NAEPC Webinar: Effective Estate Planning for Diminished Capacity; Can You Really Avoid a Guardianship?
Presented by National Association of Estate Planners & Councils
Wednesday, May 10, 2017
3:00pm - 4:00pm ET
Speaker: Diana S.C. Zeydel, JD, LL.M., AEP® (Distinguished)
This intermediate/advanced session will focus on lifetime planning for a client with diminishing capacity (physical or mental impairment), whether a guardianship can be avoided; if there is family disharmony, how the estate planning documents stand up in the event of a guardianship and what we should add to our estate planning documents even absent a dispute to ensure the ability to deal with all aspects of preserving and enhancing the estate plan when the client is no longer able to act.
Diana S.C. Zeydel is the Global Chair of the Trusts & Estates Department of Greenberg Traurig, P.A. and is a member of the Florida, New York and Alaska Bars. She focuses her practice on estate, business succession and tax planning for high-net-worth individuals and families as well as planning for U.S. and non-U.S. citizens and residents. Diana specializes in sophisticated intra-generational wealth transfer strategies, business succession planning and complex transfer tax controversies. She received her LL.M. in Taxation from New York University School of Law (1993), her J.D. from Yale Law School (1986) and her B.A. from Yale University (1982).
REGISTER HERE for the individual program. To register for the 2017 series, please click HERE.
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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.
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2024 Fees
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during 2024 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.
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.
Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimenary basis! Participants must create an account and then register for the webinar they would like to attend.