• Would you agree that traditional transfer tax planning is a discipline under threat?
• Do you feel that legacy planning (integrated wealth management across generations) may be a promising alternative?
• Would you like to learn more?

In this practical webinar you will learn why teaming is essential for multi-generational legacy planning, and how teaming plays out in three business models: Family Office, Private Bank, and Best of Breed Teams of Independents. Join panelists Phil Cubeta, Tom Rogerson, and Marty Shenkman, with moderator, Charlie Douglas, to learn how to position your practice for success in this rapidly changing legacy planning landscape.

Sponsored by: NAEPC and the Accredited Estate Planner® designation, REGISTER HERE for this complimentary program.

Philip B. Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP®, The American College of Financial Services

Philip B. Cubeta teaches philanthropy to advisors and nonprofit gift planners in the American College Chartered Advisor in Philanthropy® (CAP®) program. Prior to this he was Chief of Staff for The Nautilus Group, an initiative of New York Life, providing estate and business planning strategies to the clients of the companies leading representatives. His original training was in the humanities.

Thomas C. Rogerson, Wilmington Trust

Tom Rogerson is a recognized leader and pioneer in family governance and introduces clients throughout the U.S. to his “5 Steps to Healthy Family Governance,” which assists families with communication, philanthropic vision, legacy planning, succession, and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money. Tom is an international speaker on the topic of family governance and continues to be invited to speak to wealthy individuals and entrepreneurs around the world.

Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished), Martin M. Shenkman, P.C.

Martin M. Shenkman is an attorney in private practice in Fort Lee, New Jersey and New York City. He has authored more than 40 books and 1,000 articles and is an editorial board member of Trusts & Estates magazine, CCH (Wolters Kluwer), and the Matrimonial Strategist. Marty has been the recipient of many honors and awards, most recently named by The American Cancer Society and its National Professional Advisor Network as the inaugural "National Professional Advisor of the Year." Marty is active in many charitable and community causes and organizations and is the founder of ChronicIllnessPlanning.org, an organization that educates professional advisers on planning for clients with chronic illness.

Charles V. Douglas - Moderator, JD, CFP®, CAP®, AEP®, Cedar Rowe Partners

Charles V. Douglas has over 30 years of experience guiding affluent clients in growing, protecting and transferring their wealth and is a frequent lecturer for professional organizations as well as a contributor and commentator to such national publications as the Wall Street Journal, the New York Times, CNBC, Investment News, Kiplinger and Forbes. Charlie is the author of two books, Awaken the American Dream and Rich Where It Counts and has established himself as an expert in values-based planning and strategies for helping high net-worth families pass on a principled legacy. Charlie is a board member of the National Association of Estate Planners & Councils, a member of the executive committee of the State Bar of Georgia’s Fiduciary Law Section, and a board member of the Atlanta Estate Planning Council.