National Association of Estate Planners and Councils

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education.  Programs are COMPLIMENTARY. 

Webinars are offered within the Tradewing online community, which is separate from the NAEPC website.  Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.

Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.

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 if you have any questions with regard to the availability of credit. 

Sponsorship

Webinar sponsorship is available, along with other opportunities to support the association.  Email sponsorship@naepc.org to be added to the distribution list for opportunities.

Next Program

Wednesday, November 11, 2026 3:00pm - 4:00pm ET

Complimentary - Veteran's Benefits

Susan L. Chalgian, JD

This presentation will cover the basics of the VA benefits “Special Monthly Compensation” (also well-known as “Aid & Attendance”) and “Service-Connected Disability.” These benefits are great resources for disabled and/or aging Veterans, and in certain circumstances their families. Learn how to issue-spot so that you can advise on long term care for Veterans and guide your clients to these benefits.

Susan L. Chalgian concentrates her practice in the areas of elder law, probate litigation, estate planning, and special needs planning.

She is the current Chair of the Elder Law and Disability Rights Section, a current Council member for the Probate and Estate Planning Section, and a past President of the Women Lawyers Association of Michigan.  She is an accredited attorney with the Department of Veterans Affairs.

Susan leads in Michigan’s attorney education as a member of the ICLE Elder Law Advisory Planning Committee and co-author of the ICLE publications, “Advising the Older Client or Client with Disability” and the “Michigan Medicaid Planning Handbook.”  She is a frequent speaker to both professional audiences and community groups.

From 2019 forward, Susan has been selected as a “Rising Star” by Super Lawyers Magazine. She was recognized by Michigan Lawyers Weekly in their “Up & Coming” Class of 2021, Best Lawyers in America as Ones to Watch in elder law for 2024 and 2025, and by the Ingham County Bar Association as “Top 5 Under 25” in 2025.

 

This webinar will be hosted within Tradewing, NAEPCs online community.  When registering within this system for the first time, you will be asked to create an account. Please click the button below and then "Sign Up" to create your account.  Once complete, you can RSVP as “Going.”

 

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Upcoming Programs

Wednesday, December 9, 2026 3:00pm - 4:00pm ET

Complimentary - sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides

Whitney Webb

This session will focus on the history, priorities, preferences, and idiosyncrasies of different generations, including the Silent Generation, Baby Boomers, Generation X, Millennials, and Generation Z. We will delve into cultivating of family connection and collaboration, even when extreme differences exist. Leave with new tools to engage the rising generation and bridge generational gaps, ensuring intentional and holistic planning for your clients' futures.

Whitney Webb is the Managing Director, Head of Family Governance at Cresset helping to prepare families for the responsibilities and challenges of wealth transfer. She has been working with multi-generational families since 2012 in the areas of governance, effective communication, philanthropy, and financial and entrepreneurial education. Whitney was previously the Director of Operations at Independent Means, a private firm focused on education for UHNW families where she was the lead facilitator and the director of global programs including Camp Start-Up and Fashion and Finance. She is the founder of Launch Generation which produces experiential programs for teenagers focused on financial literacy, leadership, and entrepreneurship.

Prior to her work in governance and education, Whitney was a Kiva Fellow in Kigali, Rwanda where she worked to strengthen partnerships and increase the reach of microfinance through employee training and industry research. Whitney graduated from the University of Florida and began her career with Porter Orlin hedge fund in New York City, where she performed investment research for the managing director, Alex Porter.

Whitney has led several volunteer educational programs including financial literacy training in Cambodia and Rwanda and led and developed a parallel conference track for teens and kids of delegates at Opportunity Collaboration, an international convening of leaders in social change and innovation. Whitney is a trustee for the Ruth and Hal Launder’s charitable trust, a co-chair of the Nexus Working Group on Family Prosperity, and a partner at Social Venture Partners. She has been a speaker and panelist for FOX, Tiger 21, Youth Philanthropy Connect, Hawaii Tax Institute, and the Exit Planning Institute. Whitney also received a 2022 Young Professionals Award from THE FAMILY WEALTH ALLIANCE.

Thank you to InheritIQ for sponsoring this complimentary webinar!

This webinar will be hosted within Tradewing, NAEPCs online community.  When registering within this system for the first time, you will be asked to create an account. Please click the button below and then "Sign Up" to create your account.  Once complete, you can RSVP as “Going.”

 

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Wednesday, January 20, 2027 3:00pm - 4:00pm ET

Complimentary - Is Variable Life Insurance More Expensive?

William J. Boersma, CLU®, LIC, AEP®

Program details coming soon.

Bill has spent his entire career specializing in life insurance. He predominantly works with wealthy business owners and professionals regarding insurance for estate planning, business succession and charitable strategies. Bill is generally introduced by estate planning and business attorneys, CPAs, trust officers, family offices, non- profit leaders and various financial planning professionals.

 

Recognized nationally as an expert in life insurance, Bill utilizes his experience and expertise to be an effective ally for policy holders and their professional advisors. From designing strategies to implementing solutions to ongoing management and consulting, he tends to challenge industry orthodoxy and provides a refreshingly candid take on life insurance while benefitting clients through a pragmatic process.

 

Whether Bill is sought out for a simple second opinion or to provide the most thorough analysis available, his work is consistently recognized as bringing unparalleled value to policy owners and advisors. Another growing aspect of Bill’s practice is litigation support and expert witness testimony. While his work results in most cases avoiding trial, he has courtroom experience as well as FINRA arbitration experience.

 

Bill has written for, been featured in or quoted by a number of financial and industry periodicals, websites, radio and television. He regularly speaks for estate planning councils, legal, accounting and trust management conferences and financial and insurance associations.

 

This webinar will be hosted within Tradewing, NAEPCs online community.  When registering within this system for the first time, you will be asked to create an account. Please click the button below and then "Sign Up" to create your account.  Once complete, you can RSVP as “Going.”

 

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Thursday, February 18, 2027 3:00pm - 4:00pm ET

Complimentary - I Love You to Death: How the Psychology of Mortality Changes Financial Decisions in Life Insurance, Annuities, Planned Giving, and Estate Planning

Russell N. James, III, Ph.D., JD, CFP®

Details coming soon.

This webinar will be hosted within Tradewing, NAEPCs online community.  When registering within this system for the first time, you will be asked to create an account. Please click the button below and then "Sign Up" to create your account.  Once complete, you can RSVP as “Going.”

 

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Wednesday, March 17, 2027 3:00pm - 4:00pm ET

Complimentary - Don't Be the Test Case: The Luck of the Irish Is Not a Tax Strategy

Beth Shapiro Kaufman, JD, AEP® (Distinguished)

Program Details coming soon.

Beth Shapiro Kaufman is a Partner in the Washington D.C. office of the law firm of Lowenstein Sandler LLP, practicing in the areas of estate planning, estate, gift and generation-skipping tax, and income taxation of trusts and estates.  At Lowenstein, Ms. Kaufman is the National Chair of the Private Client Services Group and the Chair of the Trusts and Estates Group, where she assists wealthy individuals with their estate planning and tax controversies. She also advises lawyers and other professionals on complex issues regarding estate, gift, and generation-skipping transfer taxes in both planning and audit contexts. She is frequently retained by counsel to advocate a taxpayer's position before the Internal Revenue Service, and has been particularly active in obtaining relief for failed generation-skipping transfer tax exemption allocations. 

From 1995 to 2001, Ms. Kaufman was an Associate Tax Legislative Counsel in the U.S. Treasury Department’s Office of Tax Policy.  In that capacity, she was responsible for estate, gift and generation-skipping transfer tax issues, as well as income tax issues relating to trusts and estates. 

Ms. Kaufman is a member of the Adjunct Faculty at Georgetown University Law Center, where she teaches LLM-level classes on the generation-skipping transfer tax.  She also taught generation-skipping transfer tax at the University of Miami from 2017 through 2023.  Ms. Kaufman is a Fellow of the American College of Trust and Estate Counsel. 

Ms. Kaufman received her B.A. from Pomona College and her J.D. from Harvard Law School, where she was an editor of the Harvard Law Review. She is married to a law school classmate and together they have three adult children, none of whom are lawyers.

This webinar will be hosted within Tradewing, NAEPCs online community.  When registering within this system for the first time, you will be asked to create an account. Please click the button below and then "Sign Up" to create your account.  Once complete, you can RSVP as “Going.”

 

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Wednesday, June 16, 2027 3:00pm - 4:00pm ET

Complimentary - Updates and Insights from the NAEPC 2027 Estate Planners Forum

Thomas A. Tietz, JD & Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)

Program Details coming soon.

Thomas A. Tietz, Esq., is an Associate with Shenkman Law practicing in New York and New Jersey. After several sleepless years working full-time and going to law school at night, he has dedicated his practice solely to estate planning. Honing his craft, he has lectured at the Notre Dame Tax & Estate Planning Institute, for the New Jersey State Bar Association, New Jersey Institute of Continuing Legal Education, CPA Academy, as well as several estate planning councils, including the Financial and Estate Planning Council of Metropolitan Detroit, the Bergen County Estate Planning Council, and numerous other institutions.

 

He has published articles in many publications, including the American Bar Association E-Report, the National Association of Estate Planning Council’s Journal of Estate and Tax Planning, Steve Leimberg’s Estate Planning Newsletter, Wealthmanagement.com, and Trusts & Estates Magazine.

 

Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is a partner with Shenkman Tietz, LLP, an estate planning boutique law firm based in New York and New Jersey. He has authored of over 40 books and more than 1,400 articles and is a frequent lecturer for many professional, charitable and other organizations around the country.

 

Mr. Shenkman is involved in many charitable and community causes and organizations. He has written books for the Michael J. Fox Foundation for Parkinson's Research, the National Multiple Sclerosis Society, and the COPD Foundation and presented over 75 lectures nationwide on planning for those facing the challenges of chronic illness and disability for professional organizations, charities, and

others.

 

He has a Bachelor of Science degree from the University of Pennsylvania-Wharton School, an MBA from the University of Michigan, and a Law degree from Fordham University School of Law.

 

This webinar will be hosted within Tradewing, NAEPCs online community.  When registering within this system for the first time, you will be asked to create an account. Please click the button below and then "Sign Up" to create your account.  Once complete, you can RSVP as “Going.”

 

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Wednesday, July 21, 2027 3:00pm - 4:00pm ET

Complimentary - All Grown Up with No Place to Live: Exploring Options for Helping Children or Other Family Members Acquire a Home

Jocelyn Margolin Borowsky, JD, LL.M. (taxation) & Judith A. Saxe, JD, AEP®, CAP®

Program Details coming soon.

Jocelyn Margolin Borowsky, a fellow of the American College of Trust and Estate Counsel ("ACTEC"), practices in the areas of estate planning, estate and trust administration and fiduciary litigation in Delaware, New Jersey, and Pennsylvania.

Sophisticated Estate Planning. A large part of her practice involves the review of clients' overall estate plans, preparation of wills and revocable trusts, and implementation of sophisticated trusts, such as lifetime spousal lifetime access trusts, asset protection trusts, life insurance trusts, dynasty trusts, BOLI trusts, DINGs, BDITs, GRATs and IDGTs. Ms. Borowsky also works with closely-held family businesses and professionals on issues involving strategic tax and business planning, and the creation of private family foundations and represents executives of publicly traded companies and shareholders of privately held companies going public.  

Modification and Other Advice on Delaware Trusts. Ms. Borowsky routinely advises clients with respect to resolving trust administration matters, modifying trusts, structuring new Delaware trusts and transferring existing trusts to Delaware through decanting or other means.  As the Chair of the state bar statutory drafting committees, she is well versed in the preparation of Delaware directed trusts and in the creation of confidential silent trusts. Ms. Borowsky also has served as an expert witness in matters involving a Delaware directed trusts, spendthrift protection, and an executor’s breach of fiduciary duty.

Litigation and Audits.  Ms. Borowsky represents fiduciaries and beneficiaries in trust and estate litigation and in pre-litigation planning. She also handles tax controversy matters, including estate and gift tax audits by the Internal Revenue Service and state taxing authorities. She is AV® Preeminent™ Peer Review Rated by Martindale-Hubbell and listed in The Chambers Guide to the Leading High Net Worth Lawyers.

Judith A. Saxe is a senior wealth strategist for CIBC Private Wealth with over 35 years of industry experience. In this role, she works closely with clients and their team of advisors to develop and implement comprehensive wealth transfer strategies as part of CIBC Private Wealth’s integrated wealth management process.  

Prior to joining the firm in 2003, Judith was a senior manager at Ernst & Young LLP, where she was the New England-area director of estate and business succession planning. Previously, Judith practiced law with a specialty in estate planning at major firms in New York City.

Judith earned a Bachelor of Arts with honors from Harvard University and a Juris Doctor degree from the New York University School of Law. She was also awarded the Accredited Estate Planner® (AEP®) designation by NAEPC and obtained the Chartered Advisor in Philanthropy® (CAP®) designation through the American College of Financial Services. Judith is a fellow of the American College of Trust and Estate Counsel (ACTEC) and previously served on the board of directors of the National Association of Estate Planning Councils (NAEPC) and the board of directors of The Boston Estate Planning Council (BEPC).

 

This webinar will be hosted within Tradewing, NAEPCs online community.  When registering within this system for the first time, you will be asked to create an account. Please click the button below and then "Sign Up" to create your account.  Once complete, you can RSVP as “Going.”

 

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Wednesday, August 18, 2027 3:00pm - 4:00pm ET

Complimentary - Transition by Design: Successful Succession of the Family Business

Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (Distinguished)

Details coming soon.

This webinar will be hosted within Tradewing, NAEPCs online community.  When registering within this system for the first time, you will be asked to create an account. Please click the button below and then "Sign Up" to create your account.  Once complete, you can RSVP as “Going.”

 

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Archived Programs

Contact webinars@naepc.org with the title and speaker name to obtain a replay of any past presentation.

This Year's Webinars:

  • The Inside Scoop on the P&C Insurance Market​ - Michelle Hirsch, CAPI & Dave Logan

  • Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider - Thomas A. Tietz, JD 

  • Beyond the Documents: Navigating Family Dynamics that Shape the Plan - Arden O'Connor & Diana Clark, JD

  • The New Legacy: Strategic Estate Planning with Art & Collectibles - Roberta Kramer

  • Spousal Lifetime Access Trusts (SLATs)- Ethical, Practical, and Tax Considerations - James I. Dougherty, JD

  • The Death of the 60/40 Glidepath - and Crypto's Role in its Replacement - Ric Edelman, CBDA

  • The Tricks and Traps of Investment Management  - Randolph B. Cohen, Harvard Business School MBA Class of 1975 Senior Lecturer of Entrepreneurial Management

  • Letters of Wishes: Helpful Guidance from the Grave  - Cindy Brown, JD, TEP and Kim Kamin, JD, AEP® (Distinguished)

2025 Webinars:

  • Honoring Our Past, Empowering Our Future: Creating and Using Traditions to Strengthen Family Engagement  - John A. Warnick, JD, AEP® (Distinguished)

  • What Every Estate Planner Needs to Know About Spotting Red Flags of Elder Financial Exploitation; and What To Do When Recognizing Those Signs - Paul R. Greenwood, JD, LL.B.

  • One Big Beautiful Bill, One Big Estate Planning Reboot - Jonathan G. Blattmachr, Esq., AEP® (Distinguished)

  • Tax Smart Charitable Giving, Especially with Retirement Assets - Christopher R. Hoyt, JD, AEP® (Distinguished) 

  • Addressing the Human Side of Wealth to Meet the Planning Needs of UHNW Families​ - James Coutre.

  • 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®

  • Strategies for Maximizing Social Security Benefits​ - Ash Ahluwalia, CFP®, MBA, NSSA

  • 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 - Peter Hershon, CLU®, ChFC®

  • Using Financial Modeling to Communicate the Benefits of Estate Planning Techniques to Clients in an Understandable Manner - Jerome M. Hesch, MBA, JD, AEP® (Distinguished); Brandon L. Ketron, CPA, JD, LL.M.; Brad Dillon, JD, LL.M.

2024 Webinars:

  • 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 

Webinars Before 2024:

To obtain an archive of the following pre-2024 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 

  • 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 

  • 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 

  • 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)

  • 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®

  • 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)

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