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NAEPC 2010 Conference Information

 

November 17 - 19, 2010
 
San Diego, California
 
 
 

EARLY BIRD REGISTRATION IS NOW AVAILABLE! 

DOWNLOAD THE BROCHURE OR REGISTER ONLINE TODAY!

47th Annual Conference Sponsored by:

 

 EDUCATIONAL PRESENTATIONS

  Thursday, November 18, 2010 

Howard M. Zaritsky, JD, LL.M, AEP® (Distinguished)
Recent Developments
 
Richard W. Nenno, TO, JD, AEP® (Distinguished)
Perpetual Dynasty Trusts: Tax Planning & Jurisdiction Selection
 
Carlyn McCaffrey, LL.B., LL.M., AEP® (Distinguished)
GRATS
 
Lawrence Brody, JD, LL.M., AEP® (Distinguished)
Insurance
 
Bernard A. Krooks, JD, CPA, LL.M, CELA, AEP®
Elder Care
 
Jeffrey N. Pennell, JD
Recent Wealth Transfer Developments
  
Friday, November 19, 2010
 Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished)
Oshins Eleven Best Plannning Ideas
 
Sanford J. Schlesinger, JD, AEP® (Distinguished)
The Value of Valuations
 
Breakout Session ~ Terri L. Getman, JD, CLU®, ChFC®, AEP® (Distinguished)
How to Value an Insurance Policy
 
Breakout Session ~ Al W. King, III, JD, LL.M., AEP® (Distinguished)
GST Planning
 
Robert S. Keebler, CPA, MST, AEP® (Distinguished)
Surtaxes Involved with the New Healthcare Reform Act
 
Bruce S. Ross, JD
 Business Ethics
 
Professor Samuel A. Donaldson, JD, LL.M.
 Interesting Aspects in the Use of Grantor Trusts
 
 
TRAVEL RESERVATIONS & DISCOUNTS 
  • Hyatt Regency Mission Bay Spa & Marina
    It's not too early to make your resort reservations!
    Click here for important resort information and the online booking link. 
     
  • Hertz Rental Car Discounts
    NAEPC is pleased to offer reduced rates for those that use Hertz for their rental car needs. Fast and simple
    online reservations are available!
     
  • Airport Shuttle
    NAEPC has secured a $2 one way/$4 round trip discount for those that choose to use Super Shuttle for their conference transportation needs.  Click on the link or phone 800-BLUEVAN and reference code DSW5A to obtain the reduced rate.

Sponsorship Opportunities

Please contact us at 866-226-2224 or conference@naepc.org for information about sponsorship and exhibitor opportunities.

San Diego Travel Video:

 


Upcoming Conferences

2011
48th Annual Conference
November 16 - 18, 2011
San Antonio, Texas
San Antonio Marriott Rivercenter
2011 Conference Sponsor & Exhibitor Package

2012
49th Annual Conference
November 7 - 9, 2012
Orlando, Florida

See also:

 

 

 
 

 

 
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Plan now for National Estate Planning Awareness Week
October 18-24, 2010

 

 
Frequently Asked Questions for estate planners and councils
 

 

 


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Phone: (866) 226-2224   ~   Fax: (216) 696-2582   ~   E-Mail: admin@naepc.org


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