NAEPC Webinar: Estate and Asset Protection Planning for Retirement Benefits
Presented by National Association of Estate Planners & Councils
Wednesday, December 9, 2015
3:00pm - 4:00pm ET
Speaker: Edwin P. Morrow III, JD, LL.M. (tax), MBA, CFP®, RFC, Director of Wealth Transfer and Tax Planning for Key Private Bank Family Wealth Advisory Services
This advanced program will explain the differences and overlap among bankruptcy, federal (ERISA) and state law protections for retirement benefits, and how these protections may be lost or augmented through various techniques and strategies. Attendees will explore when - and how - protection can be maintained or increased without impairing the maximum tax benefit or the estate plan for the owner and their intended beneficiaries.
Ed Morrow is Director of Wealth Transfer and Tax Planning Strategies for the Key Private Bank Family Wealth Group. Before joining KeyBank, he was in private law practice in Cincinnati, Ohio. He is a board certified specialist in Ohio in estate planning and trust law and has published several articles on tax and asset protection planning for Leimberg Information Services, Trusts and Estates, and other publications.
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The Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
To register for an upcoming program, click on "register here" on the page associated with the program you will be attending live or on-demand. Those who are new to the Tradewing system must create an account before registering.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is now available! Direct inquiries to sponsorship@naepc.org.
Event Conduct Policy
By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.
Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimentary basis! Participants must create an account and then register for the webinar they would like to attend.