59th Annual NAEPC
Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders
November 15 - 18, 2022 - Ft. Lauderdale, Florida
Fort Lauderdale Marriott Harbor Beach Resort & Spa
EDUCATIONAL SESSIONS NOW AVAILABLE IN-PERSON OR VIRTUALLY!
|COLLABORATE EDUCATE CULTIVATE|
Recordings of Virtual Sessions
Registered attendees are invited to contact email@example.com to recieve the password required to view the annual conference session recordings. Each day is broken down into morning and afternoon as shown below:
- 11/16/22 Morning Sessions (3:37)
- Federal Tax Update - Samuel A. Donaldson, JD, LL.M., AEP® Distinguished
- Understanding Block Chain and Digital Assets - Ric Edelman
- Life Settlement and Life Insurance Valuation Solutions for Estate and Tax Professionals - Jamie L. Mendelsohn, Jon B. Mendelsohn & Todd Steinberg, JD
- 11/16/22 Afternoon Sessions (2:56)
- Repairing Racial Wealth Disparity Using the Estate Tax and New Charitable Incentives - Raymond C. Odom, JD, CFP®
- Impact of the Buy-Sell Agreement on Estate Planning for Business Owners - April Caudill, JD, CLU®, ChFC®, AEP®
- Mum's the Word: Maintaining Client Confidentiality and Dealing with Ethical Challenges while Working from Anywhere and Everywhere - Jeffrey D. Chadwick, JD
- 11/17/22 Morning Sessions (3:42)
- Understanding Blockchain and Digital Assets 2.0: Taxation, Reporting, and Planning - Abigail Rosen Earthman, JD, LL.M.
- Tax-Smart Charitable Giving, Especially with Retirement Assets - Christopher R. Hoyt, JD, AEP® (Distinguished)
- Using Home Equity in Estate Planning: How a Client's Home can Impact their Retirement Options - Harlan Accola, CRMP
- 11/17/22 Afternoon Sessions (2:04)
- Estate Planning for Modern Families: Planning for Diversity and Flexibility - Wendy S. Goffe, JD, AEP® (Distinguished) & Kim Kamin, JD, BA, AEP® (Distinguished) Nominee
- Estate of Michael J. Jackson v. Commissioner, T.C. Memo 2021-48: "The Tax Trial of the Century" - Michael A. Perlmutter, JD, CPA, CVA®, ABAR
- 11/18/22 Morning Sessions (3:26)
- Special Needs Planning – How to Plan for Beneficiaries with Disabilities - Elizabeth Forspan, Esq.
- How to Taylor Your Trust for a Swift Resolution: You are Never Ever Reaching Those Assets. Ever. - Amy K. Kanyuk, JD & Melissa Langa, A.B., JD, LL.M. (taxation), AEP®
- Recent Developments in Fiduciary Litigation - Meghan Gehr Hubbard, JD
Please note that the links and passwords are available only to registered attendees; sharing is strictly prohibited.
Who Should Attend?
The conference features nationally-recognized speakers on advanced topics of interest to allied professionals and provides opportunities for attendees to cultivate multi-disciplinary relationships while collaborating on cutting edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals.
Presenters & Topics
Tuesday, November 15, 2022 - the day begins with breakfast at approximately 7:00 am
Pre-Conference Sessions for Estate Planning Council Officers, Directors & Staff
Wednesday, November 16, 2022 - the day begins with breakfast at approximately 7:00 am
Concurrent Sponsor Bonus Workshops
Option #1: Oil & Gas, Renewable Energy, Farm & Ranch, and Timber Assets: Fiduciary Duty & Challenges
Clayton Becker & Chace Daley
Session provided by Farmer's National Company
Option #2: What Every Attorney Should Know About Valuations
Evan Levine, ChFC® & Nainesh Shah, CFA®, CVA®
Session provided by Complete Advisors
Option #3: Building an Entrepreneurial Law Firm
Dave Zumpano, Esq., CPA
Session provided by Lawyers with Purpose
Federal Tax Update
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
Understanding Blockchain and Digital Assets
Life Settlement and Life Insurance Valuation Solutions for Estate and Tax Professionals
Jamie L. Mendelsohn, Jon B. Mendelsohn & Todd Steinberg, JD
Session provided by Ashar Group
Repairing Racial Wealth Disparity Using the Estate Tax and New Charitable Incentives
Raymond C. Odom, JD, CFP®
Impact of the Buy-Sell Agreement on Estate Planning for Business Owners
April Caudill, JD, CLU®, ChFC®, AEP®
Mum's the Word: Maintaining Client Confidentiality and Dealing with Ethical Challenges while Working from Anywhere and Everywhere
Jeffrey D. Chadwick, JD
Thursday, November 17, 2022 - the day begins with breakfast at approximately 7:00 am
Concurrent Sponsor Bonus Workshops
Option #1: Advanced, Sustainable Digital Marketing Techniques Designed to Scale Your Practice Ethically
Session provided by Foster Web Marketing
Option #2: Life Insurance & the Estate Plan - Don't Let Cocktails, Coronaries, and Cannabis Derail the Planning Process
Dennis C. Bartos, PA & Cathy Neifeld, JD
Session provided by AgencyONE
Option #3: What Every Estate Planning Professional should know about Commercial Real Estate
David G. Bradley & Justin W. West
Session provided by Marcus & Millichap
Understanding Blockchain and Digital Assets 2.0: Taxation, Reporting, and Planning
Abigail Rosen Earthman, JD, LL.M.
Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished)
Using Home Equity in Estate Planning: How a Client's Home can Impact their Retirement Options
Harlan Accola, CRMP
Session provided by Fairway Independent Mortgage Corporation
Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) & Kim Kamin, JD, BA, AEP® (Distinguished) Nominee
Estate of Michael J. Jackson v. Commissioner, T.C. Memo 2021-48: "The Tax Trial of the Century"
Michael A. Perlmutter, JD, CPA, CVA®, ABAR
Supplemental Private Session for Accredited Estate Planner® Designees and Estate Planning Law Specialist Certificants
"Top Ten Estate Planning Lessons Learned from Recently Deceased Celebrities" with Eido M. Walny, Atty, AEP®, EPLS
People make estate planning errors every day. Celebrities are no exception to that rule, except that their mistakes are amplified by their fame, wealth, and public curiosity. In this private talk for AEP® designees and EPLS certificants only, we will examine the common mistakes made by recently deceased celebrities and illustrate how these mistakes could have been avoided. Without a doubt, you will see these errors reflected in the planning done by your every-day clients, as well.
Friday, November 18, 2022 - the day begins with breakfast at approximately 7:30 am
Supplemental Concurrent Breakfast Sessions
Accredited Estate Planner® Designation from A - Z
This session offers an opportunity to have your questions about the AEP® designation 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.
Special Needs Planning – How to Plan for Beneficiaries with Disabilities
Elizabeth Forspan, Esq.
How to Taylor Your Trust for a Swift Resolution: You are Never Ever Reaching Those Assets. Ever.
Amy K. Kanyuk, JD & Melissa Langa, A.B., JD, LL.M. (taxation), AEP®
Recent Developments in Fiduciary Litigation
Meghan Gehr Hubbard, JD
- The first event for attendees participating in the Pre-Conference Sessions for Estate Planning Council Leaders (breakfast) will begin at 7:00 am on Tuesday, November 15, 2022.
- The first event for attendees participating in only the educational component of the conference will be the Welcome Reception, scheduled at approximately 5:00 pm on Tuesday, November 15, 2022.
- Sponsor and exhibitor booth set up will begin the morning of Tuesday, November 15, 2022. Tear down takes place the afternoon of Thursday, November 17, 2022.
- The conference concludes at approximately 12:00 pm on Friday, November 18, 2022.
Pre-Conference Sessions for Council Leaders
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.
Council Executive (paid staff) attendance at Tuesday's Pre-Conference Sessions is encouraged and the registration fee is waived to allow them to do so. 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. Please register using the Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders option, making sure to check "Council Executive" during the registration process.
Registration Cost and Cancellation Policy
Register Early and Save!
Late pricing applies to registrations received after October 18, 2022.
A hybrid delivery of the annual conference is being offered for the educational sessions (pre-conference sessions for council leaders will not be available virtually). Those who wish to attend should register for the Advanced Estate Planning Strategies Conference, making sure to choose "Virtually" as your attendance type. The registration fee is the same for in-person and virtual attendance. Changes from in-person to virtual attendance or virtual to in-person attendance will be accommodated until October 31, 2022, after which no changes will be accepted.
Council Leadership Day and technical education sessions, presentation materials, and conference
Council Executives (paid council staff) attend with the registration fee waived.
> $50 Active Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
> $50 Home State Discount for Members of any Council in the State of Florida
> $100 NAEPC Volunteer Discount (available to non-board members of any committee of NAEPC)
Cancellations must be received in writing or via email to firstname.lastname@example.org. A full refund will be granted if notice is received on or before October 18, 2022. Registrants who cancel between October 19, 2022 and October 31, 2022 will forfeit a $150 administrative fee. No refunds will be granted after October 31, 2022; requests to transfer registration to another individual will be accommodated.
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 extended to members of affiliated local estate planning councils. > Learn more about membership in NAEPC
We are delighted to return to Fort Lauderdale, Florida and Marriott Harbor Beach Resort & Spa. The hotel perfectly blends relaxed tropical serenity with Marriott’s well-known standard of service. Attendees will experience a beachfront location with modern and plentiful amenities close to shops, dining, and nightlife for the perfect marriage of conference + relaxation.
The NAEPC room rate is $259 (single / double occupancy, exclusive of tax) plus a $15 resort fee. While reservations for overnight accommodations were to be made by Monday, October 17, 2022 on our reservations website or by calling 954-525-4000 and letting the reservationist know you are attending the NAEPC conference, the hotel has graciously extended the cut-off date so rooms may still be available.
Please contact the NAEPC office at email@example.com or 866-226-2224 if you experience any trouble during the booking process.
We are grateful to the sponsoring firms that allow us to provide members and guests with an exceptional conference each year. Please learn more about each by clicking on the logos below.
Health & Safety
The health and safety of 59th Annual NAEPC Advanced Estate Planning Strategies Conference attendees is of utmost importance to NAEPC.
Currently, there is no mask mandate for the Annual Conference and we are not requiring proof of vaccination or proof of a negative COVID-19 test to attend. We are committed to following guidelines put forth by the Centers for Disease Control and Prevention, federal, state, local authorities, or the host hotel, however. Additional steps to ensure our event is as safe as possible will be taken if doing so become necessary and those changes will be communicated on this webpage and via email to registered attendees.
We encourage anyone to who wishes to do so to wear a mask and ask that all attendees respectful of others’ decision to social distance or take additional safety precautions.
In accordance with our Event Conduct Statement, we ask participants at the Annual Conference who feel unwell or exhibit signs of illness not to attend the event or portions thereof.
Continuing Education Credit
While the 59th Annual Conference will not have a formal companion program, we do plan on making sure those who accompany a regular registrant feel warm and welcome. A Social Registrant package is available that includes the Tuesday evening reception, Wednesday breakfast & reception, Thursday breakfast, and Friday breakfast. Please make sure to share the name and full contact details of conference companions at the time of registration so we can communicate directly with them.
Want to explore the area, explore the Greater Fort Lauderdale Convention & Visitors Bureau website first!
Hockey fan? Tickets for the Thursday, November 17th Florida Panthers game vs. the Dallas Stars can be purchased at a discounted rate HERE.
We welcome your questions about sponsoring or exhibiting at this and upcoming annual conferences.
Please contact Ed Socorro at firstname.lastname@example.org or 312-600-5303 with questions or to be added to our distribution lists.
Documents & Information for Registered Supporters
NAEPC Event Conduct Statement
All attendees must agree to follow the NAEPC Event Conduct Policy at the Annual Conference.
*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.