National Association of Estate Planners and Councils

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.

Next Program

Wednesday, June 11, 2025 3:00pm - 4:00pm ET

Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)

Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP®

This Eras Tour-inspired presentation provides practical insights for managing tax obligations after a decedent’s passing, helping attendees avoid any “bad blood” with the IRS. It covers key strategies for being “fearless” with income, estate, and gift tax planning, along with the use of disclaimers, to minimize liabilities and attract good “karma” throughout the estate administration. Attendees will learn how to “shake off” complex tax scenarios, ensuring they have the tools to fill in any “blank space” on tax forms with confidence. Like a true “mastermind,” attendees will be equipped to handle the full “labyrinth” of post-mortem tax decisions.

Topics covered:

  • Post-mortem income tax requirements
  • Implementing estate tax planning techniques
  • Incorporating gift tax and disclaimer planning into administration

While most people prefer to avoid the topic of death and taxes altogether, Ashley L. Case’s estate planning practice is dedicated to making the discussion as pleasant and productive as possible. Her commitment to client education is a cornerstone of her approach. The legal procedures associated with estate planning, tax, probate, and trust administration are complex. Ashley aims to empower her clients by helping them thoroughly understand their documents and legal rights. On occasion, she can even be funny.

Ashley is a Board-Certified Specialist in Estate and Trust law, a designation issued by the State Bar of Arizona to attorneys who have demonstrated an understanding and advanced knowledge of complex issues from federal gift and generation-skipping transfer tax to Arizona probate administration. Ashley earned her undergraduate degree from Arizona State University (and is an obnoxiously enthusiastic Sun Devil fan). She graduated with her Juris Doctor from Chapman University School of Law and earned her LL.M. in Taxation from Boston University School of Law with a concentration on estate planning. She was also a finalist in the LL.M. Division of the American Bar Association Tax Law Challenge competition. Ashley is licensed to practice law in Arizona and before the United States Tax Court and is a State Bar of Arizona Probate and Trust Section member. In addition, she is certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils (NAEPC).

Ashley’s volunteer work is a testament to her commitment to the legal profession and the community. She serves on the Board of Directors of the Maricopa County Bar Association, where she is a current member and past chair of the Estate Planning, Probate, and Trust Section, as well as an Equity, Diversity & Inclusion committee member. She also serves as President of the Central Arizona Estate Planning Council and Vice-Chair of the Publications Committee of its parent organization, NAEPC. Her role as the Production Editor of the NAEPC Journal of Estate & Tax Planning further demonstrates her dedication to advancing the field. Ashley’s service as Secretary of the Board of Directors of Ballet Arizona, a professional ballet company that promotes the arts in Arizona, reflects her broader commitment to the community.

Ashley’s professional achievements speak volumes about her expertise and dedication. She has received an AV Preeminent rating from Martindale-Hubbell for her legal expertise, communication skills, and ethical standards. Super Lawyers has also recognized Ashley as a Southwest Super Lawyer “Rising Star,” and Phoenix Magazine has voted her as a “Top Lawyer.” Arizona Business Leaders Magazine also named her an “Arizona Business Leader.” These accolades highlight Ashley’s professional excellence and the confidence she instills in her clients and peers.

Registration will open soon. 

This webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025!  By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars.  WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP-UP WINDOW THAT APPEARS.

 

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Archived/On-Demand Programs

Missed a live program?  Not to worry!  Archives of all programs are available. Contact NAEPC at webinars@naepc.org to obtain a replay of the programs listed below. Please provide the title and speaker name of the replay you are requesting.

2025 Programs: 

  • Potpourri of Practical Estate Planning Tips, and Ideas for Practitioners in all Disciplines​ - Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
  • Adequate Disclosure on Gift Tax Returns Form 709 - Kyle C. Martin
  • Into the Great Wide Open: Planning for Childfree Individuals - Jennifer B. Goode, JD
  • Complimentary webinar offered by Coventry - The Secondary Market for Life Insurance: Current Trends, New Applications - Jerome M. Hesch, MBA, JD, AEP® (Distinguished); Brandon L. Ketron, CPA, JD, LL.M.; Brad Dillon, JD, LL.M.
  • Using Financial Modeling to Communicate the Benefits of Estate Planning Techniques to Clients in an Understandable Manner - Peter Hershon, CLU®, ChFC®

2024 Programs: 

  • Some Reasonable Estate Planning Steps for the Middle Tier Family - Jonathan Blattmachr, Esq., AEP® (Distinguished) 
  • The Best Practices in Social Security and Medicare Planning - Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) & Randy Gardner, JD, LL.M., CPA/PFS, CFP®, AEP® (Distinguished) 
  • From Deductibles to Donut Holes: How to Decipher Your Medicare Costs  - Dianne Savastano 
  • Executive Benefit Strategies Every Estate Planner Must Know  - Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
  • Snowbirding: Living in More than one Location in Retirement  - Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® 
  • Special Needs and Elder Care Planning: How to Plan with an Eye Towards Tax Considerations - Elizabeth Forspan, Esq.
  • Estate Planning for International Families with U.S. Ties - Edward A. Vergara, JD, LL.M. (taxation)
  • Deathbed Income Tax and Transfer Tax Planning Opportunities - Aejaz A. Dar & Ellis Pretlow
  • Complimentary webinar offered by Ashar Group - Essential Insights: Avoiding Discounted Life Settlement Offers - Jamie L. Mendelsohn & Jon B. Mendelsohn (View the recording of this program HERE.)
  • Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next - Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®
  • Complimentary webinar co-hosted with the National Association of Insurance and Financial Advisors: Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan - Mary E. Vandenack, JD, ACTEC, CAP®, COLPM®, AEP® (Distinguished) (View the recording of this program HERE.)
  • The Benefits of Integrating Personal Insurance into Estate Planning - Linda Bourn & Steven Kent
  • Complimentary webinar offered by MIDEO - Patient Safety Concerns with Living Wills & Advance Directives - Ferdinando L. Mirarchi, DO, FAAEM, FACEP (View the recording of this program HERE.)
  • The Fiduciary Era for Life Insurance - Steven S. Zeiger
  • Complimentary webinar (30-minutes) offered by Ashar Group - Life Insurance Valuations Support Client Conversations During Tax Season - Jamie L. Mendelsohn (View the recording of this program HERE.)
  • Complimentary webinar offered by MIDEO - Flip A Coin...Does your Living Will Protect or Harm You? - Ferdinando L. Mirarchi, DO, FAAEM, FACEP (View the recording of this program HERE.)
  • The Practical Use of AI in Estate Planning - Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imann Moughal, JD, and Sheryl Rowling, CPA/PFS 

2023 Programs:

  • Complimentary webinar offered by MLG Capital - Solutions for Transitioning Real Estate Wealth and Important Tax Structuring Considerations - Billy Fox, SVP and Rick Reuter, Controller, SVP (View the recording of this program HERE.)
  • International Tax Concerns for High Net Worth Individuals - Chaya Siegfried, CPA, MST
  • Complimentary webinar (30 minutes) offered by Ashar Group - Q&A With a Life Settlement Expert: Common Questions Your Client Will Ask - Jamie L. Mendelsohn (View the recording of this program HERE.)
  • Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith - Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) 
  • What's Trending in Charitable Planning - Tips for Advisors on Need to Know Strategies - Paul M. Caspersen, CFP®, MS (Financial Planning and Taxation), AEP®, Thomas M. Griffith, ChFC®, CAP®, AEP®, and Ginger F. Mlakar, JD, CPA, AEP®
  • Corporate Transparency Act and Common Law Trusts - Jocelyn Margolin Borowsky, JD, LL.M. (taxation) and Elizabeth King, JD, LL.M. 
  • A Family Story, Cultural Competency, and Planned Giving: What Every Advisor Should Know - Aquanetta J. Betts, JD, CAP®, AEP®, CFRE
  • It's Hard Getting Old: Helping Clients Keep Control of Their Lives and Money - Louis W. Pierro and Peter J. Strauss 
  • Complimentary webinar co-hosted with the Society of Financial Service Professionals: Succession Planning and Selling Family and Closely Held Businesses - James S. Aussem, JD, AEP® (Distinguished)(View the recording of this program HERE.)
  • The Elegant Divorce - Lisa M. Cukier, JD
  • Your Clients Want a KISS Plan, but the IRS May Have the Last Dance-Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax - Miriam Wogan Henry
  • Powerful Trust Laws to Combat Future Uncertainties - Al W. King, III, J.D., LL.M., AEP®, TEP
  • Coming Attractions: 2023 IRS Civil and Criminal Tax Enforcement Priorities - Caroline D. Ciraolo and John D. (Don) Fort
  • Estate Planning Paralysis: Getting Your Clients to Act in 2023 - Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®

2022 Programs:

  • Special Needs Planning: What Estate Planning Practitioners Should Know - Elizabeth Forspan, Esq.
  • Family Matters: How Business-Owning Families Can Work Together for a Unified Future - Claudia B. Sangster
  • Spousal Trusts: Opportunities and Pitfalls - Matthew G. Brown, J.D. 
  • Current Issues in Estate and Gift Tax Audits and Litigation - John W. Porter, B.B.A., J.D., AEP® (Distinguished)
  • An Overview of Planning and Issue-Spotting for Multinational Individuals and Families - Alexander A. Bove, Jr., Esq. and Karen L. Witherell, Esq.
  • Complimentary webinar co-hosted with the Society of Financial Service Professionals: Rewirement: Rewiring The Way You Think About Retirement - Jamie Hopkins, Esq., MBA, LL.M., CFP®, ChFC®, CLU®, RICP® (View the recording of this program HERE.)
  • Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency - Abigail Earthman, JD, LL.M.
  • Do's and Don'ts of Estate Planning for Millennials - Christine S. Wakeman, JD
  • Ten Ways to Protect Your Client's Digital Assets - Betsy L. Ehrenberg
  • Hot Topics in Estate Planning (Finding Gems in the Ashes of the Dumpster Fire) - Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
  • Introducing the In Marriage QDRO® - A Brand New Option  - Marcus T. Foote, JD and Stephanie N. Prestridge, JD  
  • After All That - Lifetime Transfers That Still Work - Louis A. Mezzullo, JD, AEP® (Distinguished)

To obtain an archive of the following pre-2022 programs, please email the national office or phone 866-226-2224, making sure to include the specific webinar replay you wish to receive.

  • Estate Planning for Modern Families: Planning for Diversity and Flexibility - Wendy S. Goffe, JD,  AEP® (Distinguished) and Kim Kamin, JD, AEP®
  • Social Security Considerations in Estate Planning - Sophia Duffy, JD, CPA, and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
  • The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective - Natalia C. Wilson, JD
  • Planning for Business Owners and Trusts in Light of Changing Income Tax Rates - Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished)
  • Income Tax Planning for Real Estate Using Estate Planning Techniques - Jerome M. Hesch, MBA, JD, AEP® (Distinguished)
  • 2021 Income Tax Planning Strategies including IRA Strategies - Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA®
  • Tax-Smart Charitable Giving, Especially with Retirement Assets  - Christopher R. Hoyt, JD, AEP® (Distinguished) 
  • 529 Planning: Happy 25th Birthday  - Susan T. Bart, JD
  • Well-Being Trusts - the Future of Imbuing Trusts with Positivity, Meaning and Purpose  - Richard S. Franklin, JD, LL.M. and Raymond C. Odom, JD, CFP® 
  • Complimentary webinar co-hosted with the Society of Financial Service Professionals: Methods to Fund Buy-Sell Agreements - James S. Aussem, JD, AEP® (View the recording of this program HERE.)
  • The Future Client and the Future Advisor - George Nichols III, President & CEO, The American College of Financial Services and Dien Yuen, JD, LL.M. (International Law), CAP®, AEP®
  • Post-Election Estate Planning: The Tsunami Continues to Roll In - Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
  • Growing your Business and Network in a Virtual World: A "Back to Basics" Multidisciplinary Panel Discussion  - Moderator: Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) Panelists: Dean DeLisle, Founder and CEO, Forward Progress; Thomas M. Forrest, TO, AEP® (Distinguished); Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS; Ginger F. Mlakar, JD, CPA, AEP®; Gregory E. Sellers, CPA, AEP®
  • Virtual Shift: How to Work Online with Meetings, Webinars and More  - Dean DeLisle, Founder and CEO, Forward Progress, Inc.
  • Planning for International Families in a time of COVID-19 - Joseph A. Field, Senior Counsel
  • Zen and the Art of Trust Modification - Susan T. Bart, JD
  • Creative Ways to Fund Business Owner Retirement - Vincent M. D'Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)
  • What Estate Planning Professionals Need to Know About Cybersecurity in the Era of COVID-19 - Justin Joy, JD, CIPP/US, CIPT
  • Planning Team Revenue Opportunities Generated by New Tax Law - Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)
  • Remote Signing, Witnessing, and Notarization of Estate Planning Documents: Is the Future Here? - Timothy S. Reiniger, Esq.
  • Collaboration Matters: Working Together to Produce Extraordinary Results - Albert E. Gibbons, CLU®, ChFC®, AEP®
  • The Ethical Considerations of NY State DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used in the Life Insurance Decision Process: A Program for All Fiduciary Professionals - Steven S. Zeiger, CEBS, TEP 
  • Charitable Giving and Tax Planning Strategies in the TCJA Era - Patrick J. Saccogna, JD, LL.M. (taxation), CPA (inactive), AEP®
  • Basis Step-Up Strategies in Light of Portability and Tax Law Changes - Steven B. Gorin, JD, CPA, AEP®
  • Complimentary Sponsored Webinar: Life Settlement Legal and Ethical Responsibility - Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV (Download the recording of this program HERE after contacting NAEPC for the password.)
  • The NEW Reverse Mortgage - 5 Ways Housing Wealth is Changing the Estate Planning Conversation - Don Graves, RICP®, CLTC® CSA
  • The Effect of Longevity on Your Life Priorities - Cynthia L. Hutchins, CRPC, CIMA
  • Elder Law and Special Needs Planning - Bernard A. Krooks, JD, CPA, LL.M.(taxation), CELA, AEP® (Distinguished)
  • Growing Your Firm's Revenue using the Non-Grantor Trust State Income Tax Chart - Steven J. Oshins, Esq., AEP® (Distinguished)
  • Technology in Your Estate Planning Practice - Martin M. Shenkman, CPA, MBA, JD, PFS, AEP® (Distinguished)
  • Attorney-Client Privilege in a Team Environment - Kim Kamin, JD, AEP® and David Blickenstaff, JD
  • Leaving a Lasting Legacy - Eric Weiner, Ph.D.
  • The Generational Solution - Leonard Renier
  • Qualified Opportunity Zones - Marc L. Schultz, Esq.
  • Business Clients Succession Planning - Peter J. Merrick, FMA, CFP®, TEP, FCSI, DTM  
  • Complimentary Sponsored Webinar: Life Settlement Case Studies and How to Protect Client Best Interests - Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV (View the recording of this program HERE after contacting NAEPC for the password.)
  • Working Well with Widows - Kathleen M. Rehl, Ph.D., CFP®, CeFT® 
  • Incorporating Long-Term Care, Longevity Annuities, and Investment Risk Into A Retirement Income Plan - Jamie P. Hopkins, JD, MBA, LLM, CFP®  
  • New Developments in Charitable Giving - Lawrence P. Katzenstein, Atty., AEP® (Distinguished) 
  • Complimentary Sponsored Webinar: Longevity Changes Everything When it Comes to Life Insurance Valuation - Jon B. Mendelsohn, CEO and Co-Founder of the Ashar Group/Ashar SMV - Click to watch
  • Non-Tax Developments of Interest to Estate Planners: An Overview of Recent Cases of Significance for all Estate Planning Professionals - Jeffrey N. Pennell, JD
  • High Tax Free Compounded Returns: The Keys to Building Wealth and Accomplishing Significant Financial Planning - Jonathan G. Blattmachr, Esq., AEP® (Distinguished)  and Jeff Glickman
  • S.A.V.E. Yourself: How to survive the most horrific episodes of life (not your typical estate planning topic) -  Chad Sheehan, Siouxland law enforcement veteran
  • The Top 20 Insurance Planning Mistakes - How to Avoid or At Least Fix Them  - Lawrence Brody, JD, LL.M., AEP® (Distinguished) 
  • Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change  - Joshua S. Rubenstein, JD, AEP® (Distinguished) 
  • What the Estate Planner Needs to Know about Roth Retirement Plans  - Natalie B. Choate, Esq., AEP® (Distinguished) 
  • Philanthropic Times, They are a Changing  - Betsy Brill, MBA; Laura Malone, CAP®, CEPA; Jennifer Klein Strauss, JD
  • Professional Collaboration: The Rock Star vs. the Whole Band  - Heidi K. Gardner, PhD
  • Major and Blended Gifts   - A. Charles Schultz, JD, AEP® (Distinguished) 
  • Complimentary Sponsored Webinar: Sold a Dream, Woke Up in a Nightmare: Educating Your Clients about a Timeshare's True Costs - Chuck McDowell, President and CEO of Wesley Financial Group - Click to watch
  • Post-Mortem Estate Planning   - Jeremiah W. Doyle, JD, LL.M. (banking law), AEP® (Distinguished) 
  • DOL Fiduciary: When They're Running You Out of Town - Get at the Head of the Line and Make it Look Like a Parade! - Kim O'Brien, MBA; Richard M. Weber, MBA, CLU®, AEP® (Distinguished) 
  • Powers of Appointment, Turney P. Berry, JD, AEP® (Distinguished) 
  • Negative Basis Partnership Freeze, Jerome M. Hesch, MBA, JD, AEP® (Distinguished) 
  • Valuation Issues in Estate Planning, David P. Adams, CPA, ABV, ASA
  • Effective Estate Planning for Diminished Capacity: Can You Really Avoid a Guardianship?, Diana S.C. Zeydel, JD, LL.M., AEP® (Distinguished) 
  • A Potpourri of Planning Ideas with Life Insurance, Lee J. Slavutin, MD, CLU®, AEP® (Distinguished) 
  • Meet the Rileys: Can this Case be Closed?, Philip Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP® 
  • Estate Planning Through an Asset Protection Lens - It's Not Just Self-Settled Trusts, Gideon Rothschild, JD, CPA, AEP® (Distinguished) 
  • The Perfect Modern Trust Including Income Tax Sheltering Opportunities, Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) 
  • Integrating Asset Protection Planning Into Your Estate Planning Practice, Douglass S. Lodmell, JD, LL.M., Managing Partner & Co-Founder, Lodmell & Lodmell, P.C.
  • A December Guide to the Trump Tax Act: Where We Stand and New Planning Opportunities, Steven J. Oshins, JD, AEP® (Distinguished)
  • A Year in Review: An Estate Planners Perspective - Howard M. Zaritsky, JD, LL.M., AEP® (Distinguished) & John O'Grady
  • Business Succession Planning - Louis A. Mezzullo, JD, AEP® (Distinguished)
  • Life Insurance as an Asset Class - Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
  • Grantor Trusts - Third Party and Grantor Debt: What Are the Effects During Life and At and After Death? - Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
  • Pulling a Rabbit Out of the GRAT Hat: Some of the Most Creative Structural GRAT Planning Ideas We See Out There - S. Stacy Eastland, JD, AEP® (Distinguished) 
  • Secondary Planning for Charitable Remainder Trusts (CRTs) - Evan D. Unzelman, President, Sterling Foundation Management, LLC
  • Tax and Estate Planning for Divorce - Carlyn McCaffrey, LL.B., LL.M., AEP® (Distinguished)
  • Income Tax Deductions for Charitable Bequests of IRD - Christopher R. Hoyt, JD, AEP® (Distinguished)
  • Tricky GST Issues - David A. Handler, JD, AEP® (Distinguished)
  • Top Ten Estate Planning and Estate Tax Developments of 2016 - Ronald D. Aucutt, JD, AEP® (Distinguished)​​​
  • Life Insurance Policy Valuation: At Best an Art, Not a Science  Lawrence Brody, JD, LL.M., AEP® (Distinguished)
  • Sophisticated Drafting and Administration Issues for Special Needs Trusts    Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished)
  • Basis Planning  John J. Scroggin, JD, LL.M., AEP®
  • Decanting an Irrevocable Trust: The Ultimate Do-Over  Steven J. Oshins , JD, AEP® (Distinguished)
  • Sophisticated Transfer Planning Strategies for Business Owners  Diana S.C. Zeydel, JD, LL.M.
  • Your Clients May Not Be Cyborgs But You Still Must Plan for Their Digital Assets  Gerry W. Beyer, JD, LL.M., JSD, AEP® (Distinguished) Nominee
  • Financed Life Insurance with Exit Strategies  Michael W. Halloran, CFP®, CLU®, ChFC®, AEP® (Distinguished)
  • Subchapter J (Income Tax of Trusts and Estates) - The Forgotten Tax  Jeffrey N. Pennell, JD
  • Estate and Asset Protection Planning for Retirement Benefits   Edwin P. Morrow III, JD, LL.M. (tax), MBA, CFP®, RFC
  • 2014 Planning With 99 Year GRATs, 33 Year CLATs, and UPSPATS that are Ready To Go!  Turney P. Berry, JD, AEP®
  • Avoiding the Twilight Zone of Estate Administration M. Holly Isdale, JD
  • Charitable Strategies to Help Create and Protect Legacy Laura Malone, CAP®, CEPA
  • Family Investment Partnerships: Structure, Design, Issues & Problems (Beyond the Valuation Discount) Paul S. Lee, JD, LL.M., AEP® (Distinguished)
  • Increasing Client Receptivity from The Right Side of the Table Todd Fithian
  • The ATRA-Math: Estate Planning After the American Taxpayer Relief Act of 2012  Thomas J. Pauloski, JD
  • Perspectives on the Future of Estate Planning as a Profession  Lawrence Brody, JD, LL.M., AEP® (Distinguished) , Stuart Kessler, CPA/PFS, JD, LL.M., AEP® (Distinguished) & Jeffrey N. Pennell, JD
  • Special Needs Trusts, What Every Estate Planner Needs to Know Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP®
  • The Changing Landscape of Planning for Gay and Lesbian Couples: Opportunities (and Risks) Post-DOMA  Erica Nadeau, CPA & Scott E. Squillace, Esq.
  • The Hybrid Domestic Asset Protection Trust:  a Third-Party Trust That Can Turn Into a Self-Settled Trust Steven J. Oshins , JD, AEP® (Distinguished)
  • How Collaborative Teams Work and Why They Are Essential For High Net Worth Clients  Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
  • 2014 Heckerling Institute Highlights  Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
  • Cognitive Errors in Group Decision Making Nancy B. Rapoport
  • In-home, Private-duty Care is on the Rise: Understanding the Impact of New Legislation and How to Help Clients with Employment Risks & Responsibilities Tom Breedlove / Care.com (No fee to participate)
  • Case Studies on In-Home Care: Important Information for Your Clients presented by Care.com Tom Breedlove / Care.com (No fee to participate)
  • Financial Reform: Impact on Your Merchant Account sponsored by LawPay®  Janelle Benefield / LawPay® (No fee to participate)

See an RSS feed of upcoming webinars.