61st Annual NAEPC 
Advanced Estate Planning Strategies Conference
& Council Leadership Conference

October 20 - 24, 2024 - Anaheim, California
Disneyland® Resort

COLLABORATE    EDUCATE    CULTIVATE

Click Here to Add the Conference to Your Calendar

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Who Should Attend?

The conference educational sessions are for every member of every estate planning council and all estate planning professionals regardless of membership status.  The Annual Conference offers an opportunity to cultivate important new multi-disciplinary relationships while collaborating on cutting edge ideas and trends. 

Presenters & Topics

NAEPC Estate Planning Hall of Fame® Members
Jonathan G. Blattmachr, Ph.D., Esq., AEP® (Distinguished)  
Estate Planning for the Moderate to Middle Wealthy 

Joan K. Crain, CFP®, TEP, AEP® (Distinguished)  
Recent Developments in Cross Border Planning: Traps & Tips for Americans with Foreign Connections

Samuel A. Donaldson, JD, LLM, AEP® (Distinguished) 
Federal Tax Update

Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (Distinguished) & Kyle C. Martin
Don't Get an "F" in Planning: Flexibility - How Far is too Far? 

 

And Industry Experts
Edward Beckwith, JD, LL.M. 
The Essential Charitable Planner

Jocelyn Margolin Borowsky, JD, LL.M. & Elizabeth King, JD, LL.M. 
Nowhere to Run, Nowhere to Hide - the Corporate Transparency Act and Modern Trust Planning

April Caudill, JD, CLU®, ChFC®, AEP® (Distinguished) Nominee  
Family Business Succession Planning After Connelly: Legal and Practical Considerations

Forest J. Dorkowski
Charitable Giving through Individual Retirement Accounts (Bonus Session)

Paul G. Greenwood, JD, LL.B.
Title TBD

Peter M. Hershon, CLU®, ChFC®
The Secondary Market for Life Insurance: Current Trends, New Applications

John P. Hussman, Ph.D. 
Strategic Allocation: Long-term Investment Planning that Reflects Changing Market Conditions

Justin T. Miller, JD, LL.M. (taxation), TEP, AEP®, CFP® 
Estate Planning Paralysis: Getting YOur Clients to Act

Ferdinando L. Mirarchi, DO, FAAEM, FACEP 
Patient Safety Concerns with Living Wills & Advance Directives

Richard W. Nenno, JD, AEP® & Vincent C. Thomas
State Income Taxation of Trusts: California, New York, and Beyond

Nancy B. Rapoport, JD
Artificial Intelligence: Benefits and Ethical Pitfalls

Wes Turiano
Oil & Gas Assets: Estate and Gift Planning Opportunties and Challenges

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Registration Cost and Cancellation Policy

Registration Opening Soon

Register by August 12th for Early Bird Savings!
Regular pricing applies to registrations received August 13 - September 24 and late pricing applies to registrations received September 25th or later.

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Become a Sponsor or Exhibitor

• Download the 61st Annual NAEPC Advanced Estate Planning Strategies Conference Prospectus
• Attendee Statistics from 2023

We invite your questions about sponsoring or exhibiting at this and upcoming NAEPC Annual Conferences. Please contact Ed Socorro at sponsorship@naepc.org or 312-600-5303 with questions or to be added to our distribution lists.

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We are grateful to all of the sponsoring firms that allow us to provide members and guests with an exceptional conference each year,
including those shown below.  Please learn more about each by clicking on the firm's logo.

 

 

 

 

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 Click on the images below to watch short introduction videos from our sponsoring firms. 

 

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Continuing Education Credit

Legal, accounting, CFP®, CTFA, EA and PRP credit will be requested in all states (including one hour of ethics credit, where applicable).  The program will not be filed for insurance or any state legal specialization credit. 

Individual states and governing bodies, coupled with your attendance and participation in attendance tracking, determine the total number of hours and type of credit awarded. License numbers are required on-site to receive credit.

Approval status will be communicated on our website approximately six weeks pre-conference.

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Overnight Accommodations

​It's not too early to reserve your room at Disneyland® Resort!  Become immersed in the spirit of Disneyland past and present during the Annual Estate Planning Strategies Conference.  Guestrooms at the Disneyland® Resort are sophisticated while still whimsical, paying loving tribute to the classic years of Disneyland® Park. Upscale styling, state-of-the-art amenities, and special Disney furnishings provide a stay that you or your entire family will treasure.  With easy access to the Downtown Disney® District and theme parks, you’ll have plenty of choices for evening adventures. 

The NAEPC room rate is $289 / night plus applicable taxes and fees and reservations can be made HERE.  Reservations must be made on or before Friday, September 20, 2024 to guarantee availability and must be made within the group block to obtain the NAEPC rate.  A one-night deposit will be collected at the time of booking.

> Getting to Disneyland® Resort by Plane

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Experiencing Disneyland

Beginning Monday, April 29, 2024, attendees will have access to discounted theme park tickets, among other amenities, and Costco members can purchase gift cards with their membership, which may sometimes be on sale.