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.


Fees 

Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during the calendar year for one discounted fee.    

Individual Series Type
$40 $280 ($360 value) Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
$40 $280 ($360 value) Student (available to a student who is enrolled either full or part time in an undergraduate or graduate program, majoring in the disciplines of legal, accounting, trust, insurance/financial planning, or philanthropy)
$60 $420 ($540 value) Member of an affiliated local estate planning council or at-large member of NAEPC
$100 $700 ($900 value) Non-member
$250 $1,125 ($2,250 value) Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration.

To Register

  • Individual Program:  Click on "register here" on the page associated with the program you will be attending live or on-demand. ​
  • Series Subscription: REGISTER FOR THE SERIES.  We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.  

For Our Councils

NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program links and accompanying materials.  

Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.

*NAEPC will provide a website link and password to the recorded version of each webinar you choose, which can be used to show the program to council members and guests who have gathered together in person or on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded program. 


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. 


Event Conduct Policy

By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.


Questions  

Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.


Next Program

Wednesday, March 13, 2024 3:00pm - 4:00pm ET

The Fiduciary Era for Life Insurance; What Fiduciaries Need to Know About Life Insurance Illustrations for Policy Acquisition and Retention in Relationship to Their Fiduciary Duties

Steven S. Zeiger

The fiduciary era for life insurance began on February 1st, 2020, with the implementation of NYS DFS Reg 187. This Clients Best Interest Regulation was constitutionally affirmed on October 20th, 2022, by the NYS Court of Appeals.  The CFP Board implemented its Fiduciary Standard related to life insurance on June 1st, 2020.

The NY Regulation and the Fiduciary Standard use fiduciary language- “care, skill, prudence, diligence of a prudent person” while evaluating “cost, performance and risk”. Ethically, the regulation applies in every state, the Standard applies in every state.

WHAT ARE THE BENEFITS OF ATTENDING THIS EDUCATIONAL PRESENTATION?

  • Reduce fiduciary risk
  • Further your education and unwrap the black box of life insurance
  • Help clients achieve better outcomes, further strengthen client relationships.
  • Generate new HNW/UHNW client referrals
  • Learn how to use independent research for life insurance just like you use independent research from Morningstar for investments.

WHO SHOULD YOU BE INTERESTED IN ATTENDING?

Fiduciaries have told us that they are:

1. Frustrated by life insurance broker conflict of interest and lack of transparency.

2. Concerned that the “full story" is not available with the typical life insurance illustration analysis.

3. Disappointed that they can’t figure out which policy will lead to a better outcome for their clients.

4. Uncomfortable working with insurance advisors who are not fiduciaries or who do not work under a clients best interests framework.

Do any of these issues listed above resonate with you?

LEARNING TAKEAWAYS

  • Learn why the current standard of care--"side by side" life illustration comparisons are now considered “misleading”, “fundamentally inappropriate” and unreliable according to guidance from industry regulators.
  • Learn the information required for life insurance decision-support material that conforms to the fiduciary’s duty to exercise care, skill, prudence, and diligence.
  • Recognize when life insurance product recommendations are in your client’s best interest (as defined by NY Regulation 187 and generally accepted fiduciary principles including the FPA Practice Standard).
  • Learn how to compare life insurance illustrations to life insurance industry benchmarks- just as you compare investment performance to investment industry benchmarks such as the S&P 500 Index or the DJIA.

The presentation is based on guidance from the UPIA, NYS DFS Reg 187, the OCC, FINRA and adjudicated lawsuits.

 

 

Steven serves as a Managing Director at KB Financial and has been asked to educate members of STEP, NAEPC, PLI, NYC EPC, the ABA, the CFA Society, FI 360/Broadridge and dozens of other groups on the application of prudent investor guidelines to life insurance product selection and portfolio management.  These guidelines are based on established and proven asset management doctrine- benchmarking, analysis of cost, performance and risk, etc.. Steven helps fiduciaries guide their clients’ insurance decisions based on the only patented prudent process for life insurance selection and retention.

 

 

REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.

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Upcoming Programs

Wednesday, April 17, 2024 3:00pm - 4:00pm ET

The Coordination of Property & Casualty Insurance with Estate Planning

Linda Bourn and Steven Kent

REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.

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Wednesday, May 1, 2024 12:00pm - 1:00pm ET

Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Professionals - Topic TBD

Mary Vandenack, JD, ACTEC, COLPM, CAP®, AEP® (Distinguished)

Join us for this complimentary webinar co-hosted with the Society of Financial Service Professionals. Please note the special date and time. 

 

Thank you to the National Assocation of Insurance and Financial Advisors for co-hosting this webinar with NAEPC.

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Wednesday, May 8, 2024 3:00pm - 4:00pm ET

Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next

Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®

REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.

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Wednesday, June 12, 2024 3:00pm - 4:00pm ET

Topic TBD

TBD

REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.

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Wednesday, July 10, 2024 3:00pm - 4:00pm ET

Estate Planning for International Families with U.S. Ties

Edward A. Vergara, JD, LL.M. (taxation)

REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.

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Wednesday, August 14, 2024 3:00pm - 4:00pm ET

Topic TBD

Elizabeth Forspan, Esq.

REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.

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Wednesday, September 11, 2024 3:00pm - 4:00pm ET

Snowbirding: Living in More than One Location in Retirement

Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®

Many prospective retirees hope to own two residences during their retirement. Whether because of weather, family, or adventure, they look forward to breaking up each year by living in two or more locations. They want to be “snowbirds”.

There are a number of tax and financial considerations that must be addressed in order to make this retirement arrangement work, from equity financing to establishing legal domicile, and from managing household expenses to multi-jurisdiction estate planning. This presentation examines the key financial considerations to address as part of owning multiple residences in retirement.

 

 

Steve Parrish is the Co-Director of the Center for Retirement Income at The American College of Financial Services, where he also serves as an Adjunct Professor of Advanced Planning.  He was also recently an Adjunct Professor of Estate Planning and Interim Director of the Compliance and Risk Management at Drake University Law School. With over 40 years’ experience as an attorney and financial planner, Parrish frequently addresses the financial challenges of individuals, business owners and executives nationwide.

 

 

 

REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.

View Details

Wednesday, October 9, 2024 3:00pm - 4:00pm ET

Topic TBD

Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®

REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.

View Details

Wednesday, December 11, 2024 3:00pm - 4:00pm ET

Topic TBD

TBD

REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.

View Details

Archived/On-Demand Programs

Missed a live program?  Not to worry!  Archives of all programs are available.   The fee to participate is the same as the live feed unless otherwise noted.  If you registered for and attended a specific program, and would like replay access, please contact NAEPC at webinars@naepc.org.


Individuals and other groups are welcome to register for any program during the 2024 year HERE.

  • The Practical Use of AI in Estate Planning - Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moinni, JD, Imann Moughal, JD, and Sheryl Rowling, CPA/PFS 

Interested in obtaining an archive of the following programs, all hosted during calendar year 2023, please click HERE.

  • 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 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®, CF

Interested in obtaining an archive of the following programs, all hosted during calendar year 2022, please click HERE.

  • 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®, RIC (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 you wish to purchase.

  • 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)

Cancellation Policy
Cancellations made prior to 14 days of the webinar will be eligible for a 75% refund. Cancellations within 14 days are not eligible for refund. All cancellations will receive the replay link. Please direct questions about billing or refunds to Webinars@ConferTel.net or 866-930-4500.

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