraisal
Stephanie Loomis-Price, JD, AEP® (Distinguished) - Winstead PC                          

Thursday, November 7, 2019 Speaker Schedule

Supplemental 7:00 am Bonus Session: Oil & Gas Assets - Planning, Managing, and Challenges
Wes Turiano 
Session provided by Farmers National Company Oil and Gas Management

Current Developments in Estate Planning 
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished) - Georgia State University College of Law

Beyond the Numbers: Understanding Forms 1041 / 706 / 709
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA - Keebler & Associates, LLP

Impact of the Tax Cuts and Jobs Act on Life Insurance Planning
Lee J. Slavutin, MD, CLU®, AEP® (Distinguished) - Stern Slavutin - 2, Inc.

Concurrent Breakout Sessions
   Traps for the Unwary – Some Estate Planners’ Proscriptions and Conundrums, a Deeper Dive
   Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) - Oshins & Associates, LLC &
   Jeffrey Schoenblum, JD, AEP® (Distinguished) - Vanderbilt University Law School

   Secrets of Successful Families: Transferring Values with Wealth for a Lasting Legacy
   Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP® - BNY Mellon

   Minority Report: Planning for Clients with Minor Children
   Sarah Moore Johnson, JD - Birchstone Moore LLC

   New Kids on the Block(chain): Planning with Bitcoin and Cryptocurrency
   Abigail Earthman, JD, LL.M. - Winstead PC

   Preparing the Next Generation for What's Ahead
   Donna E. Trammell - Bessemer Trust

Supplemental Private Session for Accredited Estate Planner® Designees and Estate Planning Law Specialist Certificants
Lessons from Empty Mansions with Bill Dedman, A Mystery of Wealth and Loss
Though the reclusive heiress Huguette Clark owned palatial homes in California, Connecticut, and New York, she lived for twenty years in a simple hospital room. Bill Dedman will recount the mistakes of the Clark family told through the eyes of daughter Huguette, who as a young girl who held a ticket on the Titanic and as an elderly woman was still living in New York City on 9/11.

Friday, November 8, 2019 Speaker Schedule

Supplemental Concurrent Breakfast Sessions (Optional)
   Accredited Estate Planner® Designation from A - Z
   For those interested in learning more about or attaining the AEP® designation, this session offers the perfect opportunity to have your
   questions answered by the experts at NAEPC.

   Getting Started on the Path to Specialization with the Estate Planning Law Specialist Certification
   This session is for actively-licensed attorneys who are interested in learning more about the EPLS certification, the only national board
   certification in estate planning.

Estate Planning and Trust Management for a Brave New World: It’s all in the Family… What’s a Family?
R. Hugh Magill, JD, AEP® (Distinguished) - Northern Trust Corporation

Charitable Giving with Retirement Assets: Strategies, Traps and Solutions
Christopher R. Hoyt, JD, AEP® (Distinguished) - University of Missouri - Kansas City School of Law

Powers of Appointment: Basics, Basis, and Beyond
Turney P. Berry, JD, AEP® (Distinguished) - Wyatt, Tarrant & Combs LLP

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

Premier Sponsors


Partner Sponsor


> View the list of sponsors and exhibitors as of October 10, 2019.

Pre-Conference Sessions (also known as Council Leadership Day)

Council Leadership Day will take place on Tuesday, November 5, 2019.  Sessions will begin at 8:00 am with the first of multiple "learning pods".  The association's annual meeting and council awards ceremony will take place during a luncheon, learning pods will continue, and the day will conclude with sharing sessions by council size and an opening reception.  > See the notes from 2018

Who should attend?
The day 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.  Please contact NAEPC if your council is not affiliated and you are interested in attending.

What's a "learning pod"?  
Learning pods are small group workshops where council leaders can share their experience and learn from one another, all based on a single subject.  At the time of registration attendees will be asked to choose their sessions from a list of topics, allowing you to focus on what is most important to your council right now.  If your council is sending multiple leaders, please make sure to register for different sessions so you receive the full benefit of the day.

> Learning Pod Options & Session Descriptions

Special Note for Council Executives (Paid Staff)
Council Executive attendance for Tuesday's Pre-Conference Sessions is encouraged.  For this special group of individuals we also offer time with the NAEPC Webmaster, a private dinner on Tuesday evening with the national office team, and a half-day development session on Wednesday morning.  The registration fee is waived for council executives. 

Photo Gallery

Registration Options, Cost, and Cancellation Policy

Early pricing applies to registrations received on or before September 30, 2019.
Late pricing applies to registrations received after October 18, 2019.

Registration Options



Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
(for Council Leaders & Executives Only)

Council Leadership Day and technical education sessions, presentation materials, and conference breakfasts, luncheons and the Tuesday and Wednesday evening receptions.

Council Executives (paid council staff) attend with the registration fee waived.  Sessions for these individuals begin Tuesday morning and conclude on Wednesday following lunch.

$1,175 early
$1,225 regular
$1,275 late


Advanced Estate Planning Strategies Conference

Technical education sessions, presentation materials, Wednesday - Friday breakfasts and luncheons, and the Tuesday and Wednesday evening receptions

$1,045 early
$1,095 regular
$1,145 late

$1,270 early
$1,320 regular 
$1,370 late

Single Day Pass for Tuesday, November 5, 2019

Council Leadership Day sessions and materials, breakfast and lunch on Tuesday, and the Tuesday evening reception

Council Executives (paid council staff) attend with the registration fee waived.  Sessions for these individuals begin Tuesday morning and conclude on Wednesday following lunch.

$200 early
$250 regular
$300 late


Single Day Pass for Wednesday, November 6, 2019

Wednesday's education sessions and presentation materials, breakfast and lunch on Wednesday, and the Wednesday evening reception

*No insurance credit available

$445 early
$495 regular
$545 late

$520 early
$570 regular
$620 late

Single Day Pass for Thursday, November 7, 2019

Thursday's education sessions and presentation materials, breakfast and lunch on Thursday

*No insurance credit available

$445 early
$495 regular
$545 late

$520 early
$570 regular
$620 late

Single Day Pass for Friday, November 8, 2019

Friday's education sessions and presentation materials, breakfast and a heavy late-morning break on Friday

*No insurance credit available

$275 early
$325 regular
$375 late

$325 early
$375 regular
$425 late

Conference Materials Only

Digital access to the full conference materials provided post-conference for those who are unable to join us
in-person in Las Vegas.




Additional Discounts

> $50    Active Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
> $50    Host Council Discount for Members of Nevada Councils
> $100  NAEPC Volunteer Discount (available to non-board members of any committee of 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 09/13/19.  Registrants who cancel between 9/14/19 and 10/18/19 will forfeit a $100 administrative fee.  No refunds will be granted after 10/18/19.  Requests to transfer registrations to another individual will be accommodated.

*Membership Status
A member is defined as an Accredited Estate Planner
® designee, Estate Planning Law Specialist certificant, At-Large Member of NAEPC, or leader of an affiliated local estate planning council.  The member rate is also available to members of affiliated local estate planning councils.  > Learn more about membership in NAEPC

The Cosmopolitan of Las Vegas

A special block of rooms has been reserved for conference attendees at the hosting property, The Cosmopolitan of Las Vegas.  The NAEPC room rate is $219 plus a $25 resort fee* (single/double occupancy, exclusive of applicable state and local taxes) .  Additional room options are available. 

Although the reservation cut-off date has passed, rooms may still be available at the group rate on one or more of the conference nights.  Online reservations are recommended by clicking HERE (or you may phone the hotel at 855-435-0005 and reference group code SNAEP9).  

*Includes high-speed internet, 24-hour fitness center access, unlimited local, toll-free, and domestic long distance telephone calls, and tennis court access.  

Continuing Education Credit

> Monitor Approval Status Here
> How to Get Your Continuing Education Credit

The conference offers up to 17 hours of continuing education credit.  Approvals begin to arrive approximately 2 months prior to the conference and will continue to do so until just prior to the conference; status can be monitored at the special page above, which is updated weekly until the conference.  Individual states determine the total number and types of credits awarded. 

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 Wednesday, November 6th, Thursday, November 7th and Friday, November 8th.  NAEPC does not file the program for legal specialization credit - please contact our office if you require this type of credit so we can investigate its availability.  Individual states determine the total number and types of credits awarded.  License numbers are requested in advance and required on-site in order to receive credit.  

Partial credit for this program is not available.  Insurance professionals must attend every session on Wednesday, November 6th, Thursday, November 7th and Friday, November 8th to receive credit.  Insurance credit is not available to those who register for a single day pass.

Continuing education credit is administered by the Society of FSP.  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 17 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.

Companion Registration Options and Tour Program

The Conference Committee prides itself on creative and adventurous companion programs for those who accompany Council Leadership Day and Educational Package registrants to the conference!  Multiple registration options are available, including a package that includes off-site tours on Wednesday, November 6, 2019 and Thursday, November 7, 2019.  Please register companions and the primary attendee at the same time.  

Wednesday, November 6th - Animal Lovers Tour
10:00 am - 3:00 pm
Can you believe there are dolphins, lions and one of the world's best aquariums in the desert?  Well, it's true and for this tour our guests will embark on an adventure throughout the Las Vegas Strip seeking the animals that call Las Vegas home.  The first stop will be at the Shark Reef in the Mandalay Bay.  Here you will come face-to-face with some of the earth’s most fascinating creatures in North America’s only predator-based aquarium and exhibit. See sharks of all kinds, along with sawfish, giant rays, endangered green sea turtles, piranha, moon jellies and the rare golden crocodiles. In all, there are over 2,000 animals in 1.6 million gallons of seawater.  After Shark Reef, we will make a stop at the famed In-N-Out Burger for lunch before being heading to the Siegfried & Roy Secret Garden and Dolphin Habitat at the Mirage where tigers, panthers, leopards and dolphins enjoy the Vegas sun and a posh resort like the millions of human tourists who visit the city each year.  The facility, which opened in 1990, is the dream of legendary magicians Siegfried & Roy. Surrounded by palm trees, lush foliage and 2.5 million gallons of water, the Dolphin Habitat at the Mirage is truly an oasis on the Las Vegas Strip.  The Dolphin Habitat is actually a research facility designed to educate people about these amazing creatures. And while the dolphins don't perform on a regular schedule, visitors can still be surprised by a fun thing or two.  Just steps away from the Dolphin Habitat, guests will enter the wonderful, secluded world of beautiful wildcats.  The attraction displays six different showcases of lions, tigers and leopards, but the majority of these cats aren't like the typical colored wildcats. 

Thursday, November 7th - Red Rock Canyon Tour
8:00 am - 12:00 pm
Red Rock Canyon is the perfect way to escape the glamour of the Vegas Strip and explore the natural beauty of Nevada’s wilderness only miles away from The Cosmopolitan of Las Vegas. We'll start out from the hotel in a luxurious Tour Trekker, custom-built for comfort and ease, and head to the Visitor's Center to discover a desert tortoise habitat, interpretive exhibits, and a must-see gift shop that’s worth the quick shop before the adventure begins.  The landscape of Red Rock Canyon is dominated by the towering Wilson Cliffs. Rising over 3,000 feet, this massive wall of rock is part of the Keystone Thrust and serves as a striking backdrop for our day. To the east, you’ll find the Spring Mountain range soaring high above the valley, which is home to more than 600 species of plants, including ponderosa pines rooted to the top of the mountain peaks. The last stop on our Red Rock Canyon tour is at Red Rock Overlook. Trek the paved trail up to the top of a low mountain for breathtaking views of all the natural beauty you saw close-up at Red Rock Canyon.  A boxed lunch will be provided.   Please wear comfortable clothing and walking shoes.  

Tours and timing subject to change.  Your safety is our priority.  While we make every effort to host the tours as planned, weather or factors our of our control may create a need for a substitute program.  In the event weather impacts our abililty to provide the published tour, a substitute event will be provided.

Registration Options


Companion Tour Package Registration - Recommended Choice

Includes camaraderie, casual companion meet & greet, conference breakfasts, receptions, and exciting local tours on
Wednesday, November 6th and and Thurday, November 7th


Companion Meal Package Registration

Includes conference breakfasts and receptions only.  
Tours and lunch are not included in this package.


Single Reception Ticket

Receptions will be hosted on Tuesday, November 5th from 5:00 - 6:00 pm and
on Wednesday, November 6th from 5:00 pm - 6:30 pm.

$75 per reception







Sponsorship & Exhibitor Opportunities

NAEPC offers a unique and affordable opportunity to connect with members at the annual conference, many of whom 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.

Important Sponsorship Documents

Documents & Logistics Information for Registered Sponsors & Exhibitors

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

See upcoming conference information.

NAEPC Event Conduct Statement
The National Association of Estate Planners & Councils (NAEPC) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable.  These events include, but are not limited to: educational conferences and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of NAEPC.

Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation.   Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately.