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, April 19, 2023 3:00pm - 4:00pm ET
Miriam Wogan Henry
Clients see the benefit in simplicity and are asking why they need complex planning with high estate tax exemptions. But the answers are not so simple. A simple plan can run as smoothly as a well-timed two-step or it can turn out to be a tangled twist—the IRS may have the last dance if you don’t plan carefully. This program will consider:
* The benefits of a simple plan and how to help you client determine if KISS is the right route for them.
* How to include alternatives to swing into tax savings if circumstances change.
* State income tax planning.
* Charitable and GST planning options.
Miriam Wogan Henry is a partner in the Tax Practice Group of Jones Walker LLP and a member of the Jones Walker’s board of directors. Miriam focuses on estate planning, including family wealth transfer plans, charitable planning, and business succession planning, along with advising clients regarding fiduciary litigation and transfer tax controversy matters.
REGISTER HERE for the individual program. To purchase the 2023 webinar series, please click HERE.
Upcoming Programs
Wednesday, May 10, 2023 3:00pm - 4:00pm ET
REGISTER HERE for the individual program. To purchase the 2023 webinar series, please click HERE.
Thursday, June 8, 2023 12:00pm - 1:00pm ET
James S. Aussem, JD, AEP (Distinguished)
Join us for this complimentary webinar co-hosted with the Society of Financial Service Professionals. Please note the special date and time.
Program Overview:
This program addresses the questions and analysis used to motivate the client/owner’s journey through the process of transferring their enterprise. The emphasis is on a nuts-and-bolts explanation of alternative strategies which have proven effective in transitioning ownership to employees, or family members, or third-party buyers. The presentation provides a guide for speaking with clients, their families, and key employees.
Learning Objectives:
- Which issues should be addressed in determining a successful exit from a business
- Practical approaches for transferring the business to family and key employees
- How to handle management transfer
- Strategies for selling a business if the other options are not viable
- An understanding of basic valuation approaches
Featured Speaker:
James S. Aussem, JD, AEP (Distinguished) is a shareholder in the Cleveland law firm of Cavitch Familo & Durkin, Co., LPA, a former member of its board of directors and former Chair of the Business Practice Group. Jim’s practice is focused on succession planning, mergers and acquisitions, as well as estates and trusts. Jim is a frequent speaker, facilitator, and instructor for many professional organizations on topics such as business succession, buying and selling businesses, estate planning, insurance, trusts and estates. Jim is designated an Accredited Estate Planner with Distinction; AEP® Distinguished by the National Association of Estate Planners & Councils (NAEPC) which inducted him into its Hall of Fame November 17, 2022. Baldwin Wallace University in 2004 presented him with its Distinguished Alumni Award, The Cleveland Chapter of the Society of FSP named him its Financial Service Professional of the Year in 2013 and the Society of FSP for which Jim served as the national president in 2017-2018 presented him with its Kenneth Black Leadership Award for 2019. Mr. Aussem is AV® Preeminent Rated – by Martindale-Hubbell the leading rating organizations for practicing attorneys and has been elected by his peers every year since 2009 as one of the “Best Lawyers in America for Business” in both Corporate Law and Trusts and Estates.
Register through the Society of Financial Service Professionals website by clicking the "Register Now" button below. If you are not a FSFP member choose "Continue as a Guest" when registering.
Thank you to the Society of Financial Service Professionals for co-hosting this webinar with NAEPC.
Wednesday, June 14, 2023 3:00pm - 4:00pm ET
Louis W. Pierro and Prof. Peter J. Strauss
Americans are aging dramatically. The 2020 census shows 16.8% - 56 million - are over 65. Six million of us are over 85, and over 100,00 are over 100! Science and medical miracles are creating a growing population of the “oldest old.” That’s the good news.
But the bad news is that at age 85, 50% of all older Americans need significant assistance in daily functioning. No speed walking, hiking or golf for them. Many cannot feed, dress, bath or toilet themselves, or pay their bills without assistance caused by stroke, Parkinson’s disease, ALS or dementia - requiring costly full-time care to assist in performing “activities of daily living” (ADLs). This care is considered to be “custodial” not “skilled,” costs not covered by Medicare. Individuals often become impoverished. So how do we pay for long-term care?
At-risk seniors face other problems, not just financial ones. Who manages financial affairs if a client is incapacitated? Who makes health care decisions? Who decides whether treatment at the end of life, such as tube-feeding, invasive surgery, or kidney dialysis, should be provided or withheld? How can an incapacitated client ensure decision makers will carry out his or her wishes?
Unfortunately, most clients have not executed the necessary advance directives to manage financial affairs or make health care decisions. Elder Law is the law practice specialty that focuses on solutions to these problems: “life planning,” creating a legal structure to be managed by trusted fiduciaries who can protect the client’s autonomy to the greatest extent possible.
You are invited to attend this webinar to learn about effective and practical legal planning for later life and how Louis W. Pierro and Peter J. Strauss, elder law attorneys at Pierro, Connor & Strauss, LLC, advise clients regarding the issues of aging and incapacity, the legal documents and strategies to meet these challenges and ways to protect assets and pay for long term care.
Louis W. Pierro, Esq., is the Founding Partner of Pierro, Connor & Strass, LLC, a law firm with offices in New York City, Albany and additional locations in New York, Florida, New Jersey and Massachusetts. His Firm serves clients in the areas of Estate and Trust Planning, Estate and Trust Administration, Estate and Trust Litigation, Business and Tax Planning, Elder Law and Special Needs Planning. Mr. Pierro is also a Founder of ElderCounsel, a national membership organization of Elder Law and Special Needs law firms, where he now serves as a consultant. It provides proprietary document drafting software and education to over 1400 member firms in 50 states. He is currently a member of the National Academy of Elder Law Attorneys; the American Bar Association, Probate and Trust Section; the NYS Bar Association Trusts and Estates (past Chair, Committees on Taxation and Estate Planning) and Elder Law Sections (past Chair); and the Albany County Bar Association.
Peter J. Strauss, Esq., Senior Partner, Pierro, Connor & Strauss, LLC. Mr. Strauss is a pioneer in the Elder Law movement with special expertise in the legal problems of aging and persons with disabilities, end of life issues and the capacity of persons with disabilities to execute legal documents with respect to health care. He is a founding member of the National Academy of Elder Law Attorneys, a Fellow of the American Academy of Trust and Estate Counsel (ACTEC) and Distinguished Adjunct Professor of Law at the New York Law School, where he teaches Elder Law and is director of the guardianship clinic. He has been selected by his peers for inclusion in the 2023 edition of The Best Lawyers in America for three practice areas: Elder Law, Litigation - Trusts and Estates, and Trusts and Estates; it is his 15th year of this recognition. He is the 2022 recipient of the National Academy of Elder Law Attorneys "Theresa Award," given annually by the Theresa Alessandro Russo Foundation to recognize an attorney for outstanding achievements, efforts and advocacy for individuals with disabilities. Mr. Strauss was also the recipient of the New York State Bar Association “2019 Attorney Professionalism Award,” given to one attorney in the State each year.
REGISTER HERE for the individual program. To purchase the 2023 webinar series, please click HERE.
Wednesday, July 12, 2023 3:00pm - 4:00pm ET
TBD
Details for this presentation will be posted soon.
REGISTER HERE for the individual program. To purchase the 2023 webinar series, please click HERE.
Wednesday, August 9, 2023 3:00pm - 4:00pm ET
Corporate Transparency Act and Common Law Trusts
Jocelyn Margolin Borowski, JD, LL.M. (taxation) and Elizabeth King, JD, LL.M.
The federal government has developed yet another tool to help crack down on money laundering--this time by documenting who owns closely held companies. Private companies that are accustomed to the privacy that state law has afforded them will now have to provide key information to the federal government about who actually owns the companies.
Common law trusts aren’t directly subject to the CTA, but the CTA will impact trust administration if a trust holds an interest in an entity that’s subject to the CTA. This potentially includes thousands of trusts that own interests in entities formed in the United States and foreign entities registered to do business in the United States, including closely held businesses, limited liability companies (LLCs) and partnerships.
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Beth King is a Managing Director and President of Brown Brothers Harriman Trust Company of Delaware, N.A. In her role, Beth helps families with their wealth preservation and philanthropic goals, and oversees all aspects of trust administration for the trust company. Beth is a member of the Delaware Bar, is a former chair of the Estates & Trusts Section of the Delaware State Bar Association, and is a member of Delaware’s Trust Act Committee, which helps draft legislative changes to Delaware’s trust law.
REGISTER HERE for the individual program. To purchase the 2023 webinar series, please click HERE.
Wednesday, September 13, 2023 3:00pm - 4:00pm ET
TBD
Details for this presentation will be posted soon.
REGISTER HERE for the individual program. To purchase the 2023 webinar series, please click HERE.
Wednesday, October 11, 2023 3:00pm - 4:00pm ET
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)
Estate Planners must be aware of opportunities and risks involved in designing and implementing estate and estate tax plans. Risks include scrutiny by the IRS, Audit representation cost, and possible taxes, interest, and penalties that can be imposed when there is a disagreement over tax reporting or treatment of a particular strategy or entity or situation.
This intermediate presentation will review primary planning strategies, entities, and arrangements with a view towards how the IRS may treat various situations from an audit and tax interest and penalty stand point. The viewer will receive practical and technical guidance along with explanations of strategies and communications that can be important with respect to this subject matter.
Alan S. Gassman is a board certified Trust and Estates lawyer. He is the founder of the Clearwater, Florida law firm called Gassman, Crotty and Denicolo, P.A., which is an 8 lawyer firm that focuses on the representation of high net worth families, physicians, and business owners and their companies in estate planning, taxation, and business and personal asset structuring. Mr. Gassman is a frequent speaker for continuing education programs and has published well over 200 peer reviewed articles with publications such as Bloomberg BNA Tax & Accounting, Trusts and Estates Magazine, Estate Planning Magazine, The Florida Bar Journal, Forbes, and Leimberg Information Services Inc. (LISI). He is also a past President of the Pinellas County Estate Planning Council and has also co-chaired over 40 Florida Bar continuing legal education programs, including over 15 years each for Wealth Protection and Representing the Physician. Mr. Gassman is the co-creator with Professor Jerry Hesch of the EstateView Software.
REGISTER HERE for the individual program. To purchase the 2023 webinar series, please click HERE.
Wednesday, December 13, 2023 3:00pm - 4:00pm ET
TBD
Details for this presentation will be posted soon.
REGISTER HERE for the individual program. To purchase the 2023 webinar series, please click HERE.
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 2023 year HERE.
- 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®
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®, 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 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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